Bayer trading around a decade low - Is it an opportunity to buy or should we stay away?

In today’s video I want to dive a bit deeper into the mess of Bayer after the Monsanto acquisition. Clearly the stock market reacted quite negatively to another 3.3 billion provision for RoundUp litigation settlements..

But does this mean that it created a buying opportunity for us? Or should we clearly stay away from it?

I will answer both these questions today by sharing my thoughts on the situation and the impact on their valuations

So stay tuned and don’t forget to subscribe to this channel and hit the like button.

See you on the inside!

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00:50 - How I evaluate a stock
05:10 - A brief history of the Bayer / Monsanto acquisition
11:22 - Bayer's litigation settlements plan going forward
12:36 - Impact of the acquisition on their numbers
15:21 - Brief overview of Q2 2021 earnings
16:42 - My fair value assessment of Bayer, using several different assumptions / scenario's
22:15 - My conclusion about whether Bayer is investable

Discounted Cash Flow template with Bayer numbers:
https://docs.google.com/spreadsheets/...

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