Does anyone remember the movie "Seven"?
$TMV (-1,45%) apparently thought that the "Gwen-Box" would be a great mascot...
And because I have to work with the Bums, this monster now looks into my soul every day. *help plz* 😱
TeamViewer
Azione
Azione
ISIN: DE000A2YN900
Ticker: TMV
DE000A2YN900
TMV
Price
Discussione su TMV
Messaggi
118
1Settimana·
Teamviewer continues to fall
The $TMV (-1,45%) share, now the largest position in our portfolio, continues to fall. It is noticeable that short selling continues to increase.
The short selling ratio is now over 10% and the short sellers are continually adding to their positions. We are doing the same, only we are increasing our holdings further.
The most interesting thing is who is shorting the shares. It is mainly funds that only look at the chart and use trends to trade.
This makes the purchase by value investor Harris Associates all the more exciting. It now holds more than 3% of the shares and mainly buys shares that it believes are fundamentally undervalued.
It is clear that the trend points to a further fall in share prices. However, if you ignore the chart (in our view, the astrology of share trading), you will find a valuation that would only be justified if the company no longer generates any sales in 10 years at the latest. The company currently has a KCV of around 4, a forward P/E ratio in the 5 range and a dividend yield of 25% could be paid from the cash flow.
Even with years of 0% growth, we believe this is a valuation that perhaps logistics companies had for a short time during the coronavirus crisis.
55
28 Commenti
“Lloyd_is_water!“@Ash
1Settimana
•
66
•Visualizza tutti 17 ulteriori risposte
2Settimana·
AI eats software?
With our $TMV (-1,45%) Teamviewer investment, we are still somewhat perplexed about the current valuation and why this phase has lasted so long. Now there is also the sell-off from seemingly all software providers, which is further depressing the share price.
However, we have the feeling that the already incredibly favorable valuation of Teamviewer is not being taken into account by the market.
Anyone who currently buys shares for 10,000 euros will achieve a potentially distributable cash flow of 2,500 euros per year with these shares.
What are the future prospects? Will remote maintenance still be needed at a time when AI is taking over all tasks? We think more urgently than ever, Teamviewer already has the solution to the dystopian horror scenarios with its remote maintenance software. Just imagine Terminator, but with the Teamviewer remote maintenance software installed.
What do you think about the Teamviewer case, but also about the sale of software providers in general?
33
15 Commenti
2Settimana
Is doomed to die. For me, it is one of the most endangered stocks
•
99
•
1Mes·
Portfolio Update – Last 3 Months
Hello getquin community,
Over the past three months, I’ve continued to actively adjust my portfolio, focusing on long-term fundamentals, valuation discipline, and capital reallocation once targets were reached. Below is a summary of the key changes and the rationale behind them.
New Position
Adobe $ADBE (+1,76%)
I initiated a new position in Adobe based on several converging factors. The company continues to deliver strong annual growth in results, adding roughly $1 billion in revenue per year. The stock recently corrected sharply, reaching a key technical support level and now trades at a lower P/E multiple compared to previous years.
While debt levels have increased, they remain manageable and well covered by consistently positive cash flows. Adobe also maintains a disciplined capital return strategy, buying back around 10 million shares per year out of a total of ~400 million outstanding, supporting shareholder value over time.
Increased Positions
I increased my exposure to the following companies, either due to improved valuation, stronger conviction in their long-term outlook, or portfolio rebalancing considerations:
- PayPal $PYPL (+0,13%)
Verizon $VZ (+1,74%)
Novo Nordisk $NVO (-0,7%)
Solaria $SLR (+5,07%)
TeamViewer $TMV (-1,45%)
Comcast $CMCSA (+0,04%)
Merck & Co. $MRK (+3,67%)
These additions reflect a mix of defensive positioning, long-term growth opportunities, and businesses with resilient cash generation.
Sold After Reaching Targets
I exited the following positions after they achieved my predefined objectives:
- LVMH $MC (-3,08%)
Interpump $IP (-1,44%)
Alphabet $GOOG (+0,92%)
These sales were not driven by a deterioration in fundamentals, but rather by valuation and portfolio discipline—freeing up capital to deploy into opportunities with a more attractive risk-reward profile.
Final Thoughts
The portfolio evolution over the last quarter reflects a balance between fundamental strength, valuation awareness, and active risk management. I remain focused on businesses with durable competitive advantages, solid cash flows, and long-term growth potential.
