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Unternehmen mit einer hohen Nettomarge verdienen viel Geld, was meiner Meinung nach in steigenden Kursen münden sollte. Zur Bewertung soll mehrheitlich das KGV/PEG als Maßstab der Bewertung mit herangezogen werden, obwohl ein hohes KGV in der Regel kein Ausschlusskriterium sein sollte. Zeitweise besteht auch die Möglichkeit Aktien mit einer, meiner Meinung nach, attraktiven Dividendenrendite oder ansprechenden Fundamentaldaten einzustreuen. Der Fokus soll dennoch auf der Nettomarge liegen. Der Anlagehorizont soll grundsätzlich mittel- bis langfristig sein. Best Case für mich wäre, dass es nie zu einem Verkauf kommt. 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