Insights · Small Cap Investing
Everything on Small Cap Investing
1 insight · 1 episode
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German small and mid-caps like KSB and Scout24 are undervalued due to low institutional attention and strong fundamentals. KSB benefits from the resource boom, while Scout24 trades below its historical fair value multiple.
Impact: These stocks offer attractive entry points for value investors, with potential for re-rating as institutional interest grows and fundamentals improve.
— from Market Rotation, Crypto Capitulation, and German Small-Cap Opportunities · Buy The Dip· Feb 15, 2026