I enjoyed reading your article. It gives a 360 degree perspective of not only the business itself but also the market under which it operates in. I also agree with your take on the current asymmetric upside. I tend to think that german equities in general are currently depressed, which offers exciting opportunities in terms of mispriced valuations.
I enjoyed reading your article. It gives a 360 degree perspective of not only the business itself but also the market under which it operates in. I also agree with your take on the current asymmetric upside. I tend to think that german equities in general are currently depressed, which offers exciting opportunities in terms of mispriced valuations.