AVOID Conviction3/5 Analysis quality65/100 now
The analyst uses Bechtle as an example of a quality stock that was significantly overvalued in late 2021, with a P/E ratio over 40 compared to its historical average of 23. This led to a subsequent price correction of over 50%. The analysis suggests that buying at such high valuations, even for quality companies, can lead to substantial book losses.
“Bechtle ist eine deutsche qualitätsaktie... nichtdestotrotz es gibt ungünstige einstiegszeitpunkte insbesondere hier gegen Ende 2021 nachdem dann die Aktie eingebrochen ist regelrecht eingebrochen hat da über 50% an Wert verloren.”