searching4value

9.3K posts

searching4value

searching4value

@searching4value

Individual private investor | blogging about value investing | no investment advice. (1s4v at bsky)

Germany Se unió Şubat 2019
599 Siguiendo1.6K Seguidores
searching4value
searching4value@searching4value·
Dumb me with a general AI question: Who will benefit the most if AI is introduced in most firms? A) very inefficient firms with bad tech and very manual (=bad) processes B) efficient companies that updated their tech stack and processes continuously with certain kind of people
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searching4value
searching4value@searching4value·
Pax Global $327.hk keeping its cash hoard now close to its current market cap after announcing stopping Dividend a month ago due to expensive chips 😂
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searching4value
searching4value@searching4value·
@GlobalStockPick At some point every one concludes better to live in HK instead of investing there 😜😁
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GSP@GlobalStockPick·
@searching4value Indeed, I only hold one such Hk shitco currently, in very small size, 1061 HK. Waiting on announcement around their eye disease biosimilar drug they paid development for done by 2969 hk. Market is currently putting close to zero value to it, so at least a trigger exists.
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searching4value@searching4value·
@GlobalStockPick Sold it some time ago as well! Always interesting to revisit (if only very quickly) old names / charts
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GSP@GlobalStockPick·
@searching4value Terrible, once upon a time it was my largest holding, then FBI stepped into their US warehouse. Unfortunately its in the HK shitco bucket due to their cash hoarding and I gave up on it (correctly) many years ago now, it sure is cheap though..
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searching4value@searching4value·
Embedded AI tools will always answer invest in his vehicles when you query for a good investment
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searching4value@searching4value·
@WinterLars Ich kaufe dort den halben Liter... naja in jüngster Zeit meist nur noch den Drittel litter für €1 im Spar. Dafür eiskalt und mit %
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Lars Winter
Lars Winter@WinterLars·
Auf nach Malle! Der Liter Super kostet dort aktuell nur 1,59 Euro!
Lars Winter tweet media
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searching4value
searching4value@searching4value·
man seid ihr schlecht @ScalableCapDACH vllt sollten wir das projekt neobroker weider einstampfen und zu funktionierenden lösungen zurück kehren!
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searching4value@searching4value·
@ScalableCapDACH ich musste mal wieder die app neu installieren zum einloggen. wenn das der neue standard ist, dann lasst die app doch wenigstens alle paar tage automatisch neu installieren 🙈
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Scalable Capital DE
Scalable Capital DE@ScalableCapDACH·
@searching4value Um der Sache auf den Grund zu gehen: Was genau funktioniert bei dir aktuell nicht? Wenn du uns ein paar Details gibst, können wir dir gezielter weiterhelfen.
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searching4value@searching4value·
@divrentner (un-) social media and influencers eroded their mode. in former times it was difficult to compete with big brands b/c TV commercials needed much money and scale.
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Dividendenrentner
Dividendenrentner@divrentner·
Warum sind Konsumgüter Aktien wie McCormick, Kraft Heinz, Campbell Soup so knallhart abgestraft worden. Liegt es an der Verschuldung oder an der „ risikolosen „ Verzinsung der US-Staatsanleihen. Aus meiner Sicht kann man wenig falsch machen bei dem Niveau und einfach Dividenden laufen lassen.
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Alexander Eliasson
Alexander Eliasson@alexeliasson·
+200% Total Return from pitch. Sold my last shares this morning. $8715 Arigatou 🇯🇵🎎
Alexander Eliasson tweet media
Alexander Eliasson@alexeliasson

Anicom $8715 ▪️#1 Pet Insurance in Japan 🇯🇵🐇🐕 ▪️Policies in force: ATH ▪️New policies LTM: ATH ▪️Valuation near/at 10y-low ▪️P/GWP < 0.8 ▪️Buybacks & Dividends ✅

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searching4value@searching4value·
@alexeliasson I had hoped for the next news piece regarding Hikari and/or Dalton increasing their stakes
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searching4value@searching4value·
@PhilippHaas_ir How do you concluded it is still flying under the radar?? Trading at a 40x P/E and a few accounts here very much into it following it very closely
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searching4value@searching4value·
@burningbyte Lasst uns Banker mal einen Tag streiken. Und dann noch drei Tage streiken aber nur für die die dieses oder letztes Jahr selbst gestreikt haben Viel Spaß und überlegt euch das nochmal in ihr wirklich streiken wollt
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Sascha Gebhard
Sascha Gebhard@burningbyte·
Jetzt wollen Mittwoch/Donnerstag auch noch die Flugbegleiter streiken. Sixt freut sich.
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searching4value
searching4value@searching4value·
@taobanker Twitter is about short text. Just write "red bull tastes like shit!" Or better yet "red bull is shit" And if you want to master it "🟥🐂=💩"
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taobanker@taobanker·
red bull tastes like shit out of 12+ oz cans
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searching4value
searching4value@searching4value·
Do not know if treu, but I highlighted sth similar as a warning for the PayPal bulls ....
DulceBiatch@BiatchDulce

ICYMI: The reign of Visa and Mastercard is coming to a quiet, brutal end in Europe. A new "Pay by Bank" button is taking over online checkouts, and it’s doing something far more dangerous than just processing payments, it’s dismantling American financial dominance. In the Netherlands, 72% of transactions already bypass U.S. card networks, moving money directly from bank to bank in seconds via "Wero" and SEPA Instant. No more hidden fees, no more U.S. middlemen. Is your credit card about to become a relic of the past? We will see.

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searching4value
searching4value@searching4value·
@GlobalStockPick That is obviously the question now! And I think worth to add, maybe in the US without stamping fees, but at likely higher prices ...
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GSP@GlobalStockPick·
@searching4value is it really too late to buy now then? Kind of nice to wait for momentum to improve before adding? I have been bagholding for a long time instead with dead money..
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searching4value@searching4value·
@NestBetter @siyul The thing about MSFT is: They do not get simple things right (ie signing in on their various apps that are all the same really, or should be at least!) and everyone still using it despite these serious fuck ups
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Better Nest@NestBetter·
@siyul I work within enterprise IT so I have a better idea than most how entrenched Azure is, how much growth is remaining, and how well positioned MSFT are to sell enterprise on AI. It's a large part of IGV + narratives can be powerful so hoping I can pick up a boatload more <20x.
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Siyu Li
Siyu Li@siyul·
always hunting for structurally sound, brutally wounded losers (poised to rise again): 2022: global banks ( $C, $DB, $BCS) 2023: regional banks (...) 2024-25: offshore drills (e.g. $VAL $RIG) 2025: petro-chem (e.g. $LYB $DOW, damn missed it!) What's your pick today? both sub-sector and individual names.
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