I don't know. Sure, the company seems to be well positioned all in all. However, the industries would be too risky for me, or I do not recognize where the individual moat lies. Isn't there a risk that you Chinese production (just here mass) or other producers interchangeable products come on the market? But @ccf for holiday work and ❤️ for SDAX companies.
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@InvestmentPapa Burggraben in the sense not, but they are mainly in B2B on the road. If I now look at the gastronomy sector as an example (in which I'm also on the road a lot), accessories are ordered from the dealer and the product range is mainly from German manufacturers. The competition in the respective areas is mentioned by name in the annual report, which I found good, for example Jungheinrich with lift trucks and so on.
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@GoDividend Basically, it is an all-inclusive conglomerate. This makes it of course apparently diversified, but just my feeling "vulnerable". But in itself a nice thing ... you can just offer and sell various things across the board. 🤝
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