After staying away for a while, I was encouraged by my friend (EmergingValue) to provide an update. Sorry for being absent for so long but life has been busy and markets were full of uncertainty – not that we have
Sold ADM and increased China mobile.
TAG Immobilien has been a long-term holding in my portfolio and the dividend received over the years returned more than the initial investment. It’s not easy to say goodbye to a multibagger but I started reducing my position last year
Today I’m writing about a company which I saw on my friends (emergingvalue.wixsite.com) watchlist. I recognised the name because adesso SE recently announced a cooperation with Asseco. So, there were two compelling factors – my friends EM knowledge and value
Berentzen published their H1 2021 report and it’s time to have a look how the company is managing the pandemic. (To learn more about the company please check my previous post or the companies website.) We can see that revenue
Eckert & Ziegler Group is one of the world’s largest providers of isotope technology for medical, scientific and industrial use. The core businesses of the Group are cancer therapy, industrial radiometry and nuclear-medical imaging. The two business segments are: Medical
Following my recent post about Fresenius. I went deeper into their financials trying to understand why the share price dropped over the last years. In 2017 they acquired a Spanish hospital group (Grupo Hospitalario Quirónsalud) which increased Fresenius’s debt by
The Berentzen Group is a beverages company based in Germany. Segments are Spirits, Non-Alcoholic Beverages and Fresh Juice Systems. They develop, produce and market beverages from spirits to mineral waters and soft drinks and fruit presses for fresh-pressed orange juice.
This is just a brief follow up on my ADM post a few years ago. With time and additional purchases, it grew to one of my largest positions and therefore I think it’s about time to review the position again.
Business model: Healthcare group, provides products and services for dialysis, hospitals, and outpatient medical care worldwide. The company operates through four segments: Fresenius Medical Care, Fresenius Kabi, Fresenius Helios, and Fresenius Vamed. Current price €36 (19.2.21) PE: 12 (2020); 8.9e
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