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    Felix Ziegler

    Research Analyst at Felix Investments

    Felix Ziegler is an Analyst at Felix Investments, specializing in equity research across the technology and consumer goods sectors. He actively covers companies such as Apple, Tesla, Alphabet, and Procter & Gamble, with an investment track record highlighted by a success rate exceeding 65% and consistent above-market returns recognized by platforms including TipRanks. Since starting his financial career in 2016, Ziegler has held analyst roles at boutique investment firms and joined Felix Investments in 2022, where he has developed expertise in growth stock analysis and portfolio strategy. He holds FINRA Series 7 and 63 licenses, demonstrating his commitment to professional standards and regulatory compliance.

    Felix Ziegler's questions to Nano Dimension (NNDM) leadership

    Felix Ziegler's questions to Nano Dimension (NNDM) leadership • Q3 2024

    Question

    Felix Ziegler from Felix Investments challenged the M&A rationale, questioning the integration of past acquisitions and the logic of buying cash-burning companies like Desktop Metal and Markforged based on a low sales multiple.

    Answer

    Executive Yoav Stern strongly refuted the premise, stating that past acquisitions saw 29% organic growth and improved margins. He defended the current strategy as a classic M&A approach: acquiring valuable technology and customer bases at a low price and creating value through synergies, management changes, and a focus on profitability. He asserted that unprofitable business lines from the acquired companies would be discontinued to improve the combined entity's gross margin, creating significant shareholder value.

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