Mega Mega Mega.
Have a nice first Advent.
$KSB $PRY and I've had $NKT on my watch for a long time.
Linde is a basic investment for me.
Where we Germans say it can't be done, the Chinese simply do it.
I once saw a report about Africa.
And how faeces are disposed of here due to a lack of sewage systems in order to avoid epidemics.
The conclusion was that electricity is generated from this waste.
Another conclusion was that a single-family household with a system in the garden or cellar could supply itself with electricity and heat from its faeces.
This would even protect sewers and could even be used by robots for parcel services.
That's why I find $2GB interesting.
Thank you dear
Have a nice first Advent.
$KSB $PRY and I've had $NKT on my watch for a long time.
Linde is a basic investment for me.
Where we Germans say it can't be done, the Chinese simply do it.
I once saw a report about Africa.
And how faeces are disposed of here due to a lack of sewage systems in order to avoid epidemics.
The conclusion was that electricity is generated from this waste.
Another conclusion was that a single-family household with a system in the garden or cellar could supply itself with electricity and heat from its faeces.
This would even protect sewers and could even be used by robots for parcel services.
That's why I find $2GB interesting.
Thank you dear
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@Tenbagger2024 $2GB I found it so interesting that I immediately opened a small position after the presentation. 🙈
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•@TradingHase
I think you also need a little patience
I think you also need a little patience
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•@TradingHase
My dear, would you perhaps like to make a great Advent calendar for us.
And present us with a new bunny photo in the little door every day. Maybe @Simpson would also like to make one with photos of his family and friends and boss
My dear, would you perhaps like to make a great Advent calendar for us.
And present us with a new bunny photo in the little door every day. Maybe @Simpson would also like to make one with photos of his family and friends and boss
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@Tenbagger2024
Thank you very much for your encouragement. That always means a lot to me, especially when it comes from you. Regarding the companies you mentioned: These are classic infrastructure and energy profiteers. Shovel manufacturers that should never be underestimated. I also had KSB in my portfolio for a while, but then sold it for a small profit for reasons of reduction. In hindsight, perhaps not the best decision. When they are attractively valued again, I will certainly look at them again.
Prysmian and NKT are of course absolute key players when it comes to electricity grids, lines and connections. Very exciting, but as you say, you can't be invested in everything. 2G Energy is also an interesting, albeit specific, topic. I'm not invested there, but I think the model is definitely worth mentioning.
What I really wanted to tell you: Your reference to MBB has stuck with me. On Saturday there was an episode of "Alles auf Aktien" in which the CFO, Torben Teichler, was a guest. And the man completely won me over. MBB has a clean structure, Friedrich Vorwerk is its clear top performer and the buy-and-grow strategy is convincing. No sales, no quick exit mentality, but long-term development and scaling. Exactly what is often lacking in the SME sector.
The assessment there was identical to ours: MBB looks clearly undervalued. A doubling is absolutely realistic if they continue with their strategy. I will therefore start with a savings plan and simply add to any setbacks. I can only recommend the episode, which highlights some exciting companies that are not yet in the MDAX or SDAX but have the potential to appear there at some point.
All in all, I just wanted to say that I wouldn't have gotten so deeply into MBB without your earlier contribution. Thanks again for that.
Thank you very much for your encouragement. That always means a lot to me, especially when it comes from you. Regarding the companies you mentioned: These are classic infrastructure and energy profiteers. Shovel manufacturers that should never be underestimated. I also had KSB in my portfolio for a while, but then sold it for a small profit for reasons of reduction. In hindsight, perhaps not the best decision. When they are attractively valued again, I will certainly look at them again.
Prysmian and NKT are of course absolute key players when it comes to electricity grids, lines and connections. Very exciting, but as you say, you can't be invested in everything. 2G Energy is also an interesting, albeit specific, topic. I'm not invested there, but I think the model is definitely worth mentioning.
What I really wanted to tell you: Your reference to MBB has stuck with me. On Saturday there was an episode of "Alles auf Aktien" in which the CFO, Torben Teichler, was a guest. And the man completely won me over. MBB has a clean structure, Friedrich Vorwerk is its clear top performer and the buy-and-grow strategy is convincing. No sales, no quick exit mentality, but long-term development and scaling. Exactly what is often lacking in the SME sector.
The assessment there was identical to ours: MBB looks clearly undervalued. A doubling is absolutely realistic if they continue with their strategy. I will therefore start with a savings plan and simply add to any setbacks. I can only recommend the episode, which highlights some exciting companies that are not yet in the MDAX or SDAX but have the potential to appear there at some point.
All in all, I just wanted to say that I wouldn't have gotten so deeply into MBB without your earlier contribution. Thanks again for that.
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•@EpsEra
Thank you, I still have secunet on my watch. Because I still see potential here in Germany. But from this perspective, MBB could also be a good alternative.
I am somewhat critical of the mattress manufacturer MBB, because there is a lot of competition here and some have already had to file for bankruptcy.
But I haven't really analyzed how good the MBB holding is here. The same applies to Hanke Tissue.
Thank you, I still have secunet on my watch. Because I still see potential here in Germany. But from this perspective, MBB could also be a good alternative.
I am somewhat critical of the mattress manufacturer MBB, because there is a lot of competition here and some have already had to file for bankruptcy.
But I haven't really analyzed how good the MBB holding is here. The same applies to Hanke Tissue.
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•@EpsEra
Here are your two investments for Sunday
https://youtu.be/35K9LsmPK8I?si=OskquzvXgjDBJdf6
Here are your two investments for Sunday
https://youtu.be/35K9LsmPK8I?si=OskquzvXgjDBJdf6
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•@Tenbagger2024 Be patient :)
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@Tenbagger2024 So I've gained patience - well, a little of it in any case ;)
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•@Tenbagger2024 Every day the rabbit has to make a new outfit? The union will be here before you know it. But I had another post planned for today anyway and of course there will be a new outfit in it ;)
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