DHLGY - Deutsche Post: The Upside Is Still Over 16% Per Year

2025-08-28 12:56:43 ET

Sometimes you invest in a company that has incredible quality and history, but that company fails to return market-beating rates of profit despite buying it at what you view being a "solid" or even cheap price. Such was the case with my stake in Deutsche Post ( DHLGY ). This company has a position in the world logistics market that is matched only by UPS ( UPS ) and FedEx ( FDX ), one of these other companies I also own. In my last article, which is now almost exactly a year old , I submitted to you a performance of 30% in 2 years. This was "okay", 15% per year inclusive of dividends, nothing to "write home about". Since that year, the company has once again developed "okay" in that it was 15% or above, but not market-beating, because the SPY is up more than that....

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