Two years of Financial Engineering – about impatience and patience

With this weekly coming off the press, my blog has officially turned two years. Like I have done in August of 2023, I am using this time of the year again for a review to write down my current thoughts regarding the past, the present and the future. While last year’s review was a bit more multi-facetted, I want to discuss the topic of impatience and patience now and how it applies to my stock ideas.

Continue reading

A critical look at the „dividend investing“ strategy

While this article likely won’t make me many new friends (rather to the contrary), I find it necessary to discuss this topic as it’s often presented as an almost infallible recipe for success. The dividend investing strategy sounds great and if done properly has a psychological advantage. But my observation shows unfortunately a drift towards low-quality stocks and lots of sugarcoating which needs to be addressed.

Continue reading

Can you resist?

With every passing day and week where one is not invested in the “Magnificent Seven” tech stocks, pressure continues to mount up – at least for those who allow for it. Investors who underperform the broader market indexes, are left in the dark. Usually, active fund managers have to report frequently and to apologize for not having been able to keep pace. It can be a mental strain and cost them their job. Private investors at some point also lose patience and sanity. A plea to stay calm and sane.

Continue reading

From hype to bust – the story of 22nd Century Group

Likely, everyone will know a story that kicked a stock into hyposphere, only to fall into dust later. The respective companies either did not recover anymore or went entirely bust. They all share one commonality: a nice story that catches the interest of especially retail investors. But where there is excessive greed without the support of fundamentals, the fall from grace is just around the corner. Here’s an example that was set to disrupt an undisruptable industry: tobacco.

Continue reading

My 7 mission-critical checkpoints to pick my best stock ideas that beat the market

With the turn of my blog into its second year, I first started to publicly present the performance of my stock ideas that are exclusive to my Premium / Premium PLUS members. As it stands, on average my picks have been beating the market. Now, I also want to explain more in-depth the recipe behind how I pick those ideas – my analysis approach. I am transparent in what I do. Here’s my concept I developed over the years.

Continue reading

One year of Financial Engineering

How time flies – with the publication of this Weekly, my blog now has officially turned a full year. Since launching my website on 08 August 2022, I have published now more than fifty two Weeklies, consistently one each week. I also launched two memberships where I am sharing my best stock ideas with my subscribed members (14 reports in total). Time for a look back, but also to the future.

Continue reading