1Mon·

Bilfinger beats Novo.

A short anecdote from just now:

I wanted to charge my car in Austria's (admittedly rather extensive) e-charging network. Missed the charging station, so turned around somewhere - on "some" company premises. Then plugged my car in on the other side of the road.


And when I look into the depot shortly afterwards, I see

Bilfinger, whose yard I had unknowingly just turned around in (located south of Salzburg), is officially my strongest stock right now.

It has overtaken my investment in Novo, which was twice as high!


That made me laugh for a moment.


Because even if that was a coincidence, strategically it's exactly what I'm currently pursuing:

👉 Away from "buy the dip"

👉 Towards titles that are now convincing

👉 Don't buy hope - buy strength instead


Bilfinger is on a roll. Not because of hype. But because the business model is right and the turnaround is hitting the ground running.


And sometimes life just subtly shows you that you're on the right track.


$GBF (-0.2%)

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6 Comments

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Nice anecdote 🙂
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@Aktienorang-Utan Thank you very much 🙏
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Let me guess, you left the highway and are standing in "Puch-Urstein" 😁🙌
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@ehrlichergauner exactly 😂
Finding fast-charging stations in Austria is always accompanied by exciting trips into the countryside.

Or is that the only way?
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@HedgeHannes I won't have the problem for another month, so I'll be able to give you regular updates 😅. But I've heard in the news that there will be a lot of upgrading of charging stations in Austria in the coming months. 🤔
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@ehrlichergauner I won't have the problem in a month's time, because I'll switch back to a combustion engine or hybrid 🙏😂 I hope so. So on the A12 towards Innsbruck or around Salzburg it's... difficult...
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