Ed Elson
👤 SpeakerAppearances Over Time
Podcast Appearances
And I have to say, aside from Google, this might be one of our best calls last year.
Now, at this point, the company is fairly valued.
It isn't really the buying opportunity it was, at least in our view.
We consider this a hold, not a buy.
Therefore, I don't really have investment advice here.
The reason we bring it up is entirely selfish, and that is we wanted to take a victory lap.
So there you have it.
Historic run for ASML.
Congrats to those of you who did buy back in July.
And if you did, let us know in the comments.
We'd love to hear from you.
Okay, that's it for today.
This episode was produced by Claire Miller and Alison Weiss, edited by Joel Patterson and engineered by Benjamin Spencer.
Our research team is Dan Jalan, Isabella Kinsel, Kristen O'Donoghue, and Mia Silverio.
Thank you for listening to Profiteer Markets from Profiteer Media.
If you liked what you heard, give us a follow.
I'm Ed Elson.
I will see you tomorrow.
Ed, how are you?
I hope you have plenty of the wherewithal.