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r/valueinvesting
Is this a Rheinmetall Opportunity?
Investor summaryBullish
Rheinmetall dropped 19% on canceled shipbuilding plans, but the author sees it as a buying opportunity since the actual profit impact is minimal.
Bull points
- The actual profit loss from the canceled shipbuilding plans is not significant.
- The 19% drop presents a good buying opportunity for a great stock.
Bear points
- The stock might still be too expensive despite the 19% drop.
RHM价值 / 回购
Post body
19% Down Today due to Germany scrapping ship building plans with them.
Actual lost profit isn’t that significant however.
Good opportunity to get into a great stock, or still too expensive, what do you think?
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