Prof. Dr. Max Otte presented his in-depth investment theses on Banco Espirito Santo (Lisbon: BES), Banco Popolare (Milan: BP), Boursorama (Paris: BRS), Comdirect Bank (Frankfurt: COM), Fuchs Petrolub (Frankfurt: FPE), K+S (Frankfurt: SDF), Neopost (Paris: NEO), Salzgitter (Frankfurt: SZG), Statoil (Oslo: STL), Telefonica (Madrid: TEF) and Total (Paris: FP) at European Investing Summit 2013.
There are still good bargains in Europe, but much more difficult to find than last year. Investment ideas that Otte considers still worth a look include (in alphabetical order): Banco Espirito Santo, Banco Popolare, online-based banks Boursorama and Comdirect Bank, Buffett-like compounder Fuchs Petrolub, K+S, Neopost, Salzgitter, Statoil, Telefonica and Total.
About the instructor:
Max Otte, Ph.D. is one of the most prominent academics in the field of value investing. Having received his doctorate degree from Princeton University, he became professor of corporate finance at Fachhochschule Worms in Germany in 2001. In 2011, Max became professor of quantitative and qualitative business leadership at the Karl-Franzens-University in Graz. He is also founder of an independent financial advisory firm and a center for value investing in Germany, as well as author of the German bestseller Der Crash kommt. The latter was published in 1996 and predicted the financial tsunami caused by the implosion of the U.S. subprime sector. More recently, Max has authored the books Stoppt das Euro-Desaster! and Endlich mit Aktien Geld verdienen.
Members, log in below to access the full session.
Not a member?
Thank you for your interest. Please note that MOI Global is closed to new members at this time. If you would like to join the waiting list, complete the following form:
About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
More posts by MOI Global Editorial Team