Acknowledgements to Buffett: Coke, Nvidia, and the "New Xiaomi" Unveiled
In the world of finance, two names stand out - Warren Buffett and Peter Lynch. Their insights and strategies have shaped the investment landscape for decades, and now, their teachings are set to be revealed at a major 10-year HSR show.
Starting at the age of 30, Buffett made his first million, setting the stage for a remarkable career. By the late 1980s, he had become a billionaire. His first purchase was a P/E-5 textile stock, a testament to his keen eye for undervalued opportunities.
Fast forward to today, and Buffett is 95 years old, still making impactful moves in the investment world. One of his recent ventures has been the e-mobility business, where Xiaomi's stock has seen significant growth. The Asian company, a "hidden-tech player" that combines Xiaomi's DNA and Bloom Energy’s pioneering fuel cell technology, has recently been added to the Depot 2030 portfolio. This newcomer has stood out in recent years with new concepts like robots, electromobility, and fuel cell power for AI factories.
The Depot 2030 portfolio, which also includes Tesla, Xiaomi, BMW, Porsche, and Mercedes, among others, has outperformed the DAX by a factor of 2 after 10 years. A new addition to the portfolio is global brand, Bloom Energy, which focuses on robots, e-mobility, and fuel cell power for AI factories.
Buffett's investment philosophy is not just about finding undervalued stocks. If growth does not materialize, he harshly corrects the course. This was evident when he held onto weak textile firms for a long time due to favorable P/E and P/B ratios, but sold them off when growth failed to materialize.
Buffett's love for growth and technology has also led him to invest in titles like Apple, Tesla, and even Bitcoin, as a book on "global brands" opened his eyes to their potential. One of his most notable investments was the "expensive" Coca-Cola stock, a decision influenced by Charlie Munger.
Politics also plays a role in Buffett's philosophy. He advises correcting course when off track, by reducing taxes, laws, and state intervention. However, recent news suggests that the expected German economic upswing is not coming as quickly as anticipated, which could impact the investment landscape.
In exciting news for investors, a promotion is available for the first stock of the new 10 years in the Depot 2030 portfolio. This offer includes two months free. The ban on internal combustion engines is currently wavering, which could have significant implications for the stocks in the portfolio, particularly those in the e-mobility sector.
The AKTIONÄR's China trip revealed the motivation of young companies like Xiaomi, offering insights into the strategies that have driven their success. As we look to the future, it's clear that the Depot 2030 portfolio is well-positioned to capitalize on the trends shaping the global economy.
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