Posts tagged E-DREAMS
Takko, Tui, e-Dreams

The Germany lockdown is coming. Cabinet ministers have today agreed on a law to allow the Federal Government to intervene in areas where Covid-19 infections exceed 100 per every 10,000 inhabitants over a 7 day period (Incidence Rate). Please see the link to the map. This is the case

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e-Dreams

Please refer to our analysis of e-Dreams here.

The announcement for September confirms our CF modelling. However, as a levered bet on finding near-term a vaccine against Covid19, eDreams is becoming

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Wolfgang FelixE-DREAMS
Rotating the book - 11 names we like and a lot more we really don't

Below is an account of each of the names we follow and have begun work on in the context of Covid19 and Oil prices. Several names stand out as having become either uninvestible or outright attractive - already now.

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