German Market Community
Our community narratives are driven by numbers and valuation.
German Investing Ideas
Global Weekly Picks
Sparc AI
30.5% undervalued intrinsic discount
When GPS fails: this small cap is fixing a $54B drone problem
View narrativeCE
Updated 27 Aug
Archrock
30.4% undervalued intrinsic discount
AI Needs Power. Power Needs Gas. Gas Needs Compression: The Archrock Investment Thesis
View narrativeCO
Updated 8 Sep
Advanced Energy Industries
55.2% undervalued intrinsic discount
AEIS Is Firing on Every Cylinder. My Problem Is the Safety Factor.
View narrativeJO
Published 31 Aug
Lam Research
36.5% undervalued intrinsic discount
The Memory Shortage Is Lam's Order Book — Whether It Persists Or Resolves
View narrativeIS
Published 10 Sep
Rheinmetall
82.7% undervalued intrinsic discount
Rheinmetall AG: 2029 Valuation Outlook — €2,900–€6,800 per Share
View narrativeBA
Published 24 Aug
Platform Group SE KGaA
89.0% undervalued intrinsic discount
New
High risk. Massive upside. I’m betting on execution.
View narrativeCO
Published 11 Sep
innoscripta
81.4% undervalued intrinsic discount
Innoscripta: 2 Minute Drill - The “No Win, No Fee” Software Platform Growing 40% While Trading at 15x Earnings
View narrativeEU
Published 5 Sep
Volkswagen
4.1% undervalued intrinsic discount
Updated
Volkswagen is ailing after several strategic mistakes
View narrativePI
Updated 14 Sep
Nel
73.4% undervalued intrinsic discount
Nel's 62% Revenue Growth Puts Future at 31.63x PE Potential
View narrativePE
Published 3 Sep
K+S
48.6% overvalued intrinsic discount
K+S Aktiengesellschaft — Cyclical Investment Strategy
View narrativeGA
Published 21 Aug
Siltronic
49.6% undervalued intrinsic discount
Siltronic AG: 2-minute Drill - The Loss-Making AI Supplier at an Earnings Inflection
View narrativeEU
Published 17 Aug
Platform Group SE KGaA
860.0% overvalued intrinsic discount
Unbelievable numbers. Be very careful!
View narrativeMO
Updated 6 Sep
TeamViewer
51.4% undervalued intrinsic discount
TeamViewer Set to Evolve from Stagnation to Enterprise Growth by 2028
View narrativeDR
Published 3 Jul
