Creator Post Archive
The German Value Investor
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Oct 5, 2026
Novo Nordisk Stock After the Crash: Time to Buy?
The creator critically re-evaluates their position in Novo Nordisk after a significant price drop, noting the current PE ratio is around 10, down from a peak of 45, while operating profit remains high. Despite concerns about pricing power and patent expirations, the creator sees potential value given the stock's current valuation metrics.
Sep 30, 2026
Lululemon Stock: A Once-in-a-Decade Opportunity?
The German Value Investor discusses Lululemon's stock, which has fallen 80% from its peak. Despite declining profits and lowered forecasts, the stock's PE ratio is now around 8.5, with zero debt and a net cash position. The creator questions if the stock is cheap enough to buy, noting that current valuation metrics are at historical lows, and plans to use their valuation tool to determine buy and sell limits.
Sep 25, 2026
86% Gain on a Stock Almost Nobody Knows
The creator is currently holding NN Group with an 86% profit and is evaluating whether to buy more at the current price level. The company, a Dutch insurer, offers a 5% dividend yield and is actively buying back shares, which the creator sees as positive indicators. Despite a significant price increase, the dividend yield remains attractive, and the company has a history of consistent dividend growth and share buybacks. The creator notes that while net profit saw a large increase, this is due to investment fluctuations and the operational profit growth of 3-5% is more indicative of the company's performance. The solvency ratio is also strong at 224%.
Sep 20, 2026
McDonald's Stock Is Down 27%... Time to Buy?
The creator analyzes McDonald's stock, which has fallen approximately 25-27% recently, to determine if it's a buy. Despite negative equity on the balance sheet due to significant share buybacks, the creator identifies substantial hidden reserves in the company's real estate holdings, which are undervalued on the books. This suggests the stock might be attractively valued after the recent price drop.
Sep 2, 2026
3 Stocks I’m Buying in July 2026 (My Real-Money Portfolio)
The creator is investing 1,000 euros into stocks in July 2026, with PayPal being a key purchase due to a recent price drop. The video also reviews the performance of the creator's portfolios and discusses holdings like Netflix, Uber, Amadeus Fire, and Berkshire Hathaway, with a focus on Amadeus Fire's current struggles and a small additional purchase.
Aug 31, 2026
Baidu Stock: Bargain of the Decade or Value Trap?
The creator discusses Baidu (BYU) stock, noting its recent sharp decline and current attractive entry point based on their average purchase price. They highlight that a significant portion of Baidu's market cap is covered by net cash, but acknowledge stagnating revenue, declining profits, and reduced margins. The creator believes the current situation is well priced in, offering potential upside if operations improve, particularly in AI and autonomous driving investments, despite a recent negative free cash flow. They also comment on the slow execution of the share buyback program.
Aug 28, 2026
PayPal Stock: What Is It Really Worth?
The creator discusses PayPal stock, highlighting its current position in their portfolio and recent price appreciation. They emphasize their value investing approach, focusing on intrinsic valuation rather than market sentiment or takeover rumors. The creator details their buying strategy during the stock's decline and analyzes PayPal's valuation, revenue, profit growth, and share buybacks, concluding that the stock is undervalued.
Aug 24, 2026
32 Top Investors Dump Alphabet. Berkshire Buys More.
In Q2, 32 investors sold Alphabet (GOOGL/GOOG) shares while Berkshire Hathaway significantly increased its holdings. Other notable investors like Daniel Lobe, Seth Klarman, and Chris Horn also increased their positions, contrasting with Bill Aman's complete sell-off. The creator notes that despite a 132% stock price increase since April 2025, these value investors are buying, suggesting a strong signal, though they will later evaluate the stock's valuation using a proprietary tool.
Aug 9, 2026
I Sold This Stock for a 50% Gain and Bought 4 New Ones!
The creator discusses selling Adcore for a 50% gain due to a takeover offer and reinvesting the proceeds into Berkshire Hathaway and Novo Nordisk. They view Berkshire as fairly valued and a good hedge against market downturns, while seeing opportunities in Novo Nordisk's strong position in the growing GLP-1 and diabetes markets.
Aug 5, 2026
Tesla Stock: What It's Really Worth
The creator analyzes Tesla's stock, noting its significant historical price appreciation but also its high volatility and 'hype stock' status. While acknowledging Tesla's revenue and profit growth, the creator highlights extremely high valuation metrics (PE ratio of 285, P/S ratio over 10) compared to traditional automakers like BMW, suggesting the stock is overvalued based on current automotive industry standards. The creator is not currently invested but is looking for an entry point.
Jul 29, 2026
What Investors Are Missing About Uber! (Stock Analysis)
The creator analyzes Uber's potential in the robotaxi market, comparing it to Booking.com's success in the travel industry. Despite recent negative headlines regarding exclusivity agreements, the creator believes Uber's single-app user experience could be a significant advantage. The analysis also touches on Uber's stock performance, revenue growth, and recent profitability, suggesting a potential buying opportunity based on its current price level and risk-reward potential.
Jul 27, 2026
4 Stocks I’m Buying in July 2026 (My Real-Money Portfolio)
The creator discusses their real-money portfolio performance and recent purchases. They highlight Berkshire Hathaway as a new position, noting its strong cash position and fair valuation. They also mention Decker's Outdoor, which has recently seen a price pullback, and discuss its smaller weighting due to industry challenges.
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.
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