1Ano·

historically low P/E ratio of 24. $MUM (-2,16%)

Secret favorite with potential?

Constructive discussion welcome.

https://www.boersengefluester.de/mensch-und-maschine-wir-werden-endgultig-zum-reinen-software-und-service-haus/

www.boersengefluester.deMensch und Maschine: „Wir werden endgültig zum reinen Software- und Service-Haus“ – Boersengefluester

8 Comentários

Georgi@Georgi98

1Ano

I will also be buying soon 📈

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Stag1440@Stag1440

1Ano

I like it, need to do some digging :)

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Saschko@WarrenamBuffet

1Ano

Already in the portfolio for some time. Currently a great entry point

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ole-4063@ole-4063

1Ano

@Dreamliner which share are we talking about? it is not mentioned by name in the post or anywhere in the comments. I don't want to read the whole report either 😅

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Tenbagger2024@Tenbagger2024

1Ano

@Dreamliner In general, German mid caps are struggling a bit at the moment and have some catch-up potential.
Like for example $BC8

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Saschko@WarrenamBuffet

1Ano

@ole-4063 $MUM

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Saschko@WarrenamBuffet

1Ano

@Tenbagger2024 Yep, although they have done well in recent weeks. After some downgrades there was a dip a few weeks ago but after the good figures there was a good upward trend.

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Waldo@Waldo

1Ano

Listened to an interesting interview arguing that SaaS companies like Salesforce and in this example, mum, will evolve to a lower profit margin due to the lower development cost to in-house develop or just overall SaaS competition due to lower barriers of entry.

Might be a factor to consider when evaluating SaaS investment moats.

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