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Tarik Dede

  • Small-Caps
  • Mid-Caps

Even as a high school student in northern Germany, he developed a strong interest in the “Neuer Markt” and the dynamics of the equity markets. Small- and mid-cap companies were at the center of his focus from the very beginning. After completing his training as a certified bank clerk, he deepened his economic expertise through formal studies in economics as well as through various positions within Frankfurt’s financial sector. Today, he has been actively involved in the capital markets for more than 25 years, both professionally and as a private investor.

As an author, he focuses primarily on high-potential equities in the resource, biotech, and technology sectors. He is particularly interested in companies that remain under the radar of many investors and whose true potential has yet to be recognized by the broader market. He does not consider broad diversification a universal remedy. Instead, he favors a concentrated portfolio of carefully selected and thoroughly understood positions as the foundation for achieving above-average long-term returns. For him, two factors are decisive: rigorous, in-depth company analysis and a realistic assessment of the broader market environment — including current dynamics as well as structural developments across global capital markets.


Commented by Tarik Dede

Commented by Tarik Dede on June 16th, 2026 | 08:00 CEST

Electric Vehicle Sales Are Booming: Taking a Closer Look at Albemarle, Rock Tech Lithium and BYD

  • Lithium
  • BatteryMetals
  • Electromobility

The electric vehicle market is booming and may have received an additional boost from the conflict in the Persian Gulf. However, the global picture remains mixed. The strongest growth is taking place in the world's largest automotive market: China. There, the electrification rate has now surpassed the 50% threshold. More than one in two newly registered vehicles in the country is a plug-in. EV growth of 10-15% is forecast for this year. Germany, the world's third-largest automotive market, has also returned to a dynamic growth path following a weak 2024. Sales figures for 2025 stood at more than half a million electric vehicles. If plug-in hybrids are included, total sales exceed 800,000 units, representing an increase of over 40%. The United States, the world's second-largest automotive market, remains the exception, showing weaker development, largely due to political headwinds from Washington. The share of newly sold electric vehicles in the overall market there is estimated at just 7%-8%. Globally, however, battery-powered vehicles remain on the fast track to success, accounting for roughly 25% of the market. In addition, a new sales record was reached in 2025, with more than 20 million electric vehicles sold worldwide, up 20% year over year. This momentum is reason enough to take another look at attractive stocks in the sector. Today, we examine the shares of Albemarle, Rock Tech Lithium, and BYD.

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Commented by Tarik Dede on June 15th, 2026 | 07:50 CEST

Lahontan Gold: Poised for a Revaluation This Year?

  • Mining
  • Gold
  • Silver
  • Nevada
  • geopolitics
  • Commodities

The gold market is currently overshadowed by the war in the Persian Gulf and SpaceX's IPO. Investors' focus has shifted. However, this presents opportunities for counter-cyclical investments. In the gold sector, valuations have fallen significantly in some cases. Yet the structural trends remain intact, as Citigroup recently noted in a detailed study. Accordingly, their commodities analysts confirmed their 6- to 12-month price target for gold at USD 5,000. The long-term upward trend is supported by structural changes such as ongoing de-dollarization, the shift in global supply chains and trade routes, and gold purchases by central banks worldwide. JPMorgan and Bank of America are even more bullish and see the price per ounce at USD 6,000 to USD 6,300 by year-end. Lahontan Gold is likely to benefit massively from these developments. The Canadians plan to begin construction of the historic Santa Fe Mine in Nevada as early as next year. On the way there, the stock should see a revaluation.

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Commented by Tarik Dede on June 15th, 2026 | 07:35 CEST

Pan American Silver, Strategic Resources, and AngloGold Ashanti: Three Strong Commodity Stocks for Your Portfolio

  • Mining
  • Gold
  • Commodities
  • ironore
  • VTM
  • GreenSteel

In the current market environment, with commodity prices correcting, it is worth taking a look at stable, high-growth companies in the sector. Many valuations have also come down due to the war in the Persian Gulf and the debate over interest rate hikes. Nevertheless, most companies are earning handsomely. The first quarter saw record cash flows and profits. In addition, many companies have streamlined their balance sheets in recent years and now have a net cash position. These are the perfect conditions for these stocks to take off again in the next upturn. That is why we are taking a look today at the stocks of Pan American Silver, Strategic Resources, and AngloGold Ashanti.

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Commented by Tarik Dede on June 12th, 2026 | 06:50 CEST

High Energy Prices: How Samsung SDI, dynaCERT, and First Solar Stand to Benefit!

  • Hydrogen
  • cleantech
  • Energy
  • Solar
  • GreenTech

On Wednesday, the US inflation figures for May were released. At 4.2%, the reading came in exactly in line with market expectations, and the individual sector data were also broadly consistent with forecasts. Nevertheless, this initially triggered a sell-off in the stock market. It appears that some investors have only now realized that the conflict in the Gulf has driven up energy prices and, consequently, the prices of many other goods and services. Given the renewed US escalation in the Middle East, oil, gas, kerosene, and fertilizer prices appear set to remain at elevated levels for an extended period. For companies whose products become more competitive as energy prices rise, however, these conditions are favourable. That is why we are taking a closer look at the shares of Samsung SDI, dynaCERT, and First Solar.

