Today I had a look at the website of $NLM (-0,6 %) website today and I noticed two things that I didn't know before.

Firstly, I didn't know that Frosta also has an online store with express delivery. Also, the high protein dish linked below caught my eye. I haven't seen it in the supermarket yet. Perhaps Frosta is currently testing a new product line.

The design department of the website really deserves praise. I think it's brilliant how the product pages are structured. In addition to key figures such as CO2 footprint, nutrients and preparation time, there are also customer reviews. The ingredients are illustrated with high-quality images and show that only natural ingredients are used. You can also see where the ingredients come from on an interactive map. Further down, in the FAQ section, you can find tips on seasoning and recipes are also suggested. Overall, the website is very appealing and reflects the company's quality standards very well.

However, as a consumer, I did find one negative aspect. Personally, I expect a "high protein" dish to contain a little more protein than 6.9g per 100g. The term therefore seems more like marketing. As an investor, on the other hand, I think the approach to the new target group is very good. Especially among physically active people, frozen meals are often seen as unhealthy. If special product lines are introduced now, this mindset could change.

https://www.frosta.de/produkte/schnelle-gerichte/haehnchen-blumenkohlreis/

1/4

Over the past few days, I have made several share purchases. I have taken the opportunity to diversify my portfolio and selectively add stocks that I consider to be promising in the long term. My focus was on a balanced mix of stable companies and opportunities with growth potential. This allowed me to consistently pursue my investment strategy and further strengthen the basis for the future development of my portfolio.

Energiekontor $EKT (+1,81 %) (subsequent purchase)

Novo Nordsik $NOVO B (+6,83 %) (subsequent purchase)

LVMH $MC (+4,86 %) (subsequent purchase)

Pernod Ricard $RI (+1,39 %) (subsequent purchase)

Frosta AG $NLM (-0,6 %) (first position)

Adobe $ADBE (-0,78 %) (Subsequent purchase)

Nestle $NESN (+1,04 %) (Subsequent purchase)

Occidental Petrolium $OXY (-6,85 %) (first position)

Sixt Vz $SIX2 (+3,46 %) (Subsequent purchase)

Realty Income $O (-0,64 %) (Subsequent purchase)

Ping An Insurance (Subsequent purchase)

Volkswagen $VOW3 (+4,82 %) (Subsequent purchase)

The Trade Desk $TTD (+0,24 %) (subsequent purchase)

Daikin $6367 (+1,65 %) (subsequent purchase)

Danaher $DHR (-0,42 %) (subsequent purchase)

Have a great rest of the week!

Let's see what the next few days bring🧐

$NLM (-0,6 %)

What's going on at Frosta? -12% this week. Also today it is going down again, but I can't find any news about it.

$NLM (-0,6 %)

Hello my dears,

Here is a great interview for you with Frosta boss Felix Ahlers. I personally see a good corporate philosophy here, which I find more convincing than that of the big players like

$ULVR (+0,97 %) Unilever, $NESN (+1,04 %) Nestlé etc.

"Frosta is there for everyone"

Felix Ahlers, the head of frozen food supplier Frosta, is annoyed by the lack of information in ready-made products and would like to see stricter laws.

18.08.25, 05:00

There is no canteen in the Hamburg office of frozen food supplier Frosta. Instead, all they need is a kitchen and a large freezer - stocked with ready meals from the company, which is based in Bremerhaven. Chef Felix Ahlers is also able to carry out regular quality checks during his lunch break.

In an interview with Funke Mediengruppe (in which KURIER holds a stake), he gives an insight into the company's strategy and explains why people should focus on cooking and eating again.

Dear readers, you can find the interview under the link.

https://kurier.at/wirtschaft/frosta-tiefkuehl-produkte-felix-ahlers-kochen/403074375

They are not active in the field of artificial intelligence, nor do they produce weapons or make headlines. But they are solid and profitable: companies with solid growth, stable earnings and healthy balance sheets.

However, they are still largely ignored - which is precisely why they are cheap.

Three cash flow gems from the German equity universe - stocks with stability, cash flow and substance - that usually fly under the radar:

$NLM (-0,6 %) - Frozen food manufacturer Frosta

$EUK2 - port operator Eurokai

$CWC (+1,55 %) - Photo book champion Cewe

Welt" has identified further candidates with the help of three key figures: Cash flow yield, dividends and balance sheet stability.

