Ray Alabern

Happy to be at the #Aquila #Aspire25 conference in Cancún, México. Incredible opportunity to learn and meet new colleagues at $CSU

@CJ0pp3l Thanks @CJ0pp3l ! Yes, it's been great so far, but tbh the Juniper Group is just starting! 💪

Congrats on 10 years at Juniper @RayAlabern. Been at epic decade, more to follow no doubt

@IndraStocks If we ever make money out of this stock, it will be money well deserved 😅

The basic logic for this $cdlx report is that there are a plethora of reasons to think we are done sucking and outlook will start to trend back up. Given the price and the pipeline, that should be super positive. More optimistic than the last few quarters but no guarantees

Thanks @volarisgroup for the invitation to this amazing event in Cancún, Mexico. Looking forward to these days of great learnings and meeting peers from $CSU!

@CJ0pp3l You are missing Alturos: juniper-group.com/press-director…

$CSU family YTD acquisitions. Actually I'm missing one but can't figure out which 😎

@Liftthatbid @IndraStocks Well, that's another story😉

@RayAlabern @IndraStocks granted tho, csu would do a better job than current management😅

$CDLX like 8m dilution to refi. If they'd waited for say $40 and done it with equity would have saved 4m shares or so. A good 8% of value destruction! End result still very very positive if AmEx performs as expected but turns a $40-60 outcome to $36-54.

@Liftthatbid @IndraStocks 😂That was a good one!

@RayAlabern @IndraStocks We dont need another story teller.... thank you

@GaliciaInvestor Enhorabuena Galician, ¡buen trabajo!

@CJ0pp3l Merry Christmas!

Merry Christmas from me and my family to you. God bless you in this season of remembrance and hope. "And the Word became flesh and dwelt among us, and we beheld His glory, the glory as of the only begotten of the Father, full of grace and truth." - John's gospel

@LarryShyGuy Merry Christmas from Mallorca

Merry Christmas to all my great friends of Spain!!! God Bless you all and enjoy your family and friends!! ❤️🇪🇸🎄

@foso_defensivo Hecho

Agradezco mucho las denuncias a la cuenta @_HansWernerSinn No sólo es suplantación de identidad, está mandando mensajes a mis seguidores en un español mal traducido, del tipo: "Hola, ¿Cómo va tu comercio hasta ahora?"

@ricgnzlzcr Hi! We don't own any company in such countries, sorry I can't be of help!

Hi @RayAlabern! I'm not sure you can answer this, but I wanted to know if Juniper owns companies in high inflation countries such as Argentina/Turkey. If so, how do you price yearly increases? Does it just match inflation or are there other factors? Thanks from a shareholder!

@CJ0pp3l Thanks mate

Well done on that one Ray

First $CSU India acquisition of 2023 Travel vertical - Vervotech 🇮🇳 👏🏻 CSI acquisition tracker has been updated with the details over at @CJ0pp3l_Sub (paid sub)

@Swany407 Looking forward to it! Thanks Austin for the high quality research on $CDLX

Will be emailing out a new $CDLX Research Note soon, discussing Q2 2023 earnings. Long list of items discussed in the email, given the number of updates provided on the call and in the 10-Q yesterday.

@GaliciaInvestor @ribaresearch Sí, tiene mucho recorrido, es una inversión para toda la vida.

@ribaresearch Y recorrido? Sigue teniendo décadas por delante?

$CSU - Constellation, me he leído algunas cartas de Leonard, pero nunca llegué a profundizar, quizás porque me pareció “cara” o ya demasiado grande. Tiene lo que busco en un CEO (pocos como él). ¿Sería tarde o tiene todavía mucho recorrido? Gracias 🙏🏼

@Inversor_Direct libro

Muy pronto a la venta mi 2o libro: "El libro negro del inversor inmobiliario".🏘️⛔️🙈 Antes, me apetece ofrecerlo un par de días de forma gratuita a mi comunidad. Haz Retweet y contesta a este tweet con la palabra "libro" y mañana te mando un enlace para que lo descargues.

@GaliciaInvestor Felicidades Galician!

Hoy estoy de cumple…y mi novia me conoce mucho. ¡No podía gustarme más el regalo!😂 👇🏼👇🏼

@CJ0pp3l @jasondelvicario Well, home made paella is always the best option! These are some of my creations. Next time you are in Mallorca (Spain), you're all invited! 🤗🤗🤗🤗

@jasondelvicario 👍🏻👍🏻

Where was the best paella you ever had? cc 🇪🇸 crew