@European_DGI Oil companies like Shell, Total Energies, Exxon etc report strong numbers and they all turn up the buybacks. With their stock prices up in the cycle, how does this make sense? Why not pay down debt to have a fortress balance sheet? What am I missing?
@European_DGI Ray Dalio suggests to invest 10+ percent of your portfolio in gold. Have you considered an investment as an „insurance“ against inflation?
@European_DGI Derek mentioned that he sold „Mensch und Maschine“ for tax reasons. Do you still follow the company & what do you think about their latest report?
@European_DGI You mentioned that you currently have a hard time finding attractive investments & that some of your tier-1 positions are full. Do you have a system how to invest your money anyways? (Should probably copy question for next podcast)
@European_DGI Would say I am approaching the „boring middle“. Not expecting big jumps like in the beginning. Role models like you will (hopefully) help me stay the course. But - as you said - it takes time…
@European_DGI In the „Asia“-episode your guest (sorry forgot the name) mentioned Jardine Matheson as an interesting pick. Stock came back a bit, dividend yield above 4%. From my perspective nice one. Any thoughts?
@European_DGI@European_DGI You tweeted about $CLX a few years back & liked the company. Ever started a position and how do you see them today with dividend above 5%?
@investobi@Abilitato_de Wenn die Leute meinen „Unsinn“ machen zu müssen, möchte ich eben gern mitverdienen 😅 Nochmal etwas anders, aber bei der Tabakindustrie sehe ich das ähnlich…
@European_DGI „None of this may be exciting to read about.“ - Sir, it is very exciting! Thank you for sharing. Seeing someone getting so close makes the journey real & gives a boost to the ones following behind you…
@European_DGI Difficult landscape currently. Looking at $AMT - if Elon doesn‘t disrupt the whole industry good infrastrcture play imho. And - as mentioned in your other post - $VICI as tier 4 position
@investobi Finde ich auch sehr interessant. Allerdings wurden die GDRs Ende 2024 ausgebucht. Weiß nicht ob man die Aktie mittlerweile anderweitig kaufen kann.