searching4value

😁

Yes PE ist Not a good thing to do when the market values you way below NAV. PE further erodes trust in NAV and might come with high costs

Choc biz sale is very unlikely I would say. But selling significant part(s) of the other stuff would be the 'right' thing to do I believe

But would it ever trade there without big big asset sales (value realizations) ...?

... Und es scheint fast so dass bei uns eine 'überraschend' große Zahl an 'gästen' sich einen feuchten Fu*z um einen Verhaltenskodex.... Ach egal!

In D haben wir weder Wachstum noch Vertrauen in den Staat! 😂

Die Aktie hat ja nachbörslich zugelegt (halt nachdem sie vorher nachbörslich stark gefallen ist!)

Pandora (PNDORA) Pandora is a good company but faces many headwinds and is a turnaround in the making, soon …

searching4value.wordpress.com/2026/02/25/p...

Pandora 💍will hopefully bring good profits again

Was ist günstigere wenn man gerne Achterbahn fährt?
Eine Dortmund Aktie oder Phantasialand?

Reg. PE: Certainly true.
I play it via Anicom.

And
Will be interesting to watch the sector in general for new regulation, and life in particular with JP yields where they are

You are in SBI Insurance? Nice run 👍💪🥂

Also in SBI Hold? A nice name to have 🥳 especially if one believes SBI Ins. serves as a rough indication P/E-wise where SBI Hold might trade .... Or a few turns lower... Still nice

Thought much about the same.
But o/c I find reasons for most of 'my' names to hold them, you know, kind of against base rates, despite better knowledge.

Missed you on friday in cologne to talk insurance

... blah blah blah.
Better perks, wining and dining

Not unlikely other bids coming in until mid Feb?
There might be some big ego CEOs at big insurers with big capital buffers who want to show bigger growth in cyber insurance...

$BEZ.L
@tobi-preisundwert.bsky.social

Rational to have 40% in the Galaxy?

Ich nehme an die Zeitpläne für Aufzüge in Deutz und Rolltreppen im Düsseldorf Hbf sind undefiniert?
Unendlich.
TBD?

Rather easy to achieve (with the right turbo fuel: inflation)

Kommt es nicht eher darauf an was der Würfel auf dem Amt anzeigt?
(in #Bürokratistan) 😌

Why did CH export such high volumes to Italy in the first place? Can the Italians better sell (originally Chinese but imported via an) Italien (port) tomatoes to other European countries?

(that might be the case, or not...)

Despite UMG being flat for 5yrs, and some governance issues being highlighted

Both names did not contribute any performance for a few years now. Dead money (until it isn't?)

Wichtig ja!
Wahrscheinlich? Wohl kaum! 🙈

And I thought it is all about (carrying around) the (completely soaked) paper cup showing some logo instead of the hot drink, which can actually be very nice in many places on earth

Hacking insurance but not able to snip a screenshot that is actually readable?

Nur McChicken könnte vor vier Jahren bereits das Jahr 2030 auswerten!💪

Also the lt3000 blog from Lyall

Einfach ein bisschen mehr mehr Vision, purpose, culture, values, adjustments, SBC, und ganz wichtig literally 'literally' auf die slides schreiben (lassen)

Die Bahn auch!!!

Mein Beileid 😜

(Ein leidgeplagter)