Solid breakdown of valuations here. Seeing TSMC still under fair price is interesting, especially with their strong revenue growth and margins holding up. LVMH's resilience is impressive too, despite currency headwinds. Visa's long-term potential remains solid, but those rising expenses are something to watch. ASML’s demand staying high makes sense given their tech dominance. What’s the most surprising valuation shift for you?
Thanks!
Solid breakdown of valuations here. Seeing TSMC still under fair price is interesting, especially with their strong revenue growth and margins holding up. LVMH's resilience is impressive too, despite currency headwinds. Visa's long-term potential remains solid, but those rising expenses are something to watch. ASML’s demand staying high makes sense given their tech dominance. What’s the most surprising valuation shift for you?