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There are currently a lot of economic uncertainty. As a result, a hit on the stock exchange. As a long -term investor, I used the weakness of the market and gained shares for my pension portfolio. Here is a look at two S&P 500 Actions that I bought aggressively.
Digital work platform
At the beginning of April, I added a software company Salesforce (NYSE: CRM) To my portfolio. Since then, I have bought a few tranches of the action, significantly increasing my holding.
The main reason I have invested here is the agents of the “AI)” Agentforce “. These are programs that can autonomously perform business tasks (e.g. customer inquiries).
I believe that the market for this “digital work” will be a balloon over the next decade. CEO of Salesforce, Marc Benioff, believes that the industry can be worth up to $ 12 %, so it seems that there is a significant long -term growth potential.
It is worth noting that Salesforce is not the only company that develops AI agents. Others include Microsoft AND Service.
Competition on the part of rivals is of course a risk. However, I think that the market will be gigantic enough for many players and I was encouraged by the recent results of Q1 Servicenov (he said that it is successful with AI agents).
When it comes to valuation, Salesforce is currently trading in a price -profit price (P/E).
I hope that the supplies remain on current levels for some time to be able to continue to build your position with this valuation.
Self -propelled car platform
I also added to my position on the world’s largest spinal platform Uber (Nyse: Uber) several times while the markets were under pressure.
In my opinion, this is another company with huge potential. Over time, the Uber application is slowly transformed into a “Super App” journey.
I am excited to partnership with car companies. In the future, I think Uber will be a platform from which many of these companies apply to connect with passengers.
It is worth noting that in April Uber announced a modern partnership with Volkswagen to implement autonomous ID buzz vehicles on your platform. The tests are expected to start at the end of this year.
Another thing you like in this company is that it is relatively resistant to recession. The customer base is not only slightly more wealthy, but if people are released, they can ask Uber for a job, which can potentially augment the number of drivers and maintain competitive prices for riders.
Currently, the P/E indicator using the earnings forecast for the next year is only 24. It strikes me as theft.
Of course, there are many risks. They include regulatory/fine intervention, competition with Teslaand lower revenues from advertising in recession. However, I think I am very stubborn at Uber.