"What if...there is a Ceasefire in Ukraine?" - Part V

New European Name addition

We have been early in buying beneficiaries of a possible Ceasefire in Ukraine and subsequently in buying beneficiaries of the German Fiscal Package (See here for the “Borsch Basket” in the BBBB-Barbell Portfolio ™️).

Shrubscribers have been very proactive in sharing great ideas that could be included in the basket.

I have been investing in Europe for almost two decades (sadly) and I thought I knew most of the companies here. So I must admit when shrubscriber Edoardo (@EdwardDiGi) pitched this stock, I was a bit embarrassed that I had never heard of it before, especially once I realized that this could be an important play for Europe going forward. We went back and forth with Edoardo, which led to a Shrub / Shrubscriber collaboration. Here it goes: