Compound & Fire

@Mufasa_Capital Which celeb are you talking about?

$DNP.WA Yet another Fintwit favourite disappointment. I have lots of time for investors that share similar philosophies w/ me. But ultimately, one should be judged by the investments they made, not the books they wrote. (don’t want to name names as this isn’t a personal attack)

@BigBladder887 @DavidDiranko Fully agree. This is an example of narrative following the price.

@DavidDiranko What are you people talking about? They are doing 20%+ ROIC on every store they open and the number of opened stores is accelerating. Gross margins actually went up. This is post COVID normalization cause by higher salaries. They’ll be great long term.

Buying a Polish retailer at 35x earnings, because it is cheap relative to Walmart and Costco and "has a long growth runway ahead" was one of the more dumber things I've seen from US investors recently.

@DavidDiranko Next time tell us in advance please. In hindsight we all know it.

@tristanwaine Had read it too. I think this emphasize the role of the accountant for KPG. Good news @BrettKPG

@SCCambuurLwd Een prachtige trainer. Verdient het ere lidmaatschap bij Cambuur. Henkie bedankt!

Op het absolute hoogtepunt: Henk de Jong 𝘀𝘁𝗼𝗽𝘁 na dit seizoen als hoofdtrainer, maar 𝗯𝗹𝗶𝗷𝗳𝘁 aan als assistent-trainer ♥️ Meer info ➡️ cambuur.nl/nieuws/henk-de…

@BrettKPG Is $kpg.ax already exploring Anthropic? Reading about Microsoft AI but Anthropic seems to be far ahead?

$KPG.AX thanks for the interest. youtu.be/zii-PxspGg8

@cgtwts How do you get employees trained up to become seniors then?

Anthropic CEO: “50% of all entry-level Lawyers, Consultants, and Finance Professionals will be completely wiped out within the next 1–5 years." grad students and junior hires are cooked.

@lexhoogduin @Buitenhoftv @DefensieMin @DilanYesilgoz Dat gaan ze niet erkennen. Net als bij #box3. Blijkbaar is een fout erkennen not done in Den Haag. Liever een idioot plan uitvoeren dan schuld bekennen.

@Buitenhoftv @DefensieMin @DilanYesilgoz Erken nou gewoon dat dit een onverstandige toezegging was en dat daar nu in het algemeen belang op terug moet worden gekomen.

‘Ik weet dat er discussie gaande is over: moet je de gasvelden definitief met beton dichtgooien of niet', stelt minister van @DefensieMin @DilanYesilgoz Wat vindt zij? ‘We hebben een toezegging gedaan’, stelt ze in #buitenhof

@AcquirerHQ Where is the English version?

🇸🇪 Teqnion $TEQ Full year report released today: teqnion.se/investor-relat… Net sales +15% EBITA +36% Organic net sales -5% Free cash flow +123% EPS +3% Also some restructuring to establish 2 distinct divisions for Nordic and UK wings of Teqnion. Tempting to add at these levels. 💪

@De_belegger Kun je nagaan hoeveel de @VVD had gewonnen als ze wel voor beleggers zouden opkomen en met een goed box 3 voorstel zouden komen.

Dit zijn de uitslagen, de VVD wint uiteindelijk 0,1% tegenover vorig jaar en hebben daarmee Box 3 slim uit de gemeentelijke thema’s gehouden 😉

@cwoconsultancy @VVDMaassluis @_RichardvS Chris durft zijn eigen stembiljet niet in #box3 te gooien. Box3 eet alles op, ook zijn stembiljet. Chris kiest voor box2 🤣.

Belangrijke dag voor de lokale politiek! Ga vooral stemmen! Stem reeds uitgebracht en natuurlijk voor @VVDMaassluis ! Voor een sterk liberaal geluid! Ook @_RichardvS heeft er alle vertrouwen in!

@TBstockinvestor Thats why they immediately announced a share buyback when skipping the dividend.

🎲Evolution gaming $evo $EVVTY Capital allocation update: N dividend, dividends arent the best way to create shareholder value. Sounds like they want to fully focus on buying back shares.

@cwoconsultancy @VVDMaassluis Met de VVD heb je vooral blauw in je brievenbus #box3. Blauw op straat is ver te zoeken.

Stem verstandig vandaag! Stem @VVDMaassluis

A real privilege for $KPG.ax to be invited to present in Stockholm, Sweden at the serial acquirer conference hosted by @Redeye_ Some presented slides

@ajboekestijn Dit gaat niet mis @ajboekestijn , dit is al jaren mis.

Dit gaat mis

Its all about signal to noise ratio. I have the feeling now I have to spend less time on X. But I also see @elonmusk a lot around here 🤔

@ReneSellmann Just be happy she is still with you 🤪

When my wife hears me listening to earnings calls in Mandarin that are than translated by an interpreter, and doing so at 10am, I don’t want to know what she‘s really thinking.

@MichaelGielkens @chriswmayer You have the best role in the world Michael, Enjoy!

High quality panel led by @chriswmayer

$KPG.ax are building out our software engineering and now AI team capability / this partnership will accelerate that effort. We have more than 23,000 private client groups all of whom will need AI advice and consulting services This team will work on $KPg.ac data consolidation, our own GPT and building AI based product offerings that will generate Saas style recurring revenues. We won’t say much about the unique way we can leverage this technology other than that Andersen built Accenture, and we can build a digitally enabled scaled advice and consulting offering for the clients we already have and those to come through future partnerships. Building trusted partnerships and client relationships is expensive and takes time. We have those client relationships and they need services that will continue to evolve.

@BrettKPG Love to see this addition. Although small it gives a dedicated resource and ample opportunities so can imagine this company gets a boost to grow and it helps KPG and their customers Be Better Off.