Monthly Archives: August 2020

All German Shares part 28 (Nr. 601-625)

Another 25 randomly selected German stocks. This time, there is only one “watchlist candidate” among them.

601. Elbstein AG

Elbstein AG is a 29 mn EUR market cap holding company that is majority owned (75%) by the billionaire Ehlerding family. The company invests among others in listed German companies. The stock price is flat over the last 5 years or so which might indicate that the investment success is limited. Nothing to see for me, “Pass”.

602. Rheinland Holding AG

Rheinland Holding is a small German Insurance company with a market cap of 119 mn EUR. The stock chart is “super boring”, although with a small long term uptrend that one rarely sees with insurance companies over this period:

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Some links

Fellow blogger Wexboy with his 6M portfolio review

Overstock looks like a good candidate to short

Must read: The LT3000 blog on structural market inefficiencies (and Hongkong Land)

The unbelievablee Government assisted “pump” of the Kodak share 

Unlike other multinational chains, Starbucks is really struggling through the pandemic

Nice write up on Vertiv from GreenWood

“Next generation Buffett wannabe”Sardar Biglari has seen better times