14Posizioni
7,80%
77
1Mes·
Dates week 3
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/4ZThZYix0C8?si=sUkcM25twrQFcVyI
Monday:
Things are still not going so well in the US manufacturing sector. The ISM Manufacturing PMI fell to a value of 47.9 in December 2025. This is the lowest value in 2025 and was below expectations.
Tuesday:
Saudi Arabia opens domestic market to foreign investors. The capital market is opened to all types of foreign investment.
https://www.instagram.com/p/DTK_PZujonx/?igsh=ZXd0aW85YTFldXls
Significantly less inflationary pressure. In December, the inflation rate fell to 1.8%. For 2025 as a whole, the average inflation rate was 2.2%, the same as in 2024.
https://www.tagesschau.de/wirtschaft/konjunktur/inflation-deutschland-202.html
Wednesday:
The unemployment rate in Germany continues to rise to 6.2%. This means that a total of 2.908 million people were registered as unemployed in December.
Friday:
$TMV (-1,45%) Teamviewer can rise significantly in pre-market trading. This is due to preliminary figures on turnover and EBITDA margin. Teamviewer can meet the forecast here. Turnover in 2025 was probably 767 million euros. The acquisition of 1E was a particularly positive surprise, with revenue growth also achieved for the first time.
Good news from the EU. After 25 years, the free trade agreement with the Mercosur states (Paraguay, Brazil, Argentina and Uruguay) is likely to be adopted. Ursula von der Leyen will travel to Paraguay next week for this purpose.
The US labor market report was worse than expected. This was well received for the time being, as it makes a further interest rate cut more likely.
These are the most important dates for the coming week:
Monday: 10:30 Sentix survey (EUR)
Tuesday: 14:30 Inflation data (USA)
Wednesday: 14:30 Producer prices (USA)
#sentix
#inflation
#erzeugerpreise
#eu
#usa
Can you think of any other dates?
22
2 Commenti
1Mes
Wednesday (no time)
Court rules on the reciprocal tariffs that Trump first declared in April 25.
Court rules on the reciprocal tariffs that Trump first declared in April 25.
•
22
•2Mes·
Dates week 52
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/SfbNOpLJHkI?si=hrSYi3jr8Mu5xEcV
Tuesday:
Both the HCOB index for manufacturing and services were below expectations. The values are also lower compared to the previous month. The value of 52.6 still signals growth in the service sector.
https://www.wallstreet-online.de/wirtschaftskalender
Wednesday:
Positive news from German industry. Orders are growing for the third month in a row. However, this is mainly due to defense orders. The situation is different in the automotive industry, where order backlogs have melted.
Thursday:
Despite the relatively high inflation rate, the BoE cuts its key interest rate to 3.75%. The UK economy had recently experienced a surprising contraction.
Unlike the UK central bank, the ECB has left its key interest rate unchanged at 2%.
$NKE (-2,79%) Nike exceeds sales expectations, but profitability is struggling. Sales of USD 12.4 billion were achieved in the second quarter. The reason for the decline in margins is the renewed focus on wholesale.
Friday:
The Bank of Japan makes one of the most important financial decisions in recent years: interest rates are raised. The key interest rate now stands at 0.75%. The inflation rate of 3.0%, well above the 2% target, was the main reason for this move.
$TMV (-1,45%) Teamviewer achieves FedRAMP status, which means the standard framework for cloud security certifications for US authorities has been met. This means that Teamviewer can market the DEX solution directly to US federal authorities.
https://www.ad-hoc-news.de/boerse/news/ueberblick/teamviewer-aktie-us-schub/68427925
These are the most important dates for the coming week:
Tuesday: 14:30 GDP figures (USA)
Wednesday: 14:30 Labor market data (USA)
Friday: 00:30 Inflation data (Japan)
#bip
#usa
#arbeitsmarkt
#inflation
#japan
Can you think of any other dates?
11
3Mes·
📈 Portfolio Update – Restructuring and New Positions
Hello getquin community,
In the past few days, I’ve restructured my portfolio, focusing on companies with strong fundamentals, active buyback programs, and long-term strategies aimed at sustainable growth.
Here’s a breakdown of my latest moves 👇
💊 Novo Nordisk $NOVO B (-0,91%)
Following the recent market drop, I still see Novo Nordisk as an excellent company. Its restructuring plan focuses on cost reduction, revenue stability, and a lower debt level compared to 2024. The ongoing buyback program reinforces confidence in the company’s long-term outlook.
💳 PayPal $PYPL (+0,13%)
I increased my position after a strong quarterly report and the announcement of new strategic partnerships. I expect substantial revenue growth in the coming years. The company maintains a very low debt level and has a solid buyback plan in place.
