Airbus

The Vietnamese low-cost airline Vietjet, a popular low-cost airline, has ordered 20 new A330neo aircraft from Hamburg-based aircraft manufacturer Airbus. The airline plans to use these aircraft to expand its fleet and extend its network, particularly in Southeast Asia and towards Europe, according to the Hamburger Abendblatt. MTU, an important supplier for Airbus, is also involved in this deal as they are involved in the development and manufacture of the aircraft engines.

The order for the A330neo aircraft by Vietjet is a significant order for Airbus and underlines the demand for efficient and low-emission aircraft in the low-cost airline market. The A330neo offers greater range and efficiency compared to older models, which will be beneficial for Vietjet as it expands its network. Vietjet's choice of the A330neo also demonstrates confidence in Airbus' technology and reliability, according to the Hamburger Abendblatt.

3 Comentários

Malte@Malte123

It would be interesting to know when delivery is planned. I believe that the order books at $AIR are full for the next 10 years.

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wealth.builder101

@wealth_builder101

1Semana·

My investable universe

When I‘m screening markets for my investable universe I look for high-quality compounders with:

Strong and consistent capital returns (ROCE)
High and stable profitability (gross, operating, and FCF margins)
Steady revenue growth over time
Large market capitalization (mature, established companies)

In detail I’m screening for:

Market Cap: at least $ 10B
ROCE 3-Year Avg: ≥ 25%
ROCE 10-Year Avg: ≥ 25%
Gross Margin 3-Year Avg: ≥ 50%
FCF Margin 3-Year Avg: ≥ 20%
Operating Margin 10-Year Avg: ≥ 25%
Revenue per share CAGR 3-Year: ≥ 5%
Revenue per share CAGR 10-Year: ≥ 5%
FCF per share CAGR 3-Year: ≥ 10%
FCF per share CAGR 10-Year: ≥ 10%
Consistency/stability of earnings (from max. 1.0): ≥ 0.8
No more than 75% revenue exposure to one single country/market (eg. USA)

Here are my current holdings:

1Semana·

My Portfolio

Today I‘m sharing with you my main portfolio. This doesn’t include any ETF investments and crypto currencies / gold etc. since I want to focus my presence on getquin on stock-picking.

Read my 3-part portfolio strategy posts to get the full picture - here are just the main pillars of what I‘m doing:

Long-term buy and hold (average holding time 5+ years at least)
Focus on high-ROIC compounders riding secular trends (top-tier capital efficiency)
High margins, strong FCF growth, large moats (7 powers strategy)
Holding not more than 20 stocks at a time while mainly focusing on US and EU based companies

I like to divide my holdings into „core holdings“ (forever stocks) and „trend picks“ (2030 stocks) as follows:

Core Holdings (“Forever Stocks”):

Growth Picks (“2030 Stocks”):

20Posições

37,12%

2 Comentários

risk_taker_1816@risk_taker_1816

1Semana

Amazon 2,5k% Plus damn what’s you’re buy in on that one

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wealth.builder101

@wealth_builder101

2Semana·

My portfolio strategy (part 3)

I use the 7 Powers framework from the book “7 Powers: The Foundations of Business Strategy” by Hamilton Helmer. It’s a killer framework for understanding why some businesses create lasting value and compound returns over time.

Each “Power” is a sustainable strategic advantage that lets a company generate outsized returns for a long time. I ask the 7 questions for each stock I am considering to buy.

1. Counter-Positioning

What it is: A new entrant adopts a superior business model that incumbents can’t copy without damaging their own biz.
Example: Netflix vs. Blockbuster. Blockbuster couldn’t move to streaming without killing its DVD revenue.
Why it matters: Creates asymmetric pressure; the old guard is paralyzed.

2. Scale Economies

What it is: Unit costs drop as volume increases.
Example: Amazon, Costco. Bigger = cheaper = stronger moat.
Why it matters: Hard to compete if you can’t match their cost base.

3. Switching Costs

What it is: Customers stick around because switching is painful.
Example: Adobe Creative Cloud, Microsoft Office, Salesforce.
Why it matters: High retention = stable cash flows = compounding machine.

4. Network Effects

What it is: The product gets better as more people use it.
Example: Meta, Visa, LinkedIn.
Why it matters: Leads to dominance, creates a feedback loop of growth.

5. Branding

What it is: Emotional or symbolic value, not just functional.
Example: L’Oréal, Hermès, Apple.
Why it matters: Lets companies charge premium prices and keeps customers loyal even if alternatives exist.

6. Cornered Resource

What it is: Exclusive access to a critical asset — talent, IP, data, supply.
Example: ASML (EUV tech), Novo Nordisk (Ozempic IP), Ferrari (brand + heritage + team).
Why it matters: If no one else can get it, you win.

