1Lun·
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I'm annoyed that it's only on my watch. But you can't buy everything
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@Tenbagger2024 A friend recommended them to me in March because he works at a subsidiary. I said: Infrastructure shares were already doing very well at the time after the news about the €500 billion package and I didn't get in. He made a big profit and I watched. You can't have everything.
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@JBatelli
That's right. And as I already have two US infrastructure companies in my portfolio, which are also doing very well, I didn't want a third company.
Although $VOS also appeals to me.
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@Tenbagger2024 Yes, I have also looked at vossloh several times. It actually has a lot of potential and rising sales ahead of it. But I still somehow have an unjustified fear of buying shares that have done very well 😅 By the way, thanks for your contributions and your way of investing. Very strong and interesting. I tend to be defensive and use etfs.
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@JBatelli
Oh thank you dear,
I'm very pleased to hear that.
And encourages me to stay true to my strategy.
Nice to write with you.
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@Tenbagger2024 Me too, I've been watching for months. Entry missed
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@mami_goes_boerse
Maybe it was too easy. And it all sounded far too logical.
Energy transition. Infrastructure package etc. .
As if served on a golden tray.
All we had to do was buy.
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@Tenbagger2024 Absolutely! They always say that if it sounds too good, then it can't be true. As so often, I hesitated 💁‍♀️
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How could it be otherwise when every German household now owns almost 1 Thermomix 😅
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@Aktienorang-Utan Friedrich Vorwerk is an infrastructure company and has nothing to do with the Thermomix 😅
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@Aktienorang-Utan Friedrich Vorwerk SE has nothing to do with the Thermomix Vorwerk :D they do civil engineering for the energy infrastructure and were one of my 2 German hydrogen plays.
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Oops... I seriously thought it was the same company 🫩
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I see FC Sandhausen as CL winners.
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