April 7, 2017

RTL and Axel Springer now favorable thanks to Trump

Donald Trump has managed to achieve what many people thought was impossible: discrediting social news. Today, Obermatt CEO Dr. Stern only reads news that he's paying for or from sources whose editors he knows. Facebook friends and Twitter accounts that send him content from dubious sources are immediately unfollowed.

It’s a golden age for media companies! This is an important trend.

How should Facebook, Twitter, and YouTube editors separate the truth from fabrication? Algorithms can help weed out some content, but in the end, Dr. Stern trusts a human commentator more than a machine-generated website.

That's why he's delighted to see two media companies appear on the MDAX Top 10 list: RTL, with a focus on video and expansion plans for Asia, and Axel Springer, with a unique Cold War history and a focus on paid news and paid classified ads.

Both strategies make sense to him - which makes the decision more difficult. Even after numerous Google searches and hot discussions during our coffee chat, he still doesn't know which stock he likes better, RTL or Axel Springer?

So he'll try something new, which is buying both stocks.

This is contrary to his principle of , but after 43 purchased stocks, Dr. Stern thinks we can make an exception. Besides, it’s just 10,000 out of 300,000 francs, which is only 3% that we’re investing in stocks this time.

You can find the current state of the stock deposits on our Google Sheet. You can copy this sheet into your own Google Account and enter your own stocks there. You will immediately see if the Obermatt ranks for your stocks are good or bad. If you need an update of the ranks, you will receive a csv file free of charge in your weekly Obermatt stock update.

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