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 August 3rd, 2021 | 11:08 CEST
Volkswagen, Almonty Industries, BYD - World leadership with e-mobility!
Driving electric vehicles is the future! Electromobility is becoming the key to climate-friendly mobility and innovation worldwide. That is because the operation of e-vehicles produces significantly less CO2 than other means of transport, especially when combined with regeneratively generated electricity. With large gensets on board, electric vehicles will be able to compensate for fluctuations in wind and solar power in the future, thus supporting the expansion and market integration of these unsteady energy sources. The German government is promoting the development and ramp-up of electromobility with a comprehensive package of measures that is continuously being expanded and adapted. How can investors best benefit from this trend?
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Commented by André Will-Laudien on August 2nd, 2021 | 11:39 CEST
Royal Dutch, Saturn Oil & Gas, BP: Finding the right oil pearl!
The global economy is slowly regaining momentum, although there is still a risk from the Corona pandemic. The Association of Petroleum Exporting Countries and its partner countries (OPEC+) have agreed to significantly increase oil production as the global economy recovers. Starting in August, the oil alliance will increase its daily output by 400,000 barrels each month until further notice. If market conditions permit, the current production cut will expire in September 2022. As prices have so far remained well above USD 70, oil is obviously in demand. So the industry seems to be running at full speed again. Where are the opportunities for investors?
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Commented by André Will-Laudien on July 30th, 2021 | 12:54 CEST
Facebook, NSJ Gold Corp, PayPal - Disappointment despite record figures?
Many market exaggerations in the past can be traced back to expected paradigm shifts, which in the end rarely or never materialized. Growth expectations shot into the stratosphere during the dot-com period in anticipation of a completely new age thanks to the Internet and mobile communications. However, the estimates of the impact of the Internet at that time were still complete fantasy. Today, however, the dot-com business models dominate the online world, and the relevance of most platforms can neither be explained away nor is their existence threatened. On the contrary, the so-called FAANG shares have a stock market value of USD 8.5 trillion. We do the math again...
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Commented by André Will-Laudien on July 29th, 2021 | 13:56 CEST
Alibaba, Memiontec, MorphoSys - Now the rally after the sell-off!
The regulator's pressure is getting bigger and bigger. China has tightened the thumbscrews on technology giants and especially their online education companies - triggering a stock market quake on its own stock market. In some cases, well-known tech stocks lost double digits, even though the affected areas only affect fractions of annual sales. Government regulation of the USD 100 billion-plus education market is likely to weaken confidence in China's stock markets for the long term. And the fact that China's trade relations with the US have also reached a low point does not make things any better. Are there still opportunities?
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Commented by André Will-Laudien on July 28th, 2021 | 13:24 CEST
Tencent, Prosus, Troilus Gold, Baidu - The big China slump!
If you compare it with the US stock markets, the stock market in Hong Kong is already almost in free fall. While Europe and the US keep climbing to new highs, the HangSeng has lost a full 20% since February. Is the great Asian rally now over? The reason for the panic on the markets is the ever stronger intervention of the Chinese regulators. These regulators do not want to tolerate the flourishing business of large domestic corporations. More or less unfounded and drastic measures to restrict the tutoring industry have also unsettled investors. We calculate whether the current prices may be considered entry prices.
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Commented by André Will-Laudien on July 27th, 2021 | 11:12 CEST
BYD, EuroSports Global, NIO - The age of electric vehicles!
Mobility will be rethought in the future with greater climate protection, new markets and less dependence on fossil fuels. The age of electric vehicles has begun. The further development of electromobility and the reinvention of the car as a rolling computer with new functionalities are a central future topic of the automotive and supplier industry. The innovative power here no longer requires long development cycles; often, even a software update is enough to anchor new features. Moreover, by linking the charging infrastructure with the energy networks, electromobility can become the key to the energy transition and climate-friendly mobility. We look at three representatives of the e-industry.
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Commented by André Will-Laudien on July 26th, 2021 | 11:04 CEST
Varta, Deutsche Rohstoff AG, Nordex: Multipliers in the commodity sector!
Commodity companies are currently sitting in the front row. But not all of them can profit! Only if a company has invested in recent years can it now deliver. Mining operations worldwide are currently working at the limits of their capacity, and supplying customers is also causing increasing problems. That is because supply chains have been badly hit by a lack of transport capacity, skyrocketing freight rates and pandemic-related outages. It is particularly noticeable in industry: Procurement prices for raw materials and precursors are going through the roof. We take a look at the books of some of the companies involved.
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Commented by André Will-Laudien on July 23rd, 2021 | 11:37 CEST
CureVac, XPhyto Therapeutics, BioNTech, NanoRepro - Continuous testing or vaccination or both?
Public confusion reigns. The pandemic seems to be locked in chains over the summer, and the population is happy about initial relief with incidences below 10. But now, the first vacationers are already coming back, partly from risk or mutation areas and have to go for testing again as vaccinated persons. It is often forgotten that even those who have been fully vaccinated can be carriers of the virus and can also fall ill, so it should be clear to everyone that personal protective measures must continue to be kept high. Our life with the COVID virus will last much longer than many want to believe...
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Commented by André Will-Laudien on July 22nd, 2021 | 10:51 CEST
Carnival, Triumph Gold, TUI - It is starting again!
Since the beginning of July, the cruise ships are now sailing again. AIDA already has 5 ships on the water again, and Carnival plans to bring a capacity of 75% back onto the water in the fall. These are the plans as of today. However, concerns about the pandemic development are also spreading because the travel industry is still very tense about the infection situation in the fall. A rampant spread of various mutations caused by summer tourism is expected for the winter. The good price-performance of various travel providers in the second quarter has also gone into reverse gear again. We take a closer look.
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Commented by André Will-Laudien on July 21st, 2021 | 11:56 CEST
Allianz, Kainantu Resources, Munich Re - The 10 billion disaster!
Indescribable images of destruction are spreading across Germany. People lose their homes, possessions and sometimes even their entire existence overnight. To use only climate change as a reason would be a one-sided argument because, for hundreds of years, there have been floods, some of them of biblical proportions. The death toll appears unusually high, and there seem to have been too few serious warnings. The authorities have a greater duty to take preventive action here. Corresponding warning systems have been in place in the EU since 2020. There is insurance for property damage if it has been taken out correctly...
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