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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 12th, 2021 | 11:32 CEST

Alibaba, TalkPool AG, Deutsche Telekom - Here are reasons to buy!

  • Technology

Alibaba's share price has been firmly in the grip of the bears lately. With a loss of more than 60%, the share is one of the hardest-to-fall tech giants since the end of 2020. However, one of the world's fans is not fazed by the share price decline: Charlie Munger. Together with Warren Buffett, the 97-year-old still runs Berkshire Hathaway - one of the most successful investment companies of all time. Munger has already stealthily made another grab at Alibaba while others were saying goodbye. He is not alone on Wall Street in this, even if analysts are still holding back anxiously. We take a look at a few interesting IT players.

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Commented by André Will-Laudien on October 11th, 2021 | 12:18 CEST

Standard Lithium, Meta Materials, Varta - The race is still open!

  • Technology

Faster than expected, the shift toward electric drive is taking place among motorists. Political pressure and public opinion drive some car buyers to the alternative powertrain counter despite many technical hurdles. That is creating an increased demand for many critical raw materials, which is currently challenging to meet. As a result, prices for metals and battery materials have been going through the roof for several months now, and a veritable commodity inflation is spreading. We look at interesting investment opportunities.

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Commented by André Will-Laudien on October 8th, 2021 | 10:25 CEST

BioNTech, Defence Therapeutics, Valneva, Formycon - Close to the bio-revolution!

  • Biotechnology

Portugal is one of the countries with the highest vaccination rate, with 86% of the population already vaccinated. Approximately 98% of those eligible for vaccination - including everyone over the age of 12 - have been vaccinated. Germany, with about 64%, is one of the more vaccine-weary nations. What is the secret of the Portuguese? The government relied on an opinion maker from within its ranks, Admiral Gouveia e Melo. An expert in complicated logistical tasks in the military, he was appointed in February as the top leader of the national vaccination campaign. He is never seen without his military combat uniform in numerous public television appearances - and when asked how other countries can move their own vaccination effort forward, the admiral did not hesitate to offer his best advice: "You have to find people who are not politicians." Where are the current opportunities in the vaccination sector?

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Commented by André Will-Laudien on October 7th, 2021 | 14:03 CEST

Alibaba, Aspermont, Facebook - Cyberattacks or data leaks?

  • Digitization

The stock markets are shaking, and the flood of data is increasing daily. As a result, the traffic on all social media channels is also increasing. Some of them get performance problems or have to shut down because of server problems. There have now been several outages lasting several hours in quick succession in the Facebook empire, costing investors over USD 50 billion in market value in Facebook shares. Information is the name of the game on the stock market today, and social platforms like Reddit have a big stake in the market. When something does not work, investors often react in panic and stock markets swing wildly. We take a look at some of the protagonists.

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Commented by André Will-Laudien on October 7th, 2021 | 13:38 CEST

Deutsche Telekom, Troilus Gold, Barrick Gold - Time for the safe haven

  • Gold

The world's stock markets are reeling. With inflation on the rise and investors fearing a turnaround in interest rates, the crash prophets are again coming out of their holes. Kiyosaki, Mr.DAX and Co. see themselves confirmed by an impending real-estate bankruptcy rolling towards us from China, triggered by the real estate Company Evergrande. Indeed, stock market barometers are in correction mode, at least in the short term, with the DAX tearing through the psychologically important 15,000-point mark. Meanwhile, another market is in the starting blocks to make a comeback.

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Commented by André Will-Laudien on October 6th, 2021 | 13:25 CEST

Siemens Energy, Memiontec, Bayer - GreenTech is making the rounds!

  • GreenTech

For many people, water is as valuable as gold. Most of the water on our planet, more than 97%, is saltwater. And humans and animals cannot drink that because salt extracts water from the body, you would inevitably dehydrate. Freshwater is distributed unevenly on earth because it is predominantly found in forests and high mountains, and corresponding rainfall is the order of the day. The little freshwater there would be enough for all people - if it were evenly distributed on earth. Developing countries often lack the money to build sewage treatment plants to purify dirty or bacteria-contaminated water. Worldwide, about 4,000 children die every day because they drink contaminated water and become very sick. A reason to act as soon as possible!

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Commented by André Will-Laudien on October 1st, 2021 | 13:19 CEST

China Evergrande, Troilus Gold, Daimler, BP - With quality against the crash!

  • Gold

In strongly fluctuating markets, good advice is expensive. China Evergrande has divested itself of a bank stake in order to refinance its obligations. Some will say this is already getting down to the wire. China's real estate markets appear to be in serious trouble. We hear little about the default payments to foreign investors, and domestic investors have probably received their interest late. Everything is in the balance here. Meanwhile, the Bund future falls below the critical 170 mark, which means that the European bond markets also suffer from a slight withdrawal of confidence. We look at some standard stocks with high content.

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Commented by André Will-Laudien on September 30th, 2021 | 12:46 CEST

TeamViewer, Silver Viper, Nordex: Please board - the train is departing!

  • Silver

Uncertainty and high volatility! After months of upswing on the capital markets, an uneasy feeling is setting in among investors due to some imponderables in China. The coefficient of fluctuation, expressed by the VDAX and VIX, skyrocketed from values around 17 to 25 early this week. It does not mean much for ordinary investors, but the cost of hedging increases for institutional investors, and those who want to lower the risk a bit have to adjust the investment ratio accordingly. All this is still happening in a relatively stable environment because those who want to get out can still sell at good prices. Where should one look closely now?

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Commented by André Will-Laudien on September 29th, 2021 | 13:50 CEST

Allianz, MAS Gold, Alibaba, Tencent - Better get the sheep in the dry!

  • Gold

The gold price fluctuates with every political news as rarely before. After a good end to 2020 and a conciliatory May, it has been going down again since summer. After USD 2,074 last year, we are already USD 340 lower today, although the political and economic stability has deteriorated. The reason for this is that since the beginning of the pandemic, public budgets have undergone a veritable debt explosion. Inflation is now palpable, and this would be the breeding ground for a value-preserving precious metal investment. Are there other safe havens besides gold?

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Commented by André Will-Laudien on September 28th, 2021 | 14:06 CEST

BYD, Fisker, Kodiak Copper, Varta: Nothing works without Copper!

  • Copper

Electromobility is becoming increasingly crucial for the energy transition in transportation. And with it the research, development and production of drives, batteries and components. In addition to electricity storage, however, vehicle cabling and the assembly of e-components are also coming to the fore. Today, an electric vehicle requires three to four times the amount of copper as it did 20 years ago, plus the demand in industrial manufacturing processes. The earth's deposits are exhaustible, and copper, in particular, is pretty much on the edge. A spot price of just under USD 10,000 per kilo clearly shows how the markets are processing this situation. Rising prices!

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