Investment Analysis

Vitec Software Group AB: Our best bet?

Intro     Today, we want to introduce a company we found trough a stock screening process and which we found very interesting: The Vitec Software Group AB (STO:VIT-B) is a Swedish software designer specialized in comprehensive property and energy management systems for buildings, forecasting for energy companies (electricity, district heating and wind power), management systems […]

Jungheinrich Group, a family owned company on their way to growth

Today we have a look at the German company Jungheinrich. This report was accomplished with the help of my good friend Benedikt Balthasar, who is studying Math and is currently in his last Master semester at the TU Berlin. Furthermore we would like to excuse our long absence period, this is due to the mentioned […]

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 […]