r/valueinvesting
What do we sell??
User asks if they should sell Amkor (up 100%) to invest in private SpaceX, while holding losing Netflix positions.
- The user proposes selling a liquid public asset to buy into a private company (SpaceX), which is generally inaccessible and illiquid for retail investors.
- The investment thesis for Amkor relies on generic chip demand growth without addressing valuation risks after a 100% rally.
Should I sell my Amkor Technology stock and invest in SpaceX?
I invested here because it performs the final assembly and quality check before a chip is ready to be used in a device, so i thought chip demand will increase and service helping this industry will also get more work means more demand so the price of stock will also increase
My Amkor was up nearly 100% a week ago. I haven't invested much yet because I am still learning.My netflix stock is down by 25% i thought investing stock would be better than buying netflix subscription, Right now I am investing small amounts across different blue-chip stocks to diversify my portfolio
I would really appreciate any advice you would give to your 24 year old self