4Mon·

Insider buying after share price crash

At $TMV (+1.27%) there were several insider purchases by four different people following the massive sell-off. CEO Oliver Steil was one of the buyers.


The company is fundamentally valued very favorably on paper for a software AI group.


The massive buying by insiders ultimately also confirms that day-to-day business is going well.


We ourselves have Teamviewer as the largest single position in our value portfolio.


What do you think? Where is the journey heading?

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16 Comments

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I think the insiders took their chance to buy cheaply again before it goes steeply up again...
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I wouldn't be blinded by the insider purchases for the time being. The CEO bought Verbio a few years ago at over €80. The share is currently trading at under €20.
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I think it's a good trade ... but I have doubts about the long-term value of Teamviewer. Where is the technology going to go in the next 10 years ... the lock-in with customers is not infinitely deep (they could just switch to the emerging competition).
Proof me wrong... but I see no reason to include Teamviewer in my long-term value portfolio.
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What is half of 6? That's right, three.
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Is there a competitor that does it better than Teamviewer?
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