Fresenius medical care

June 13, 2022June 22, 2022 valueinvestor101Leave a comment

I have a small position in Fresenius SE & Kga, the holding company. Now I’m considering an investment in Fresenius Medical care. Here is my reasoning for this. First, some company background: Fresenius Medical care delivers dialysis services to its patients. It is the world’s largest dialysis company. 70% of its revenue comes from US… Continue reading Fresenius medical care

Portfolio changes

June 8, 2022June 12, 2022 valueinvestor101Leave a comment

For a change, I have been relatively active in the market. Most of the time I am just waiting. But now I have sold out of many of my old winners, often at 10 year highs. And I have been reinvesting my proceeds in new companies. Here are the latest changes: Facebook (new) Electrolux (new)… Continue reading Portfolio changes

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Month: June 2022

Fresenius medical care

Portfolio changes