I wouldn't shift anything to Europe at the moment, and certainly not to Germany. The investment billions will also be misappropriated over the next few years to maintain our welfare state. The government will still not get any reforms off the ground because they simply want to serve too many different clientele groups. So Germany will continue to bring up the rear in Europe.
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@Multibagger Thanks for your assessment! I wouldn't restructure anything now either, just open a new position in SAP, as I think there are currently good opportunities in the Spate software 😁
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@sakamotoo What is the investment idea? That SAP should cut 10,000 jobs in Germany? Could work.
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•@Epi I think SAP will benefit in the long term from integrating AI into its software. They have a global presence, can hardly be replaced and have massive amounts of data sets. At the moment, however, there seems to be a real panic that all these companies will go bankrupt in the next two years
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@sakamotoo But the market sees it very differently and that is the only thing that is relevant.
It's best to swim with the big money as a beginner.
It's best to swim with the big money as a beginner.
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@Multibagger Two years ago I was already wondering why the DAX was rushing from one high to the next.
But even then I didn't invest in Germany. My model portfolio, which I created in June 2025, is currently telling me: DAX annual performance 0.36%. 😂
I won't continue to invest in Germany as long as there are no-gooders in Berlin.
But even then I didn't invest in Germany. My model portfolio, which I created in June 2025, is currently telling me: DAX annual performance 0.36%. 😂
I won't continue to invest in Germany as long as there are no-gooders in Berlin.
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@Multibagger Germany still has solid companies to offer, such as Munich Re and Allianz. I don't think it's a good idea to exclude these companies because of the current policy. Especially as corporate profits also come from other countries.
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•@Marty0292 The companies you mentioned are undoubtedly good ones. But there was no mention of them at @sakamotoo. It was about SAP. They don't fit into my investment strategy.
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@Multibagger Unfortunately, you are so right with your statement. It's bad that people hardly have any confidence in their home market anymore.
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@Multibagger I agree. I only have Munich Re in my portfolio.
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