The Epic Rise and Fall of Wirecard AG – The Money Management View

Wirecard is a German company, which provides e-payment solutions. It grew very rapidly but the fall was even quicker. This case perfectly demonstrates the advantages of diversification and money management. Continue reading "The Epic Rise and Fall of Wirecard AG – The Money Management View"

JuniorDepot24 – A Gradual Recovery

Elle's timing during the Corona-Crisis was premature and lead to a significant drawdown. However, her depot recovers gradually. We accumulate cash, awaiting the 2nd wave of COVID-19. Continue reading "JuniorDepot24 – A Gradual Recovery"

JuniorDepot23 – COVID Crash impacts Elle’s Portfolio but not her Optimism

Unfortunately we (i.e. I) have misestimated the Corona-Virus impact. Elle's portfolio experiences a severe drawdown. Still we are happy that it happened in the beginning (rather than in the end) of our savings plan.
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HBecker schlägt Einstein – Risikomanagement zahlt sich aus!

Vor einigen Jahren habe ich die Performance von den besten Wikifolio Tradern Einstein und HBecker analysiert. Mein Verdikt war beide sind besser... und obwohl HBecker (damals) N2 war, wäre er für viele Investoren doch attraktiver im Sinne der risikoadjustierten Performance.
Continue reading "HBecker schlägt Einstein – Risikomanagement zahlt sich aus!"

4. Münchener Tischgespräch von DSW – drei interessante Präsentationen

Auf 4. Münchener Tischgespräch, organisiert am 05.12.2019 vom Deutschen Schutzverein für Wertpapierbesitz e.V. (DSW), hatte ich die Gelegenheit, drei interessante Vorträge von Fraport (ETR:FRA), Biofrontera(NASD:BFRA) und Deutscher Post(ETR:DPW) zu hören. Obwohl ich der quantitative Investor bin, also schaue ich eher auf die Zahlen als auf die Stories, fand ich die Information sehr interessant. Darüber hinaus war es keine Massenveranstaltung, sondern wirklich ein Tischgespräch im engeren Kreis.
Prof. Dr. Roland Klose - Director Investment Education, DSW Continue reading "4. Münchener Tischgespräch von DSW – drei interessante Präsentationen"

JuniorDepot15 – Reaching 13.75% CAGR with stockpicking

Elle got started with her savings plan in Jan 2018 with a monthly installment of €100. Now she has sufficient trading capital, so that (taking broker fees into account) the stock picking may make sense. She tried to make her hands dirty with stock selection and earned €139,53 gain or 8.6% return in less than a month! The CAGR of her savings plan is currently 13.75% Continue reading "JuniorDepot15 – Reaching 13.75% CAGR with stockpicking"

Intraday Somersault of Leoni AG stock: A General Turnaround in German Automotive?

Leoni AG is a German company, specializing in production of high-quality cables for cars. Its shares are traded in sDAX (index of the best German smallcaps). From the beginning of the year Leoni's stock has lost more than 50%. Today, as Leoni has issued a profit warning, its stocks first fell about -6% but then quickly turned around to +5%, ending up by +1.5%. It may mean that the market is tired of the negative news. And even if not yet, German automotive is already fundamentally cheap. Continue reading "Intraday Somersault of Leoni AG stock: A General Turnaround in German Automotive?"

Tom and Gerry 3: a dead mouse bounce?

Whereas Tom Tailor continues to decline, Gerry Weber has recently bounced +40% as the founder Gerhard Weber resigned from CEO position. Yet we bought Tom Tailor stock, although we usually do not trade against a strong trend. We explain why it was plausible to make an exception this time. Continue reading "Tom and Gerry 3: a dead mouse bounce?"

Tom and Gerry 2 – a perfect case study for peer trading

Tom [Tailor] and Gerry [Weber] are two German fashion boutiques (both are small caps). On January 7, 2016 I wrote a post "Tom And Gerry - Turnaround By Two German Fashion SmallCaps". In this post I correctly predicted the growth of Gerry Weber, based on the previous growth of Tom Tailor. Now one could have predicted the fall of Tom Tailor based on the previous fall of Gerry Weber. A perfect pair for peer trading isn' it?!

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