{"id":2336,"date":"2022-03-15T10:21:31","date_gmt":"2022-03-15T09:21:31","guid":{"rendered":"https:\/\/monocle2022.wearemanyfold.com\/?p=2336"},"modified":"2022-05-01T12:48:17","modified_gmt":"2022-05-01T10:48:17","slug":"checkpoint-ou-en-sont-les-sexy-stocks","status":"publish","type":"post","link":"https:\/\/monocle.lu\/en\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/","title":{"rendered":"Checkpoint : where are the \"Sexy Stocks\" ?"},"content":{"rendered":"<p>We have often denounced the extent to which certain valuations had become irrational, far removed from all fundamentals and overbought by an overheated market.<\/p>\n<p>Today, where do these stocks stand?<\/p>\n<p>(<em>(Performance of the stock since the publication of the Monocle Billet concerning it).<\/em>).<\/p>\n<p>&#8211; Apple\u00a0? : +27% (patience&#8230;)<br \/>\n&#8211; Amazon\u00a0? : -13%<br \/>\n&#8211; Capgemini ? : +9% (patience&#8230;)<br \/>\n&#8211; Chewy\u00a0? : -61%<br \/>\n&#8211; Dassault Syst\u00e8mes\u00a0?\ufe0f : -21%<br \/>\n&#8211; Gamestop\u00a0? : -69%<br \/>\n&#8211; L\u2019Or\u00e9al\u00a0? : -19%<br \/>\n&#8211; LVMH\u00a0? : -9%<br \/>\n&#8211; Netflix\u00a0?\u00a0: -46%<br \/>\n&#8211; Nikola\u00a0?\u00a0: -79%<br \/>\n&#8211; Peloton\u00a0? : -86%<br \/>\n&#8211; Pinterest\u00a0?\u00a0: -82%<br \/>\n&#8211; Salesforce\u00a0?\u00a0: -8%<br \/>\n&#8211; Shopify\u00a0?\u00a0: -63%<br \/>\n&#8211; Snapchat\u00a0? : -53%<br \/>\n&#8211; Snowflake\u00a0\u2601\ufe0f : -54%<br \/>\n&#8211; Tesla\u00a0? : +39% (patience&#8230;)<br \/>\n&#8211; Twitter\u00a0?\u00a0: -49%<br \/>\n&#8211; Worldline\u00a0? : -41%<br \/>\n&#8211; Zoom\u00a0?\u00a0: -76%<\/p>\n<p>If some of you have avoided a big loss by reading our posts, we are delighted!<\/p>\n<p>But let's stay careful with the rest.<br \/>\nThese falls do not concern the entire market, which is still very highly valued. The deflation of the bubble is starting, and this is only the beginning...<br \/>\nThe next on the list could be Large Cap. Any ideas?<\/p>\n<p>Have a great week,<\/p>\n<p>Pierre<\/p>","protected":false},"excerpt":{"rendered":"<p>Nous avons\u00a0de nombreuses fois d\u00e9nonc\u00e9 \u00e0 quel point certaines valorisations \u00e9taient devenues irrationnelles, \u00e9loign\u00e9es de tous fondamentaux et surachet\u00e9es par un march\u00e9 en surchauffe. Aujourd\u2019hui o\u00f9 en sont&#8230;<\/p>","protected":false},"author":8,"featured_media":2450,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2336","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-le-billet-de-monocle"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Monocle - Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Monocle - Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?\" \/>\n<meta property=\"og:description\" content=\"Nous avons\u00a0de nombreuses fois d\u00e9nonc\u00e9 \u00e0 quel point certaines valorisations \u00e9taient devenues irrationnelles, \u00e9loign\u00e9es de tous fondamentaux et surachet\u00e9es par un march\u00e9 en surchauffe. Aujourd\u2019hui o\u00f9 en sont...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/monocle.lu\/en\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/\" \/>\n<meta property=\"og:site_name\" content=\"Monocle\" \/>\n<meta property=\"article:published_time\" content=\"2022-03-15T09:21:31+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-05-01T10:48:17+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1707\" \/>\n\t<meta property=\"og:image:height\" content=\"2560\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"L&#039;\u00e9quipe Monocle\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"L&#039;\u00e9quipe Monocle\" \/>\n\t<meta name=\"twitter:label2\" content=\"Estimated reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/\"},\"author\":{\"name\":\"L'\u00e9quipe Monocle\",\"@id\":\"https:\/\/monocle.lu\/#\/schema\/person\/f095305e6c0f0cb67a0905de33670595\"},\"headline\":\"Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?\",\"datePublished\":\"2022-03-15T09:21:31+00:00\",\"dateModified\":\"2022-05-01T10:48:17+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/\"},\"wordCount\":192,\"publisher\":{\"@id\":\"https:\/\/monocle.lu\/#organization\"},\"image\":{\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg\",\"articleSection\":[\"Les Billets de Monocle\"],\"inLanguage\":\"en-GB\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/\",\"url\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/\",\"name\":\"Monocle - Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?\",\"isPartOf\":{\"@id\":\"https:\/\/monocle.lu\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg\",\"datePublished\":\"2022-03-15T09:21:31+00:00\",\"dateModified\":\"2022-05-01T10:48:17+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#breadcrumb\"},\"inLanguage\":\"en-GB\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage\",\"url\":\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg\",\"contentUrl\":\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg\",\"width\":1707,\"height\":2560},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Rethink the way you train\",\"item\":\"https:\/\/monocle.lu\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/monocle.lu\/#website\",\"url\":\"https:\/\/monocle.lu\/\",\"name\":\"Monocle\",\"description\":\"Asset