Munich Re, a global leader in reinsurance, is considered not expensively valued with a P/E ratio of around 10, a 4.7% dividend yield, and significant share buybacks, prompting the creator to add to their position.
Source Post
3 Stocks I’m Buying in July 2026 (My Real-Money Portfolio)
Sep 2, 2026
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.
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Tickers discussed in this post
Occidental Petroleum, with a 7.5% weighting, is up nearly 30% due to rising oil prices, showing strong operating and free cash flow generation exceeding last year's total.
CTS Eventim, with a nearly 6% weighting, is showing strong growth in revenue and EBITDA, with the CEO's significant share purchases signaling confidence, and the creator plans to buy more if the price dips to 50 euros.
Baidu is a significant holding in the portfolio, and the creator has made a separate video discussing its recent performance.
Netflix, a small holding, is up 15% since a recent purchase, but the creator would only buy more if the price fell.
The creator is buying PayPal after its stock price dropped over 10% due to takeover speculation dying down.
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Tracked calls opened from this post
NODKbuy opened Sep 2, 2026
-1.53%