Sustainability
Commented by Armin Schulz on August 8th, 2025 | 07:00 CEST
Discount hunt: TUI, Veganz Group, and Super Micro Computer as underrated cash generators
Strategic investors are always on the lookout for price setbacks to seize rare entry points into quality stocks. The reasons for the setback can be short-term economic concerns, seasonal weakness, or, in the best case, profit-taking. As long as fundamental indicators point only to a healthy interim correction, such events have historically often been precursors to above-average returns. The focus is now on resilient companies with intact growth paths whose valuations have been attractively adjusted. Three promising candidates that embody these "buy-the-dip" opportunities across different markets are in the spotlight: TUI, Veganz, and Super Micro Computer.
Read
Commented by Nico Popp on August 7th, 2025 | 07:05 CEST
The most stable trend in the world: Kraft Heinz, Nestlé, Veganz
When market uncertainty makes stability in your portfolio a priority, experienced investors often turn to stocks in the consumer staples or food sectors. However, even the food market is highly competitive—products from the 1980s hardly attract customers today or require constant marketing spending. Instead, growth is now only possible through innovation. Here is how the major food multinationals are responding to tomorrow's trends and why private investors may have a head start on the corporations when it comes to Veganz shares.
Read
Commented by Fabian Lorenz on August 6th, 2025 | 07:10 CEST
A bombshell and blatant undervaluation: RENK, Rheinmetall, and Veganz Group
A bombshell at the Veganz Group: In a recent podcast, founder Jan Bredack estimated the value of its subsidiary Mililk at over EUR 80 million, citing "extreme" demand. And new CEO Rayan Tegtmeier also plans to step on the gas and address the "blatant undervaluation" of the foodtech stock. A purchase of Veganz shares appears increasingly compelling. Meanwhile, a bombshell is also looming at Rheinmetall. Analysts are speculating about an upward revision of the Company's forecast. They recommend buying the stock and expect it to soon breakout above the EUR 2,000 mark. Analysts are also optimistic about RENK and are raising their price targets. Incidentally, both defense companies will soon be publishing their quarterly figures.
Read
Commented by Armin Schulz on July 30th, 2025 | 07:10 CEST
Made in the USA: Bayer caught in a customs trap? What about Argo Graphene Solutions and BASF?
The new US-EU trade pact is creating deep rifts. While many European exports are groaning under the 15% tariffs, exceptions and location strategies are deciding who the winners and losers will be. Bayer and BASF are facing rising costs, but their innovative strength offers the key to limiting the damage. Argo Graphene Solutions, on the other hand, is strategically well-protected thanks to its US subsidiary and can take a relaxed approach to the customs issue. Those who identify the right levers now will turn trade risks into returns. Three companies, three ways through the tariff jungle. We take a look at how each is dealing with the new landscape.
Read
Commented by Nico Popp on July 17th, 2025 | 07:25 CEST
Investing in graphene – Research unlocks opportunities: Argo Graphene Solutions, BASF, Samsung
Innovation often needs a catalyst - an event that accelerates the adoption of new technologies and pushes companies to explore new directions. The past few years have been full of such catalysts: climate change has driven efforts to reduce CO2 emissions, and the US government's rumbling attacks on Ukrainian President Volodymyr Zelenskyy have prompted a global rethink of defense spending. Graphene, a material of the future, is at the center of many of these developments – reason enough to explore potential investment options.
Read
Commented by André Will-Laudien on July 15th, 2025 | 07:20 CEST
Infrastructure hype in 2025: Sustainable construction is in demand! Keep an eye on Siemens, Heidelberg Materials, Argo Graphene, and Porr
A lot is falling apart around the world right now, not just in material terms, but also structurally. Wars, geopolitical tensions, and economic upheavals are putting entire regions under pressure. Although Germany is not directly affected militarily, the consequences of the wear and tear are clearly noticeable here as well: our infrastructure, which has been criminally neglected for decades, is increasingly showing cracks, both literally and figuratively. Dilapidated bridges, overloaded rail networks, outdated power lines, and sluggish fibre optic expansion are now even hampering competitiveness. Europe has recognized these weaknesses and is responding with ambitious investment programs. The Green Deal, the EU Recovery Fund, and national economic stimulus packages are set to pour billions into sustainable mobility, energy supply, digitalization, and resilience. Where are the winners for your portfolio?
Read
Commented by Nico Popp on July 8th, 2025 | 07:15 CEST
Construction revolution! Saint-Gobain, Heidelberg Materials, Argo Graphene Solutions
Billions are being poured into infrastructure. Real estate portfolios in many economies are also in dire need of renovation, and what are many builders and project developers doing? Business as usual! However, those who are alert and recognize what is currently happening in the building materials industry can make better decisions, whether as builders or investors. The reason: innovative building materials improve construction and ensure returns. We explain how this works in this article. Also featured: two well-known companies and an insider tip.
Read
Commented by André Will-Laudien on July 1st, 2025 | 07:20 CEST
Climate protection meets infrastructure: Argo Living relies on graphene for low-emission concrete
The construction industry is responsible for approximately 8% of global CO₂ emissions, and construction is taking place virtually everywhere. Anyone in the cement manufacturing industry who can significantly reduce greenhouse gas emissions is making a measurable impact on global climate targets. This creates visibility, political support, and ESG relevance, all of which are drivers for rising company valuations. The topic is highly relevant because several trillion USD will be invested in new infrastructure worldwide by 2050, including through programs such as the US Inflation Reduction Act (IRA), the EU Green Deal, and the reconstruction of Ukraine once the time comes. Investors are specifically looking for companies that are also included in these public budgets, as green building materials are considered a key technology. Argo Graphene Solutions (formerly Argo Living Soils) is perfecting this concept, and its stock is on the rise.
Read
Commented by Nico Popp on June 25th, 2025 | 07:05 CEST
The economy is becoming sustainable – and the stock market is delighted: dynaCERT, Siemens, Shell
ESG criteria have become established across all industries. The prevailing principle in today's business world is that even producers of fossil energy must take action to become more sustainable. This principle is known as "Best-in-Class" and ensures that every industry makes the most of its opportunities to move toward greater sustainability. We present three exciting sustainable business models - Shell, Siemens, and dynaCERT - and explain where opportunities may lie for investors.
Read
Commented by André Will-Laudien on June 17th, 2025 | 07:20 CEST
Cement 2.0: Argo Living Soils makes concrete smarter and more climate-friendly
Global CO₂ emissions are a significant contributor to global climate change. In addition to global transportation and energy use, the construction industry, particularly through concrete and cement, also plays a major role. According to a 2022 study by UNEP, the construction sector accounts for around 37% of global CO₂ emissions. Decarbonizing construction is, therefore, a key task in meeting international climate targets. With the founding of a specialized subsidiary and the use of bio-graphene, Canadian company Argo Living Soils is venturing into the concrete industry and combining ecological innovation with industrial scalability. It is worth taking a closer look because the potential is enormous!
Read