1Ano·
13
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I will also be buying soon 📈
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I like it, need to do some digging :)
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Already in the portfolio for some time. Currently a great entry point
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@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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@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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@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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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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