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Tweedy, Browne Fund - Deutsche Post: Generating A Consistent 20%+ ROE

Aug. 02, 2022 11:46 PM ETDeutsche Post AG (DHLGY), DPSTF3 Comments
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Fund Letter Stock Ideas


  • Since 2013, DHL Express has improved its segment operating margins by nearly 900 basis points, and grown its volumes by 8% annually.
  • Deutsche Post’s freight forwarding segment has struggled.
  • Due to the DHL Express business, DPSTF operating margins have improved by over 400 basis points, and the company has now generated a consistent 20%+ ROE.

DHL delivery van parked on a street in Germany


The following segment was excerpted from this fund letter.

Deutsche Post (DPSTF, DPSGY)

Deutsche Post is a logistics conglomerate based in Germany with leading, global positions in most of its businesses. The company is named after its German Post (mail) and Parcel

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Comments (3)

The Dutch Investor profile picture
Great company and quire cheap right now! Long Deutsche Post!
Purewater profile picture
King Larry
KTValue profile picture
Long Deutsche Post
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