1Sem.
It's just fully compatible with the automobile cycle, but I still see the moat as upright.
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1Sem.
@Robinhodl I agree with you, but there is no improvement in sight. I'll put the company on my watchlist and then we'll see
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•1Sem.
@Barrd I understand that, but cyclical stocks should actually be bought when they are at the bottom. However, I can well imagine that the bottom could be much lower. For me, this is only a 0.3% position in the overall portfolio at 20% up, and I will only sell it when the moat falls.
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