Fragestellungen, welche vor einer Investition zu klären sind, wären beispielsweise: Hat die Firma immer noch denselben Eigentümer wie zum Veröffentlichungsdatum des Buches? Hat sich Grundlegendes am Marktumfeld geändert? Wie haben sich Konkurrenzunternehmen entwickelt? Wurden angebotene Produkte obsolet/substituiert? All dies sind selbstverständliche Gedankengänge eines mündigen Investors, trotzdem sollen diese hier nicht unerwähnt bleiben.

Dr. Jakob hat in der Zusammenfassung ein gutes Werk verfasst, welches die Gedankengänge eines langfristig orientierten Investors anhand von greifbaren Beispielen aufzeigt - das Übertragen der Erkenntnisse auf die aktuelle Situation bleibt einem mündigen Anleger dadurch jedoch nicht erspart. Schwerpunkt des Autors sind Deutschland, Österreich und die Schweiz – ein gewisser „Home Bias“ bleibt bei der Lektüre somit nicht aus.

SMB-Meinung:

Ein durchaus gelungenes Buch, welches mit einer großen Anzahl an Aktienvorschlägen aufwartet. Einige der vorgeschlagenen Aktien haben durchaus großes Potential. Insbesondere, wer auf der Suche nach dividendenstarken Schwergewichten ist, kann durchaus einen Blick riskieren. Außerdem werden Aktien nach vom Autor ausgewerteten Schwerpunkten sortiert dargestellt, was einen zusätzlichen Mehrwert schafft. Teilweise legt der Autor den Schwerpunkt sehr auf die Schweiz, was nicht unbedingt negativ ist.

Book Presentation: Robert Jakob - 100 Fully Legal Investment Tips and Tricks

Summary:

In this book, Dr. Robert Jakob has put together 100 "fully legal investment tips," with which one could achieve considerable returns in the past. Also, a sensational title has (deliberately?) been chosen, which however does not do full justice to the book. On the contrary, various approaches, with which one can extrapolate future trends from current problems, are being revealed coherently. Conveniently, appropriate stocks are being recommended in the same chapter. For a potential investor, this is "light fare," since they are easy to comprehend; nevertheless, one has to be warned at this stage that a book can never display the most current information. As the capital market is very fast moving, the provided investment advices should absolutely be examined critically prior to an investment.

Questions that have to be resolved prior to an investment would be for instance: Does the company still have the same proprietor as at the publishing date of the book? Has anything fundamental changed in the market environment? How have rival businesses developed themselves? Have provided products become obsolete / been substituted? Although all of these are obvious trains of thought for a responsible investor, they still should not be left unmentioned in this article.

To summarise, Dr. Jakob has written a good work, which reveals the trains of thought of a long-term oriented investor through tangible examples - though a responsible investor is not being spared the application of the acquired knowledge to the actual situation. The focus of the author is on Germany, Austria and Switzerland - a certain "home bias" is therefore not absent in the reading.

SMB opinion:

A quite successful book, which entertains with a large number of investment recommendations. Some of the recommended stocks have quite a big potential. Especially those, who are looking for high yielding heavyweights, can absolutely afford to take a look. Moreover, the representation of the stocks follows their arrangement according to foci evaluated by the author, which furthermore adds value. Partly, the author puts a heavy focus on Switzerland, which isn't necessarily negative.