Jan Racker has asked us vacation is about traveling and visiting new countries have you ever found some new product services that made you research the company and then invested them yeah I think Tula Tula is a great example. If one stock would go bust entirely I would lose 4 5%. The other rest of the portfolio will hopefully with their 7% annualized growth cover the loss.
In today's show, we are discussing our thoughts about Macro numbers and the news around it. We get often questions about this so we felt that it was about time to spend a little bit more time on this to explain our thoughts.
Besides this, we discuss earnings from Ahold Delhaize, Allianz and Siemens. Last but not least, we address many of your questions.
Enjoy the pod and C U on the inside!