Hello everyone,

inspired by the good @Tenbagger2024 I will be adding a new growth share to my portfolio.

But which one will it be?

Candidates:

$PNG (+3,1 %)

$INOD (+4,8 %)

$BW (+5,7 %)

$BONEX (+5,97 %)

Which share is your favorite?

I picked out 11 key figures and asked my assistant who would win the race:

1. current sales growth

2. expected sales growth (Ø p.a. 5 years)

3. peg ratio

4. gross margin

5. free cash flow

6. rule of 40

7 EV/Sales

8. TAM figure

9. ROE (return on equity)

10. gearing ratio

11. EBITDA margin

The result is the following chart:

Conclusion:

$INOD (+4,8 %) is the clear winner (86/110 points)- and here is the short explanation why now is a good time:

You're buying an AI company that has delivered 48% revenue growth in 2025 and is already guaranteed +35% for 2026-and analysts think that's too conservative. With a price target of up to $110 at currently ~$44, the stock is still 55% below its all-time high, although the business is fundamentally stronger than ever. Palantir has selected Innodata as its official AI data partner - this is not a one-off contract, but an entry ticket into a multi-billion dollar defense and enterprise pipeline.

The Rule of 40 is 71 - almost double the minimum for a healthy growth company - with a clean balance sheet, $82m cash and hardly any debt. You're investing in a deeply integrated AI infrastructure provider with proven numbers, not just a hype story.

$BONEX (+5,97 %)

Hello my dears,

The value of my watch is currently in an exciting zone on the chart.

Growth concerns have weighed heavily on the Bonesupport share in recent months. Starting from a record high, the shares of the orthobiology specialist lost more than half of their value at times. But today, Wednesday, the medtech company from Sweden is back with a share price increase of almost 20 percent.

In addition to respectable preliminary sales figures for the fourth quarter of 2025, Bonesupport's outlook for the new financial year 2026, which the company provided to the capital market yesterday (Tuesday), is particularly impressive. The Scandinavian company is targeting revenue growth of at least 35% at constant exchange rates.

In the final quarter of 2025, revenue increased by 36 percent to 313 million Swedish krona (equivalent to 29.2 million euros). In the past year as a whole, this represents an increase in sales of almost 40 percent. Bonesupport had set itself the target of at least 40 percent growth, which largely met expectations.

In the USA in particular, Bonesupport is experiencing a sharp rise in demand for its orthobiological bone replacement materials from the CERAMENT family. The company is aiming to expand its range of indications, which promises further growth. Bonesupport's business is extremely high-margin: Gross margins are generally a good 90 percent

Investors are visibly breathing a sigh of relief after the guidance for 2026. The shares, which had previously been significantly underperforming, are currently up almost a fifth and have risen to their highest level since October.

Bonesupport's growth story continues dynamically. From a technical chart perspective, the highly interesting medtech stock has now probably bottomed out. DER AKTIONÄR already recommended buying the share in mid-November at prices of around 19 euros and pointed out the turnaround opportunities. Speculative investors can still buy.

AKTIONÄR-Tipp Bonesupport: Befreiungsschlag – kräftiges Wachstum in Sicht - DER AKTIONÄR

In my view, this is a future topic in surgery and orthopedics.

Moin together,

I am currently looking at Bonesupport Holding as a potential investment. I would be interested in your opinion.

Bonesupport Holding AB is a Swedish based orthobiology company. It develops and markets injectable bioceramic bone graft substitutes that remodel into host bone and are capable of eluting drugs directly into bone. The marketed synthetic bone graft substitutes are CERAMENT BVF, CERAMENT G and CERAMENT V, which are based on the CERAMENT technology platform. The products are commercially available in Europe and the United States, as well as in India, Malaysia, Oman and Singapore. The products are designed to treat patients with fractures and bone gaps caused by trauma and related surgeries, as well as infections or diseases such as chronic osteomyelitis, revision arthroplasty and infected diabetic foot.

The company (86 employees) is still making a loss. However, with the business model, I can see this being a future market. Losses have been reduced from 2019 to 2020. The main sales markets are North America and Europe. Here it increased application within one year (from 2019 to 2020) by 46% in North America and by 6% in Europe.

This company comes from the biopharmaceutical industry and occupies a niche that I think is very relevant for the future.

I am looking forward to your opinions.