CIO Insights – 12.10.2026
Keeping in mind contingency risk
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Themes and Thoughts
Our thoughts collected over the years provide valuable insights into our philosophy and help to understand how we invest.
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Interviews – 21.05.2025
YouTube Timo Baudzus Interview: These stocks are massively undervalued
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«As value investors, we consciously distinguish ourselves from the broad masses. We invest countercyclically and in the long term. »
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