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Carsten Mainitz

  • Small-Caps
  • Micro-Caps
  • Behavioral Finance

The native Rhineland-Palatinate has been a passionate market participant for more than 25 years. After studying business administration in Mannheim, he worked as a journalist, in equity sales and many years in equity research.

Most recently, he headed a Hamburg-based investment research company as a member of the board for 8 years.

He is particularly interested in international small and micro caps and empirical capital market research (behavioral finance).


Commented by Carsten Mainitz

Commented by Carsten Mainitz on March 18th, 2022 | 11:48 CET

Meta Materials, Varta, Samsung SDI - This is the future!

  • metamaterials
  • Technology

Despite all international upheavals, the energy and climate turnaround remains one of the dominant issues of our time. For the moment, the race between hydrogen-based and battery-electric propulsion seems to have been decided. Tesla, Polestar, Lucid - at least in private transport, battery technology has currently prevailed. The crux of the matter remains the range, which is determined by the capacity of the electricity storage units. But energy generation also remains exciting in the course of the energy transition. So-called metamaterials, which redirect light and heat, can decisively improve our power generation.

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Commented by Carsten Mainitz on March 17th, 2022 | 10:08 CET

Uranium Energy Corp., Barsele Minerals, Endeavour Silver - Commodities for the future

  • Gold
  • Silver
  • Commodities

We live in turbulent times: Climate change, e-mobility, traffic change. After the pandemic, the war in Ukraine is now shaking the world. Investors are fleeing to safe-havens. Precious metal prices have recently risen significantly, with the price of a troy ounce of gold moving towards an all-time high. Cryptocurrencies also made gains. Given the geopolitical and energy situation, high stock market fluctuations are still expected. Where is it worth taking a closer look now?

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Commented by Carsten Mainitz on March 16th, 2022 | 11:18 CET

Valneva, Perimeter Medical Imaging AI, Bayer - Immune to the crisis?

  • medtech

No sooner did the Corona pandemic seem to be under control than the world was shocked by the invasion of Russian troops in Ukraine. So far, the stock markets have digested the whole situation well. But even without further escalation, the supply situation for raw materials, among other things, will become more complex. The first signs are already awaiting us at the gas pumps. The rise in inflation will continue. Where should one invest given this mixed situation? Regardless of the economic and security situation, stocks from the healthcare sector are a good choice. Beyond fighting viruses or infectious diseases, there are great growth areas. Cancer is one such area. In addition, medical technology is increasingly bringing innovative technologies to the market, in some cases in conjunction with artificial intelligence, with disruption potential.

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Commented by Carsten Mainitz on March 15th, 2022 | 13:21 CET

Volkswagen, Edison Lithium, BYD - Important and expensive raw materials

  • Electromobility
  • Lithium

The electromobility industry is growing rapidly, and automakers are accelerating their electric strategy. However, this requires the necessary resources such as cobalt, copper, lithium and nickel. Increased demand is meeting a more than scarce supply. The result is sharply rising prices. The primary beneficiaries are the producers, who can expect growing sales and profits in the coming years.

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Commented by Carsten Mainitz on March 14th, 2022 | 12:47 CET

BioNTech, Defence Therapeutics, MorphoSys - Shares with blockbuster potential!

  • Biotechnology

Developing a blockbuster drug is the highest achievement in the pharmaceutical industry. A blockbuster is defined as a drug that can generate more than USD 1 billion in revenues per year. According to experts, the vaccine Comirnaty, developed by BioNTech and Pfizer, is likely to have brought in sales of well over USD 30 billion, thus clearly breaking the blockbuster barrier. Outside of vaccine research, there are also numerous companies with high long-term potential.

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Commented by Carsten Mainitz on March 11th, 2022 | 11:35 CET

Saturn Oil + Gas, BYD, Bayer - Winning with strong companies

  • Oil
  • Electromobility

When oil futures were trading in negative territory even for a short time at the outbreak of the Corona pandemic in the spring of 2020, many experts assumed that the black gold would remain at a low level in the long term. Only JPMorgan spoke at that time of a possible supercycle and prices over USD 100 per barrel. The analysts cited the supply shortage due to the swing towards green energy production as the reason. Due to the Ukraine crisis, supply has once again been drastically reduced, which is likely to fuel oil prices in the long term.

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Commented by Carsten Mainitz on March 10th, 2022 | 12:09 CET

Nordex, Phoenix Copper, E.ON - Under power

  • Copper
  • Electromobility

The Ukraine war is making the stock markets nervous. Once again, we realize that normality can end overnight. Massive sanctions have hit Russia. The dependence on our eastern neighbor for energy and raw materials is becoming abundantly clear. The oil and gas prices are soaring, which again strengthens the desire to rely on renewable energies. The growth of electromobility should gain further momentum due to current developments.

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Commented by Carsten Mainitz on March 10th, 2022 | 11:28 CET

Adidas, mm2 Asia, Deutsche Post - Easing after the debacle

  • entertainment

Russia's invasion of Ukraine caused panic on the stock exchanges, and the leading German index, the DAX, plummeted by around 3,000 points over the past 2 weeks to its all-time low. At the moment, a countermovement is underway. Various papers are already tempting investors to enter the market. Backed by strong annual figures, some stocks may have already seen their lows.

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Commented by Carsten Mainitz on March 9th, 2022 | 12:14 CET

Kleos Space, Palantir, Deutsche Bank - Data like gold

  • Space
  • Software

The nervousness caused by the dramatic situation in Ukraine is also spreading to the global capital markets. Germany's leading index, the DAX, fell to a new low for the year of 12,431.50 points. By contrast, gold, the crisis currency, was bullish and put an initial exclamation mark above the USD 2,000 per ounce mark. Data providers such as Kleos Space and Palantir, whose Gotham software provides analyses for the US armed forces, among others, are also in demand.

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Commented by Carsten Mainitz on March 3rd, 2022 | 13:49 CET

dynaCERT, SFC Energy, Coinbase - These are the winners!

  • Hydrogen

The war in Ukraine, which is expected to last even longer, continues to weigh on the stock markets. The majority of the world community is determined to quell Putin's aggressiveness with all kinds of sanctions and bans, costing them a lot. More and more Western oil companies are leaving Russia. The share price of Gazprom, the world's largest producer of natural gas, has been pulverized in recent days. However, some sectors should also benefit from this mixed situation.

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