Media
Commented by Nico Popp on December 23rd, 2025 | 07:10 CET
From publisher to data company: Why Aspermont needs to close the valuation gap with Glacier and Informa
There is a clear two-tier society on the stock market when it comes to the valuation of information providers. Traditional media companies that depend on advertising revenue are often traded at low single-digit multiples. Data providers, on the other hand, which retain their customers through subscriptions and proprietary databases, enjoy the high valuations of the tech sector. Aspermont, the Australian market leader for B2B information in the commodities sector, is currently undergoing this lucrative transformation. A look at the competition reveals where the journey could lead. While the Canadian company Glacier Media shows how to profitably combine news and data, the British giant Informa proves that specialized B2B information is a billion-dollar business. Aspermont is currently aggressively adapting these successful models, but is still valued by the market like an old-fashioned newspaper publisher. Yet the Company has long since proven that it can win over wealthy customers in the B2B segment.
Read
Commented by Nico Popp on October 21st, 2025 | 07:00 CEST
Insights instead of data – this revolution is transforming entire industries: Aspermont, RELX, Verisk Analytics
Companies continue to evolve – luxury sports car manufacturer Lamborghini once built tractors. But what if, instead of building something entirely new, companies build on their experience and transfer a historically grown wealth of knowledge to the present? We present three exciting business models that demonstrate how modern AI innovations need a solid foundation to thrive. When that foundation exists, the opportunities for investors can be tremendous. Let's dive in with Aspermont, RELX, and Verisk Analytics.
Read
Commented by Nico Popp on October 9th, 2025 | 07:30 CEST
Digital business models for explosive growth: MiMedia, Peloton, Delivery Hero
Digital business models offer one key advantage: they can be scaled almost indefinitely. It is therefore no surprise that large parts of the global economy have now been digitized, or at least complemented by digital alternatives. Restaurants, for example, face competition from delivery platforms, while gyms compete with online fitness programs. Below, we highlight three digital business models - MiMedia, Peloton, and Delivery Hero - and explore where new opportunities for investors may be emerging today.
Read
Commented by Stefan Feulner on September 29th, 2025 | 07:05 CEST
SAP, Aspermont, AppLovin – AI models with powerful upward momentum
The combination of big data and artificial intelligence is considered one of the biggest growth drivers of the coming decade. Companies that manage to efficiently collect and evaluate vast amounts of data and make it usable in real time not only gain competitive advantages but also redefine entire industries. Whether in healthcare, finance, commodities, or industry, those who use data intelligently can optimize processes, reduce costs, and develop entirely new business models. Investors should not underestimate this dynamic.
Read
Commented by Armin Schulz on September 26th, 2025 | 08:25 CEST
Palantir, Aspermont, ProSiebenSat.1 Media – Data as a gold mine! Where can you profit?
In a world where data is the new gold, the ability to turn this data into competitive advantages and profit determines success or failure. While tech giants set the rules, established players must radically rethink their approach. Three companies exemplify how differently this transformation can be mastered. The sometimes controversial data analysis company Palantir, the niche publisher Aspermont, which monetizes specialist information, and the media giant ProSiebenSat.1 Media, which aims to link conventional television with the online world. Their strategies reveal where the greatest opportunities lie.
Read
Commented by Armin Schulz on March 28th, 2025 | 07:10 CET
ProSiebenSat.1, naoo, Alibaba – Different business models but one goal: Profit amid change
The global economy is undergoing a restless transformation. Technological progress, social upheaval, and global networking are challenging companies to rethink their strategies. Digital platforms dominate markets, while sustainability and resilience are becoming decisive competitive advantages. In this field of tension between innovation and tradition, established industries are fighting for survival while new players disrupt the status quo. How can companies succeed in a hybrid world of local values and global reach? Three examples – media giant ProSiebenSat.1, tech startup naoo, which connects the digital world with local retail, and e-commerce giant Alibaba – demonstrate how differently the future can be shaped.
Read
Commented by Fabian Lorenz on March 25th, 2025 | 07:30 CET
Stocks in RALLY MODE: Deutz, Nel ASA with momentum! MiMedia taps into huge revenue potential with Walmart!
MiMedia has huge revenue potential and a favorable valuation. The cloud insider tip offers an exciting entry opportunity in Latin America after its partnership with Walmart. After a strong price increase at the turn of the year, the share is currently moving sideways – for now. Deutz's stock has shown how quickly a share price can rise in recent weeks. However, after the approximately 40% rally, the air is getting thinner, at least when looking at the figures for 2024. However, analysts think further price gains are possible. Nel has shown signs of life. The beleaguered hydrogen pioneer has landed a new major shareholder in Samsung and recently secured a major contract. Who will continue the rally?
Read
Commented by André Will-Laudien on March 21st, 2025 | 06:30 CET
250% Stock Rockets: Attention, it is taking off now with Nel ASA, naoo AG, Steyr, Mutares, and Hensoldt
The German economic stimulus package has been launched. The only thing missing is the approval of the Bundesrat, which is expected today. Public opinion is divided because the total of up to EUR 1 trillion in "special funds" is the largest debt incurred by the now 75-year-old federal government. The doubters see it as an enormous burden for future generations, while supporters emphasize that Germany has hardly invested in its future for many years and that the renewal backlog is now finally being addressed. This measure will increase the debt-to-GDP ratio by around 25%, while at the same time, the targeted measures in armaments, infrastructure, and climate protection will improve growth by around 0.2 to 0.3% annually with an increased state quota. The stock market celebrates, while the working population has to contribute around EUR 500 in interest annually as an additional tax burden. The election winners had promised significant tax relief. Where do the opportunities for investors lie?
Read
Commented by André Will-Laudien on March 17th, 2025 | 07:20 CET
After the NASDAQ correction – Hightech on the rebound: Palantir, Amazon, MiMedia, SMCI, and Intel on the rise
The NASDAQ correction was sharp and brief, with a 15% drop from 22,200 to 19,100 in just 4 weeks. In the context of a normal consolidation, that might be enough to bring the heavily overbought tech stocks back to normal levels. Unfortunately, however, there are also valid fundamental reasons that can be traced back to the official chaos of the new US President, Donald Trump. He is making wild tariff demands and withdrawing key resources from all international partnerships. This departure from normal political behavior could have a much more significant impact on the stock market, as global trade relations are faltering, while inflation and currency devaluation continue. Which tech stocks should be considered now?
Read
Commented by André Will-Laudien on May 28th, 2024 | 07:00 CEST
The high-tech party à la Nvidia continues! Super Micro Computer, MGI, GameStop and Alphabet in focus
Another new NASDAQ all-time high! Meanwhile, things did not look so good the day after the Nvidia figures. The market collapsed by 400 points in just 5 trading hours, but thanks to well-known protagonists, it recovered surprisingly quickly. High-tech investors are currently trading the big growth fantasy of "artificial intelligence" and are patiently waiting for an interest rate signal from the FED. Before then, there will likely be some relief from the ECB. This is because economic development in Europe is not progressing due to Germany's pronounced weakness as a business location. High inflation and the entrenched capital market interest rate are cited as obstacles. This is putting pressure on consumers' budgets. Despite all the prophecies of doom, some business models offer good growth even in challenging economic situations. We provide an insight.
Read