Author Archives: memyselfandi007

All German Shares part 16 (Nr. 301-325)

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At the moment I can keep the weekly frequency for this series. This time, the random generator only included 2 stocks that in my opinion are worth “watching” but some of the stocks covered have interesting histories.

301. Lotto24 AG

Lotto24 is providing online access to Germany’s state lottery. With a market cap of 353 mn, investors get a run rate of 5mn Profit. The high market cap is mostly a result of a successful take-over event of Zeal Group, which now seems to own 93% of the shares. a “pass” for me.

302. WCM Beteiligungs- und Grundbesitz Aktiengesellschaft

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Some links

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Undervalued Shares has a great feature about the “Klement on Investing” blog

FTAlphaville is not impressed by Uber’s plans for profitability

Valuesque with another interesting  “accounting deep dive”, this time on Northgate Plc

2019 letter to shareholdersof TGV Intrinsic (incl. TomTom write-up)

The Annual letter 2019 of Tyro Capital includes some great stuff on stock picking

Bruce Packard on the current “Quant winter”

A great deep dive into the risks and opportunities for Spotify

Some links

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A short thesis for Dunkin Brands

A very interesting article on US fast food franchises and what Chick- fil-A does differently

The UK Value Investor with a “post mortem” of his Aggreko position

ZephyrDatabase with the next installment of its All Belgian Share project

The 2019 annual report of the TGV Truffle fund

Some interesting technical observations on Tesla’s short interest

Now this imakes an interesting pair: Paul Singer’s Elliott goes activist on Masa Son’s Softbank

 

 

All German Shares part 14 (Nr. 251-275)

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This week there are as always a couple of “zombies”, some hyped real estate companies but also some interesting watch candidates and two former portfolio companies. Enjoy !!

251. Atoss Software AG

Atoss is a 620 mn market cap Enterprise Software company specializing in HR software solutions. As many Software companies, the stock has performed very well over the past few years:

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Interesting write-up on Honda as an investment opportunity

A good collection of Spin-off related links

2019 review “Wexboy style”

Undervalued Shares has a super interesting story on the Channel Islandsand its stock exchange

Great deck from Benedict Evans on Tech in the 2020s (and regulation)

A pitch for Booking.com (and the Google Monster)

Valuesque with an interesting post on the issue of maturing inventory (Diageo etc,:)

 

All German Shares Part 13 (Nr. 226-250)

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Another week, another 25er batch of “fresh” German companies. Again, there is a lot of “Garbage” but also some interesting “watch” positions. One of the candidates is German Startups Group which, in the meantime made it into my portfolio. I publish the “All German stock” Series with a certain time lag and if time allows, I dive deeper into stocks that really interest me a lot. So It can happen that I decide to invest prior to actually publishing the respective post…

226. SAP AG 

With 147 bn EUR the most valuable listed German company, leader in enterprise software with a steady increase in valuation over the last years:

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Shopify’s stock looks VERY expensive

Scott Galloway looks at his 2019 predictions and makes a few new ones fro 2020

Belgian Blog Zephyr Database has started the “All Belgian Shares” project. Part 1 is a great read.

Undervalued Shares has a nice post on unlisted shares

TGV Partners 2019 letter to investors

The UK Value investor with a deep dive into the reasons behind Ted Baker’s collapse

Greenlight Q4 Letter to investors and the Fundsmith 2019 letter

All German shares Part 12 (Nr. 201-225)

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The next 25 randomly selected company in my “Grand Tour Germany” project with 6 of them going onto my watch list. Enjoy !!

201. TTL Beteiligungs- und Grundbesitz AG

A 67 mn EUR market cap company that started as tech company in the dot.com boom, went bust and then reemerged as real estate company a few years ago. The company invests into real estate and real estate companies. As mentioned several times, not an area that I am much interested in. “Pass”.

202. FinLab AG

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Some links

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Howard Marks with a new memo mainly on decision under uncertainty

TGV Rubicon with their 2019 letter to investors

Scott Galloway on the chances of Casper actually doing an IPO

Forager discusses a few positions of their international fund

Some ideas from a recent stock conference called MOI (incl. Cars.com…ugh)

Stratchery on Visa’s acquisition of Plaid (for 50x revenue…..)

OTC adventures has discovered a nice exotic French stock

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