Creator Post Archive
The German Value Investor
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Jul 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.
Jul 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.
Jul 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.
Jul 2, 2026
I Sold This Stock (+80%) — Here's What I Bought Instead
The creator is selling a portion of their NN Group holdings (+80% gain) due to increased valuation, and reinvesting the proceeds into Munich Re, an existing position they are increasing. They highlight NN Group's dividend growth and share buybacks but find the share price appreciation has outpaced business growth, making it less attractive at current levels. Munich Re is presented as a strategic addition within the insurance sector.
Jun 30, 2026
One Is a Buy. One Isn't. (Adidas vs Nike)
The creator compares Nike and Adidas, noting Adidas's superior long-term stock performance despite Nike's larger market cap. While Nike's revenue has stagnated and net profit has plummeted, leading to margin compression, Adidas has shown signs of a turnaround with increasing sales and a lower P/E ratio, making it the preferred buy.
Jun 23, 2026
Once-in-a-Decade Opportunity? These China Stocks Are Crashing!
The creator discusses several Chinese stocks, including Alibaba, Baidu, JD.com, and BYD, which have experienced significant price drops. Despite negative news like US blacklisting, the creator believes these stocks may present buying opportunities due to current valuations and the potential for AI growth, while downplaying delisting risks.
Jun 16, 2026
Top Investors Are Buying These 3 Stocks NOW!
The creator highlights Uber (UBER) as a stock currently being bought by top investors, noting its significant growth in revenue and profit, positive free cash flow, and strong financial position. Despite some one-time effects impacting net profit in the last quarter, the underlying operational performance and scalability of the business model are presented as highly positive.
Jun 9, 2026
These 4 Stocks I’m Buying Right Now After the Pullback
The creator is adding four stocks to their community portfolio, focusing on companies that have recently pulled back. The first stock discussed is C Limited, a growth company from Southeast Asia and South America, which the creator is buying more of due to strong growth across its business segments (e-commerce, financial services, gaming) and a solid financial position with net cash. The creator highlights C Limited's revenue growth from $136 million in 2014 to over $25 billion currently.
Jun 4, 2026
Why Super Investors Are Buying Amazon Stock RIGHT NOW
The German Value Investor highlights Amazon (AMZN) as a stock being heavily bought by super-investors, with significant position increases from notable figures like Bill Ackman and Seth Klarman. Despite recent price appreciation and high P/E ratio, the creator notes phenomenal long-term operational development and substantial revenue/profit growth, attributing current investments to cloud, AI, and data centers. However, risks are identified in high investment costs impacting free cash flow, which is near zero and potentially negative when accounting for stock-based compensation and new debt.
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.
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.
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.
May 19, 2026
Rheinmetall Stock CRASHES – While the Business Is Booming?
The creator analyzes Rheinmetall's stock performance, noting a significant drop from its peak despite booming business driven by global conflicts. While acknowledging strong order backlogs and revenue growth forecasts, concerns are raised about high valuation, capital-intensive expansion, and the cyclical nature of the defense industry. The creator personally holds a cautious stance, not invested at current levels, viewing it as a potential portfolio hedge rather than a primary investment.
May 6, 2026
PayPal Stock CRASHES – This Is What REALLY Matters Now
The creator discusses PayPal's recent stock drop following quarterly results, noting the significant decline since 2021. Despite a 10% drop, the creator highlights positive revenue, payment volume, and free cash flow figures, suggesting the market is overly pessimistic given the current valuation. However, the negative outlook provided by the company led to the stock's reversal.
May 5, 2026
Alphabet Is Exploding! How Much Higher Can the Stock Go?
The German Value Investor discusses Alphabet's (GOOGL) recent stock performance, noting its significant rise from previous lows and strong revenue/profit growth driven by AI investments. While acknowledging the stock is no longer as cheap as it was in 2022, the creator highlights the company's solid fundamentals, massive cash reserves, and market leadership, suggesting continued potential.
Apr 30, 2026
HP Stock Analysis: Buy Now? (6% Dividend + Massive Buybacks)
The German Value Investor analyzes HP stock, highlighting its significant price drop, a 6% dividend yield, and substantial share buybacks. Despite declining revenue in some segments, the company generates high free cash flow, leading to a low P/E ratio and a historically low market capitalization. The analysis explores both the turnaround potential and the associated risks, including rising costs and negative equity.
