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ASPERMONT LTD

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Commented by Carsten Mainitz on May 17th, 2021 | 10:29 CEST

Aspermont, SAP, Square - "Digital transformation" megatrend as a snack for the portfolio!

  • Digitization

Paper tigers are threatened with extinction, and the threat is called digitalization. The simple definition of digitization (the conversion of analog formats into digital formats and their processing or storage in a digital system) conceals countless individual cases and, in total, the far-reaching upheaval of entire industries and sectors of the economy. In the following, we present three companies that are all profiting from the megatrend. Here are the yield drivers for your portfolio.

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Commented by Stefan Feulner on May 3rd, 2021 | 07:32 CEST

Steinhoff International, Aspermont, BASF - Things are moving mightily!

  • Investments

The power of the media as opinion leaders has once again been demonstrated during the Corona Crisis. But the media have changed in recent years. Whereas it used to be enough to announce a "news" item in the daily print edition, nowadays, news outlets are firing from all guns. On social networks like Twitter, YouTube or Facebook, the press is omnipresent and, whether we like it or not, fires us with the most important information throughout the day. The multi-channel strategy will open up new sources of revenue, recently unknown, which will significantly increase the value of companies.

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Commented by André Will-Laudien on April 28th, 2021 | 07:25 CEST

Aspermont, Bitcoin Group, SAP, TUI - These stocks are taking off!

  • Investments

Information is everything today! Those who have it at the right time have a significant head start. This is the case, for example, when company news is announced: Reading the newspaper the next day presents investors with a fait accompli today, the share has already reacted accordingly to the news the day before. In Xetra real-time trading, the adjustment to a new factual situation happens in a matter of seconds; sometimes, the swings even lead to intraday auctions to give investors some more time to enter limits. Machines dominate today's stock market trading; they trade according to rules and algorithms. We look at values in the environment of fast information.

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Commented by Carsten Mainitz on April 14th, 2021 | 07:32 CEST

Aspermont, Atari, AMD - 'A' for exceptionally good investments!

  • Investments

1835, 1969 and 1972 - these dates are associated with the three companies presented below. All of them are classics, iconic for their industry. One, a media company, which can refer to the oldest, continuously appearing publications in mining and commodities. Another, an iconic video game producer whose fame is based on one of the first video games for home use and whose logo should be almost as well known as the one with the apple. And lastly, one of the leading producers of computer chips, whose success is fed by the attack on the market leadership position of an industry veteran and whose products are very much in demand today, especially in the field of Bitcoin mining. What they all have in common is that there is significant upside potential in them. Excited?

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Commented by Nico Popp on April 8th, 2021 | 09:30 CEST

PayPal, Aspermont, ProSiebenSat.1: Digital media drives growth

  • Investments

Digital business models have numerous advantages. Processes can be optimized better and the business can be scaled more easily. While analog business models quickly require more employees and ultimately become complicated, such problems hardly ever arise with digital business models. Whether PayPal makes 100,000 payments an hour or 150,000 is almost irrelevant. If capacities reach their limits, they simply buy more - here, too, digital is simply better. We present companies that have either turned existing industries upside down or are really taking off thanks to digital business models.

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Commented by Stefan Feulner on March 30th, 2021 | 07:50 CEST

Palantir, Aspermont, Visa - The winners of digitalization!

  • Investments

Data mining and big data have become indispensable in today's world. Not for nothing is data touted as "the new gold." Companies that are active in these industries, such as the US data analysis companies Palantir Securities or Snowflake, already have stock market values of several billion dollars. The media industry has also been on the move in recent years. The publishing house is becoming a digital company. Those who manage to convert the data records they have been collecting for decades into paying users will emerge stronger from the digital transformation. One Company is already a step ahead.

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Commented by André Will-Laudien on March 24th, 2021 | 06:02 CET

Aspermont, ProSiebenSat.1 Media, Porsche - It is all about speed!

  • Investments

When it comes to digitization, Germany probably slept through everything announced in the Digital Pact a few years ago. For years, it has been impossible to make mobile calls without interruption, and anyone who doesn't live in a major city center doesn't have much luck with the Internet either. Now, in the pandemic, these shortcomings are coming to light. Digital society, far from it! How simple it would be to have online-controlled admission systems and access control for our popular cultural institutions. Whether restaurants, cinemas, theaters, ski lifts or zoos - if travel to Mallorca is made possible, then surely, regulated openings for those seeking recreation in their own country should be too. But, imposing bans is more fun than listening to and implementing intelligent ideas - poor Germany!

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Commented by Carsten Mainitz on March 9th, 2021 | 10:23 CET

SAP, Aspermont, IBM - Disruptive changes through digitization: Recognize potentials and act in time!

  • Investments

In 1996, Microsoft founder Bill Gates wrote an essay entitled "Content is King". In it, he assumed that the emerging Internet would develop into a marketplace for content in the years to come. He was right but did not take into account the users' low willingness to pay and the resulting importance for advertising. And this is where other companies such as Google came out on top. As digital transformation has progressed, however, a trend in the other direction has become apparent in recent years: The introduction of flat rates (Spotify, Netflix), cloud solutions (iCloud, Google Drive) and anything-as-a-service models (e.g., software: Adobe Suite, Microsoft Office 365) is encouraging people to pay for content if they receive reliability, up-to-dateness and ease of use in return - provided, of course, that the price/performance ratio is perceived as reasonable. The following companies have a unique opportunity to benefit from the power of transformation.

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Commented by Nico Popp on March 3rd, 2021 | 05:50 CET

ProSiebenSat.1 Media, Aspermont, Alibaba: Digital media as a multiplier opportunity

  • Investments

When investors think of the media industry, they often still have stories of declining circulation and dwindling audiences in the back of their minds. But they often forget that media companies have long since made a virtue of necessity and gone digital. It is precisely when traditional media companies' quality meets modern digital groups' possibilities that great opportunities arise for investors. We present three shares.

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Commented by Stefan Feulner on February 22nd, 2021 | 20:43 CET

BYD, Aspermont, Commerzbank - The models of the future

  • Electromobility

Big data and data mining are becoming increasingly important in society today. Data is not referred to as the "gold of the 21st century" for nothing. Companies that are active in these sectors, such as the US data analysis Company Palantir Securities, already have stock market values of around USD 50 billion. There is currently a major transformation from a pure publishing company to a digital company in the media sector. One Company, which we present to you, is already one step ahead.

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