About me

My father got me interested for stocks and the stock exchange trading when I was ten years old. This was a few years before the dot-com bubble burst and of course I didn’t understand anything that was going on. After high school I studied sociology and history at the universities in Freiburg and Bielefeld. My major fields of study were organizational sociology as well as economic sociology.

As investor my focus is on long-term investing and I search for undervalued companies to invest in. Hence I am trying to copy the investing styles of great investors like Warren Buffett, Charlie Munger, Peter Lynch or Monish Pabrai who all search for deeply undervalued companies to invest in for the long-term.

But I not just look at individual companies to invest in, but pay also attention to macro-economic developments as well as political discussions. Great investing is only possible by combining micro and macro perspectives. My thinking is shaped by authors like Ray Dalio and the German sociologist and philosopher Niklas Luhmann.

Seeking Alpha

Aside from this page I also write regularly for Seeking Alpha about different companies (mostly healthcare, technology and consumer goods), but also about portfolio strategies and macro themes. You can find a list of my latest articles on my Seeking Alpha author page. If you like, you can also follow me on Seeking Alpha to get notifications about any new articles as soon as they are published.

 

Seeking Alpha

Aside from this page I also write regularly for Seeking Alpha about different companies (mostly healthcare, technology and consumer goods), but also about portfolio strategies and macro themes. You can find a list of my latest articles on my Seeking Alpha author page. If you like, you can also follow me on Seeking Alpha to get notifications about any new articles as soon as they are published.