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Principle-based investing
with a long-term perspective and reason
Ideas for active and passive investors
The past is history. The future is philosophy.
Investment blog
This page aims to provide food for thought for both active and passive investors. The basis is a clear investment philosophy, which serves as a compass and thus also as the brandname for this blog. Sources of inspiration include the thoughts and reports of successful fund managers as well as various data points.
- Date
16. January 2025
Markets 2025: “You can't predict, but you can prepare”
Vorbereiten, nicht vorhersagen: Über US-Dominanz, hohe Bewertungen, Diversifikation und antizyklische Chancen.
- Date
1. January 2025
Märkte 2024: Ein bewegtes Jahr ohne Richtungswechsel
Ein turbulentes Börsenjahr mit Altbekanntem: US-Tech dominiert, Rezession bleibt aus, Bitcoin boomt – die Musik spielt weiter.
- Date
10. October 2024
RTL share: Dividend instead of ratings record?
The sale of RTL's Netherlands business could offer shareholders a high special dividend - an exciting opportunity despite declining TV relevance.
Investment philosophy
The following applies to both a fulfilled life and successful investments: you can't do without principles! Fundamental guidelines and rules serve as the basis for investment decisions. They reflect fundamental values and help to maintain consistent standards - especially in challenging times.
On the right you will find five principles that underpin this blog and my own investment philosophy. I firmly believe that staying true to these principles is crucial for long-term investment success. Together they form a compass to navigate through periods of major uncertainty.
On the right you will find five principles that underpin this blog and my own investment philosophy. I firmly believe that staying true to these principles is crucial for long-term investment success. Together they form a compass to navigate through periods of major uncertainty.
Click on the graphic on the right to find out more!
About me
Investing is my passion. I enjoy the challenge of understanding complex interrelationships and their impact on individual sectors and companies. I am fascinated by the fact that even experts regularly fail with their predictions for the future and that unconventional opinions are often right. In this blog, I look at the investment philosophies of successful investors, among other things, and organise the thoughts that go through my head on this journey.
Dear reader,
My name is Johannes and I have been involved in the financial markets for many years. I bought my first shares at the age of 15 - without any idea, of course. In the years that followed, I acquired basic knowledge and came into contact with the philosophy of value investing, which has stayed with me ever since. During my studies at the University of St. Gallen, I headed the Investment Club and analysed Benjamin Graham's approach to the German stock market for my final thesis. As part of my Master's degree, I spent a semester abroad in Brazil, where I worked for a Brazilian value investing boutique. After my studies, I started working full-time as an analyst and portfolio manager at an asset management company near Frankfurt an Main that is known for its anti-cyclical investing. Today I am managing director of a small M&A firm and continue to follow the markets with my own small investment company and this blog.
Greetings from Berlin
Johannes
My name is Johannes and I have been involved in the financial markets for many years. I bought my first shares at the age of 15 - without any idea, of course. In the years that followed, I acquired basic knowledge and came into contact with the philosophy of value investing, which has stayed with me ever since. During my studies at the University of St. Gallen, I headed the Investment Club and analysed Benjamin Graham's approach to the German stock market for my final thesis. As part of my Master's degree, I spent a semester abroad in Brazil, where I worked for a Brazilian value investing boutique. After my studies, I started working full-time as an analyst and portfolio manager at an asset management company near Frankfurt an Main that is known for its anti-cyclical investing. Today I am managing director of a small M&A firm and continue to follow the markets with my own small investment company and this blog.
Greetings from Berlin
Johannes
Dear reader, mein Name ist Johannes und ich beschäftige mich seit vielen Jahren mit den Finanzmärkten. Meine ersten Aktien habe ich im Alter von 15 Jahren gekauft - natürlich ohne irgendeine Ahnung. In den folgenden Jahren vertiefte ich mein Wissen in diesem Bereich und kam mit der Philosophie des Value Investing in Berührung, die mich seither nicht mehr losgelassen hat. Während meines Studiums an der Uni St. Gallen leitete ich den Investment Club und untersuchte für meine Abschlussarbeit den Ansatz von Benjamin Graham für den deutschen Aktienmarkt. Im Rahmen meines Masterstudiums zog es mich für ein Auslandssemester nach Brasilien, wo ich für eine brasilianische Value Investing Boutique arbeitete. Nach meinem Studium stieg ich Vollzeit als Analyst und Portfoliomanager bei StarCapital (heute Teil von Bellevue AM) ein, einer für antizyklisches Investieren bekannten Vermögensverwaltung in der Nähe von Frankfurt. Heute bin ich selbständig als Gründer einer kleinen M&A-Firma tätig und verfolge die Märkte weiterhin mit meiner eigenen kleinen Investment-GmbH und diesem Blog. Greetings from Berlin Johannes
