PayPal, the creator's largest position, is now hated by the market, trading at a PE ratio of around eight after an 85% drop from its 2021 peak, making it an attractive entry point.
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I Just Invested €20,000 Into These Stocks
Jul 16, 2026
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.
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Tickers discussed in this post
The creator is breaking even on Kaspi, a Kazakh company, with a 4% dividend yield and a 10.7% waiting, and has continued buying shares as the price dropped.
The creator notes a reinsurance company with a 4.8% dividend yield and a €2.25 billion share buyback program, totaling over 8% payout, with growth opportunities.
Munich Re, the world's largest reinsurer, is a strong industry leader with excellent cash flows and a strategy of significant share buybacks, making it attractive for further investment on dips.
Occidental Petroleum is a strong investment, benefiting from oil prices and significant backing from Berkshire Hathaway, with the creator having previously bought heavily in the $36-$52 range.
The creator mentions Baidu as another Chinese stock they own, currently up 25% with a weighting of just under 7%, noting it has been moving sideways.
The creator is adding to their JD.com position, finding the valuation attractive due to a significant dividend yield and ongoing share buybacks.
Ecker, a US-based company with a 'boring but always needed' product business, is held with an 18% gain and a 5.6% weighting.
NN Group is still considered not completely overpriced despite an 80% share price increase, offering a 5% dividend yield and a share buyback program.
Adobe is currently trading at a low P/E ratio of under 13, making it cheap despite AI competition, and the company is actively buying back shares.
