A short anecdote from just now:
I wanted to charge my car in Austria's (admittedly rather extensive) e-charging network. Missed the charging station, so turned around somewhere - on "some" company premises. Then plugged my car in on the other side of the road.
And when I look into the depot shortly afterwards, I see
Bilfinger, whose yard I had unknowingly just turned around in (located south of Salzburg), is officially my strongest stock right now.
It has overtaken my investment in Novo, which was twice as high!
That made me laugh for a moment.
Because even if that was a coincidence, strategically it's exactly what I'm currently pursuing:
👉 Away from "buy the dip"
👉 Towards titles that are now convincing
👉 Don't buy hope - buy strength instead
Bilfinger is on a roll. Not because of hype. But because the business model is right and the turnaround is hitting the ground running.
And sometimes life just subtly shows you that you're on the right track.
