@Tenbagger2024 A friend recommended them to me in March because he works at a subsidiary. I said: Infrastructure shares were already doing very well at the time after the news about the €500 billion package and I didn't get in. He made a big profit and I watched. You can't have everything.
@JBatelli That's right. And as I already have two US infrastructure companies in my portfolio, which are also doing very well, I didn't want a third company. Although $VOS also appeals to me.
@Tenbagger2024 Yes, I have also looked at vossloh several times. It actually has a lot of potential and rising sales ahead of it. But I still somehow have an unjustified fear of buying shares that have done very well 😅 By the way, thanks for your contributions and your way of investing. Very strong and interesting. I tend to be defensive and use etfs.
@mami_goes_boerse Maybe it was too easy. And it all sounded far too logical. Energy transition. Infrastructure package etc. . As if served on a golden tray. All we had to do was buy.