Apr 27, 2026
ServiceNow Stock Down 63%: What NOBODY Is Looking At
ServiceNow's stock has fallen 63% from its peak, presenting a potential entry point despite strong revenue and profit growth. While increased expenses impacted operating profit margins, investments in sales and marketing could drive future growth. The company's financial position remains solid, though a recent acquisition has reduced net cash.
Apr 15, 2026
How People REALLY Make Money With Stocks (The Truth)
The creator emphasizes a value investing strategy, advocating for buying undervalued stocks when they are unpopular and selling when they become overhyped. The video contrasts this approach with chasing hype stocks, using examples like Berkshire Hathaway, Meta, Apple, Royal Dutch Shell, Plug Power, Tesla, PayPal, Novo Nordisk, and Synchrony Financial to illustrate the long-term benefits of patience and contrarian investing.
Apr 15, 2026
The Biggest Pullback in 4 Years – Is SAP a Buying Opportunity?
The German Value Investor analyzes SAP stock, noting its significant pullback and historical performance as a buying opportunity. Despite concerns about AI competition, the investor believes SAP's deep integration and high switching costs provide resilience. The analysis covers financial performance, cloud transition, share buybacks, and future outlook, concluding that SAP is currently fairly valued with potential upside, but not a compelling buy due to a preference for other investments.
Apr 15, 2026
Microsoft Stock at Its Cheapest in 10 Years – Buy Now?
The German Value Investor analyzes Microsoft's stock, noting its recent price drop has made its PE ratio historically cheap, especially when considering projected earnings. Despite significant investments in AI and data centers creating short-term uncertainty and a high price-to-free cash flow ratio, the company's strong fundamentals, economic moat, net cash position, and consistent growth in revenue and profit suggest a potential for significant long-term returns. However, consistent insider selling and a still-high P/FCF ratio are noted as counterarguments.
Apr 15, 2026
Why I’m Looking at This Stock Right Now (7x P/E + Growth)
The creator identifies Kaspi from Kazakhstan as a strong buy, highlighting its dominant position in payments, marketplace, and fintech within the country. Despite a recent stock price drop, the company offers a high dividend yield, a P/E ratio under six, and significant growth potential, supported by a strong founding team and a robust financial position. The acquisition of Hepsiburada in Turkey presents further growth opportunities, though it currently impacts profitability.
Apr 15, 2026
5 Stocks I’m Buying in April 2026 (My Real-Money Portfolio)
The creator is investing 1,000 euros in April 2026 into his community portfolio, focusing on five stocks. He provides updates on his existing portfolio, including CTS Eventim, Amadeus Fire, Alibaba, Adobe, Novo Nordisk, Caspi, Occidental Petroleum, PayPal, and Sea Limited. He details his investment thesis, recent performance, financial health, and future outlook for each company, often highlighting insider buying and strategic decisions.
Apr 15, 2026
Everyone Hates Nike – That’s Exactly Why I’m Looking at This Stock Now
The creator analyzes Nike's stock, noting its significant price drop and current low valuation. Despite some positive signs like insider purchases and a high dividend yield, the creator highlights concerns about declining profits, a high payout ratio, and challenges in key markets like China. Ultimately, the creator finds the risks too high for a personal investment, contrasting it with a brief mention of Microsoft as a potentially better opportunity.
Mar 15, 2026
I Just Bought This Stock NOW — Finally Cheap After the Crash!
The creator discusses CTS Eventim (EWG: 123012), a European ticket seller and event organizer, highlighting its recent stock price drop as a buying opportunity. The analysis covers the company's strong business model, financial performance, dividend history, and significant insider purchases, concluding that the current valuation is attractive.
Mar 15, 2026
Hims & Hers Stock Is a MEGA Rally Coming? Multi‑Bagger Potential
The German Value Investor is analyzing Hims & Hers (HIMS) as a potential turnaround stock, noting its significant price drop and the company's expansion into weight management and GLP-1 injections. Despite strong revenue growth and a recent move to profitability, concerns remain regarding high marketing spend, stock-based compensation diluting shareholder value, and intense competition in the GLP-1 market. The investor is not currently invested due to perceived high risks.
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