Month: August 2014

List of Investment Analyses

Here is a list of our earlier investment analyses. It will be updated on a regular basis.   3U Holding AG (Part 1) (Part 2) Analysis Banque Privee Edmond de Rothschild S.A. (Part 1) Analysis CARMAT S.A. (Part 1) Quick Check Dangote Cement PLC (Part 1) Quick Check Hornbach Baumarkt AG (Part 1)(Part 2) Analysis Kabel Deutschland AG (Part 1) […]

QuickCheck SMT Scharf AG – Service Business selling for 10x EBIT?

First off, a quick note: Felix is working for an investment bank for a couple of weeks, so he will not be involved in the reporting on German stocks for that period. Today I would like to present you, in this quick write up, the SMT Scharf AG – ISIN: DE0005751986. SMT Scharf was founded in […]