Individual Investor
Contributor's Links: LinkedIn

I am an advocate of an intrinsic Valuation coupled with intense research on the business model. I have a bachelor's degree in Business Economics and at the moment I am finishing my Master's Degree in Magdeburg, Germany with a strong focus on finance. Worked for BASF in Germany and ... more

ALL CONTRIBUTIONS

E Deriving Square's Growth Potential By Comparing It With Customer Banking
By comparing the consumer banking segment of banks with Square, future revenues of Square can be derived. Squares Revenue/Customer ratio will approach the ones of banks during this decade, which leads to a CAGR of 24% during the next eight years.
Read
E Turtle Beach With A Turnaround In 2020?
The fifth generation of gaming consoles is a catalyst for sales. Low expectations leave room for upside surprises. A fair value of $23 signals a great buying opportunity.
Read
E IRobot Entry Point To A Beaten-Down Growth Stock
To this date, iRobot shares are down approximately 60% from its ATH of $130. The overall opinion is very negative, reflected in very low earnings expectations.
Read
E Nintendo: A Look Into Nintendo And Its ESports Potential
Nintendo is focused on the console gaming market, which is decreasing drastically. ESports is a rapidly growing market and Nintendo has the potential to take part in it. Nintendo is neglecting the importance of eSports and online gaming.
Read

Comments

Latest Comments
Deriving Square's Growth Potential By Comparing It With Customer Banking
24 days ago

Hello Susan, Paypal does own Venmo. Venmo was bought buy Paypal in 2013. By buying Venmo Paypal was more or less able to cripple the competition and expand its own growth. But yes, you are right, overall the functionalities are pretty similar.

In this article: SQ
Deriving Square's Growth Potential By Comparing It With Customer Banking
24 days ago

Hello Noah,

As shown in the chart "Top 10 Financial Institutions by Number of Active Digital Users (2019)", some banks are already in the electronic payment market. However, Cash App and Venmo, in particular, are taking market share, as their products are much more functional.

In this article: SQ
Turtle Beach With A Turnaround In 2020?
4 months ago

Thank you. I appreciate it a lot!

In this article: HEAR
Turtle Beach With A Turnaround In 2020?
4 months ago

A good friend of mine had the same thought, although I think it might have an influence, I expect it to be a minor one and more of a short-term nature.

In this article: HEAR
IRobot Entry Point To A Beaten-Down Growth Stock
4 months ago

You are right, but few companies come close to the brand loyalty of Apple. Especially in such a competitive market that Apple is in. Tesla comes also to my mind. But iRobot does not need to be Apple or Tesla to offer a great value at the current price point. In comparison to the overall automotive or phone market, the consumer robotics market is growing rapidly. This in combination with the fact, that iRobot will also be a serious competitor in the mopping and mowing space gives me enough confidence that revenue will continue to grow. I also especially like the vision of the CEO, that the goal of iRobot is to be responsible for all the annoying and painful tasks at home in the long-run. They will not continue to only be a vacuum company.

In this article: IRBT
IRobot Entry Point To A Beaten-Down Growth Stock
4 months ago

It leads to higher brand popularity, more people will be aware of the company and its products. It is free marketing, it does not necessarily lead to higher sales. But the probability of more sales increases just by getting the name out there. Moreover, iRobot is the company with the highest market share in the robot vacuum market.

In this article: IRBT
Nintendo: A Look Into Nintendo And Its ESports Potential
4 months ago

Same is true for me, I especially love their older products like the Nintendo Gamecube or the N64. I still play some games from time to time on these consoles, but I stopped buying the latest products due to the reasons laid out in my article. I totally wish to see a turnaround in Nintendo's strategy, this would make it a more interesting investment.

In this article: NTDOF, NTDOY
IRobot Entry Point To A Beaten-Down Growth Stock
4 months ago

The competition is one of the reasons why iRobot trades at such a big discount in comparison to last year. I agree with you, the competitors in the robot vacuum cleaner market are a threat to market share. It is also one of the reasons why iRobot trades at such a big discount in comparison to last year. But this is mostly only the case for the cheaper Roomba models and even these sold extremely well during Q4. This could be partly due to its strong brand recognition. Because a lot of people call robot vacuums in general Roombas, no matter what kind of robot vacuum they are talking about. Furthermore, iRobot has a patented two roller brush system which is exceptionally good for the deep cleaning of carpets. My friends, who own an iRobot vacuum cleaner are also very happy with the durability. Overall the strength of iRobot lays in the high-end product category. The self-emptying feature is an advantage over nearly all other competitors and makes it feel like an autonomous cleaning experience. Through a broader product portfolio and overall growing robotic markets, iRobot is still positioned pretty well.

Thank you for reading and your feedback. I appreciate it! :)

In this article: IRBT
Nintendo: A Look Into Nintendo And Its ESports Potential
4 months ago

Nintendo avoids eSports because they believe they might lose a part of the casual player base. They try to keep everything very family-friendly. But in my opinion, the coexistence of casual and competitive players is possible. Many casual players are attracted by a good single player in combination with some online play. By creating a proper multiplayer which allocates players very precisely based on their skill level, both customer groups would be satisfied. Although it would be necessary to invest more in good online servers and to create a rating system for measuring player-skill better.

In this article: NTDOF, NTDOY
1 to 9 of 9 comments

STOCKS I FOLLOW

CSCO Cisco Systems Inc.
DIS The Walt Disney Company
FB Facebook Inc
IRBT iRobot Corporation
JWN Nordstrom Inc.
MU Micron Technology Inc.
TSLA Tesla Motors Inc.
WRCDF WIRECARD AG
ZBRA Zebra Technologies Corporation

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Planning Machining Intern
BMW Group
August 2019 - December 2019 (5 months)

Machining Planning Department BMW Hams Hall

Profound programming of a Universal UR10 and further BMW internal software (Comgage, PSS)
Creating of work instructions and work manuals
Integration of robot cell in a crankcase machining line
Troubleshooting and maintenance of robot cell
Translating of work instructions, inspection plans, presentations and meetings

Finance Working Student
Manpower
April 2018 - June 2018 (3 months)

Finance Department BASF on behalf of Manpower
Inventory at the BASF site Düsseldorf
Support for Asset Accounting
Analysis of unpaid invoices in the SAP system to avoid the loss of discounts and overdue fees
Support of users regarding the invoice approval process
Contact suppliers to implement electronic invoices
Creation of analysis charts and presentations for the management team

Finance Intern
BASF
August 2017 - October 2017 (3 months)

Troubleshooting Purchase to Pay Process

Analysis of unpaid invoices in the SAP system to avoid the loss of discounts and overdue fees
Support of users regarding the invoice approval process
Contact to suppliers to implement electronic invoices
Creation of analysis charts and presentations for the management team

Education

Publications