$KSB (+2,46 %) - KSB. A company that specializes in pumps, valves and associated systems and is one of the world's leading suppliers. The share has risen by an average of 33 percent annually over the last five years, but is still cheaply valued.

$COK (+0,38 %) - Cancom. The company is one of Germany's leading IT service providers and supports companies in their digital transformation - from IT consulting to cloud and security solutions to the operation of complete infrastructures.

$UZU (-1,69 %) - Uzin Utz. The company is a typical "hidden champion": the Ulm-based family business specializes internationally in floor laying systems - from adhesives to machines - and is active in over 50 countries. Despite the weak construction industry, the company is proving robust. A solid balance sheet with a high equity ratio, stable cash flow and shareholder-friendly dividends ensure stability.

Six shares, six stories, one common denominator - solid figures, little hype and attractive potential

Source & graphic: "Welt", 21.07.25

As part of my ETF DIY project, I analyzed $NLM (-0,6 %) analyzed my self-developed scoring system:

Based on feedback, I have made my points distribution a little more transparent and comprehensible. Thanks to @Epi for the constructive criticism.

Moat: 3/5

• Market position: +
• Differentiability/uniqueness: +
• Switching costs: -
• Technological superiority: -
• Brand loyalty: +

Growth: 2/5

• Turnover & profit: +
• Scalability: -
• Industry trends: +
• Ability to innovate: -
• Geographic expansion / market penetration: -

Risk: 5/5

• Regulatory & geopolitical risks: +
• Market risks: +
• Competitive situation: +
• Balance sheet quality: +
• Dependence on sales drivers: +

Dividend quality: 1/1

• Stable dividend

Personal belief: 1/1

• Future potential in the fitness market and comparable markets

Total: 12/17

-> Frosta is saved with a factor of 3.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=tfMywGFZMIw

As announced, here's a little update on January today, nothing long, don't want to bore you

Yield

Yield: 6.82% (FTSE All World: 4.23%)

TTWROR: 7.29%

Thus slightly outperformed, hopefully I can extend this lead further

transactions

Sales:

• Shimano $7309 (+2,42 %)
• 
  Medpace $MEDP (+0,27 %)
• 
  Apple $AAPL (-0,96 %)
• 
  Domino's Pizza $DPZ (-0,7 %)
• 
  McDonald's $MCD (-0,25 %)

Purchases

• Norbit $NORBT (-0,63 %) (subsequent purchase)
• Frosta $NLM (-0,6 %) (initial purchase)
• RCS Mediagroup $RCS (+0,51 %) (initial purchase)
• Uber Technologies $UBER (+0,61 %) (initial purchase)
• Sanlorenzo $SL (+1,55 %) (initial purchase)
• Charles River Labs $CRL (+0,16 %) (subsequent purchase)
• Simply Better Brands $SBBC (initial purchase)

Looks like a lot of back and forth for now, but with this my portfolio conversion continues and will soon be completed

As every Sunday, the most important news of the last week, as well as the three most important dates of the coming week.

Also as a video:

https://youtube.com/shorts/uFwVbCNGMd4?si=R4ReCZQl2ud6wUW-

Monday:

$9868 (-1,85 %) Xpeng and $VOW3 (+4,82 %) VW deepen their partnership in China 🇨🇳. Among other things, they are opening up their fast-charging networks to each other. New charging stations are also to be built jointly. VW holds a 5% stake in Xpeng.

https://www.handelsblatt.com/unternehmen/industrie/autobauer-xpeng-und-volkswagen-erweitern-ihre-partnerschaft-in-china/100098791.html

$BOSS (+2,15 %) Hugo Boss wants to further strengthen the brand and has brought brand expert James Foster on board for this purpose. Foster was most recently head of marketing at Netflix in EMEA and worked at IKEA and Adidas.

https://www.absatzwirtschaft.de/neuer-globaler-marketingchef-bei-hugo-boss-265528/

Inflation is clearly above expectations and is therefore depressing sentiment for the time being. In December, inflation stood at 2.6% Economists had expected 2.4%. The inflation rate is also likely to remain well above the 2.0% target in January. This is due to higher CO2 prices and a more expensive ticket to Germany.

