I also read the article and found it very interesting. However, in principle, this has been known for a long time and is just becoming more and more public. We are losing orders to foreign countries, we are losing our reputation abroad and we are ruining ourselves more and more. It is these moralistic, supposedly know-it-all statements in particular that are getting us into trouble. Other countries, other customs. No halfway sovereign country likes to be talked into its domestic policy or be lectured on why it is doing something wrong. This is also slowly becoming apparent in politics. But by the time something happens, many companies will have already moved away. We have many great companies in Germany that have a lot of potential. But this also requires the right political/economic conditions. In addition to $DTE and $DHL, I have $ALV in my portfolio. These three will definitely stay.$EOAN delivers great dividends but is also performing rather sideways. I'm thinking about getting rid of it because the energy market is also too uncertain for me. The same applies to $MBG. In my opinion, the automotive sector is too dangerous as an investment in Germany at the moment (who would have thought that?). However, I am still keeping an eye on how the luxury segment is developing, which will be the main focus in the future.
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@DividendenWaschbaer Absolutely, that's how I see it too. Even if it is certainly a little exaggerated in the article, a general feeling that it is better to switch to other countries when doing business is enough. I also have no desire to work with a colleague who is constantly unproductively complaining instead of simply doing his job. Interesting stock selection in any case, we have a similar view of ourselves. I also had Mercedes in my portfolio for a while, but apart from dividends, there really isn't much going on there (unless you buy at the corona low of €20)
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