Important info from last week's #validation series ℹ️
Only #Strabag receives a red light on balance sheet optionality, but checking against other metrics will give us a more complete picture. ⚖️
Graph below doesn't say a thousand words?
Read the blog post instead: https://thebarnblog.substack.com/p/money-well-spent
#TheBarnBlog #Validation #Investing #ValueInvesting #FinancialAnalysis #Markets
Who’s In 🛠️
#Strabag and #Vinci move on, each strong, but in different ways.
Both show promising value potential despite contrasting strengths across metrics.
(2/5)
Company Insights 🛠️
🟢 #Strabag leads, beating WACC by an average 26pp.
🟡 #Acciona grows revenue but struggles to convert it into shareholder value.
Margins are tight here – one percentage point can shift the whole picture!
(2/5)
Company Insights 🛠️
Here’s the snapshot:
🟢 #Eiffage, #Vinci, #BalfourBeatty, #Strabag → positive earnings growth and reasonable P/E ratios.
⚠️ #NCC (pure-play) → solid industry, but above implied fair value.
⚠️ #Acciona → renewables exposure + valuation pressure = overvalued on #PEG.
(2/5)
2015-2019 performance:
Before diversification, Acciona’s revenue growth was a modest 2.4%.
Meanwhile, #Strabag delivered stable, low growth in both periods, showing that consistency can also yield solid share price gains over time.
(4/5)
Ist eigentlich schon mal jemandem aufgefallen, dass ca. alle 7 Jahre #Russland ordentlich eskaliert bzw. dass da etwas passiert?
Im Jahr 2000: #Putin wurde zum Präsidenten gewählt
Um das Jahr 2007: Hawara von Putin wie #Deripaska kaufen sich im Westen ein (z.B. #Rasperia -> #Strabag)
1/x
(Alemania) Los bellos incendios de abril en Múnich
Extraído de Sans Nom y traducido por Informativo Anarquista
La oleada de represión (registros, citaciones y detenciones) contra el entorno anarquista de Múnich a fina
https://informativoanarquista.noblogs.org/post/2025/05/14/alemania-los-bellos-incendios-de-abril-en-munich/
# #Acciones #Acciones #Alemania #antiextractivista #AtentadoIncendiario #InfraestructuraCrtica #maquinaria #munich #strabag anarquista informativoanarquista
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Wiener Pirat 🏴☠️
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