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 November 9th, 2022 | 11:11 CET
Energy supply in Germany: Nordex, Siemens Energy, TubeSolar, JinkoSolar - With green power ahead!
The calendrical winter is not far away. The German government proclaims that with the measures taken, wintering is possible in Germany. Given the currently 98.5% filled gas storage facilities, the emergency has been overcome. However, experts expect supply bottlenecks by January at the latest and the need to distribute the available gas fairly among its customers. Will BASF then receive its required gas volume and all households 8.7% less - or what will the calculation look like? Difficult - this is where the dilemma facing Central Europe becomes apparent. The loss of Russian energy supplies cannot be remedied in the short term - but in the long term, GreenTech alternatives could create our security of supply. Let us take a look around for suitable investment opportunities.
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Commented by André Will-Laudien on November 8th, 2022 | 10:15 CET
Varta, Kleos Space, ThyssenKrupp: Wrongly valued? It cannot be!
What a wild ride! The US technology exchange NASDAQ fell by a full 33% in the last 12 months, while the German standard share index DAX fell by only 16%. That is astonishing because the leading German index usually reacts disproportionately to the US growth stocks. Ultimately, however, it is becoming clear that foreigners dominate German share prices. After all, if the euro's currency losses are considered, both indices are back on par. The euro has, after all, also depreciated by 15% since a year ago. Some high-tech stocks in Germany lost significantly more than average. We take a closer look.
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Commented by André Will-Laudien on November 7th, 2022 | 12:07 CET
Up or down? Stocks in sports mode: PayPal, Meta Platforms, Barsele Minerals, Porsche, VW
Today, a historical review takes us back to the period of the Weimar Republic from 1918 to 1933. After the end of the First World War, the government printed money to finance war bonds, jobs for returning soldiers and reparations to the victorious powers. As a result, the money supply increased permanently, prices rose faster and faster, and purchasing power declined. Raw materials for the domestic economy had to be purchased more and more expensively from abroad, but since there were no longer enough goods available, prices continued to rise explosively. From 1922 onward, the talk was no longer of creeping inflation but of galloping inflation. Today, 100 years later, the German producer price index rose by over 45.8% in September. What do investors need to watch out for now?
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Commented by André Will-Laudien on November 2nd, 2022 | 13:34 CET
GreenTech shares jump! Siemens Energy, Defense Metals, JinkoSolar, and Nordex in focus
Fossil energy supply is becoming increasingly expensive. The political disappearance of supplier and commodity giant Russia is creating a dangerous undersupply, especially for Central Europe. The approaching winter could pose problems, and the industry might have to deal with rationing in the medium term. Products are becoming considerably more expensive to produce, and as a result, selling prices on the shelves are also increasing. The inflationary spiral is thus spiraling upward, and sales are falling. Meanwhile, GreenTech solutions are more in demand than ever for the purchase of energy. Which shares are playing to the fore here?
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Commented by André Will-Laudien on November 1st, 2022 | 12:26 CET
Halloween of energy prices: Shell, BP, Saturn Oil + Gas, Nel ASA - Is this the peak yet?
It sounds ambitious! To completely transform Europe in terms of energy supply, the European Union would need to invest a good EUR 300 billion in alternative energy sources, infrastructure and raw material supply contracts by 2030. By 2021, Germany alone was importing 45% of its fossil fuel energy from Russia, its valued partner until then. After the invasion of Ukraine, this business partner will likely be taken off the list. But this also means that the very favorable sources for Central Europe will no longer be accessible. So prices for electricity, heating and mobility will remain high. Which stocks can benefit from this scenario?
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Commented by André Will-Laudien on October 31st, 2022 | 13:31 CET
Top biotech shares - Now on the up: Bayer, Cardiol Therapeutics, BioNTech, Pfizer
The fight against the two "common diseases" of cancer and cardiovascular disease continues with a major infusion of resources. In early 2022, President Biden announced a new edition of the "Cancer Moonshot" and named new goals: To halve the cancer death rate within 25 years and significantly improve the lives of people with cancer. The most common cause of death in Germany, on the other hand, is cardiovascular disease. With around 338,000 deaths in 2020, it accounted for more than a third of the 985,500 deaths. The second most common cause of death was primarily cancer, followed by diseases of the respiratory system. The biotech industry thus continues to face major challenges. Who is well positioned?
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Commented by André Will-Laudien on October 28th, 2022 | 11:48 CEST
The great race to catch up: Varta, Altech Advanced Materials, BASF - Who will build the best battery?
The first major city in Germany is getting serious. From February 2023, diesel-powered vehicles in the Euro 4 emissions class will no longer be allowed to be used within the inner ring in Munich. This is a big step, as around 140,000 motorists will be affected by this exclusion. In the future, these drivers will have to park their vehicles at the city limits in order to use public transportation to get to the city center. This will have far-reaching consequences for businesses and restaurants, as on-site purchases of a larger nature will become extremely inconvenient for the owners of these vehicles. Politicians are betting everything on e-mobility, but what about developing powerful and environmentally friendly batteries?
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Commented by André Will-Laudien on October 27th, 2022 | 11:31 CEST
Next push in e-mobility: Porsche, Kodiak Copper, Nio and BYD in investors' focus!
It would not be correct to project the important raw material copper purely onto e-mobility. Of course, global copper demand is rising due to many electrical engineering applications. But it is also falling in the wake of a slowing construction boom. If fewer houses are built worldwide, the copper demand will fall more sharply than repeatedly forecast. In principle, however, the trend for 2024 and beyond points strongly upward. Mobility will have to make a major move in the direction of e-mobility if the climate targets of the politicians currently in power are to be implemented - out with the combustion engine, in with e-mobility. In the medium term, this means three times as much copper is needed as in 2015. Which shares will come into focus?
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Commented by André Will-Laudien on October 24th, 2022 | 12:17 CEST
US equities reporting season: Netflix, Snap, Meta Platforms, Aspermont - Will it continue explosively?
In October, the reporting season for the 3rd quarter started in the USA. This is a highly exciting time, as moves of up to 25% or more are not uncommon when a NASDAQ stock grossly deviates from its guidance. After years of bliss in the tech sector, a new parameter has also crept into the valuation of growth stocks: Interest rates. Discounted future cash flows represent the value of a stock today. If these are adjusted downward and valued at a higher discount due to increased interest rates, this can trigger significant price corrections in an emergency. Of course, this scenario also applies to upside surprises - a reason for further research.
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Commented by André Will-Laudien on October 21st, 2022 | 11:03 CEST
100% chance with ThyssenKrupp, Varta, Tocvan Ventures and Nel ASA: Lay the foundation for the future now!
Currently, the daily news is not a source of much joy. However, there are opportunities in many of the reports that can quickly turn into cash after the current correction. It seems crucial to focus on stocks that, despite an adverse environment, keep their medium-term goals in mind and can demonstrate a robust business model. Here are some examples showing long-term development potential.
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