Cohen asked us what are your thoughts about the last quarterly results of Beatrice? Yeah so here again I studied them as well via Tris and I must say Kun it's a bit hard to grasp them. Free cash flow numbers are still good the company based on that is still very very low priced. Yattas, they're really transitioning their business so it's kind of a portfolio management business at the moment.
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!