fiducation (@fiducation) na getquin

3Mês·

We have decided to invest in the Italian yacht builder The Italian Sea Group.

The company has recently been in the spotlight due to the British billionaire Lynch. A lawsuit is now being filed against the widow and the crew for possible damage to the company's image.

In our view, the company serves several megatrends, as its customers are primarily HNIs. It mainly builds superyachts with a length of more than 50 meters. The order volume is sufficient for the next 2 - 3 years. The company is profitable, has double-digit growth and pays a high dividend yield.

In our view, the company is also attractively valued compared to its peer group. The balance sheet is solid and debt is limited.

What do you think of the company?

23.09

TIS

TISG

Comprado x84 em € 8,455

€ 710,22

70 Comentários

Ayecaramba@Ayecaramba256

3Mês

4 out of 20 of your stocks are up?! How do you do that in the current market situation? Fascinating how badly you can invest ... Dirk Müller is the messiah compared to you

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Alpalaka@Alpalaka

3Mês

Isn't justifying yourself too exhausting?
Why don't you just share your portfolio before you have to justify yourself to all the accounts :)

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Dominik@Dominik_76

3Mês

We will have to wait and see what the investigation into the Bayesian reveals. Because if the allegations about the alleged misconduct of the crew cannot be confirmed, but are refuted, then this could cause other waves. After the tragedy with the supposedly unsinkable Titanic, it seems very risky to describe a ship or yacht as unsinkable, given the many possible risks.

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Ayecaramba@Ayecaramba256

3Mês

especially almost only Germans. Not enough horizon for more or what?

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Ayecaramba@Ayecaramba256

3Mês

weren't you on the heroes who sold SEA this year? Great sale you noobs

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DieEnte7@DieEnte7

3Mês

Interesting, I had recently considered selling my TISG shares (I've been holding them for about 9 months, a subsequent purchase at the beginning of the year, performance almost exactly +-0%). In the end, I decided against it after the earnings report was quite encouraging, but they are not quite so firmly in the saddle in my portfolio at the moment...

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