0:00 Europe Stocks
0:30 STG
1:51 Salmon
8:11 Italmobiliare
11:05 France
12:33 Arbonia
14:45 ERIC, NOK.
16:41 CBOX.
20:43 CTT.
21:47 EDP.
22:41 Teleperformance.
25:21 TESB.
26:18 PLATINUM.
30:04 DIGI.
Porsche.
MoBruk.
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In fairness – if a salmon farm does not have a moat who does?
haha
These days you can even farm salmon inland, albeit not yet profitably.
Fish farming on land is very capital intensive, needs a lot of clean water and power, and is required to clean the waste water. Often further away from the costumer. Hard to compete economically with the fjords. But with experience from offshore oil business large scale fish farming can go out at sea in the future.
While watching this channel it seems the only investable stock is Rubis. Just kidding, thank you for the extensive review.
haha
dont touch cakebox. the financial director had to leave because of the investigation that you are talking about. It is almost certain that the CEO knew all about it. Maybe ok for trading, but not a buy and hold value investment. I get the impression that the CEO is interested in trading his share price (for me this is not the sign of good management). He is buying at the moment (Ā£500k), but has sold Ā£17m in the past. watch out !
thanks for sharing!
thanks sven for mentioning the pitfalls of investing in cyclical companies
š
Tax on profits 75% FML time to relocate and move the profits to Ireland
š
People get money, they buy German doors. Iām planning to pick up three or four German doors when I get my Christmas bonus.
If I would do that, my wife would show me the door!!
I own a small position in Teleperformance because the stock seemed too cheep
it indeed seems cheap!
Could you please have a look at Ashtead Group, Cerillion, Judges Scientific? All UK based. Thanks!
thanks for suggesting!
I am invested in Teleperformance since September. I did not find anything obviously wrong with the company either. The last decline of the share price seems to be associated with takeover of Majorel, which creates some share dilution. But even if the takeover may have appeared too expensive in April, now we are getting both companies at a big discount compared to their price in April. There was also some noise around bad working conditions in Colombia. Otherwise I seriously could not find any red flags. I you find some please let me know.
some say AI will be disruptive, id think so
AI is the perceived risk. But nowadays you can’t just plug in any AI and that’s it. It needs better-refined technology, integration with legacy systems, being careful with data privacy, and so on. It’s pretty complex and to get it refined will take years. It’s the same as autonomous driving. It may work in 95% of the situations but for the 5% left it is unviable because of the possible bad consequences.
thanks for sharing!
France charges too high a tax and leads to double taxation. I found out the hard way investing in a French company. No treaty between the U.S and France. U.S. gets their money on capital gains and so does France. Hurts returns. You really have to investigate the tax liability for international investing or it is very harmful to returns. Very few countries are as friendly as the United States with capital gains taxes.
good points!
Teleperformance is also investing in Ia (you canāt as a customer build you own software like costumer service). Clear example of irrationality of the market. Strong buy for me at this level
thanks for sharing! Good point!
Sven, regarding Teleperformance, AI is the perceived risk. But nowadays you can’t just plug in any AI and that’s it. It needs better-refined technology, integration with legacy systems, being careful with data privacy, and so on. It’s pretty complex and to get it refined will take years. It’s the same as autonomous driving. It may work in 95% of the situations but for the 5% left it is unviable because of the possible bad consequences. The market overshoot this company on the downside and the risk-reward is excellent.
@Kevin M. he is supposed to read comments hereā¦
yes, I read, that above is scam, they constantly try to find new ways to get to people!
thanks for sharing the AI opportunity!
In mining, Tin is offering a good opportunity. Most producers are unprofitable at this price, which should create pressure on price to the upside. It’s a small market and a few pure-play companies in the space. Some like Alphamin still get profit and can pay a 7% dividend while you wait for a price spike of the metal.
thanks for sharing!
Sven, i have seen you analyse stocks across many countries. None from Australia. Any interest to look into it? Our tax system gives benefits for dividends so a yield of 4-5% is normal. But growth sometimes is mediocre. You might find undervalued miners.
for miners, you need a global recession! Plus, Australia is really at the other side of the world for me:-(
Thoughts on Raiffeisen bank? (RBI, Vienna). Up after earnings and still an extremely low p/e
sorry, don’t know much about banks!
Sven, would you consider writing an article on how to wisely invest their cash when waiting for the right opportunity? At least for us, paid subscribers. š
there is no such thing as wisely investing cash, Buffett is not doing bonds at 5% and waiting! IN Europe you can get 3 to 4% and that is about it!
Always appreciate your insights š
Thanks!
Other countries could do the same thing without high labor costs and taxes.
thanks for sharing!
Would be nice for you to analyse Petrobras to see what happens in corrupt governments. Now, a sentenced manager is back on the board…lol
thanks for suggesting, I think it is in the comments so we will see