Close menu




 

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 24th, 2026 | 08:50 CEST

IMPRESSIVE NUMBERS AT EQUINOR, NERVOUSNESS AT MUNICH RE, A SENSE OF OPTIMISM AT ZEFIRO METHANE

  • methane
  • OrphanWells
  • Oil
  • Investments
  • insurance
  • Energy

Hardly any other greenhouse gas warms the atmosphere as quickly as methane. That is why a new, still-emerging market for climate credits is developing around the elimination of methane leaks. Investors can profit even in this early phase. Shares of three companies in particular are well-suited for this. Canadian remediation specialist Zefiro Methane provides the service, the long-established German conglomerate Munich Re insures the associated risks, and the Norwegian oil and gas producer Equinor represents the buyer side. While Equinor is benefiting from high oil and gas prices and reporting stellar quarterly results, nervousness is spreading at Munich Re because the executive board intends to review the annual forecast once again. At Zefiro Methane, on the other hand, there is a genuine sense of optimism, driven by a fully loaded order book.

Read

Commented by Jens Castner on July 23rd, 2026 | 11:55 CEST

The New China: Power Metallic Mines, GE Aerospace, and DHL Group See Investment Opportunities in Saudi Arabia

  • Copper
  • Oil
  • Commodities
  • PGMs

The FIFA World Cup has just come to an end, and the roadmap for future tournaments is already in place. The most forward-looking executives are now turning their attention to the host nation of the 2034 FIFA World Cup: Saudi Arabia. The Kingdom is not only awash in cash—it is also opening up more and more and strategically channeling its vast oil wealth into new industries. Three companies that stand to benefit particularly from this transformation are Canadian resource explorer Power Metallic Mines, the US jet engine manufacturer GE Aerospace, and the logistics giant DHL Group, still affectionately known to many investors as the former Deutsche Post. At the same time, all three companies are positioned at the center of major long-term trends, including rising military spending, secure supply chains, electric mobility, and the continued growth of e-commerce.

Read

Commented by Jens Castner on July 22nd, 2026 | 08:10 CEST

100% Upside Potential and More: What Analysts Predict for Desert Gold Ventures, Oracle, and Hypoport

  • Mining
  • Gold
  • geopolitics
  • Financial
  • cloud

Securities analysts are usually deliberately cautious so as not to raise false expectations. With Oracle and Hypoport, however, they are coming out of the woodwork with price targets that promise the potential for a doubling of the share price—and for the Canadian mining stock Desert Gold Ventures, even significantly more. What is behind these estimates, how realistic are they, and what facts should investors keep in mind?

Read

Commented by Jens Castner on July 21st, 2026 | 07:20 CEST

GameStop, dynaCERT, Infineon: Three Paths from Penny Stock to High Flyer

  • Hydrogen
  • cleantech
  • Pennystocks
  • greenhydrogen
  • semiconductor

GameStop, once on the brink of bankruptcy, now plans to acquire eBay. Infineon, after a near-death experience during the 2009 financial crisis, is now one of the heavyweights on the DAX. The price surges of both stocks serve as a model for a third, significantly smaller case: dynaCERT. The Canadian company improves the fuel economy and emissions of existing diesel engines with a retrofit system. Analysts at GBC Research estimate the share's upside potential at over 500%. A look at the facts reveals whether this is realistic and what the future holds for GameStop and Infineon.

Read

Commented by Jens Castner on July 17th, 2026 | 07:20 CEST

Chips, Gold, and Dividends: ASML, Lahontan, and Allianz as a Safe Haven Amid Market Turmoil

  • Gold
  • Silver
  • Commodities
  • dividends
  • chips

There are times on the stock market when the hottest stock with the most spectacular story is not the best choice. When market uncertainty rises, investors are well advised to bet on stocks that remain unfazed by geopolitical news. At first glance, ASML, Lahontan Gold, and Allianz have nothing in common: a Dutch manufacturer of highly complex specialty machinery for the chip industry, a Canadian gold explorer, and a Munich-based insurance group. And yet, the three have something in common: they provide solid reasons why their share prices can remain largely immune to the general ups and downs of the markets—whether thanks to genuine underlying demand, robust operational progress, or shareholder-friendly dividend policies.

Read

Commented by Jens Castner on July 15th, 2026 | 08:35 CEST

Between the Oil Price Rally and Climate Billions: How Shell, Eni, and Zefiro Methane Are Profiting

  • methane
  • OrphanWells
  • Oil
  • climatechange

The escalating conflict between the US and Iran is driving oil prices sharply higher—and with them, the share prices of energy companies like Shell and Eni. For their shareholders, that is the good news. The bad news: ironically, the very oil multinationals currently profiting from the crisis are viewed by the public as greedy climate offenders. To polish up their image, they are among the largest buyers of voluntary CO₂ credits. Many of these, however, are of dubious quality. Anyone looking for a solution to this problem almost inevitably ends up at Zefiro Methane, a largely undiscovered small-cap stock from Canada. The company addresses precisely the issues where Shell and Eni are struggling the most.

Read

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.

Read

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.

Read

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.

Read

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.

Read