Post-Exit Returns of my closed cases analyzed

After having closed a stock idea and after some time passes, it is interesting to take another look at it. An obvious question is the return since the exit. More importantly, though, is what can I learn from the exit and from the subsequent movements, up or down? To answer that, I am for the first time ever unveiling all my closed cases that once were member-exclusive stock ideas. With only one exception, I have not re-activated any case. How did they perform post-exit and what do I distill out of this exercise?

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Bearish Bias or just picky? Why I may come across as negative in public

When I go through the comments below YouTube videos where I appeared, the feedback is overall positive or neutral if the commenter has a different opinion. Of course that’s perfectly fine, everyone shall express their views. Occasionally, I find comments where I am described as having a negative attitude, being bearish or overly pessimistic. While I don’t care on a personal level in the sense that I do not feel offended or take such comments personally, one such comment has led me to think about it a bit deeper – and write a Weekly about it! While it sounds contradictory at first sight, it simply fits into my investment and analysis approach.

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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.

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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.

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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.

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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.

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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.

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