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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 October 31st, 2022 | 13:31 CET

Top biotech shares - Now on the up: Bayer, Cardiol Therapeutics, BioNTech, Pfizer

  • Biotechnology
  • Cancer
  • Covid19

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?

  • Batteries
  • Electromobility
  • renewableenergies

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!

  • Copper
  • Renewable Energy

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?

  • Technology
  • Investments
  • fintech

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!

  • Mining
  • Gold
  • GreenTech
  • Batteries
  • Hydrogen

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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Commented by André Will-Laudien on October 20th, 2022 | 14:03 CEST

Shock inflation, what is left in the wallet in 2023: TUI, Pathfinder Ventures, Deutsche Bank, Commerzbank

  • RV
  • Camping
  • Travel
  • Banking

In addition to an inflation rate of almost 10%, the first increases in utility costs are now fluttering into citizens' mailboxes. As already feared, the extreme increase in the cost of energy and electricity is putting a heavy strain on monthly budgets. Whether there can still be a vacation in 2023 will be decided by the length of the Russia conflict, which has kept fossil energy prices high so far. As investors can easily see, the high oil and gas prices are contributing to negative effects in almost all sectors; especially in winter, the supply situation in Central Europe is likely to be very tight. Which stocks should investors watch out for now?

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Commented by André Will-Laudien on October 19th, 2022 | 14:10 CEST

These stocks are fighting the energy crisis: BASF, Nel ASA, JinkoSolar and Globex Mining

  • Mining
  • Commodities
  • GreenTech

The current energy crisis is a homemade problem that has been felt primarily in Europe since the start of the war. For decades, Europe has relied on raw material supplies from Russia, and now, these have been sanctioned. Although the "old continent" has already made astonishing progress in upgrading its renewable energies, there is a threat of further price increases, blackouts and even electricity rationing if gas and oil supplies fail to materialize in the coming winter. By mid-2022, there were green power yields of between 43% and 61% of grid capacity, fossil fuels now account for only 15 to 20%, and nuclear power has been contributing only about 3.5% for several years. Nevertheless, a difficult winter probably looms because the fossil component is more than uncertain. Equity investors should look closely at who can prevail in this environment.

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Commented by André Will-Laudien on October 13th, 2022 | 14:10 CEST

Attention, turnaround: Bayer, BioNTech, Defence Therapeutics, MorphoSys - These biotech stocks are way down!

  • Biotechnology
  • Cancer

Even though more people are being diagnosed with cancer today, and the disease remains the leading cause of death, the number of people dying from cancer is trending downward. In recent years, respectively, survival rates have been steadily increasing. The relative proportion of survivors based on all cancer types in the US has increased from 50% to more than 67% over the past two decades, so today, two out of three patients with a serious disease are still alive after five years. In Europe, too, there has been an increase in 5-year survival rates for the most common cancer types. This is encouraging and draws attention to the oncology sector. Which biotech stocks are significant here and offer a good entry point?

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Commented by André Will-Laudien on October 12th, 2022 | 11:31 CEST

Biotech in the scope: BioNTech, XPhyto Therapeutics, MorphoSys, Valneva - The cards are reshuffled!

  • Biotechnology
  • Pharma

Cancer remains one of the greatest afflictions of our time, along with cardiovascular disease. Despite the tremendous progress already made in the fight against cancer, there remains an unmet medical need for many types of cancer. Cancer was responsible for nearly 10 million deaths worldwide in 2020. Other diseases, such as Alzheimer's and Parkinson's, also continue to be the focus of research. How is the biotech industry faring after the pandemic and during the stock market storm?

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Commented by André Will-Laudien on October 11th, 2022 | 10:50 CEST

Stocks on a roller coaster ride, pay particular attention here: BYD, Manuka Resources, Porsche, VW

  • Mining
  • Gold
  • Silver
  • Electromobility

Currently, there are few highlights to report from the stock market. However, the mega-deal for 100,000 e-vehicles between BYD and Sixt is worth mentioning. The successful IPO of Porsche AG was also quite exciting, and for VW, it is an important strengthening of liquid funds for the transformation process towards e-mobility. In addition to inflation figures of just under 10%, we are also seeing significant markdowns in the Bund futures. Interest rates continue to rise, and a wake-up call for precious metals is spreading. Here are a few ideas.

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