@evfcfaddict.bsky.social
In the end, investing is all about valuation. Get 20% discount for the best valuation tool: https://www.koyfin.com/affiliate/koyfin-with-friends/?via=evfcfaddict
Bruker $BRKR Q1 release:
s22.q4cdn.com/617463959/fi...
FY EPS guidance lowered a bit, mainly caused by tariff impacts.
Worldwide (mainly large cap) valuations, no bargains, only US overvalued.
07.05.2025 07:56 β π 6 π 1 π¬ 1 π 0I know most of you don`t like the company but I bought a trading position in Teamviewer $TMV.DE under 11β¬. Numbers look great, they continue to grow in the high margin Enterprise Segment and are now trading at a 14% FCF yield, debt free in 2-3 years, buying back lots of stocks..
07.05.2025 07:24 β π 7 π 0 π¬ 1 π 0Seeing a lot of "2x free cash flow, insane margins, will grow 20% for years!" stock pitches where the author does not seem to realize the company is operating in a legal gray area that could end with the stroke of a pen, or is an outright fraud. Be careful.
05.05.2025 16:00 β π 24 π 2 π¬ 3 π 0Q1 letter of @alluvialcapital.bsky.social new Tactile fund:
mcusercontent.com/b5aa12c5c889...
The Mountain is you is a book that answers many questions I used to ask myself. Personal stuff but also why people here are afraid of stocks while Americans are not.
In the US they grow up with it while kids here are raised with stocks as dangerous (backed by media and politics)
@finanzgeschichten.bsky.social
Griechischer Joghurt ist extrem lecker. Das merken auch immer mehr Konsumenten auΓerhalb Griechenlands. Daher exportiert der Joghurt- und Speiseeis-Hersteller Kri-Kri immer mehr.
wow looks wonderful-thx for sharing!
05.05.2025 13:51 β π 1 π 0 π¬ 0 π 0Millennials are ruining everythingβ¦
βIn April, two of the best-known producers, Lafite Rothschild and AngΓ©lus, both released their priciest 2024 red wines at 31% discounts to 2023βs vintage." Lafiteβs is priced at β¬288 per bottle while AngΓ©lusβs is β¬180. Both are the lowest prices since 2014β
βSize is an enemy for the performance of Berkshire. We canβt solve that problem unfortunately.β
Warren would still do micro- and smallcaps if he could.
sentiment
02.05.2025 18:05 β π 1 π 0 π¬ 0 π 0Everyone who told us to sell back then under 5.000 is gone. Since nothing has changed I further upped my cash position in the last days. Iβm always careful but at 5.700 in this environment Iβm extremely cautious, closely following what happens. Take care!
02.05.2025 17:26 β π 12 π 0 π¬ 1 π 0
new blog post: NoNameStocks annual performance 2024-2025 www.nonamestocks.com/2025/04/nona...
25.04.2025 01:16 β π 15 π 3 π¬ 1 π 0
President Donald Trump will have dinner with the top 220 holders of the Trump memecoin, the issuers of the cryptocurrency announced on Wednesday
23.04.2025 17:24 β π 66 π 25 π¬ 55 π 29My watchlist shows more and more US names for the first time in a while. Mainly well positioned small- and microcaps as well as some life sciences midcaps. Stocks that went down with the market without a lot of dependence on the economy. Weak dollar makes them even cheaper for us Europoors.
21.04.2025 19:24 β π 9 π 0 π¬ 0 π 0We enter the stage where market continues to go down even if Trump is talking about a tariffs deal with the EU and a Russia/Ukraine deal maybe this week. He has lost all credibility on Wall Street.
21.04.2025 17:54 β π 15 π 0 π¬ 1 π 0most have given up on them. look at barrick long term vs gold, mindblowing.
21.04.2025 15:37 β π 0 π 0 π¬ 1 π 02,5 years ago when β¬/$ hit 0,96, there was barely any euro bull left and no one understood why I thought 1,15-1,2 is likely fair value. Timing the market is difficult but in the long run nearly anything will eventually hit fair value.
21.04.2025 15:36 β π 6 π 0 π¬ 0 π 0Calculated in β¬ we are at the 52wks closing lows from a few weeks ago for the s&p500 and nasdaq100. Most sectors still looking pretty expensive though.
21.04.2025 15:32 β π 8 π 0 π¬ 1 π 0The no. of US large cap technology stocks that hasnβt lost at least 35% from recent highs is getting pretty small.
Meanwhile $SCZ is just 5% below 3y highs.
(all calculated in $)
ok more like 7,2x according to someone who knows the company and the reported language very well.
15.04.2025 19:44 β π 3 π 0 π¬ 0 π 0Kri-Kri $KRI.AT a bit under my estimates, margin guidance lower than expected but very nice revenue growth in q1. Hoping for further weakness to add.
www.krikri.gr/dyn/em_news/...
Precia $ALPM.PA 2024 results in line. Outlook sounds promising. Happy to add more on further weakness. Already trading at only ~6,5x ev/ebit but you never know what happens short term in French microcap landβ¦
fr.preciamolen.com/wp-content/u...
Looks like recession incoming in the US to me. Still the most expensive market with the worst administration ever. Hard to justify these multiples.
14.04.2025 19:27 β π 53 π 7 π¬ 0 π 0Got 19% Cash again. -2% (in β¬) ytd now. I think the sentiment is way too bullish. Earnings season especially in the US will be very interesting. I will watch and donβt make transactions in the next weeks - instead do the work on my various newly added watchlist names. Take care!
14.04.2025 16:40 β π 13 π 1 π¬ 2 π 0Sold out of $IPS.PA with a smallish gain. Very cheap but lots of US revenue plus typically costs for their clients which they will cut fast if the economy slows.
14.04.2025 07:12 β π 3 π 0 π¬ 0 π 0there is way more room, s&p is still expensive. I just wanted to show the fact that so many people ignore that got s&p or msci world etfs and had a smooth ride for 16 years now. I guess a lot of index selling is incoming here.
11.04.2025 07:15 β π 1 π 0 π¬ 1 π 0As an β¬ investor invested in the s&p 500 you lost ~30% in 2008.
With the ongoing dollar devaluation this morning, we are at -20% in the last 2 months.
naja ich denke wenn dann die ersten auftrΓ€ge kommen, sollte die Aktie wiederentdeckt werden.
09.04.2025 16:51 β π 1 π 0 π¬ 0 π 0kein near term catalyst und der gesamte sektor ist extrem schwach
09.04.2025 15:35 β π 0 π 0 π¬ 1 π 0