https://www.handelsblatt.com/finanzen/geldpolitik/inflation-teuerungsrate-steigt-in-deutschland-auf-26-prozent/100098327.html

The USA 🇺🇸 puts Tencent on a list of companies that allegedly support the Chinese military. The share loses significantly.

https://de.marketscreener.com/kurs/index/DOW-JONES-INDUSTRIAL-4945/news/USA-fugen-Tencent-und-CATL-der-Liste-chinesischer-Firmen-hinzu-die-angeblich-Pekings-Militar-unte-48689565/

Tuesday:

A cooperation between $NVDA (+1,19 %) NVIDIA, $KGX (+4,49 %) Kion and $ACN (-0,53 %) Accenture to optimize supply chains causes Kion shares to rise significantly. Kion and Accenture are relying on AI from NVIDIA for optimization.

https://www.ariva.de/amp/ki-anwendungen-kion-arbeitet-mit-nvidia-zusammen-11493206

Wednesday:

$TMV (+10,58 %) Teamviewer announces via ad hoc that it has exceeded its forecast for the year. Turnover increased by 9% in 2024. In total, it will probably be 671 million euros. The forecast was 662 - 668 million euros. This was mainly due to new billings and significant contracts signed with major customers.

https://www.boerse.de/nachrichten/EQS-Adhoc-TeamViewer-SE-TeamViewer-erzielt-Jahresumsatz-2024-von-ca-671-Mio-EUR-9-Prozent-waehrungsber-ggue-VJ-und-uebertrifft-Prognose-ausschlaggebend-waren-hoehere-Billings-von-ca-700-Mio-EUR-im/36874269

Retail sales have been growing again for 2 years. In real terms, however, the level is still below that of 2021. Compared to the previous month, sales have fallen more sharply than expected. However, the overall consumer mood among Germans is on the rise. The GfK consumer barometer climbed by 1.8 points to -21.3 points.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/handel-deutsche-einzelhaendler-steigern-umsatz-im-jahr-2024/100099305.html

Donald Trump is calling for more military spending and also wants to annex three countries - Canada, Panama and Greenland. This is not only highly dangerous rhetoric, but above all in the interests of Russia and China, who are planning to do the same with Ukraine and Taiwan. If Trump follows up his words with action, this would put the 'ambitions' of China and Russia into perspective

Thursday:

The Chinese fast clothing delivery service Shein probably wants to go public in the first half of the year. The IPO is planned for London. Shein is headquartered in Singapore.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/shein-billigmode-haendler-plant-boersengang-wohl-im-ersten-halbjahr/100099587.html

Friday:

$1913 (-3 %) Prada is probably planning to take over the Italian fashion house Versace. Versace is currently part of the Capri holding company. A sale of the entire holding company for 8.5 billion euros has failed. Individual brands such as Versace and Jimmy Choo are now up for sale.

https://www.handelsblatt.com/unternehmen/handel-konsumgueter/luxusmarken-prada-an-uebernahme-von-versace-interessiert/100099688.html

The labor market report from the USA is significantly better than expected. This could lead to the Fed lowering interest rates more slowly than previously assumed. The unemployment rate fell to 4.1%, expected: 4.2%. A total of 256,000 new jobs were created, compared to an expected 155,000.

https://www.handelsblatt.com/politik/international/konjunktur-us-arbeitsmarktbericht-faellt-ueberraschend-gut-aus/100099726.html

$NLM (-0,6 %) Frosta exceeded the profit forecast. As expected, turnover amounted to 638.1 million euros. Profit rose to 42.1 million euros and was thus significantly higher than in the previous year (34.1 million euros). The profit margin was also above expectations at 6.6%.

https://www.4investors.de/nachrichten/amp/boerse.php?sektion=stock&ID=181168

These are the most important dates for the coming week:

🇺🇸

Tuesday: 14:30 Producer prices (USA)

Wednesday: 14:30 Inflation data (USA)

Friday: 15:15 Industrial production (USA)

Can you think of any other dates? Write it in the comments 👇

#termine
#inflation
#industrie
#usa

I thought I'd go for German quality