sellBearishHigh Conviction
Mentioned 5/28/2026
Current ROI
+2.26%TL;DR
The creator is selling all shares of Pfizer due to significant debt, negative net cash, and concerns about growth and transformation risks.
Analysis from 5/29/2026
Creator Profile
The German Value Investor
YouTube | Stock
4,740 followers
Visit creator profileTracked since March 15, 2026
Return Since March 15, 2026
Creator Strategy+2.44%
Market Index (SPY)+14.69%
Recent Posts
Latest published research
May 31, 2026
Almost EVERYTHING is right… why is nobody buying this stock?
The creator discusses a purchase of Munich Re (Munich Reinsurance Company), highlighting its position as the world's largest reinsurer with strong gross premium income, global operations, and a history of dividend increases. The company aims for significant turnover and consolidated results by 2026, with the reinsurance business being the primary profit driver. Despite past stock fluctuations, the creator sees current valuation as attractive.
0 tracked mentionsNo linked signals detected
May 28, 2026
I’M EXITING THESE 3 STOCKS RIGHT NOW
The German Value Investor is selling Canadian National Railway (CNR) due to its high valuation despite stagnant growth. While acknowledging the company's strong moat, consistent cash flow, and share buybacks, the investor believes the current price-to-earnings ratio of 20 is not favorable for a value investor, especially given the minimal earnings per share growth. The investor plans to reinvest the freed-up capital into new opportunities.
2 tracked mentions1 linked signals
May 24, 2026
4 Stocks I’m Buying in May 2026 (My Real-Money Portfolio)
The creator discusses their real-money portfolio, including updates on existing holdings and new purchases for May 2026. They review the performance of their main portfolio, community portfolio, and various indices, noting recent gains and losses. Specific stock updates include Worldline and C. Limited, with discussions on their financial performance, strategic changes, and future outlook.
7 tracked mentions3 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
buy
Mentioned 5/24/2026
Current ROI
+7.09%buy
Mentioned 5/24/2026
Current ROI
-1.21%Tracked Portfolio Performance Since March 15, 2026
Total Tickers
13
Success Rate
Locked
Average Return
Locked
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