2Sem.·

Bilfinger beats Novo.

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.


$GBF (+2,62 %)

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#BackToTheRoots

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6 Commentaires

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Nice anecdote 🙂
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Let me guess, you left the highway and are standing in "Puch-Urstein" 😁🙌
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@ehrlichergauner exactly 😂
Finding fast-charging stations in Austria is always accompanied by exciting trips into the countryside.

Or is that the only way?
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@HedgeHannes I won't have the problem for another month, so I'll be able to give you regular updates 😅. But I've heard in the news that there will be a lot of upgrading of charging stations in Austria in the coming months. 🤔
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@ehrlichergauner I won't have the problem in a month's time, because I'll switch back to a combustion engine or hybrid 🙏😂 I hope so. So on the A12 towards Innsbruck or around Salzburg it's... difficult...
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