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André Will-Laudien

  • Energy
  • Ressources
  • Technology

Born in Munich, he first studied economics and graduated in business administration at the Ludwig-Maximilians-University in 1995. As he was involved with the stock market at a very early stage, he now has more than 30 years of experience in the capital markets. In the historic dot.com year 2000, he trained as a CEFA analyst in Frankfurt and has since then accompanied over 20 IPOs in Germany.

Until 2018, he held various positions at banks as an asset manager, capital market and macro expert as well as fundamental equity analyst. He is passionate about the energy, commodity and technology markets as well as the tactical and strategic asset allocation of liquid investment products. As an expert speaker at investment committee meetings of funds as well as at customer events, he can still describe the course of the 1987 crash, one of the major buying opportunities of the last 33 years on the stock market.

Today, he knows that the profit in shares is not necessarily the result of buying cheaply, but above all of avoiding mistakes and recognizing in good time when markets are ready to let air out. After all, in addition to basic fundamental analysis, investing in stocks is above all a phenomenon of global liquidity and this must be monitored regularly.


Commented by André Will-Laudien

Commented by André Will-Laudien on March 6th, 2025 | 07:00 CET

NETRAMARK HOLDINGS – Medical Revolution: How AI is Shortening Drug Approval by Years!

  • AI
  • hightech
  • Pharma
  • Biotechnology

Artificial Intelligence – now it is really taking off in the medical field! Among many other applications, big data and artificial intelligence (AI) applications are revolutionizing the optimization of clinical phases in drug approval by accelerating processes, reducing costs, and significantly increasing the success rate. AI can analyze large amounts of data from electronic health records, genomic data, and patient registries to identify suitable clinical trial participants more quickly and accurately. This significantly reduces recruitment time and improves accuracy. Machine learning can be used to analyze previous study results to develop more efficient study designs. Based on real-time data, adaptive study protocols enable dynamic adjustment of experimental conditions. The Canadian technology company NetraMark Holdings Inc. (WKN: A3D5X9 | ISIN: CA64119M1059 | Ticker symbol: AIAI) develops solutions for the pharmaceutical industry to utilize Generative Artificial Intelligence (Gen AI).

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Commented by André Will-Laudien on March 3rd, 2025 | 07:35 CET

Biotech: Takeover candidates for 2025! Things are heating up at Evotec, BioNxt, Bayer, and Formycon!

  • Biotechnology
  • Biotech
  • Pharma

The DAX 40 index is hitting new highs, following a gigantic wave of buying from the US. The rally is already well advanced, but due to ongoing geopolitical upheavals, high-tech and defense stocks are still performing well. In recent weeks, the positive trends have also spread to the biotech sector again. Stocks such as BioNxt have already gained over 150% in the last six months. What is driving this? Formycon has seen a severe price drop, while Bayer and Evotec are slowly getting back on track. Are we going to see takeovers now? What are the triggers for dynamic investors?

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Commented by André Will-Laudien on February 28th, 2025 | 08:00 CET

Caution - Nasdaq correction: Now, it is really starting with Palantir, Alibaba, Naoo AG, and Meta Platforms.

  • Software
  • Technology
  • AI
  • hightech

After a brief correction, the stock market is accelerating again. Alongside high-tech and AI fantasies, rumors of peace surrounding Ukraine are also gaining momentum. European stocks likely to play a role in any reconstruction are gaining a lot of attention. But high-tech is also back in demand. With Nvidia's figures exceeding market expectations, there is some minor profit-taking, but the strong trend should continue. Especially with Nvidia, investors have become accustomed to corrections being offset in a few days. Nevertheless, investors should be on their guard, as many valuations are already very ambitious. In the messenger area, we discovered Naoo AG, which was founded in Switzerland. With innovative approaches, a multifunctional app is being developed here that could potentially outperform even Meta in certain areas. A closer look makes sense.

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Commented by André Will-Laudien on February 27th, 2025 | 15:25 CET

NASDAQ rally continues! Now betting on AI with SMCI, Palantir, Nova Pacific Metals, and Microsoft

  • Mining
  • Commodities
  • Software
  • AI
  • Technology
  • RareEarths

After a brief consolidation, the rally is continuing, but volatility is increasing. Alongside armaments, the topic of artificial intelligence (AI) remains a key driver of investor imagination. AI has rapidly advanced in recent years and is now an integral part of many areas of daily life. From personalized recommendations on streaming platforms to voice assistants and autonomous vehicles, AI technologies are already shaping numerous industries and parts of societal life. Particularly in the areas of healthcare, finance, manufacturing, and mobility, AI is opening up innovative solutions that increase efficiency and create new opportunities. Some companies are calling the shots. We offer a selective insight.

