We recently carried out a partial sale at Bayer and took profits on a subsequent purchase. This enabled us to secure a small tax advantage after the FIFO.
We have now used the cash to build up a position in Scout 24. We took advantage of the sell-off here. Our thesis: AI will only do limited damage to the platform economy.
We will publish a detailed analysis on our YouTube channel.
Let's see if it works. What do you think of the acquisition?
