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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 August 19th, 2026 | 07:30 CEST

BASF, dynaCERT, Andritz: Three Strategies, One Goal—and Up to 600% Upside Potential!

  • Hydrogen
  • cleantech
  • chemicals
  • manufacturing

High energy costs in Germany, weak growth in Europe, and US tariffs that are making life difficult for exporters: for many companies, their traditional markets are becoming a trap. Three examples show how they can break free. The German chemical giant BASF is betting billions on China; the Canadian cleantech specialist dynaCERT is on the verge of a breakthrough in Vietnam; and the Austrian plant manufacturer Andritz is proving that the strategy pays off. Investors who take this bold path have the chance to earn attractive dividends and price gains of up to 600%.

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Commented by Jens Castner on August 18th, 2026 | 07:15 CEST

HPQ Silicon, Wacker Chemie, Cabot: Three Stocks, One Material — and a Billion-Dollar Market Few Investors Know

  • Silicon
  • FumedSilica
  • Hydrogen
  • Batteries
  • Drones
  • Sustainability

It is found in toothpaste, car tires and even the paint coating on kitchen cabinets, yet few investors have ever heard of it. Fumed silica (pyrogenic silica) is an inconspicuous white powder that has quietly supported entire industries for decades, from cosmetics and adhesives to food production. This multi-billion-dollar niche market is divided among a few established players, including Germany's Wacker Chemie and its US counterpart Cabot—two names that stand for solidity and scale on the stock market. Now, a small Canadian challenger is looking to enter the market: HPQ Silicon aims to break into the sector with a new, more cost-effective production process while also having a second, at least equally exciting technology up its sleeve.

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Commented by Jens Castner on August 17th, 2026 | 07:05 CEST

The Secret of Hidden Treasures: Why Allianz, BP and Lahontan Gold Could Be Re-Rated

  • Gold
  • Silver
  • Nevada
  • Commodities
  • Investments
  • Banking
  • Oil

Some treasures lie deep beneath the ground. Others are well hidden in balance sheets. And some are simply waiting for the right catalyst to emerge. Canadian explorer Lahontan Gold is on track to potentially multiply its underlying asset value with spectacular drill results. Allianz shares have been climbing relentlessly following a strategic multibillion-euro deal in Asia. And geopolitical price shocks are generating unexpected additional profits for energy giant BP. Where are these hidden treasures, and how could the combination of drill results, balance-sheet strength and oil barrels trigger a powerful re-rating?

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Commented by Jens Castner on August 14th, 2026 | 09:30 CEST

Apple, Volatus Aerospace and innoscripta: One Giant and Two Rising Stars with Multiplier Potential

  • Drones
  • Defense
  • hightech
  • consumergoods
  • Technology

Is a company valued on the stock market for what it produces—or for what investors want to see in it? At Apple, the high-margin services business is fueling heated debates over whether the core of its success story actually lies more in software or hardware. Volatus Aerospace, originally a Canadian drone service provider, is on the verge of exactly this leap: moving away from low-margin flight operations toward a software and AI platform for drone countermeasures and defence technology. And innoscripta demonstrates the growth rates possible in the software industry. A look at three very different companies and the question of where the biggest valuation gap between business model and share price lies.

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Commented by Jens Castner on August 13th, 2026 | 08:00 CEST

Berkshire Hathaway, Novo Nordisk & Zefiro Methane: Do Good and Profit From It – Up to 250% Potential!

  • methane
  • OrphanWells
  • Oil
  • Gas
  • Biotechnology
  • Investments
  • cleantech

Berkshire Hathaway and Novo Nordisk have clearly exceeded expectations with their latest quarterly results. We take a closer look at these two heavyweights—and in the process, we also turn our attention to a small environmental services provider that, according to analysts, could offer significant potential for a tenfold return. Zefiro Methane embodies one of Warren Buffett's mottos particularly closely: do good and talk about it—or, even better, do good and make money from it.

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Commented by Jens Castner on August 12th, 2026 | 07:30 CEST

Buckle Up for a Short Squeeze: Could Almonty and HelloFresh Follow SpaceX's Rocket Launch?

