Is the past preventing the future?

Due to a discussion that I started up with the famous Swedish blogger 4020 in the comments field of an article linking to an excellent interview he delivered at börspodden I ended up thinking a bit more on the topic and I decided to write this article. 

The reason is that I get the feeling that my past knowledge of companies and their products are blocking my future when it comes to investments. What were companies doing in the past when I first got to know them and what are they doing today? Are they still the same? Do they make the same products? What do I have in my mind that they are doing?

Stocks of Interest: August 2015

Last month I made one investment that I hope will turn out to be clever and a second one that were one of those Fredrik-contrarian-turnaround-within-ten-years-fingers-crossed moves. So to summarize that second one... maybe not so clever. The first one was that I decided to increase my position in MüRe which I did after the CEO had talked down the price and then gone shopping shares privately

and Gerry Weber I bought because on paper they are not doing bad, and the next generation is taking over the steering so hopefully nice improvements will occur and if not then it will be a bad investment. My biggest problem with the Gerry Weber investment is that there are hardly customers in the stores and that is never a good sign but the new CEO keeps buying shares month after month after month.

Summary of July 2015

The hurdle of being accepted to the Business Administration course has now been passed and I have even ordered the books that are needed for the coming semester. Hopefully I will find this of more interest than what I found the macro economics. Fui! Future will tell and very soon since time is flying!

I am now on vacation and as each year the possibility for me to write more articles during the vacation depends on if my neighbour still have not learned to block his WiFi. I will keep my fingers crossed!

DB report Q2 2015

My last article concerning DB was called two crooks got sacked and this happened during the running Q2 so any expectations for direct significant improvements we should forget. My biggest hope is that the new CEO is honest because from honesty a new future can be built. My direct thought when I saw the report was that... oh, my gosh... this is the biggest bank in Germany and for the running half year they hardly even manage to earn as much as one of the Swedish banks in a quarter. Embarrassing! Share price was up on the day of the release so at least analysts were happy.

German inside trading: July 2015

The classical monthly report on the the German managers doings and what nots during the month of July is finally here! My direct guess is that vacation has hit Germany because the activity have decreased to a more pleasant level. The biggest worries during July was not Greece but it has been China and every company with exposure to China have seen their share price decrease. So if you have BMW as an example... did the managers sell off their shares during this rumble?