Opinion
Munich Re: Insurance Giant Convincing Investors!
Hypoport: I expect a strong comeback for this platform company with a KUV of 1.1. Three reasons!
The stock of Hypoport (i) lost 30% of its value in the 2025 trading year and is now trading at levels...
Home Depot: Why the stock plunge is an invitation now
There is a hangover mood at Home Depot (i) on Wall Street. The Q3 numbers released on November 18, 2025,...
SK Hynix as a Beneficiary of the Xiaomi Outlook
What appears to be headwinds for Xiaomi is, on the other hand, a tailwind scenario for memory manufacturers...
Upwork: Freelancer platform starts new growth phase
Upwork (UPWK, i) has struggled with a normalization of growth after the booming demand for talent during...
IREN: The Aggressive Bet on AI Power Demand
IREN is, for me, the pure AI power bet: an operator of specially designed AI data centers with around...
Market Alert: NVIDIA, Fed Minutes and Trump's Summit Force Investors into Defense Mode!
As a market observer, I currently see a phase of heightened caution and consolidation in the markets....
Friedrich Vorwerk: Beneficiary of the CO2 Act, which is to be passed on November 21, 2025!
A new, larger project in Germany is the planned storage of CO2. Already in early November, the KSpTG...
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 an 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...