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TomTurboInvest
@TomTurboInvest
6Mo·

Management Board and Supervisory Board of ABOUT YOU support Zalando's public takeover offer

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7 Commentaires
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Bullbender@Bullbender
6Mo
However, brand demand seems to be steadily decreasing, at least according to search data from G Trends. Unfortunately, I can't add the chart as a comment, but you can take a look for yourself. I'm not so bullish, although the $YOU takeover could of course lead to efficiency gains and margin improvements
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TomTurboInvest@TomTurboInvest
6Mo
@Bullbender Zalando simply has the advantage of serving a broad range. From brands to low-priced goods and also provides a platform for suppliers. It also already has good market penetration in German-speaking countries. As the top dog, you are also back in full swing when consumer sentiment picks up. And they have the cash and stock situation well under control. I can definitely see further potential, but of course I don't have a crystal ball either😅
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Bullbender@Bullbender
6Mo
@TomTurboInvest I completely agree with you 🙂 Especially when consumer spending picks up again in Germany, they are at the forefront and are well positioned in terms of stock situation and pricing.
I myself took part in a merger between two competitors two years ago (my employer at the time) and can say with certainty that it increased organic growth and sales.

Are you currently investing in $ZAL or are you still observing via the watchlist? 🔮
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TomTurboInvest@TomTurboInvest
6Mo
@Bullbender I was lucky enough to have identified Zalando as a turnaround candidate for me at the end of 23. I then bought more a year ago very close to the low. I then realized all my profits at just over 30 and got back in a little later at around 29. And I am currently holding it with the next target range around the mid-40s - the level of February 23.
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TomTurboInvest@TomTurboInvest
6Mo
@Bullbender PS: one of my current turnaround candidates is $BRBY, although I would have seen the bottom earlier. Unfortunately, I got in a few months too early. I'm already up 20% again, but they've already made over 100% since the summer low. But luxury has suffered except for Q4 last year...
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Bullbender@Bullbender
6Mo
@TomTurboInvest very much your turnaround investment in ZAL 😊 so you are going less for long-term B&H and more for active investment/trading in such candidates.

Interesting also your reference to $BRBY 💡- I had also looked at it briefly in Dec-24 but quickly discarded it again due to unconvincing fundamental key figures and negative growth...
Last quarterly figures were better than expected thanks to strong Christmas sales in the US.
My problem with luxury is that I have absolutely no idea what will be in or out next xD

Where do you go with Burberry? Are you mainly looking at technical indicators or are you really betting on a turnaround and increasing fundamental growth?

In any case, your thoughts are exciting 💭
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TomTurboInvest@TomTurboInvest
6Mo
@Bullbender I'm actually only long ETFs. When it comes to the details, I see myself more as a swing trader. The chart is more important, although I do look at a few key figures.
The FOCF free operating cash flow is always important for me, as it shows you quite clearly whether the company is generating or burning cash.

In the case of Burberry, I already see potential up to around €20 in the first step, and if they go up, there is even more upside potential.
They are running a very strict transformation program, so the figures will improve again.
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