Is Europe becoming uninvestable?

[cubsfan]

"Demography is destiny" - that's the favorite excuse for the failings of the progressives.

 

Open borders are part of the liberal socialist ideology. It's easier to import new voters than it is

to face up to their failure to take care of the existing population. 

[james22]

"Suicidal empathy"

[TwoCitiesCapital]

4 hours ago, cubsfan said:

"Demography is destiny" - that's the favorite excuse for the failings of the progressives.

 

Open borders are part of the liberal socialist ideology. It's easier to import new voters than it is

to face up to their failure to take care of the existing population. 

 

So if the secret liberal rationale for open borders is importing new voters

 

Is the Republican rationale for forcing women to have unwanted babies to provide low-labor cost workforce for the sweatshops they want to bring back from overseas? 

[fareastwarriors]

23 hours ago, Spekulatius said:

European stocks I have bought recently:

HO.PA (Thales)

BNR.DE / BNTGY (Brenntag)

APR.W (auto retail)

EVO.ST (Evolution)

JDEP (coffee, tea)

ELIS.PA (uniforms, laundry service)

UD.MI (Unidata)

 

Most are smallish positions or adds,

 

Thanks @Spekulatius . How many positions do you have in your portfolio, including the smallish ones? Seems like a lot to monitor.

 

[Spekulatius]

17 minutes ago, fareastwarriors said:

 

Thanks @Spekulatius . How many positions do you have in your portfolio, including the smallish ones? Seems like a lot to monitor.

 

Roughly 40. Much of the above are adds. I don’t monitor every position all that closely, just check on them bi-annually when earnings come out or there is a large movement in the shares.

 

Brenntag - I have owned many times over the years and typically I sell the shares as they tend to run with chemical stocks.
 

Unidata is one I owned almost sind the IPO in 2020. Sold some when it really went off and have been adding back lately. It’s one of the cheapest stocks I am aware off.

 

APR - I bought some in one account in 2022 during the Ukraine war doldrums and my limit order back then missed in another. It’s a pretty good business and I like it a lot and shares have come down, so I felt it time to add some.

Edited Thursday at 12:50 AM by Spekulatius

[james22]

51 minutes ago, Spekulatius said:

Roughly 40.

 

You screen for them?

 

Have you looked at custom indexing?

[james22]

 

[cubsfan]

1 hour ago, james22 said:

 

 

Nice chart - so, yeah, contribution has got nothing to do with culture. NOT

[Kizion]

30 minutes ago, cubsfan said:

 

Nice chart - so, yeah, contribution has got nothing to do with culture. NOT

 

Nope, imagine the kind of NA or French guy going to Denmark or The Netherlands - it will be a well educated one, which has a very attractive job offer to shift from one rich, well developed western country to another. 

 

Imagine the kind of African, or Turkish guy that goes to those countries - he doesn't speak the languague, is not well educated, ... So even if he finds a job, imagine the pay he would get. 

 

This is really the most frustrating topic on CoBF and mainly due to NON-EU citizens who think to know it all, show zero empathy for immigrants and are just racist. 

 

But as you like to refer to "research" - you maybe shouldn't just only look at a graph, totally out of context, from X but actually read the research itself. As I don't want to spend to much time on it, I read only the Dutch research article. But just to give a bit of nuance, if you don't look at the country of origin but to education level, the only levels with a positive contribution are those with a quite high education level (which is more likely in NA or French citizen, right?). If you look towards motive, the only ones that have a positive contribution are those that migrate for work puposes, which is also more likely for a French or NA citizen, right? 

 

No no no, if they are born at a certain place in the world they are per definition just lazy. If you see someone that's a bit brown or black, he will be a criminal. If he's brown and a muslim, don't come to close, he will blow up every second! 

 

I have to say, you have made a nice imaginary world for yourself! 

Edited Thursday at 04:04 PM by Kizion

[cubsfan]

1 minute ago, Kizion said:

 

Nope, imagine the kind of NA or French guy going to Denmark or The Netherlands - it will be a well educated one, which has a very attractive job offer to shift from one rich, well developed western country to another. 

 

Imagine the kind of African, or Turkish guy that goes to those countries - he doesn't speak the languague, is not well educated, ... So even if he finds a job, imagine the pay he would get. 