💉 Merck & Co. $MRK (+3,67%)
I’ve also increased my stake here. Earnings are growing, margins remain strong, and cash flow is excellent. Merck continues to support shareholder value through its buyback program and disciplined financial management.
📶 Verizon $VZ (+1,74%)
I added to my position despite the recent drop, which I see as unjustified given the solid quarterly results. The dividend yield is attractive and sustainable. Debt remains high relative to equity, but it’s steadily declining. The only downside is the continuous, even if small, issuance of new shares.
🎬 Comcast $CMCSA (+0,04%)
I increased my holdings after the stock fell despite a quarterly report that was broadly in line with expectations. At current prices, Comcast remains a strong company with sustainable dividends, declining debt, solid cash flow, and an ongoing buyback program.
💻 TeamViewer $TMV (-1,45%)
After the sharp correction, I consider the stock attractive at current levels. The company is investing in AI, has strong margins, and maintains a positive cash flow. Debt levels are high but decreasing, while profits have shown excellent growth this year.
🌞 Solaria Energía $SLR (+5,07%)
Cash flow is currently negative due to heavy investments, but these are starting to bear fruit. The company targets a +60% increase in operating margin compared to 2024, with further growth expected into 2026.
Instead, what do you think about these companies?
14Posizioni
3,38%
22
3 Commenti
3Mes
Painpal as your biggest position, pure masochism.
••
4Mes·
Insider buying after share price crash
At $TMV (-1,45%) there were several insider purchases by four different people following the massive sell-off. CEO Oliver Steil was one of the buyers.
The company is fundamentally valued very favorably on paper for a software AI group.
The massive buying by insiders ultimately also confirms that day-to-day business is going well.
We ourselves have Teamviewer as the largest single position in our value portfolio.
What do you think? Where is the journey heading?
88
16 Commenti
I think the insiders took their chance to buy cheaply again before it goes steeply up again...
•
22
•4Mes·
Dates week 44
As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.
Also as a video:
https://youtube.com/shorts/hayhEcF1vN0?si=ykmnkdysjF4qVjQE
Sunday:
According to Israeli sources, Hamas has probably violated the peace agreement. The fighting starts all over again.
Monday:
Good news for inflation in Germany - producer prices are falling again, albeit more slowly. They fell by 1.7 % compared to the previous year. Falling energy prices continue to be the main driver of the decline. Electricity and natural gas cost around 10% less. Food, on the other hand, became more expensive, especially beef and coffee.
Wednesday:
$TMV (-1,45%) Teamviewer corrects its growth forecast for 2026 and 2027. In particular, the development of the 1E acquisition is not in line with expectations. However, the EBITDA margin forecast is even raised to 44%. In the third quarter, revenue growth amounted to +4%. The share falls to an all-time low with this news.
$TSLA (-1,42%) Tesla is able to increase turnover slightly more than expected. However, profits shrank more than expected.
Thursday:
For the first time ever, the SNB presents 🇨🇭ein minutes to create more transparency. The inflation forecast and economic outlook would be positive, which is why interest rates were not lowered further. In addition, monetary policy would be expansionary, which should increase inflation and thus drive economic growth. Unlike other countries, Switzerland has tended to have too low inflation in the recent past.
The $KGX (+1,85%) Kion Group makes a surprising upward adjustment to its cash flow forecast. Instead of 400 - 550 million euros, it is expected to be 600 to 700 million euros. This is due to lower one-off expenses for the efficiency program.
Friday:
The US inflation figures were published despite the shutdown. The inflation rate has risen, but at 3.0 was below the expected 3.1%. The biggest driver of inflation was the price of gasoline.
These are the most important dates for the coming week:
Tuesday: 10:00 Bank Credit Survey (ECB)
Wednesday: 19:00 Interest rate decision (USA)
Thursday: 04:00 Interest rate decision (Japan)
Can you think of any other dates?
11
4 Commenti
I hope this comment is received in the right spirit. It is important that we all check the legitimacy of our sources before sharing information, especially on such sensitive issues. The BILD report you linked about Gaza is contested, and many have criticized Israeli sources for bias and misinformation. This false spread of news has enabled the Israelis to commit a live streamed genocide (a verdict issued by every international body) for two years in front of our eyes. If you would look at neutral sources of news you would see that more than 100 Palestinians have been killed by them since this so called ceasefire has began. not to mention the 68,000+ before them. Regards.
••
Titoli di tendenza
I migliori creatori della settimana
<contenitore>Dati LSX</contenitore> · Dati finanziari di FactSet