1Anno·

Small follow-up purchase at $GSC1 (-1,12%) the numbers are just too tempting. Nice company portfolio with many hidden champions. In recent years, the company has been somewhat restructured and positioned for the future.


Market cap 257m vs. 283m total equity, P/E 7.5 book value 25€, 4.2% div yield.




13.07
Gesco logo
Acquistato x25 a 23,96 €
598,88 €
8
7 Commenti

immagine del profilo
Extremely interesting. Will be taken directly under the microscope 😉 .
3
immagine del profilo
@Hannes_SK looks really interesting🤓
immagine del profilo
@Der_Dividenden_Monteur Take a look at the holdings. It's all your professional field. Maybe you know someone. 😅
1
immagine del profilo
@Hannes_SK I would still have a candidate in which I possibly again nachlege $BYW6, I've been super long in the portfolio. I would be interested in your opinion 😉 Newsflow gives a lot, figures also look great. Currently "cheap" to get again.
immagine del profilo
@finanzperpetuum Unfortunately, I am already madly in love with $VBK and would hate to support or perhaps praise the competition. 😘
1
immagine del profilo
@Hannes_SK I can understand 😉
1
immagine del profilo
Thanks for the inspiration 👍 Had so far only Mutares and Aurelius on the note
1
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