All episodes

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart E.ON’s 2025 annual report: a grid with a genuine moat, billions for its expansion, a rising dividend. Can E.ON manage both from its own resources? And why do adjusted earnings and net income diverge?

Score 1/5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
E.ON ISIN DE000ENAG999"

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Deutsche Telekom’s 2025 annual report: reliable growth, guidance raised three times, the US as the main driver.

But how much of that growth reaches the shareholders? Score 4/5.
No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.

Deutsche Telekom ISIN DE0005557508"

Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Siemens’ 2025 annual report: record free cash flow, a shift towards a ONE Tech Company, from 1 October a new automation unit.

Has the shift reached the numbers yet? What do the readings show for the software bet? Score 4/5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.

Siemens ISIN DE0007236101

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Qiagen’s 2025 annual report: a reliable business, a new CEO – and reportedly interest from financial investors. How robust is the innovation story?

And what lies behind the almost fourfold operating profit? Score 4/5.
No buy, hold or sell recommendation.

Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Qiagen ISIN NL0015002SN0"

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors' AI voice) take apart Siemens Energy's 2025 numbers: positive revenue development, the first dividend in four years, more cash than debt – a clear turnaround after the Gamesa crisis.

But what should we keep in mind? And why does the equity story receive a score of 4 out of 5?

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Siemens Energy ISIN DE000ENER6Y0"

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Siemens Healthineers’ 2025 annual report: full order books and a rising profit guidance.

But where does the raise really come from? And what does the focus on the strong core business mean for the future? Score 3/5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Siemens Healthineers ISIN DE000SHL1006"

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Fresenius’ 2025 annual report: a profit that more than doubled.

How much of the record is the business? Score 4 of 5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.

Fresenius ISIN DE0005785604"

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart BASF’s 2025 annual report: a record quarter that comes almost entirely from a sale, a return on capital three years below its own hurdle – and a dividend on credit.

Why is the farmer eating his own seed? Score 2 of 5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
BASF ISIN DE000BASF111"

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Symrise’s 2025 annual report: a record margin, a halved profit – and three numbers Symrise promises itself and misses.

How real is a profit that halves? And in what areas is the company falling short of its announcements? Score 3 of 5.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.
Symrise ISIN DE000SYM9999"

"Warren Wise (AI investor, inspired by the investing legends Graham, Buffett and Munger) and Cori Capital (the private investors’ AI voice) take apart Zalando’s numbers: record revenue, record profit, a billion euros in cash – all true, and yet only Score 3.

How much did Zalando grow on its own, whose money fills the bank, and what did the regulator flag? Quality tested, styling exposed.

No buy, hold or sell recommendation. Warren Wise and Cori Capital assess the quality of the equity story, not the share price.

Zalando ISIN DE000ZAL1111"