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Jens Castner

  • ValueInvesting
  • HiddenChampions
  • NationalEconomy

The Nuremberg native brings over three decades of capital markets experience, backed by a career shaped by deep market insight and a genuine passion for investing. His journey began in 1994 through an investment club among colleagues – a formative experience that sparked a lifelong dedication to identifying compelling investment opportunities.

Following senior editorial roles at Nürnberger Nachrichten, €uro am Sonntag, and €uro, he went on to serve as Editor-in-Chief of the renowned investor magazine Börse Online from 2014, where he played a key role in shaping high-quality financial journalism for a broad investor audience.

Since April 2026, he has been operating independently, fully focused on his core strength: uncovering mispriced equities with significant upside potential – particularly within the small- and mid-cap segment, where inefficiencies create attractive opportunities for discerning investors.

Throughout his career, he has engaged with some of the most influential minds in global finance, including Warren Buffett, Charlie Munger, Jim Rogers, and George Soros. The unique insights gained from these conversations continue to inform his analytical perspective today. As a dedicated value investor, he is committed to translating complex market dynamics into clear, actionable ideas – empowering investors to make better-informed decisions.


Commented by Jens Castner

Commented by Jens Castner on July 14th, 2026 | 07:40 CEST

ESCALATION IN THE STRAIT OF HORMUZ: OCCIDENTAL, VOLATUS AEROSPACE, AND PALANTIR IN THE CROSSHAIRS OF STOCK MARKET TRADERS

  • aerospace
  • Defense
  • hightech
  • geopolitics
  • Drones
  • Software

Hopes for a ceasefire between the US and Iran were premature: peace talks have been put on hold. Instead, the conflict over the Strait of Hormuz is escalating once again—with attacks on tankers, US sanctions against Iranian oil, and retaliatory strikes on both sides. Investors would therefore be wise to take a look at three stocks from three completely different industries, each reflecting a different stage of the same crisis: the oil and gas company Occidental Petroleum as a direct play on energy prices; the Canadian drone specialist Volatus Aerospace, which is benefiting from growing demand for military hardware; and the software manufacturer Palantir, which illustrates where the real value growth is shifting in the age of AI-driven warfare.

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Commented by Jens Castner on July 13th, 2026 | 07:45 CEST

HOT AIR AND HARD FACTS: WHAT SETS SPACEX APART FROM ALMONTY AND THYSSENKRUPP

  • Tungsten
  • Space
  • hightech
  • Investments

USD 2 trillion for dreams of Mars? While SpaceX is valued on expectations of its long-term growth and ambitious space exploration plans, Almonty Industries supplies tungsten—and soon molybdenum—critical raw materials used in a wide range of high-performance industrial and aerospace applications. These metals are also important for manufacturers such as thyssenkrupp, the long-established industrial group from Essen that is currently undergoing a major transformation. This analysis compares one company valued largely on future expectations with two businesses positioned at the heart of real-world industrial supply chains.

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Commented by Jens Castner on July 3rd, 2026 | 08:10 CEST

TURNAROUND AFTER YEARS OF STRUGGLE: SOFTBANK, STRATEGIC RESOURCES, AND AIXTRON UNDER THE MICROSCOPE

  • VTM
  • ironore
  • Investments
  • semiconductor

SoftBank has done it. After more than two decades in the shadow of its own dot-com excesses, the Japanese technology investor is once again the most valuable company on the Tokyo Stock Exchange. Meanwhile, German semiconductor equipment manufacturer Aixtron is once again approaching its record high from 2000. Both cases demonstrate that even stocks once considered massively overvalued can stage a remarkable comeback after years of underperformance—provided they are supported by a genuine structural growth trend. This is a pattern that could also play out for Strategic Resources. The key difference is that its share price has collapsed despite never having reached the kind of extreme valuations seen in the other two cases.

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Commented by Jens Castner on July 2nd, 2026 | 07:00 CEST

THREE HIGH-FLYERS IN CORRECTION MODE: IS IT WORTH BUYING ALMONTY, FRIEDRICH VORWERK, AND APPLIED DIGITAL?

  • Mining
  • Tungsten
  • Defense
  • crypto
  • Energy

Three industries, three valuation realities, one pattern. Friedrich Vorwerk, Almonty Industries, and Applied Digital show how quickly high-flying stocks can become consolidation candidates—and where opportunities still lie hidden for investors. All three have made the leap from overlooked small-cap stocks to billion-dollar corporations within just a few quarters. All three are currently in a correction phase. And for all three, it is worth taking a closer look at why. Where investors can get in now, and where caution is advised.