  • Tungsten
  • Defense
  • aerospace
  • hightech
  • Food
  • foodtech
  • shortsqueeze

When short sellers are caught off guard, it can lead to veritable price explosions. Although no supernova was observed at the aerospace company SpaceX last week, it was definitely more than a gentle liftoff: the share price shot up by more than 15% following its quarterly results. Notably high short positions have also recently built up for the tungsten producer Almonty Industries and the meal-kit delivery service HelloFresh. With earnings reports just around the corner for both stocks, these numbers could become the catalyst for an even bigger move.

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Commented by Jens Castner on July 31st, 2026 | 07:05 CEST

New to the Index, Then Hit Hard: Hochtief, Almonty Industries, AT&S, and Marvell Technology Put to the Test

  • Tungsten
  • Defense
  • AI
  • hightech
  • Technology

Inclusion in a major stock index is often considered a mark of distinction. But at the end of June, it turned into a trap for four stock market stars. Anyone who bet on DAX newcomer Hochtief, the promising tungsten stock Almonty Industries, or the AI-linked high-flyers AT&S and Marvell Technology suffered double-digit share price losses within just a few weeks. This is no coincidence, but rather the result of a market mechanism that investors should be aware of—and one that may now be creating attractive buying opportunities. We take a closer look at all four stocks and compare their current share prices with analysts' price targets.

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Commented by Jens Castner on July 30th, 2026 | 10:05 CEST

DRONESHIELD IN TURBULENCE – CLEAR RUNWAY FOR VOLATUS AEROSPACE AND RED CAT HOLDINGS

  • Drones
  • Defense
  • hightech
  • aerospace
  • geopolitics

A crash landing is dragging down the entire drone industry. When DroneShield's stock slipped on Tuesday despite what were actually strong numbers, other stocks in this young, forward-looking sector also came under pressure—even though their businesses have little to do with the Australian company's problems. This is precisely where a massive opportunity could lie for investors—at least if analysts are to be believed. The experts' price targets signal more than 100% upside potential for Volatus Aerospace and Red Cat Holdings.

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Commented by Jens Castner on July 29th, 2026 | 07:15 CEST

Oversold? Kostolany Buy Signals Emerge for Rheinmetall, Lahontan Gold and Coinbase

  • Mining
  • Gold
  • Silver
  • Nevada
  • Defense
  • crypto
  • Bitcoin

Hopes for a lasting ceasefire between the US and Iran are driving stock prices higher. Oil prices are falling, and inflation concerns are easing. Even in such a supportive environment, however, investors should avoid buying indiscriminately. Legendary investor André Kostolany coined the rule: when prices ignore bad news, panic selling has ended. In other words, those who wanted to sell have already done so. This pattern now appears to be emerging in three very different stocks. The German defence contractor Rheinmetall, the Canadian exploration company Lahontan Gold, and the US crypto platform Coinbase have all retreated significantly from their respective highs. Yet, each has recently absorbed negative news without suffering further meaningful declines—potentially signalling that sentiment has begun to stabilize.

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Commented by Jens Castner on July 27th, 2026 | 07:05 CEST

The Week of Truth: Jitters at Amazon, Cool Heads at Vertiv, Bright Prospects at American Atomics

  • nuclear
  • Uranium
  • AI
  • datacentres
  • Technology

This week is crunch time. Two tech stocks, two earnings dates, one question: How much should artificial intelligence cost? Nervousness is spreading, especially at Amazon, ahead of its quarterly earnings report this coming Thursday. Following Alphabet's results from last week, one thing seems clear: those who invest heavily in AI infrastructure and data centers will be penalized. What appears as a billion-dollar line item on Amazon's expense sheet ends up as an order in the books of cooling specialist Vertiv. Consequently, Vertiv is taking a calm view of the numbers expected on Wednesday. Lurking in the background is a third stock that hardly anyone has on their radar yet: American Atomics. For now, the Canadian uranium explorer is worth little more on the stock market than a medium-sized trade business—yet it could tip the scales for the reactors that tech giants use to power their data centers.

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