As I have now accumulated a comparatively large number of posts, I have decided to create an overview of my posts. In future, this will be pinned to my profile so that you can get a direct overview of my posts and main topics. The overview will be updated at regular intervals.
SHARE ANALYSES
In this category I have dealt with individual companies in detail. Contributions with comparatively longer reading time.
Analysis DEFAMA AG $DEF (-2,77 %):
Investing in Aldi, Lidl & Co.
https://getqu.in/VE2Lph/xthrk2/
Analysis Dino Polska $DNP (-2,38 %):
Dino Polska - High Growth Supermarkets?
Analysis Costco Wholesale $COST (-1,09 %) (🥇 CCF winner Q1 2023):
How do I pick my dividend stocks?
https://getqu.in/VE2Lph/fvH5yO/
Analysis share price ASML $ASML (-1,59 %):
When is ASML worth buying?
Analysis VICI Properties $VICI (-0,32 %):
Investing in Casinos & Las Vegas
https://getqu.in/VE2Lph/fbjimy/
Analysis Apple $AAPL (+1,34 %):
Is Apple still growing?
https://getqu.in/VE2Lph/ALl9Ux/
THEORY & STOCK MARKET IN GENERAL
In this topic block, I deal with the gray theory behind stock valuation, the market and the stock exchange in general.
My method for determining the fair price of a share:
Why the price of a share is secondary in many cases:
The importance of gross margin in times of high inflation:
ROCE - an underestimated key figure:
https://getqu.in/VE2Lph/wLIvk0/
Why often only two ratios are enough to understand stock movements:
https://getqu.in/VE2Lph/HYJQoq/
Outperformance possible?
https://getqu.in/VE2Lph/VsbACa/
Country weighting in the portfolio:
https://getqu.in/VE2Lph/DPSDrc/
SHORT PRESENTATION SHARES
Here you will find short presentations of companies that I have included in my portfolio. No real deep divebut a short overview of the thoughts behind the purchases.
KLA-Tencor $KLAC (+0,46 %):
https://getqu.in/VE2Lph/H5XUlr/
Zoetis $ZTS (+0,52 %):
Rio Tinto $RIO (-0,87 %):
https://getqu.in/VE2Lph/TXOklJ/
Chipotle Mexican Grill $CMG (-0,82 %):
LVMH $MC (-0,25 %):
THE INVESTMENT PLAYBOOK
Isn't it tempting to have a playbook on all aspects of investing? That's exactly what these articles are about. It's not about strictly formal investment concepts, fundamental analysis or ratios, but rather anecdotal concepts and ideas that can be applied to investing.
§1 Good habits lead to a positive outcome:
§2 Put your money where your mouth is:
STOCK MARKET PSYCHOLOGY
Since stock prices are made by people, I have written down some thoughts on the subject of stock market psychology. In this category it will probably not be published in this category.
Why too much information can negatively influence our decisions:
https://getqu.in/VE2Lph/thvEe9/
Psychology and the stock market (🥇 CCF Winner Week 4, May 2022):
https://getqu.in/VE2Lph/olSCqV/
OTHER
Everything that cannot be categorized in the above categories - the leftover ramp.
Communicating with the future: How ChatGPT helps you invest:
https://getqu.in/VE2Lph/TEDFbn/
Start $UKW (+0,66 %) 💨 Hype (for insiders):
https://getqu.in/VE2Lph/q28fXC/
Great Britain - a fall fairy tale:
https://getqu.in/VE2Lph/mFaKq0/
Meta meets FM:
