Carsten (@mrvalue) on getquin

2Yr·

Now that the Bild newspaper has published a well-founded in-depth analysis, it is a good time to take a first position. The figures are quite stable, especially in cross-comparison... what do you think?

3 Comments

Daniel@danielsofficial

2Yr

Personally, I also believe that more is interpreted into it than is really there. Yes, the price has fallen really sharply YTD, but unfortunately this has been the case everywhere. But there you can see once again what Warren Buffets are working for Bild. Just because the price falls it immediately means a huge banking quake. So huge that the price of the momentum of the quake goes up 😂 The figures are, and I'm with you, quite good and no reason at all to question everything now.

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Danny@Dannys

2Yr

The risks are definitely there. The main reason for the whole discussion is Credit Suisse's CDS spread. Judging by this, the bank is in about the same position as it was during the financial crisis. However, if you look ONLY at this key figure, Coca-Cola is currently in the same situation. In my opinion, you have to look at the big picture. It is very unlikely that CS will go bankrupt. I'm currently even considering going in for a small turnaround gamble or buying their bonds.

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Felix Schwinger@Justraw

2Yr

Still wavering a bit after Credit suisse already wants to sell a hotel... What price would be a good starting point for you?

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