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Daniel
@D_investiert_nachhaltig
1Anno·

$ALCRB (-5,82%) I always answer whether I invest in an asset based on 3 questions:


What does the company do?

Why is it a sustainable investment?

Why is it a promising investment?


Here's what came out of Carbios. Is certainly a very long-term investment because the company is still in the very beginning, but they are solving a big problem of our time, which will become even bigger in the future.


What does Carbios do?

Carbios is a French company that specializes in developing biological solutions to treat and recycle plastic waste. The company uses enzymes to enable the recycling of plastics.


Why is Carbios a sustainable investment?

The goal of Carbios is to solve the problem of growing plastic waste and promote a more sustainable circular economy.


Why is Carbios a promising investment?

  • Leader in the field of enzymatic recycling, which has major advantages over conventional processes
  • Close cooperation with industry giant L'Oreal
  • Cooperation with Indorama, one of the largest PET bottle producers in the world


How do you rate Carbios? How do you evaluate whether an investment makes sense for you?

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19 Commenti
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LoneMelone@TradingMelone
1Anno
So you invest in a company by looking at its website for 15 minutes? I'm not a fan of fundamental analysis for an investment anyway, but this is no analysis at all. The stock market is about facts and not about feelings. If you want to evaluate a stock fundamentally, you can't do that without spending time on the balance sheet, key figures, sector, competitors, regulations, etc. Everything else is not investing but gambling.
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LoneMelone@TradingMelone
1Anno
@BearStearnsCFO For me, basically yes. Not because it is irrelevant, but because I only follow the price action and only use TA. However, if you do a fundamental analysis, then please include all these factors - otherwise you can leave it alone.
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Daniel@D_investiert_nachhaltig
1Anno
@TradingMelone How do you evaluate whether to invest in a company? Do you have a clear process for this or does it depend on the specific investment?
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LoneMelone@TradingMelone
1Anno
@D_investiert_nachhaltig I use pure price action on the chart and TA. You can have a look at my profile, but I also trade more than I invest. However, if I were to evaluate fundamental companies, I would apply at least all of the above criteria. Actually even more.
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Daniel@D_investiert_nachhaltig
1Anno
@TradingMelone It's a completely different approach, but no less interesting. I'll take a closer look. You're right, of course, that my assessment above are absolutely high-level and just a catchy way to present my decision. There is more to it in the background to evaluate whether an investment makes sense.
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LoneMelone@TradingMelone
1Anno
@D_investiert_nachhaltig
Exactly and that's what Getquin is for. For just profound explanations and not for superficial Instagram content. Even if I'm not so long on Getquin, I can tell you that anything superficial does not go down very well here ;) Maybe you can look a little deeper into your investment decision in your next post.
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Enrique@Dividenden_Monteur
1Anno
Indorama does not produce PET bottles, but only preforms from which PET bottles are made in Krones and Sidel machines🫠
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LoneMelone@TradingMelone
1Anno
@Der_Dividenden_Monteur The professional has spoken :)
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Enrique@Dividenden_Monteur
1Anno
@TradingMelone at their service 🫡
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Hannes@Hannes_SK
1Anno
@Der_Dividenden_Monteur
And even Indorama is only investing on condition of success in upscaling by 2025, otherwise they'll jump ship. 😄
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LoneMelone@TradingMelone
1Anno
@Hannes_SK Everything only confirms my point of the 15min website research. Single stock investments should and will never be simple but complicated. Who wants simple should buy an ETF :)
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Enrique@Dividenden_Monteur
1Anno
@Hannes_SK I've come across the name maybe 2 times in the last 6 years. a preform is an insanely simple product, you have an injection mold milled for ~15,000 euros, you give it to the service provider and they use it to make the preforms. so there's not even close to a moat.
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Hannes@Hannes_SK
1Anno
@TradingMelone
That's right. I had also considered writing all the time. But more factual than you, I would not have expressed it. 😂@Der_Dividenden_Monteur Indorama only crossed my path via Carbios. For technical drink questions, yes, I know who to turn to since the last podcast. 😄 I've been following Carbios for years. Yet somehow I don't see the potential behind it. Their only real success is also just a bill on cost for a ton. But the 10h bill behind it is deliberately withheld. The invested companies don't care. They simply write off price losses in their balance sheet. But the private investors should not be so indifferent.
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LoneMelone@TradingMelone
1Anno
@Hannes_SK Was I too harsh ? I think it's time for some wellness and relaxation so that I become more relaxed again ;)
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Hannes@Hannes_SK
1Anno
@TradingMelone No, your reaction is more relaxed than mine at the moment, although we use different approaches to investing. 😁
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LoneMelone@TradingMelone
1Anno
@Hannes_SK And that is not bad at all. Many roads lead to Rome, but none is easy :)
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Felix L.@felefix
1Anno
Is also in Frank Thelen's 10X DNA fund ...
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Daniel@D_investiert_nachhaltig
1Anno
@felefix Is that good or bad? :D
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