 

This is really the most frustrating topic on CoBF and mainly due to NON-EU citizens who think to know it all, show zero empathy for immigrants and are just racist. 

 

Being the son of a hispanic immigrant, I am quite used to virtue signaling clowns that refuse to acknowledge the destruction of their culture. My wife, being French, with all of her family living near the German/Swiss/Belgain borders - keeps me quite informed about France.

 

It's been mentioned many, many times on this very thread that when you import huge amounts of the wrong kind of immigrants - radicals - you are in big, big trouble. The right kinds are those immigrants that respect the culture of the host and obey the laws of host.

 

But you go right ahead and call those you do not agree with racist and unsympathetic.

It's obviously the best you can do - to try and shut up any discourse.

 

What is playing out in much of Europe today is a warning the the USA. We want no part of it.

[james22]

1 hour ago, Kizion said:

Nope, imagine the kind of NA or French guy going to Denmark or The Netherlands - it will be a well educated one, which has a very attractive job offer to shift from one rich, well developed western country to another. 

 

Why are those countries rich and well developed?

 

Why aren't non-Western countries?

[Kizion]

1 hour ago, cubsfan said:

My wife, being French, with all of her family living near the German/Swiss/Belgain borders - keeps me quite informed about France.

if they look at the world through the same glasses as you, I fully understand they talk your language and you hear exactly what confirms your understanding. 

 

I don’t expect a growth mindset in you or people that share your ideas, as your ideas are the perfect illustration of that. So I will again start ignoring this part of CoBF again. 

[Dinar]

2 hours ago, Kizion said:

if they look at the world through the same glasses as you, I fully understand they talk your language and you hear exactly what confirms your understanding. 

 

I don’t expect a growth mindset in you or people that share your ideas, as your ideas are the perfect illustration of that. So I will again start ignoring this part of CoBF again. 

In your opinion, growth mindset is expecting a leopard to change his spots.  Koran specifically calls for death and subjugation of all non-Muslims.  

[cubsfan]

2 hours ago, Kizion said:

if they look at the world through the same glasses as you, I fully understand they talk your language and you hear exactly what confirms your understanding. 

 

I don’t expect a growth mindset in you or people that share your ideas, as your ideas are the perfect illustration of that. So I will again start ignoring this part of CoBF again. 

 

The difference between you and me - is you make excuses for radicals. I don't make excuses for criminal hispanic that cause so much trouble in America - neither does my 100% hispanic mother. 

 

My mother came here with no money, respected the laws of the host. She saw how different her dictatorial corrupt little banana republic was than the United States. She experienced some racism, but in general, Americans were wonderful to her. She studied English hard and studied hard to become an American citizen. It took years. She always say - besides the birth of her 5 children - her proudest moment was becoming an American citizen. She didn't go out and join "La Raza" (the Resistance), or any other radical resistance group. She didn't break the laws and join violent protests. She loves her homeland and hispanic culture - but treasured the magnanimity of her host country. She assimilated.

 

She did not try to change the United States into the country she was fleeing by spitting in the face of America.

 

That's the only difference between you and me.

[Dalal.Holdings]

The rules of the Soviet Union never apply to the party elite:

 

 

 

[Sweet]

 

[Sweet]

 

It’s just insane what we are doing in Europe

[Dalal.Holdings]

16 minutes ago, Sweet said:

 

It’s just insane what we are doing in Europe

This is amazing! Pretty soon Chinese carmakers will be subsidized by both Beijing and Brussels!

[Dinar]

2 hours ago, Dalal.Holdings said:

The rules of the Soviet Union never apply to the party elite:

 

 

 

All animals are equal, but some are more equal than others!

[Gregmal]

And people wonder why US trades at 25x….

[Sweet]

36 minutes ago, Gregmal said:

And idiots wonder why US trades at 25x….

fixed it for you lol

 

[james22]

TINA

[Charlie]

DAX at new all-time high:

 

https://www.comdirect.de/inf/indizes/detail/chart.html?timeSpan=1D&ID_NOTATION=20735#timeSpan=SE&e&

 

Investors seem to deny the question of this thread. 

 

I liked how Volkswagen made a good agreement with their employees 1 months ago that nobody get fired and 

in exchange they get 5 year no wage increase. Very good agreement.