Some time ago we $G24 (+0,4%) Scout24 into our value portfolio.
We had had Scout24 on our watchlist for a long time and we wanted to buy in the event of a price setback. However, this did not happen for a very long time.
It was not until the AI hype and a potential new threat from established players such as Scout24, as well as the inclusion in the DAX, which often leads to a sell-off. Scout24 experienced the long hoped-for price setback.
We have analyzed the share in detail here:
https://youtu.be/v69PMmCNCwM?si=diW44WCIwckzMwFK
What do you think of the company?
