Since I’ve buried myself in the rabbit hole of stock picking again and am on the hunt for a tenbagger, here’s a rundown for the group of which of the ones listed here might have the most potential. These are micro/small-cap stocks that are a pure gamble—total loss is a possibility and should be factored in! SOS ahoy.
Plan: 5–6-year time horizon; then, of course, track the companies.
Feel free to use buzzword bingo terms like “pricing power,” “P/E ratio,” “P/S ratio,” and “the sun, moon, and stars.”
Source: Martin Lochner’s video on this (he used to be with Mission Money). I haven’t looked closely at the sales material on his website—no idea what it’s about.
His source:
Of particular interest to the “lazy” generation:
Q18 and Q19: High-level takeaways.
The companies from the video are listed below, followed by my gut take. No analysis. I’ll do a dedicated analysis later for the ones I find truly interesting, in my opinion.
1. Chart Industries: Industrial stuff $GTLS
https://www.chartindustries.com/
2. Paramount Global (Viacom): Broadcasting/Streaming: Since I know the industry, I still see a lot of consolidation ahead, so I’d definitely say no. $PARA (+0,78 %)
3. PagSeguro Digital: $PAGS (+1,03 %) PSP (Payment Service Provider) like Adyen, Stripe, and—for the Germans—something like Concardis. It’s a highly competitive field, and the technical hurdles are relatively moderate (PCI & SOX compliance = high data security, banking license, etc.). The winners will be local heroes once they reach critical mass among merchants. Are there any LATAM folks here who could share their thoughts on this company? https://international.pagseguro.com/
4. AG Growth: $AFN (+4,66 %) Agricultural machinery. Canadian stocks—no thanks. https://www.aggrowth.com/
5. Ameal Pharma: $AMRX (+0,69 %) Makes generic drugs—
https://amneal.com/products/our-portfolio/
6. Maas Group: $MGH I’ve always wanted to own heavy construction equipment from Australia https://maasgroup.com.au/
7. Jazz Pharmaceuticals: $JAZZ (+2,32 %) Medications for people with serious illnesses. Homebias has an office in Munich. 😊 https://www.jazzpharma.com/
8. Okeanis: $OKE Tankers equipped with special filters that reduce exhaust emissions. See the YouTube video. https://www.okeanisecotankers.com/
