Creator Profile
The German Value Investor
YouTube | Stock
4,800 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
Latest published research
July 23, 2026
Netflix Stock Drops Despite Strong Earnings! Buy Now?
The creator analyzes Netflix's stock performance following a significant drop despite strong earnings. They examine historical price movements, current valuation metrics (P/E ratio of 22), and future growth prospects, particularly in the advertising market and margin improvements. The creator suggests that the current P/E ratio might be considered cheap historically and presents a potential buying opportunity after a significant drawdown.
July 16, 2026
I Just Invested €20,000 Into These Stocks
The creator outlines their 20,000 euro community portfolio, detailing sector and regional allocations, and company sizes. They emphasize a value investing approach, focusing on undervalued companies with negatives already priced in, and plan to discuss individual stock positions, starting with Berkshire Hathaway B shares.
July 12, 2026
Kaspi: The Best Stock in the World?
The creator discusses Kaspi, a company they consider one of the most interesting stocks globally, highlighting its strong market position in Kazakhstan as a combination of Amazon, PayPal, and fintech. Despite recent price volatility and a temporary dividend suspension due to an acquisition, the creator remains convinced of its value, noting a low P/E ratio, significant revenue and profit growth, and a reinstated high dividend yield, making it a current buy in their opinion.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
High-Conviction Portfolio Performance Since March 15, 2026
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