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, in whose yard I had unknowingly just turned around (location south of Salzburg), is officially my strongest stock right now.
It has overtaken my >€1,000 investment in Novo Nordisk - with a stake of only around €500.
I had to laugh for a moment.
Because even if that was a coincidence, strategically it's exactly what I'm currently pursuing:
👉 Moving 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 shows you very subtly: you're on the right track.
