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Digitales
Value Investing
aus Liechtenstein
Warren Buffett Estably

Der Preis ist, was man bezahlt.
Der Wert, was man bekommt.

- Warren Buffett

Modern

Value Investing

Made in Liechtenstein

The price is what you pay.
The value, what you get.

Warren Buffett, Value Investor

Investment principles

This is the basis of our investment philosophy

Concentrated instead of broadly diversified

This approach allows us to Analyse companies down to the smallest detail and identify companies with the characteristics we are looking for.

Focus on high-quality, high-growth companies

Our focus is not only on high-quality companies, but also on high-growth companies.

Buy and Hold

As long as our fundamental investment thesis in the companies holds up, we will hold on to the holdings and allow for higher fluctuations in the share price.

No market timing

Since market timing does not work sustainably and hedging cannot therefore be successfully targeted, we refrain from doing so altogether.

Global approach without overweighting the home market

We have a global investment approach and avoid overweighting the home market of Europe.

Crisis-proof companies

We invest in companies that can generate above-average returns over the long term and still have a high degree of crisis protection in fundamental terms.

Modern Value Investing

Investing like Warren Buffett

Whereas in classical value investing according to Benjamin Graham, the undervaluation of a company alone was decisive for a purchase, Graham’s disciple Warren Buffett, together with his partner Charlie Munger, expanded the strategy to include other influencing factors.

The result was a more modern variant of value investing, on whose basic principles we also make our investment decisions. In addition to an attractive valuation, the factors considered include a high-quality business model, long-term competitive advantages and future growth prospects.

How does value investing work?

Every company traded on the stock exchange has a share price and an “actual” value. We analyse potential companies down to the smallest detail to determine as accurate a value as possible. If the share price is lower than the value, an investment is attractive to us, as we assume that the price will adjust to the value in the long term.

What returns are possible?

Successful value investors regularly succeed in outperforming the market – i.e. the average – over a long period of time. Unlike ETFs, we are not tied to an index – this opens up a much broader field of possible investments. Even in the event of an unfavorable development, we are not forced to frantically hold on to certain stocks.

Why doesn't everyone invest according to this strategy?

Besides a lot of experience and excellent analytical skills, value investing also requires courage and patience. Courage not to simply hide behind a stock index, but to deviate from it. Patience because an approximation between actual value and current price takes time and does not happen overnight.

Investment process

This is how a company makes it into our portfolios

Step 1
Analysis

In order to get to know a potential company inside and out, we research for months. In addition to hard facts such as balance sheets and key figures, we are particularly interested in soft factors that cannot be measured by numbers. Among other things, we attach importance to:

Step 2

Valuation

In the next step, we determine the “actual” value of the company and compare it with the current price (= share price).

If the price is below the actual value, we exploit the difference for an investment, as we assume that the share price will adjust to the actual value in the long term. True to the motto “The price is what you pay. The value is what you get.

Step 3
Monitoring

Once a stock has made it into our portfolios, we keep a close eye on our investment in order to react to changes in the competitive environment, management, or stock price.

If the price of a share drops, but we remain convinced of the company, we may use the drop in price to buy even more of the stock at a bargain price.

Do you want to know more about our strategy?

Risk management

"Safety margin" concept

Our risk management already starts with the selection of our companies. We prefer to invest in companies that have already been able to survive major crises unscathed in the past or have sufficient liquid assets to master future ones as well. In addition, the “safety margin” concept ensures that each share in your portfolio has a sufficient safety cushion. This cushion is created by the difference between the share price and the actual value of the company. The more undervalued a company is according to our analyses, the more likely it is to weaken (for example in times of crisis) in order to still be profitable.
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Awards

Multiple performance winner thanks to modern value investing

geldanlage-digital.de siegel september 2023

geldanlage-digital.de

Performance winner 12 months (09/2023)

Estably Performance

geldanlage-digital.de

Performance winner 12 months (07/2021)

brokervergleich.de Estably Siegel Performance Sieger

brokervergleich.de

Performance winner testphase VI

brokervergleich.de Estably Rendite-Risiko Verhältnis Sieger

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Best risk-return ratio

Rely on the proven investment strategy

As the only digital asset manager that focuses on single stock-based value investing, we make you part owners of outstanding companies that are trading below their value on the stock market.

Take a look at our investment strategies for more detailed information.

About our value investing strategies:

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