Author

@aktienwelt360 aktienwelt360

grade Bcorporatex.com/aktienwelt360 ↗

German fundamental analyst doing deep bottom-up theses on quality compounders

Publishes long-form, metric-driven fundamental research and

trader score
+0.63
hit rate
67%
mean α
+0.51%
signals 14d
8

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 9 scored bets: 67% hit rate, +0.51% mean alpha, trader score +0.63. Their last-14d mentions, direction-adjusted, have moved +2.5% since posting (mean over 4 mentions with price data).

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28TTWO@aktienwelt360+0.55States GTA 6 launches November 19 and frames the release as a major benefit for TTWO investors.
2026-08-27·@aktienwelt360·Advocates owning real assets because inflation is expected to persist.·
2026-08-26NET@aktienwelt360+0.55Names Cloudflare as a company developing much faster than commonly appreciated.+5.2%
2026-08-24·@aktienwelt360·Presents a ten-year quality-investing framework based on margins, cash flow, and ROIC.·
2026-08-20MQ@aktienwelt360+0.62Argues Marqeta is operationally scaling and undervalued despite slower revenue growth.·
2026-08-19DIS@aktienwelt360+0.65Reports strong adjusted Disney results, a larger buyback and double-digit 2027 EPS growth guidance.+1.1%
2026-08-18AAPL@aktienwelt360+0.15Strong operations are offset by memory-cost pressure, margin risk, a CEO transition and ambitious valuation.+3.1%
2026-08-17PINS@aktienwelt360+0.45Presents a constructive monetization thesis while flagging stock compensation, dilution and cash-use risks.+0.5%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.