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Commented by André Will-Laudien on February 27th, 2025 | 07:50 CET

Attention – Biotech is taking off! Evotec, Vidac Pharma, BioNTech, and Novo Nordisk in focus

  • Biotechnology
  • Biotech
  • Pharma

With new index highs and huge daily trading volumes, the biotech sector has been back in the spotlight for several weeks. At Evotec, the personnel merry-go-round continues, while BioNTech has announced an acquisition in the oncology field. After the big crash in Novo Nordisk shares, the first share buybacks are now taking place, but growth rates have been revised downwards. Vidac Pharma has just completed a roadshow and will present its latest progress at the Sachs Health Science CEOs Forum in Zurich. Share prices across the sector appear to have turned in the last quarter. It is now time for investors to take a closer look again. We offer a few insights.

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Commented by André Will-Laudien on February 26th, 2025 | 07:00 CET

Elon Musk is losing, now comes hydrogen! Watch out for BYD, Plug Power, First Hydrogen, and Mercedes

  • Hydrogen
  • greenhydrogen
  • Electromobility
  • Fuelcells

Tesla has already lost its leading role to BYD, but there are other winners from the Texan crash. Mercedes is one of the profiteers. First Hydrogen is ready to roll out its innovative solutions. Since nuclear power plants are almost emission-free during operation, the carbon footprint of green hydrogen from nuclear energy is comparable to that from renewable sources such as wind and solar. Unlike wind or solar energy, nuclear power can produce electricity around the clock because it is not dependent on weather conditions. In countries such as France, Finland, and Japan, nuclear energy is already being considered as an option for hydrogen production to drive the decarbonization of industry. Which stocks are coming to the fore as a result?

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Commented by André Will-Laudien on February 25th, 2025 | 07:15 CET

CDU wins, and the stock market celebrates! Caution with Nel ASA, First Nordic Metals, Xiaomi, and Agnico Eagle

  • Mining
  • Commodities
  • Gold
  • renewableenergies

In addition to the stock indices constantly reaching new highs, gold has also reached new record levels above USD 2,950. After the tech indices climbed to new highs during February, there is now a slight correction. No one is talking about a trend reversal yet, as buybacks are still too present. Top performers like Palantir and Nvidia may have to take a hit in the short term, while low-valued securities and defense stocks are currently in demand again. Rheinmetall remains the top share in the DAX 40 index, with a plus of over 800% since February 2022. This year, the value is once again excelling with an increase of more than 50%. We highlight some opportunities.

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Commented by André Will-Laudien on February 24th, 2025 | 07:00 CET

Chancellor election 2025 - now it is getting exciting! Explosive news at Palantir, D-Wave, European Lithium, and SAP

  • Mining
  • Commodities
  • Software
  • hightech
  • Technology

Germany has voted. With 28% of the vote, the CDU leaves the field as the winner. However, difficult coalition talks will now follow. Those expecting a lot of "change" may still be disappointed because many urgent topics do not seem urgent enough yet. How the CDU will proceed with the blocking parties will become an exciting topic in the coming weeks. The stock market experienced a slight dip on Friday, indicating that investors, accustomed to a bull market, are shifting to the safe side before the election results are clear. After all, as of Friday, around 30% of eligible voters were still undecided. Some stocks should be on the radar, as significant movements are expected.

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Commented by André Will-Laudien on February 21st, 2025 | 07:10 CET

Global stock boom, Germany votes – Watch out for Mercedes-Benz, Argo Living, thyssenkrupp, Rheinmetall, and Hensoldt!

  • Agribusiness
  • Agriculture
  • Defense
  • Electromobility
  • Steel

The stock market started the new year at full speed. The DAX index reached 22,900 points in February, which is in line with some analysts' year-end targets. Liquidity is high and sentiment remains buoyant despite all the negative events in the real world. The federal elections are just around the corner, with the prospect of a grand coalition with green or yellow enrichment. The people of Germany hope for a big change, but none of our politicians have the stature of a Donald Trump, who establishes new conditions by the second. The likelihood is high that coalition negotiations will take longer than we believe today, and the uncertainty surrounding the German economy will likely continue for a while. It will be interesting to see whether Germany ever experiences a real "double whammy". After all, there are enough problems to solve, but so far, the will and courage are lacking. Here you will find a selection of titles that could cause a stir even after the election.

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Commented by André Will-Laudien on February 20th, 2025 | 07:50 CET

DAX makes a decent correction – Gold sets its sights on the USD 3,000 mark! Caution advised with Palantir, Barrick, Desert Gold, Lufthansa, and TUI

  • Mining
  • Gold
  • Travel
  • Software
  • Technology

After weeks of gains, the DAX 40 index saw its first noticeable correction yesterday. It rose to 22,935 in the morning, but by the evening, it had fallen to just 22,450. Hardly anyone had considered that the one-way street of rising valuations would eventually come to an end. Will the correction continue and perhaps go really deep? The opposite is currently true for gold. The inflation figures from the UK of a smooth 3% in January are causing the central bank to break out in a cold sweat. Adieu interest rate cuts – instead, gold is appreciating again and reached a new all-time high of USD 2,945. We look at the winners and losers. It is time to position yourself correctly.

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