Management\",\"publisher\":{\"@id\":\"https:\/\/monocle.lu\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/monocle.lu\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-GB\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/monocle.lu\/#organization\",\"name\":\"Monocle\",\"url\":\"https:\/\/monocle.lu\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/monocle.lu\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/logo.svg\",\"contentUrl\":\"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/logo.svg\",\"width\":152,\"height\":37,\"caption\":\"Monocle\"},\"image\":{\"@id\":\"https:\/\/monocle.lu\/#\/schema\/logo\/image\/\"}},{\"@type\":\"Person\",\"@id\":\"https:\/\/monocle.lu\/#\/schema\/person\/f095305e6c0f0cb67a0905de33670595\",\"name\":\"L'\u00e9quipe Monocle\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-GB\",\"@id\":\"https:\/\/monocle.lu\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g\",\"caption\":\"L'\u00e9quipe Monocle\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Monocle - Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_GB","og_type":"article","og_title":"Monocle - Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?","og_description":"Nous avons\u00a0de nombreuses fois d\u00e9nonc\u00e9 \u00e0 quel point certaines valorisations \u00e9taient devenues irrationnelles, \u00e9loign\u00e9es de tous fondamentaux et surachet\u00e9es par un march\u00e9 en surchauffe. Aujourd\u2019hui o\u00f9 en sont...","og_url":"https:\/\/monocle.lu\/en\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/","og_site_name":"Monocle","article_published_time":"2022-03-15T09:21:31+00:00","article_modified_time":"2022-05-01T10:48:17+00:00","og_image":[{"width":1707,"height":2560,"url":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg","type":"image\/jpeg"}],"author":"L'\u00e9quipe Monocle","twitter_card":"summary_large_image","twitter_misc":{"Written by":"L'\u00e9quipe Monocle","Estimated reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#article","isPartOf":{"@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/"},"author":{"name":"L'\u00e9quipe Monocle","@id":"https:\/\/monocle.lu\/#\/schema\/person\/f095305e6c0f0cb67a0905de33670595"},"headline":"Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?","datePublished":"2022-03-15T09:21:31+00:00","dateModified":"2022-05-01T10:48:17+00:00","mainEntityOfPage":{"@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/"},"wordCount":192,"publisher":{"@id":"https:\/\/monocle.lu\/#organization"},"image":{"@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage"},"thumbnailUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg","articleSection":["Les Billets de Monocle"],"inLanguage":"en-GB"},{"@type":"WebPage","@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/","url":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/","name":"Monocle - Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?","isPartOf":{"@id":"https:\/\/monocle.lu\/#website"},"primaryImageOfPage":{"@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage"},"image":{"@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage"},"thumbnailUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg","datePublished":"2022-03-15T09:21:31+00:00","dateModified":"2022-05-01T10:48:17+00:00","breadcrumb":{"@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#breadcrumb"},"inLanguage":"en-GB","potentialAction":[{"@type":"ReadAction","target":["https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/"]}]},{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#primaryimage","url":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg","contentUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/Chekpoint-2-scaled.jpg","width":1707,"height":2560},{"@type":"BreadcrumbList","@id":"https:\/\/monocle.lu\/2022\/03\/15\/checkpoint-ou-en-sont-les-sexy-stocks\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Rethink the way you train","item":"https:\/\/monocle.lu\/"},{"@type":"ListItem","position":2,"name":"Checkpoint : o\u00f9 en sont les \u201cSexy Stocks\u201d ?"}]},{"@type":"WebSite","@id":"https:\/\/monocle.lu\/#website","url":"https:\/\/monocle.lu\/","name":"Monocle","description":"Asset Management","publisher":{"@id":"https:\/\/monocle.lu\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/monocle.lu\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-GB"},{"@type":"Organization","@id":"https:\/\/monocle.lu\/#organization","name":"Monocle","url":"https:\/\/monocle.lu\/","logo":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/monocle.lu\/#\/schema\/logo\/image\/","url":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/logo.svg","contentUrl":"https:\/\/monocle.lu\/wp-content\/uploads\/2022\/03\/logo.svg","width":152,"height":37,"caption":"Monocle"},"image":{"@id":"https:\/\/monocle.lu\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/monocle.lu\/#\/schema\/person\/f095305e6c0f0cb67a0905de33670595","name":"L'\u00e9quipe Monocle","image":{"@type":"ImageObject","inLanguage":"en-GB","@id":"https:\/\/monocle.lu\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/8f5b1ac2bd644098edce052a3a3d754307488f9a55621278d21120dbcbc7d03f?s=96&d=mm&r=g","caption":"L'\u00e9quipe Monocle"}}]}},"_links":{"self":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/posts\/2336","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/comments?post=2336"}],"version-history":[{"count":0,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/posts\/2336\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/media\/2450"}],"wp:attachment":[{"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/media?parent=2336"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/categories?post=2336"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/monocle.lu\/en\/wp-json\/wp\/v2\/tags?post=2336"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}