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Commented by Jens Castner on July 1st, 2026 | 07:15 CEST

Bitcoin to Zero? Lahontan Gold Remains Stable! USD 800 Million Waiting in Nevada

  • Mining
  • Gold
  • Silver
  • Nevada
  • geopolitics
  • Bitcoin

Three of the world's most well-known investors have never been fans of Bitcoin. One of them is now warning that the cryptocurrency could eventually fall to zero. As the digital (so-called) gold substitute comes under pressure, even traditional precious metals are currently experiencing a pronounced phase of weakness. Nevertheless, the share price of an emerging gold producer remains notably stable—and for good reason. Lahontan Gold is on the verge of a potential breakthrough and could remain highly profitable even if the price of gold were to halve. The company is backed by a management team with a proven track record.

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Commented by Jens Castner on June 30th, 2026 | 07:40 CEST

Diesel Is Dead, Long Live Diesel: What Is Next for Volkswagen, Traton, dynaCERT, and Cummins

  • Hydrogen
  • cleantech
  • Electromobility
  • Diesel

Since the diesel scandal a good ten years ago, Volkswagen has been lurching from one crisis to the next. Now, plant closures and massive job cuts loom. Meanwhile, its commercial vehicle subsidiary, Traton, is grappling with the key question: Should its diesel fleet be replaced? An innovative company from Toronto takes the position that nothing needs to be replaced at all: dynaCERT improves the efficiency and emissions of engines that have long been on the road. And Cummins, of all companies, a US giant that builds precisely such engines, provides the unintended proof that the transition away from the internal combustion engine will take a very long time. We take a look at what this means for investors.

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Commented by Jens Castner on June 29th, 2026 | 06:35 CEST

The Cleanup Artists: Zefiro Methane, 374Water, Befesa, and the Multi-Billion-Dollar Market for Contaminated Sites

  • methane
  • OrphanWells
  • cleantech
  • recycling

Burning faucets, contaminated groundwater, toxic dust from steel furnaces - industry leaves behind contaminated sites that conventional disposal solutions are powerless to address. Three companies have identified a market niche precisely in this area. Zefiro Methane plugs millions of abandoned wells in the US, 374Water eliminates "forever chemicals," and Befesa turns the toxic filter dust from the steel industry into usable zinc. The logic behind all three business models is the same: the more severe the environmental damage, the larger the market and strict regulation becomes a revenue driver here, rather than a risk factor as in other industries.

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Commented by Jens Castner on June 26th, 2026 | 07:30 CEST

Idolized, Sold Off, Forgotten: What is Next for Coinbase, HelloFresh, and American Atomics

  • nuclear
  • Uranium
  • Energy
  • Food
  • crypto

On the stock market today, more than ever, greed clouds judgment. When a trend persists long enough, the market begins to treat it as a law of nature—projecting growth rates into a future they are unlikely to sustain. Coinbase, HelloFresh, and American Atomics illustrate this dynamic in very different ways: from a leveraged crypto bet to a pandemic winner in decline to a uranium explorer that is arguably mispriced based on spot commodity sentiment. Now, far removed from their peak euphoria, all three are largely trading out of the spotlight. This raises a central question: which of these stocks deserves a second look?

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Commented by Jens Castner on June 25th, 2026 | 07:25 CEST

GOLD PRICE ON A DOWNWARD TREND! WHY GLOBEX MINING, Q-GOLD, AND ALAMOS ARE STILL SHINING

  • Mining
  • Gold
  • Commodities
  • PreciousMetals

The gold price has recently dropped noticeably, and this immediately raises the question of what this means for mining companies. There is no one-size-fits-all answer; it all depends on the individual company's story. Those who secure the right deposits early and at a low cost, those who reliably manage their production, or those who participate in third-party projects without owning a mine of their own, can still earn handsomely even at prices of USD 4,000 per ounce. This is precisely what connects three companies: the up-and-coming explorer Q-Gold, the established producer Alamos Gold, and Globex Mining Enterprises, a debt-free royalty company that derives its income from licensing rights. Three different ways to profit from the precious metals shortage—and three good reasons to take a closer look at them at current prices.

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Commented by Jens Castner on June 24th, 2026 | 08:20 CEST

DIVIDENDS WITH SUBSTANCE: INTESA SANPAOLO, DWS GROUP, AND RE ROYALTIES UNDER THE MICROSCOPE

  • royalties
  • dividends
  • Investments
  • Banking
  • renewableenergy

Dividend stocks have a decisive advantage in turbulent market conditions: They do not just promise dividends—they actually pay them. Investors who receive regular dividends are less reliant on perfectly timing their entry and exit points. The ongoing income cushions price fluctuations and provides predictability. But not every high dividend is a good dividend. What matters most is the sustainability of the payout. Ideally, a company combines both—an attractive yield and the fundamentals to sustain it over the long term. That is exactly what the major Italian bank Intesa Sanpaolo, the German asset manager DWS Group, and the Canadian renewable energy specialist RE Royalties offer. Three stocks, three risk profiles—and in each case, good reasons to take a closer look.

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