Paul Dutz @pauldutz

M. Sc. Business Student from Northern Germany, now doing M&A at CHAPTERS Group. Passionate about lifelong learning and investing. seekingalpha.com/article/473208… Hamburg, Deutschland Joined March 2014

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Paul Dutz @pauldutz

3 weeks ago

M&A Guidance „We should not predict that. I think it's very dangerous to put targets or we should always be willing to walk away if we don't feel comfortable, fully confident, because when we buy a company, we're going to keep it forever, and it's a big obligation from our side“

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Paul Dutz @pauldutz

3 weeks ago

Great way by Lifco to showcase both the resilience of its Dental businesses, and the ability to buy and build new clusters. Remarkable advantage of industry-agnostic and decentralized M&A.

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Paul Dutz @pauldutz

3 weeks ago

1. Focus on management quality at subsidiary level 2. Build clusters of „differentiated companies“ (niche-leaders): „We are willing to sacrifice situations where there is more competition or where we cannot be as special as we want to be.“ 3. Long-Term: „multi-decade project“

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Paul Dutz @pauldutz

3 weeks ago

@stonkmetal This Q2 now is the first time they separately reported Environmental and Transportation (Systems Solutions before) :)

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Paul Dutz @pauldutz

3 months ago

Interesting angle on decentralization and keeping authority close to the customer: “Here's the point: the bigger Wal-Mart gets, the more essential it is that we think small. Because that's exactly how we have become a huge corporation—by not acting like one.”

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Paul Dutz @pauldutz

3 months ago

Walmart: 1970: $31 million sales with 32 stores 1980: $1.2 billion sales with 276 stores 1990: $26 billion with 1,528 stores „Procter & Gamble sells more product to Wal-Mart than it does to the whole country of Japan.“

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Paul Dutz @pauldutz

3 months ago

@NicoperJES Puh that’s probably true, but great to learn from. Also not likely to achieve these results without trying hard and accept that mistakes will happen.

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Paul Dutz @pauldutz

3 months ago

A topic that should resonate with every investor pursuing to hold little pieces of great businesses for the long term! Looking forward to read it!

Eddie Palmgren @edisonpalmgren

3 months ago

What started as a fun idea two years ago has now taken physical form: A book about surviving the journey of being an investor, with all the temptations and detours along the way. Written by @chriswmayer, edited by me, published by Partners Media.

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Paul Dutz @pauldutz

4 months ago

Q1 results from Kering so good they had to hide Bottega and Saint Laurent in the F&L segment. Also just crazy to see Gucci still falling and the next quarter of „restrengthen focus“ and „new collections rolling out“.

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Paul Dutz @pauldutz

4 months ago

Cucinelli with impressive 14% YoY CC growth in sales. Key drivers were Americas with 20% and also Asia with almost 18% YoY. Will be interesting to see what Hermès presents next Wednesday, but I find Cucinelli’s results without a Birkin-like backlog even more impressive.

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Paul Dutz @pauldutz

8 months ago

Wrote a new update report on Momentum Group AB $MMGR-B for SA. Been a while since I've written about a serial acquirer, but I had some time and compiled a little update on this years results and the current valuation. seekingalpha.com/article/485252…

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Paul Dutz @pauldutz

8 months ago

Reading the basics again, this time with a beautiful view in France 🇫🇷 „stay away from businesses without favorable and durable economic and competitive characteristics“ Rereading such simple phrases, I‘m thinking that I still have to learn a lot.

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Paul Dutz @pauldutz

8 months ago

Great stuff, always worth a read! Recommend checking it out!

Michael Gielkens @MichaelGielkens

8 months ago

We are pleased to share that we have launched a dedicated website for all our articles and updates. We have moved away from our previous layout to a platform that allows us to structure our content more effectively. The new environment is designed to make it easier for you to

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Paul Dutz @pauldutz

10 months ago

@max_katzenstein Such a simple concept of a playbook, yet so hard to sustainably grow a mature business at 10% p.a.! Even harder to replicate the track record of Halma in this regard…

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Paul Dutz @pauldutz

10 months ago

@NicoperJES Maybe they saw Jack Henry, thought it’s liquor and send it down like Pernod and Diageo…

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Paul Dutz @pauldutz

10 months ago

At least for me, similar to the Loro Piana issue, the headline of discounts, cheap production or abuse are the ones sticking in my mind when visiting a store the next time. And no matter how small, unintended or short the actual event was. We'll see how this shows in numbers.

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Paul Dutz @pauldutz

10 months ago

After the Loro Piana incident some months ago, this surely marks the next scratches on the facade of high-end luxury. And in addition to the accusations regarding the Russia business, the flashy images of heavily discounted items are particularly painful to BCs brand value.

Restructuring @Restructuring

10 months ago

Brunello Cucinelli is usually described as a “philosopher-saint” and a man who leads his company based on his philosophy of "Humanistic Capitalism.” Activist hedge fund Morpheus Research released a bomb today claiming: 1) Cucinelli’s Substantial Ongoing Russian Business 2)

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Paul Dutz @pauldutz

10 months ago

@MichaelGielkens Looks great, enjoy your trip!

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Paul Dutz @pauldutz

12 months ago

@SleepwellCap Mmh, I haven’t checked their store in Florence, only some book stores that were recommended to me. I mean that’s a good reason to come back to Italy sooner than later :)