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Verve Group: A Tale of Three Futures
Updated Investment Thesis Verve Group stands at a critical juncture. After a history of explosive, M&A-driven growth, the company faced significant operational headwinds in 2025, primarily the difficult and costly migration to a unified technology platform, unfavorable currency exchange rates, and the sudden loss of a major client due to financial difficulties.Read more
Buy and hold forever
I do live in Germany. Since the housing situation is tense and will be tense for years, for me an investment into German Real Estate is a rock solid investment.Read more
Bayer to Achieve Fair Value of €40 Boosting Growth and Investor Confidence
Perspectivas de Mercado Olhando para o horizonte de 2026 e além, a Bayer AG emerge como uma empresa em transição estratégica, navegando por desafios persistentes enquanto aposta em inovação e eficiência operacional para impulsionar uma recuperação sustentável. Após um 2025 marcado por declínios em lucros e pressões litigiosas, a companhia projeta um retorno ao crescimento de lucros a partir de 2026, impulsionado por um pipeline robusto em farmacêuticos, otimizações em Crop Science e uma reestruturação interna que visa economias significativas.Read more
European submarines are too exposed
About the author I am an investor from Central Europe, focusing on the European defense industry, suppliers of parts, chemicals, energy, construction, and distribution networks; in short, I deal with everything related to the rearmament of the European part of NATO. Why pay attention to European defense companies?Read more
ThyssenKrupp launch Spin Off Marine Systems
ThyssenKrupp consists of the following divisions: Automotive Technology Decarbon Technologies Materials Services Steel Europe Marine Systems (TKMS) At an extraordinary general meeting on August 8, 2025, ThyssenKrupp shareholders approved the spin-off of the ThyssenKrupp Marine Systems division into a new independent company. The plan is for 49% of TKMS shares to be transferred directly to existing ThyssenKrupp shareholders, while ThyssenKrupp will retain 51%.Read more
A Top Pick In A Struggling Industry
Investors have never been more pessimistic about Zalando's prospects, indicated by a near all-time low P/S ratio. The company is a market leader with approximately 12% of the European market share, benefiting from economies of scale.Read more
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.Read more
Overvalued
Aktuelle FCF-Prognosen ab 2025: Laut MarketScreener (Stand März 2025) : FCF 2024 : €137,7 Mio FCF 2025 : €109,7 Mio 2026 : €150,6 Mio 2027 : €202,0 Mio Seeking Alpha Yahoo Finance+2Seeking Alpha+2 TipRanks+6MarketScreener+6MarketScreener+6 Damit sind wir jetzt in der Zukunft – also im Jahr 2025 und darüber hinaus, wie du es wünschst. Berechnung: Welcher FCFE pro Aktie (ab 2025) wäre nötig, um bei Kurs €60 fair bewertet zu sein?Read more
Highest Margin of Safety in the Luxury car business segment
Porsche (P911) is a profitability and cash flow leader among luxury car stocks (incl. mass luxury), right behind Ferrari (the latter being grossly overvalued from an intrinsic value point of view).Read more
