In this interview with TransparentShare, Heiko Thieme, the stock market expert, talks about his contrarian strategy, clear buying and selling rules, and why transparency is crucial on the stock market today.
„I only buy what nobody wants.“, That’s what Thieme says, describing his consistently contrarian approach. He has been active on the stock market for over 50 years, was named the best fund manager in the USA, and now reaches around 200,000 people on Instagram.
Here you will find the most important content from the interview, including the strongest original statements, summarized in an easy-to-understand way.
Watch the full Heiko Thieme interview
You can find the full interview with Heiko Thieme here on YouTube. Sorry, but it is only available in german.
For the full Heiko Thieme interview, see YouTube.
Table of contents for the Heiko Thieme interview
- What has changed in 50 years of the stock market, and what hasn't?
- What is Heiko Thieme's third strategy?
- Why does he deliberately start with a loss and rejoice when prices fall?
- How does the 20 percent rule work when buying?
- How are the three purchase tranches created?
- How does the 25 and 35 percent rule work when selling?
- Why did TransparentShare convince Heiko Thieme?
- What should young investors absolutely keep in mind?
What has changed in 50 years of the stock market, and what hasn't?
Heiko Thieme describes the biggest change very clearly:
„A lot has changed, especially the technology."
From fax machines and messengers to Bloomberg, Instagram, and data-driven analysis: the pace has increased dramatically. But what remains is the fundamental mechanics of the markets: expectations, fear, greed, and ultimately, the question of whether a price is attractive.
What is Heiko Thieme's third strategy?
The one-third strategy is a counter-cyclical method in which a position is built up gradually in three tranches, instead of investing everything at once.
The logic behind it: Nobody can hit the absolute bottom. That's why the position is built up step by step.
Heiko says something to the effect of: „There's no bell ringing at the stock exchange when the bottom is reached."
Why would a professional deliberately start with a loss?
One of the strongest statements in the Heiko Thieme interview is:
„When I have built up a full position, I have an average loss of approximately 15%."
For beginners, this might sound unusual at first. For Thieme, it's a logical approach: those who buy counter-cyclically buy during weakness. And weakness almost always feels wrong at first.
How does contrarian investing with the 20 percent rule work?
Heiko Thieme observes stocks particularly closely when they have fallen significantly from their highs:
„For me, this means in plain terms: I look at companies that have fallen by at least 20 percent from their most recent peak."
The underlying principle is this: Many stocks become "too expensive" after strong price increases. Only when the price falls back do they become interesting again.
His important addition is: Do not buy or add to shares blindly, but only if the fundamental quality of the company is right.
How are the three purchase tranches created?
He explains it using an example, showing at what prices he buys a share.
- The stock reached a peak of €100.
- If the stock falls by 20%, it will be added to the watchlist. If the company's fundamental quality is then sound, the first tranche will be purchased at a price of €80.
- If it falls by another 15 %, more will be bought, e.g. at ~68 €
- If it falls by another 15 %, the third tranche will be purchased, e.g. at ~57 €
Goal: To lower the average price without going "all-in" from the start. The The average price of the three tranches is then around €68.
When does Heiko Thieme sell? Is it the 25 and 35 percent rule?
Thieme also adheres to a rules-based approach to sales. Basis for sales decisions is the average starting price of the three tranches. In this example, €68.
- at +25%: sell the first third
- at +35%: sell the second third
- Last third: "Casino card". Secure with a stop-loss and let the trend run.
His point: Even a profit of 25–35% is above what many achieve in the long term, and then you can take the risk out.
Why did TransparentShare convince Heiko Thieme?
The Heiko Thieme interview makes clear what convinced him about TransparentShare. For him, one point is paramount:
„As the name suggests: transparency."
Assessments must be transparent and documented. Decisions should be based on facts, not wishful thinking or short-term trends.
When asked how he would describe TransparentShare in one sentence, he replies:
„Fundamental data in a concise form and a clear statement: buy, hold or sell."
Thieme considers it particularly important that all companies are analyzed according to the same criteria. This objectivity creates comparability and helps to reduce emotions in the decision-making process.
He also uses TransparentShare himself in his analysis process. He reviews the valuations weekly and combines them with his own contrarian strategy.
„I'm going into your system and I'm going to see what you bring."
His aim is not to replace one's own thinking, but to structure it.
"The brain doesn't have the capacity to hold all these things in its head."
He cites the ability to beat the market as a measure of quality:
"If someone beats the index, they belong in the top group."
TransparentShare transparently compares its own strategy with well-known indices such as the MSCI World, DAX, or EURO STOXX. The results are clearly documented. More details are available here.
His conclusion is accordingly clear:
„TransparentShare is an absolute must – for professionals and private investors alike."
What should young investors absolutely keep in mind?
Heiko Thieme makes it extremely practical: Less Starbucks, more savings and investment routine.
„If you invest that money instead of spending 6 or 8 euros on coffee every day, you can become financially independent in the long term."
His central message:
„Investing requires discipline – not emotion.“
Those who start early and invest consistently use compound interest as their strongest ally for long-term wealth accumulation.
His central idea is to start early, invest regularly, and develop discipline. Don't speculate, but build wealth systematically.
Conclusion: Why the Heiko Thieme interview is worthwhile
This Heiko Thieme interview doesn't offer short-term stock market hype, but rather a structured model with clear rules for long-term wealth accumulation: the one-third strategy, buy and sell logic, and patience. and shows how transparency and objectivity Ratings can help investors make better decisions.
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FAQ about the Heiko Thieme interview
Who is Heiko Thieme?
Heiko Thieme is a German stock market expert with over 50 years of experience. He was recognized as the best fund manager in the USA and today reaches around 200,000 people on Instagram.
What is Heiko Thieme's third strategy?
The one-third strategy means buying a stock in three tranches to reduce the risk of choosing the wrong entry point.
Why does Heiko Thieme buy falling stocks?
As a contrarian investor, Heiko Thieme buys stocks after pullbacks because valuations are often more attractive then.
What is the Heiko Thieme Club?
The Heiko Thieme Club is a community of investors who regularly follow his stock market analyses and market assessments. Members receive access to weekly stock market discussions, market analyses, and investment ideas. You can find more information about the Heiko Thieme Club here.
