Investors, which company in your portfolio do you understand its business best?

Each of us probably has a stock that we're really interested in, enjoy, and have gone deep into. For me, it's probably $GOOG, $ASML and $NVO - companies I've studied a lot and have a larger position in.


Can I ask for (online) resources where I can get the best overview of ASML?

I've become very interested in chip companies in the last few months, so I've been doing some detailed research on how $AMD and $NVDA work.

I'm probably most familiar with $MO and $CVS because they have an easy business and they're also my big positions, so I want to know more about them.

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