Opinion
Friedrich Vorwerk: Beneficiary of the CO2 Act, which is to be passed on November 21, 2025!
Rheinmetall: German Defense Beneficiary with an Intact Growth Story!
Investors looking for a long-term attractive growth story in the German stock market will find it with...
Johnson & Johnson Stock: A strategic move makes the investment particularly attractive right now
The recent acquisition of the private cancer biotech company Halda Therapeutics by Johnson & Johnson...
Rubrik: More than just Data Protection – A Cybersecurity Growth Stock in Focus
The stock of Rubrik (NASDAQ: RBRK) could currently represent an interesting target for investors for...
The Coca-Cola Company: Robust in Uncertain and Volatile Market Phases!
The Coca-Cola Company (KO) is considered a solid foundational investment and is particularly attractive...
Elbit Systems (ESLT): Billion-Dollar Deal Strengthens Long-Term Revenue Base in the Defense Sector!
I see the recently reported major contract for Elbit Systems worth approximately $2.3 billion as a significant...
The RealReal: Online Marketplace for Secondhand Luxury Goods Impresses with Profitability Enhancement Plans
The RealReal (REAL) presents itself as a leading online marketplace for secondhand luxury goods and...
Between Space and Warehouses: my Investment Case for Amazon
I have bought more Amazon (NASDAQ: AMZN) shares because the company is at a turning point where several...
The Bottom has Been Reached. Bechtle Will be a Beneficiary of the German Infrastructure Package Starting in 2026!
The major IT service provider Bechtle reported on November 14, 2025, a turning point in Q3 and a resurgence...
Allianz: Lower Expenses Derived from Natural Disasters Boost Profitability!
Allianz SE is a foundational investment in the insurance sector for long-term investors and dividend...
The Take-Two (TTWO) Correction is a Clear Buying Opportunity Ahead of the Blockbuster Launch of GTA VI!
The recent correction of Take-Two Interactive's stock, triggered by the further delay of Grand Theft...
Evolv Technologies: AI Weapon Scanners Offer a Long-Term Growth Story
Evolv Technologies (EVLV) serves over 1,000 customers with AI weapon scanners and scans an average of...
On Holding remains on a growth path – Stock poised for a technical rebound!
The Swiss premium sports equipment manufacturer On Holding (ONON) impresses once again! In the 3rd quarter,...
Cisco – The Network Giant Rides the AI Wave
The quarterly results released by Cisco Systems on November 12, 2025, have sent a clear signal to the...
Perion Network Ltd.: Turnaround Candidate with new Growth Fantasies in the Connected TV Sector!
Last year, Perion Network Ltd. (PERI) faced challenges particularly due to the contract expiration with...
For me, Instacart is a Short-Term Trading Opportunity
The pullback in Instacart (CART) presents an opportunity for short-term trading maneuvers. While the...
IBM: The Best Stock to bet on Quantum Computers?
With D-Wave, IonQ, and quantum computing, there are some pure players in the field of quantum computers...
IBM's Quantum Leap: On the Way to a Fault-Tolerant Computer – A bet on the Future!
IBM's recent announcements highlight the ambitious strategy of the tech giant in the field of quantum...
For me, Nebius Remains a Clear Beneficiary of the AI Infrastructure Shortage
Two multi-year hyperscaler contracts - Microsoft up to $19.4 billion, Meta ~ $3 billion with an option...
Elmos: New Small-cap Favorite? Optimistic Outlook for 2026 with Strong Perspective Until 2030 and a P/E Ratio of 13.3!
I can well imagine that Elmos' stock will increasingly become a favorite among German chip stocks. I...
Viant Technology: AI-driven programmatic advertising offers growth potential!
Digitalization is changing consumer media usage behavior. Companies need to respond by adjusting their...
Sony: Anime Success and Booming Sensor Business Underpin the Transformation into an Entertainment Giant!
The Sony Group has once again impressed me with its recent quarterly performance and the subsequent...
Xometry in the Fast Lane! The Stock now Belongs on the Watchlist
Xometry is more than just an industrial company; the stock represents a bet on the digital future of...
Hims & Hers: The telemedicine stock should be back on your radar after the recent quarterly results!
The stock of Hims & Hers marks a decisive turning point with its recent quarterly results, making...