4D·

New in the portfolio

Good business model at a good price.

10.03

Scout 24

Compró 15 a 74,72 €

1120,74 €

7 Comentarios

Leon@Investingyoung

Nice value, but why this instead of $REA? An Australian value of this kind is not always available

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market_miura@market_miura

https://www.scout24.com/media/scout24/Investor_Relations/Berichte_und_Praesentationen/2025/Scout24_Analyst_Call_Presentation_Preliminary_results_Q4_FY_2025.pdf

I had this company on my radar and its guidance convinced me.

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Leon@Investingyoung

@market_miura don't you see the german real estate sector as a threat? Who will buy real estate if the costs continue like this?

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market_miura@market_miura

@Investingyoung Unlike real estate companies, Scout24 has no buildings 🏘️. This means less capital tied up, a high return on capital, high margins and less risk due to real estate prices.

Real estate continues to be sold, rented or bought, despite crises or bubbles. The biggest danger ⚠️ would be if interest rates rise sharply again, but I don't see that happening yet.

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Leon@Investingyoung

@market_miura I realize that they don't sell real estate...
I'd rather go for Rea group, that way I'll also have a nice Australian share

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market_miura@market_miura

@Investingyoung good choice too! Good luck 🍀 with your investment!

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Leon@Investingyoung

@market_miura I haven't bought yet, waiting for the bottom

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