7. Process Power

What it is: Unique internal processes that drive efficiency, innovation, or quality — and are hard to copy.
Example: Toyota (lean manufacturing), Amazon (logistics, culture of innovation).
Why it matters: Long-lasting edge baked into the org’s DNA.

If I had to chose one, Network effects would be the most important one for me.

Here are my current holdings:

2Semana·

How I invest €20,000 now - My strategy in May 2025

I have decided to reinvest €20,000 and am focusing on a mix of growth and quality stocks with a long-term perspective. Here is my allocation:

5,000 € - Jumia $JMIA (+4,58%)

Africa's leading e-commerce player is currently heavily undervalued. The company has lowered its cost base, operates more efficiently and will benefit from the growing internet and mobile payment market in Africa in the long term. For me, a speculative but promising small cap with a 5-10 year horizon.

7,500 € - AMD $AMD (+2,15%)

AMD continues to impress with its strong product portfolio, particularly in the areas of AI, server CPUs and gaming. The valuation is much more favorable compared to Nvidia, with a high level of innovation at the same time. I see great potential here for the coming years, especially in the data center and AI segment.

2.500 € - PayPal $PYPL (+1,71%)

Despite a weak share price performance in recent years, PayPal remains a strong player in the payment sector. The company is highly profitable, generates strong cash flow and could switch back into growth mode with the right strategic decisions. For me, it is a turnaround candidate with potential.

5,000 € - Airbus $AIR (+0,04%)

Airbus is benefiting from global aviation growth in the long term. The order books are full and the Group is well positioned both technologically and geopolitically. In times of uncertainty and the re-industrialization of Europe, I see this as a solid industrial stock with a stable tailwind.

Conclusion:

I deliberately combine growth stocks (Jumia, AMD) with established quality companies (Airbus, PayPal). The focus is on long-term potential - I accept fluctuations. Time in the market beats timing the market.

What do you think - would you weight differently or do you have a position in one of these stocks yourself?

22 Comentários

Lightw8 Investor@lightw8_invest

2Semana

First of all: I am invested in AMD myself. AMD only has a small moat. The network effects are also limited. The bet is basically that the number 2 in the data center & AI sector will experience similar growth to Nvidia in this wave of AI demand and will achieve significantly higher share price gains due to a smaller market cap. This basically means a kind of value play. Multiple expansion with continued 25%+ growth is the hypothesis. The only concern I would have here is that AMD is also clearly behind Nvidia in robotics, in addition to China's already established players. Perhaps ASML or TSM would be the better play in terms of market technology?

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Edward Lloyd

@Edward-Lloyd

3Semana·

Amper makes a move

$AMP (-2,16%) signs five collaboration agreements to improve its positioning in the defense and security sector. defense and security. It allies with Tales, with $AIR (+0,04%) and Turkish Aerospace (intentions to "Spanishize" and purchase a combat trainer aircraft for the San Javier Academy), with Orbital (part of the $CAF (-0,96%) ) and Nomad (deployable energy for operability).

https://m.es.investing.com/news/stock-market-news/amper-sella-5-acuerdos-sobre-seguridad-en-el-contexto-de-un-mayor-gasto-espanol-en-defensa-3143563?ampMode=1

Amper signs five collaboration agreements to strengthen its position in the defense and security sector. It partners with Thales, with Airbus ($AIR (+0,04%) ) and Turkish Aerospace (through a memorandum of understanding aimed at 'Spanishizing' and acquiring a combat trainer aircraft for the San Javier Academy), with Orbital (part of the CAF Group ($CAF (-0,96%) ), and with Nomad (for deployable energy solutions to support operational capability).

m.es.investing.comJust a moment...

2 Comentários

TorteInYourFace@TorteInYourFace

3Semana

Looks like a pennystock that only ever moves south...

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wealth.builder101

@wealth_builder101

3Semana·

My portfolio strategy (part 2)

Concentrate on the following sectors: Tech, consumer, healthcare, financial (excluding banks), industrials
Smallest position size 2% / largest position size 15%
Only sell a position when it can be replaced with a position that increases the overall quality of the portfolio
Avoid companies with little to no track record or companies going through a restructuring phase

Here are my current holdings:

2 Comentários

2Semana

I see a lot of similarities to my strategy! Could it be that you watch a certain Youtuber with the initials JC? 😏

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wealth.builder101

@wealth_builder101

4Semana·

My portfolio strategy (part 1)

My Portfolio is a selection of 15-25 companies which I am buying and planning on never selling. The overall criteria for my #investableuniverse are the following. I will go in-depth in another post:

Little capital needed to run the business (high ROCE)
High returns on invested capital (high ROIC)
Profitability track-record with high gross margins / operating margins / high free cash flow margins
High free cashflow growth / substantial revenue growth
Global revenue diversification
Low cyclicality
#tollbooth Company - Large moat / brand name in the industry / no alternatives to the product
Predictable sources of future growth / global trends

Here are my current holdings: