At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories. That it depends thereby less on large names, but on the future potential and whether the market also recognizes these perspectives, was one of its first learnings at the stock exchange.
On these pages, Nico examines current events at listed companies and takes a closer look at companies that are traded under the radar of the market, in addition to well-known securities.
In order to be able to take advantage of speculative opportunities on the stock exchange, Nico not only focuses on a balanced asset allocation of defensive and opportunity-oriented securities, but also on an intact risk management. "In addition to position size and entry in several tranches, investors should also develop a sense of timing and get to know a stock better before investing," says the columnist.
Commented by Nico Popp
Commented by Nico Popp on November 10th, 2025 | 07:25 CET
Moat investments combine opportunity and stability: Almonty, Anglo American, Dowa Holdings
Investing in successful companies is one thing, but investing in companies that will continue to generate substantial returns for years to come is another. Whenever business models are so robust that competitors have little chance of catching up, investors are presented with enormous long-term opportunities. Today, we present business models that are unique and virtually impossible to replicate, including the technologically advanced tungsten producer Almonty Industries, high-tech innovator Anglo American, and raw materials visionary Dowa Holdings.
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Commented by Nico Popp on November 10th, 2025 | 07:10 CET
Patient well-being as the key to returns: Oramed Pharmaceuticals, Roche, BioNxt
Higher, faster, further – constant progress is not only important in sports. The economy and science are also all about continuous innovation and improvement. Biotechnology combines both areas. We show how new, patient-centered approaches can capture market share and also create added value for investors. To this end, we take a look at the Swiss pharmaceutical company Roche, show how the Israeli biotech company Oramed has learned from setbacks, and how BioNxt Solutions is securing promising patents with innovative dosage forms.
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Commented by Nico Popp on November 3rd, 2025 | 07:20 CET
Food innovations that spark the imagination: Planethic Group, Danone, Kerry Group
People will always eat and drink - or will they? This old saying is only partially true today. More and more people are paying close attention to what they eat. Instead of letting brand recognition or price dictate their choices when shopping, consumers have been embracing the trend of mindful eating for years, paying particular attention to healthy nutrition and their own well-being. In addition, food has become a way for individuals to express their identity and stand out from others. Ultimately, this is creating a fragmented market catering to diverse interests, which also offers significant opportunities for investors.
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Commented by Nico Popp on November 3rd, 2025 | 07:10 CET
Trade war over? Not at all! Here is what's happening now with Graphano Energy, Porsche, and Volkswagen
The US and China have agreed to a kind of truce in their trade conflict. China's export restrictions on metals, which were only announced in October, have been lifted. In return, China will purchase agricultural products from the US, and the agreement will be renegotiated in a year's time. What US President Donald Trump is selling as a major victory is, at best, a temporary ceasefire. The past few weeks have shown that the preliminary agreement will change little for Western industrial companies: they have gained time and must make good use of it.
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Commented by Nico Popp on November 3rd, 2025 | 06:55 CET
Commodity-based investments without the boredom: Globex Mining, Royal Gold, Mercedes-Benz
The agreement in the trade dispute between the US and China is increasingly being seen for what it is – a temporary pause in escalation. The fact that negotiations are set to resume after a year and that China is only lifting the most recent trade restrictions shows that the era of globalization will not return. Going forward, China and the US will continue to monitor each other closely and try to secure the best deal for themselves. This carries the potential for further escalation. One collateral damage is already evident in the automotive industry. Here is why there are currently many arguments in favor of crisis-driven investments in the commodities sector.
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Commented by Nico Popp on October 31st, 2025 | 07:00 CET
Health as a billion-dollar market: PanGenomic Health, Hims & Hers, WW International
More and more people are taking a proactive approach to their health, with prevention and self-care trending. According to recent studies by McKinsey, the global wellness industry is now valued at around USD 2 trillion. Younger generations in particular are integrating health firmly into their lifestyles: nearly 30% of millennials and Gen Z in the US report that they are doing significantly more for their well-being today than they were a year ago. Instead of only taking action when they fall ill, many are focusing on prevention, digital health tools, and online communities for support and exchange. We take a look at the latest trends, revisit familiar names, and highlight an emerging startup that could also deliver healthy returns for your portfolio.
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Commented by Nico Popp on October 30th, 2025 | 07:05 CET
Volatus Aerospace announces drone innovation, full order books at Rheinmetall and Hensoldt
Western aircraft along NATO's eastern border are repeatedly forced to intercept Russian planes. Drones, too, are repeatedly invading the airspace. Ukraine knows all too well the danger posed by these unmanned aerial vehicles. There, drones are now even hunting civilians. For NATO, this threat means rearmament – not only with heavy equipment and advanced electronics, but also with drones for a wide range of missions. We shed light on this trend and highlight which stocks could be promising.
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Commented by Nico Popp on October 29th, 2025 | 07:30 CET
AI fantasy at biotech innovators: BioNxt, Roche, Merck & Co.
Biotechnology provides us with the medicines of tomorrow. But even with established active ingredients, innovation is possible. A prime example of this is the Canadian-German company BioNxt Solutions. This article outlines the strategy BioNxt is pursuing, which companies the emerging biotech startup could connect with, what new opportunities AI offers for its business model, and what this could mean for BioNxt shareholders.
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Commented by Nico Popp on October 29th, 2025 | 07:05 CET
Gold rocket with a safety net? Formation Metals, Gold Fields, Newmont
Despite the recent setback, many observers agree: the gold boom is here to stay. The multitude of crises, global defense spending programs, and economic challenges are creating a mix that is likely to continue to support the price of gold. But how can investors capitalize on this trend? In addition to large gold producers, emerging exploration companies offer interesting opportunities. With Formation Metals, we present a stock that scores with unique key data.
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Commented by Nico Popp on October 28th, 2025 | 07:20 CET
Turnaround thanks to port business? Siemens, dynaCERT, Konecranes
The entire industrial sector must transition toward sustainability - and that includes logistics. The shipping industry, in particular, is seeing growing momentum. Global shipping currently accounts for around 3% of total emissions – and, as the Reuters news agency reports with reference to the International Maritime Organization (IMO), this share could rise to 5-8% by 2050 if no countermeasures are taken. Reason enough to take action. We highlight the different strategies being implemented and explain how the up-and-coming company dynaCERT could gain market share in this area.
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