$QSR (+0,55 %)
$LULU (+0,43 %)
$ADS (-1,19 %)
$BIRK (+2,57 %)
$ZAL (-0,63 %)
$9983 (+0,63 %)
$US2533932016

Hello my dears,

I have just received the news that the star investor @Simpson has been spotted in the cathedral city with his son Bart.

( attached a few paparazzi shots ).

The on 12.
May 1956 Homer Simpson grew up with his father Abe Simpson, as his mother Mona Simpson had already left the family during his childhood.

There are now rumors that he has relocated to Germany.

Simpson has been spotted in front of branches of several large chain stores. There is already wild speculation online about which company his holding could invest in next.

Because the star investor has proven for years that he can find growth pearls well in advance. More and more small investors are following his strategy.

Interestingly, he was also spotted outside a Foot Locker store.

Foot Locker's global store network comprises around 2,400 locations in 20 countries. US sporting goods retailer Dick's Sporting Goods has confirmed that it will acquire footwear specialist Foot Locker for 2.4 billion US dollars (2.1 billion euros). Could even @Simpson could even get in between.

It remains exciting in the " Ultimate Holding "

The second "What if" report by climate tech company Right° was published on Thursday. Right° compares company data with the goals of the Paris Climate Agreement. Right° sets the limit value at a global warming of 1.7 degrees by 2100.

None of the 34 DAX companies analyzed would be Paris-compatible if no further measures were taken to reduce emissions. However, according to the data, twelve companies have decoupled their value creation from climate-damaging emissions in recent years to such an extent that they are on a Paris-compatible path.

And five of these companies also have a Paris-compatible climate target.

For companies, doing business in line with Paris means decoupling their value creation from climate-damaging emissions.

According to the "What if" report, the climate pioneers RWE $RWESiemens Healthineers $SHL (-0,15 %)Adidas $ADS (-1,19 %)Deutsche Börse $DB1 (-0,8 %) and Porsche, which was relegated from the DAX $P911 (-0,6 %). Both the climate targets and the track record of these companies are on a Paris-compatible path.

However, there are clear differences between the DAX companies in terms of their track record. Many are a long way off the targets of the Paris Climate Agreement.

Source text (excerpt) & graphic: Handelsblatt, 31.10.25

$ADS (-1,19 %)

Brief summary:

adidas posted a jump in profits in Q3 - nevertheless, the share price came under pressure. The final figures confirm the already raised outlook.

🧾 Figures at a glance

• Earnings before taxes (EBT) amounted to € 650 million, around +8% compared to the previous year.
• After taxes, profit from continuing operations amounted to € 482 million (previous year: € 469 million).
• The effect on earnings per share: € 2.57 (previous year: € 2.44).
• Including special effects and charges (e.g. currency-related effects), consolidated profit amounted to € 461 million compared to € 443 million in the previous year.

📉 Why is the adidas share slipping into the red?

Although the figures are solid, the market reacted negatively - reasons for this:

• Burdens from currency and hyperinflation-related effects reduced the financial result.
• In the conference to present the figures, the management stated that US retailers are currently more cautious when placing orders - this caused uncertainty.
• Despite measures to control US tariffs and adjustments to financial management, skepticism remained high.

On the day of publication, the share price fell by more than 5% at times in Xetra trading, most recently by almost 8%.

🔭 Outlook & assessment

• Operating profit for the year as a whole is now forecast at around € 2 billion. The first nine months already cover € 1.89 billion - the company is thus above the old target.
• Currency-adjusted sales are expected to increase by around 9%.
• Excluding the Yeezy brand, adidas expects double-digit sales growth for the adidas brand itself.

💡 Investor tips & thoughts

• The balance sheet shows that adidas is operating strongly and holding its own despite external burdens.
• In the short term, however, sentiment and statements on trading dominate - especially in the USA.
• For medium to long-term investors, the fundamental data could provide a reliable basis.
• Those who are already invested could view setbacks as an opportunity - with caution, as the environment is volatile.

