Many German investors perceive Sixt as a German high quality business. My experience does not disprove the narrative.
Continue reading “Some experience with Sixt (SIX3 GR)”Category: Germany
Quick update on Porsche SE / VW
A twitter user asked me where i posted my update about this interesting situation. So here it is …
Continue reading “Quick update on Porsche SE / VW”Quicky on Cherry (C3RY GR)
E-gaming, home office and digitalization might all be good trends for Cherry.
Continue reading “Quicky on Cherry (C3RY GR)”Quicky on Cewe (CWC GR)
Photobooks are great … for (wierd) people like me …
Continue reading “Quicky on Cewe (CWC GR)”Quicky on Talanx AG (TLX GR)
I own a tiny position in TLX since July 2013. Time to take a look.
Continue reading “Quicky on Talanx AG (TLX GR)”Germans buy stocks (again). Time to review Tick TS …
With Trade Republic, Germany has its own robinhood – though the app’s gamification /products /users and stimuli to gamble instead of investing at the financial markets is not as extreme as its American role model Robinhood. But, Germans start to invest again …
Continue reading “Germans buy stocks (again). Time to review Tick TS …”Quicky #10 on Aareal Bank
This is part five of my mini series on banks and part #10 within my series of Quickies on new companies.
Continue reading “Quicky #10 on Aareal Bank”Quicky #2 on Tick Trading Software AG
After my last quicky on Sino AG, which owns shares in Tick Trading Software (TBX), I decided to take a closer look at Tick TS …
Continue reading “Quicky #2 on Tick Trading Software AG”Quicky #1 on Sino AG: It owns a sexy asset!
The German company Sino AG (XTP) offers high performance online brokerage services. What is interesting about the company is that a few years ago …
Continue reading “Quicky #1 on Sino AG: It owns a sexy asset!”Time is Money, or my Personal Note on E.ON and Uniper
I stated in a prior post on portfolio construction with a focus on position sizing that I want to sell some of my positions. I have a high number of rather small (legacy) positions that I bought without performing serious research. So I want to take a look at two of my poistions …
Continue reading “Time is Money, or my Personal Note on E.ON and Uniper”Quickieš¢: This time is differentā
This is a follow up on my post Corona Virus and Financial Market Fallout.
This (financial) crisis, induced by the global corona pandemia rattling through Asian, European and American economies, is indeed different when compared to other financial crisis!
Continue reading “Quickieš¢: This time is differentā”Porsche SE (SOTP)
Porsche Automobil Holding SE (Porsche SE, PSE) is a Holding Company (Holding Co). Its main asset is a majority holding of the Commons Shares (VOW) of Volkswagen AG (Volkswagen).
Continue reading “Porsche SE (SOTP)”