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Commented by Tarik Dede on June 11th, 2026 | 07:05 CEST

Wave of Biotech Acquisitions: Eli Lilly, Vidac Pharma, and GSK in the Spotlight

  • Pharma
  • Biotech
  • Biotechnology
  • Cancer

Cancer remains one of humanity's greatest scourges, and at the same time, it is by far the largest healthcare market of all. But the old-school pharmaceutical giants are running out of oncology pipeline candidates, and now smaller, far more innovative players are increasingly being acquired. The M&A market is currently experiencing extremely dynamic times. This week, for example, GSK announced the acquisition of Nuvalent for USD 10.6 billion in cash. Gilead Sciences, in turn, struck a deal in April with the German company Tubulis—for a total of USD 5 billion. Shortly thereafter, Eli Lilly offered up to USD 7 billion for Kelonia Therapeutics, just to name a few of this year's deals. That is why we are taking a look at the opportunities in the sector today and putting the stocks of Eli Lilly, Vidac Pharma, and GSK under the microscope!

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Commented by Tarik Dede on June 10th, 2026 | 08:20 CEST

Drone Warfare and Autonomous Driving: Uber Technologies, Volatus Aerospace, and Aurora Innovation in Focus

  • Drones
  • Defense
  • aerospace
  • hightech
  • Automotive
  • Autonomous

Whether autonomous mobility in the air or on the road, the transportation sector is undergoing a profound transformation in both civilian and military applications. Drones have demonstrated their capabilities in modern warfare, while massive investments are being made in autonomous driving for trucks and passenger vehicles. The potential market is enormous: eliminating the need for a human driver could fundamentally reshape transportation and logistics. In light of these global trends, we are taking a look at the stocks of Uber Technologies, Volatus Aerospace, and Aurora Innovation.

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Commented by Tarik Dede on June 9th, 2026 | 08:25 CEST

Agritech Stocks on the Rise: A Look at KWS Saat, MustGrow Biologics, and Bucher Industries!

  • agritech
  • biologicals
  • mustard
  • foodtech
  • Technology

Created and published on behalf of MustGrow Biologics Corp.

The world's population continues to grow, yet climate change, pesticides, and soil erosion are causing significant challenges to agricultural output. Without agritech companies, it would likely be impossible to feed the world today. At the same time, sustainable farming techniques and crop protection products are in demand; smart farming is a trend, and seeds are also crucial. That is why we are taking a look today at the shares of KWS Saat, MustGrow Biologics, and Bucher Industries.

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Commented by Tarik Dede on June 8th, 2026 | 07:25 CEST

Cleantech Shows Strength: A Look at Nordex, Pure One, and Linde

  • Hydrogen
  • cleantech
  • renewableenergy
  • Energy

Few sectors are bringing as many new and established companies back into the spotlight as cleantech. From solar and wind power to innovative technologies that can make the world a better and often more efficient place. For those who identify emerging trends early, the opportunities can be substantial. That is why we are taking a look today at Pure One, a company that appears poised for significant growth in the hydrogen sector. At the same time, established players also deserve attention. Industry heavyweight Linde, which has long since moved beyond supplying traditional industries, has built itself a formidable competitive moat. Investors may also want to revisit Nordex. Following its strong comeback year in 2025, the Hamburg-based company appears firmly back on a growth trajectory.

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Commented by Tarik Dede on June 5th, 2026 | 07:25 CEST

Copper at Record High: Investors Benefit from Ivanhoe Mines, Power Metallic Mines, and Southern Copper

  • Mining
  • PGMs
  • PGEs
  • Copper
  • Electrification

Despite all the concerns about the global economy, copper continues to shine. The red industrial metal is currently trading at an all-time high, and nothing seems capable of derailing this trend. And that is clearly due to supply-side factors. The mudslide disaster at the massive Grasberg mine in Indonesia last September, as well as the recent slump in copper production in Chile (-14% in March), demonstrate just how fragile production is. And that is driving prices up. Banks such as Goldman Sachs and Commerzbank are now extremely bullish. The US investment bank recently raised its forecasts; it now predicts an average price of USD 13,800 per ton for 2027. The Frankfurt-based bank is singing the same tune and sees the price stabilizing in the USD 14,000 range.

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Commented by Tarik Dede on June 5th, 2026 | 07:10 CEST

Three Tech Stocks for Your Portfolio: SanDisk, HPQ Silicon, and Nokia Oyj

  • Silicon
  • Hydrogen
  • Batteries
  • Tech
  • AI

The tech sector is booming like never before thanks to the expansion of AI data centers. The situation on the stock markets is often compared to the dot-com bubble around the turn of the millennium. However, analysts see the possibility that this trend could continue for a few more years. And now even Google's parent company, Alphabet, is tapping the capital markets to raise more than USD 80 billion. So the boom is unbroken, and the AI hyperscalers are ready to invest heavily. The superstar of the past 18 months is SanDisk, which we are taking a closer look at today, along with the Finnish tech veteran Nokia. It is also worth taking a look at the Canadian company HPQ Silicon, which plans to commercialize three groundbreaking technologies over the next two years.

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