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Betting on the Ukraine conflict?
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2Año
@EnjoyCapitalism are active in the USA. With deaths on the US side, shares would probably be the least of the problems. I came across them in a book. The business model is quite interesting, as it is rather unpopular. And in view of an ageing population, at a decent price it's certainly a buy candidate if everything is fundamentally right.
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@tim1 Yes, there will always be deaths; in view of the ageing population, an investment in nursing home operators should also be considered. Solid margins and a secure business model.
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2Año
@EnjoyCapitalism Yes. This "people always die" or, for example, "people always eat" doesn't really convince me. There are also many food companies that are doing badly. It could be the same here. With poor management, it doesn't help that the population is ageing. At SCI, however, the figures look good. Growth is intact. Debt has also been reduced. At the moment, they seem rather expensive by historical standards.
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