Despite some bullish movement at the start of the year, the market has turned pretty bear. As a long term investor learning from Mr Buffet, I thought it is turnibg into a great opportunity for picking up some real good companies for bargain prices. I am going to do my purchases, forget about them and come back in 5 years time. These are my picks (am stating their 'moatness' for quick reference):$SEMrush Holdings, Inc.(SEMR)$Market leader in digital marketing visibility management.$InMode Ltd.(INMD)$Proprietary technologies using RF for non or minimally-invasive aesthetic medical procedure. Incredibly well-run company.$Alibaba(BABA)$Ecommerce and payment gia
$亚马逊(AMZN)$Alibaba, Amazon are ecommerce giants facing growth bottlenecks in their ecommerce businesses. Both are now relying on cloud services for near termngrowth
$Alibaba(BABA)$$TENCENT(00700)$$InMode Ltd.(INMD)$For me, Chinese tech stocks are very attractive now, with popular Tencent and Ali being the obvious. In US, I am particularly impressed by INMODE. An incredibly well run company.
ASML's share price saw a -14.5% correction in 2022 year-to-date, after its shares rose by +59.2% in the prior year.However I am expecting ASML to continue to deliver decent revenue growth and margin expansion in the next 5 years, despite growing potential competition from Chinese companiesIts PE remains high. A further 10-20% downward correction will represent a great buying opportunity.$ASML Holding NV(ASML)$