$KDP (-0,01 %)
$7751 (-1,61 %)
$NXPI (+1,16 %)
$WM (+0,4 %)
$CDNS (+0,9 %)
$BN (+0,09 %)
$SOFI (+0,92 %)
$UNH (+0,34 %)
$AMT (+0,51 %)
$UPS (+0,42 %)
$BNP (+1,48 %)
$NVS (+0,87 %)
$DB1 (-0,8 %)
$MSCI (+0,15 %)
$ENPH (+1,25 %)
$BKNG (+0,81 %)
$LOGN (-1,89 %)
$V (+0,51 %)
$MDLZ (+0,46 %)
$PYPL (+0,68 %)
$000660
$MBG (-1,46 %)
$BAS (-1,16 %)
$UBSG (+1,15 %)
$SAN (+0,63 %)
$CVS (-0,1 %)
$OTLY (+0,42 %)
$GSK (+0,1 %)
$ETSY (+0,54 %)
$CAT (+0,5 %)
$KHC (+0,27 %)
$ADYEN (-1,35 %)
$ADS (-1,19 %)
$AIR (-0,36 %)
$SBUX (+0,41 %)
$CMG (+1,03 %)
$META (+0,66 %)
$KLAC (+1,29 %)
$MELI (+1,03 %)
$WOLF (+0,66 %)
$GOOGL (+1 %)
$EQIX (+0,68 %)
$MSFT (+0,88 %)
$CVNA (+1,28 %)
$EBAY (+0,27 %)
$005930
$6752 (-1,89 %)
$KOG (+3,21 %)
$VOW3 (-2,43 %)
$GLE (+3,04 %)
$LHA (-0,75 %)
$STLAM (-1,17 %)
$SPGI (+1,15 %)
$MA (-0,24 %)
$PUM (-0,13 %)
$AIXA (-0,56 %)
$FSLR (+1,01 %)
$AAPL (+0,68 %)
$REDDIT (+0 %)
$AMZN (+2,16 %)
$NET (+0,79 %)
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$GDDY (+0 %)
$TWLO (+0,7 %)
$COIN (+0,43 %)
$066570
$CL (+0,55 %)
$ABBV (+0,53 %)
$XOM (+1,01 %)

It feels like $ADS (-1,19 %) not much attention on Getquin, but was available at very good prices after Liberation Day and is now resilient and strong. Initially, little has changed, or rather continued to fall due to customs blah blah blah, but patience has paid off. The outlook and expected sales were raised today and the price has been rising steadily since the summer. It may be worth a look for some, it's not too late, there is still some upside to be had.

$ADS (-1,19 %)

October 2025 | Herzogenaurach

adidas AG grew significantly in the third quarter of 2025 and raised its full-year guidance. Currency-neutral sales increased 12%, driven by double-digit growth in nearly all markets and segments. Taking into account Yeezy sales (+€ 200 million) included in the prior year, this still results in a solid increase of 8% to € 6.63 billion (2024: € 6.44 billion).

The gross margin improved to 51.8% (+0.5 pp), while the operating result increased by 23% to € 736 million (2024: € 598 million), which corresponds to an operating margin of 11.1% (previous year: 9.3%).

Based on this development, adidas raises its annual targets:

- Currency-neutral sales: + ~9% (previously: high single-digit increase)

- Operating profit: ~€ 2.0 billion (previously: € 1.7-1.8 billion)

The company points to continued strong brand momentum, robust demand in all regions and successful measures to offset higher US tariffs.

adidas will publish its final quarterly results on October 29, 2025.

30 x $ADS (-1,19 %) for 165 euros. I'm curious to see how Adidas develops. Definitely plenty of room for improvement!

I did manage to buy some more at the end of the week (yesterday) and filled my portfolio a little more. 📈

I bought:

• 150 × $ADS (-1,19 %) at € 167.00 → € 25,050
• 40 × $ASML (-0,03 %) at € 610.00 → € 24,400
• 340 × $PYPL (+0,68 %) at € 58.80 → 19,992
• 300 × $FTNT (-1,34 %) at € 65.90 → € 19,770
• 180 × $TEM (+1,72 %) at € 54.50 → € 9,810
• 22 × $VOW3 (-2,43 %) at € 95.20 → € 2,094

Total sum: € 101,116

Let's see how this develops, in any case I'm well covered for now. 🚀

May tastes good with some German companies in the portfolio.

$EOAN (+2,07 %)

$ADS (-1,19 %)

$ALV (+0,48 %)

$DHL (-1,07 %)

$BAS (-1,16 %)

Until recently, close business relations with China were considered a blemish - investors punished such shares with discounts. But now the narrative has changed abruptly: Following the agreement in the trade dispute with the USA, China is suddenly being seen as an opportunity again.

"Welt" has analyzed data from the US investment bank Goldman Sachs analyzed. Goldman has compiled several indices that are heavily influenced by the China issue and which show how much of a discount the values still have.

Some European tech stocks with high China business are also identified as potential winners.

Some examples:

$ASM (+0,41 %) - ASM International | Potential +27%

$ASML (-0,03 %) - ASML +16%

$SHL (-0,15 %) - Siemens Healthineers +26%

$MC (-1,86 %) - LVMH +15%

$ADS (-1,19 %) - Adidas +19%

Source: Welt, 13.05.25 (excerpt)