I used the sale of Enphase to make a new investment in Vidrala, which has been on my radar for a few weeks. The company actually has everything I like about companies: an established, rather defensive business model, good dividend growth (even without the special dividend of the last two years), a bit of sustainability, growth ambitions and a suitable size, not too small but not too big either. What's more, it's cheaper over time than it has been for years. A subsequent purchase in the near future would also be an option, but I will wait and see how the investment develops in the near future.
4J·
New addition to the depot
33
3 Commentaires
GMK_VII@GMK_VII
4J
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DieEnte7@DieEnte7
4J
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GMK_VII@GMK_VII
4J
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