Florian Buschek

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Florian Buschek

Florian Buschek

@FBuschek

München, Bayern 参加日 Ağustos 2017
373 フォロー中1.9K フォロワー
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Brad Setser
Brad Setser@Brad_Setser·
@EtraAlex So my suspicion is that China adjusted its custodial patterns in 2022 to make its US portfolio even harder to track -- but I cannot prove it 10/
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Inflexio Research
Inflexio Research@InflexioSearch·
1/ $BRAG Lots of good stuff happening under the surface. Betcity is now 15% of revenue, down from 45% at its peak 3 years ago! Meanwhile both Brazil & US now represent over 20% of revenue growing 40-50%+. Despite a big anticipated decline from Betcity exiting in May...
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Deep Sail Capital
Deep Sail Capital@DeepSailCapital·
What microcap growth stocks do you like that have very large TAMs that are not reflected in the share price?
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everyonehatespoetry
everyonehatespoetry@everyonehatesp1·
Another one $IEHC
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everyonehatespoetry
everyonehatespoetry@everyonehatesp1·
$ASRT NEW PITCH Available in bio. TLDR: _Over the next 2 quarters ASRT will collect $50M of FCF on an $85M market cap _The company trades at 0.3x 2026 EBITDA _Assertio is a pharmaceutical company with a drug IP protected through 2039 growing 30%+ with nearly 30% EBITDA margins
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Dow
Dow@mark_dow·
As long as Iran still controls the strait of Hormuz, we’re gonna have issues. That’s really the bottom line here. By realizing it can control the strait (at least so far) Iran has gained strategic leverage relative to the outset of the war. Either the West takes it back militarily or the US makes concessions to Iran to get it back. This is the prize you should keep your eyes on.
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Grant
Grant@glbeaty·
Some Iran war predictions: Iran isn't going to knock out tons of Gulf oil infra for years, any more than Ukraine could in Russia. Crude burns well, but these facilities are designed to contain fires. youtube.com/watch?v=Y7d22k…
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Restoring Your Faith in Humanity
Restoring Your Faith in Humanity@HumanityChad·
A Polish dance group, Fair Play Crew, drew global attention by recreating on stage the stiff and synchronized movements of 1980s fighting video games, such as the classic International Karate. I've seen this so many times, still cracks me up 😂
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Brad Setser
Brad Setser@Brad_Setser·
Petrodollars! Nothing produces more heated discussion and, in my experience, less insight. Myths trump facts, because the actual data is a bit obscure -- But here is the most important thing to know. Before the Hormuz crisis, the flow of petrodollars had more or less dried up 1/many
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GrumpierByTheDay
GrumpierByTheDay@GrumpierBTDay·
Speaks to the importance of knowing a business and not just buying a theme.
Vlad from Bastion@VladBastion

Mosaic's paradox: why a fertilizer crisis Is crushing a fertilizer stock. $MOS Mosaic, one of the world's largest fertilizer producers, is down 20% in a week. The stock is trading near 6-year lows. The key nuance: The Strait of Hormuz blockade lifts fertilizer prices, but it simultaneously blows up Mosaic's input costs. Sulfur is the hidden bottleneck. Producing phosphate fertilizers (DAP/MAP) requires massive amounts of sulfuric acid. And 44% of the world's seaborne sulfur exports flow through the Strait of Hormuz. With the strait shut, sulfur prices have spiked even harder than fertilizer prices themselves. As a result, investment bank analysts have done the opposite of what you'd expect - they lowered Mosaic's 2026 EBITDA estimates.

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Andy
Andy@evfcfaddict·
How much cash are you currently holding within your securities account? (me: ~23%) Feel free to share!
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Gregg Carlstrom
Gregg Carlstrom@glcarlstrom·
"The cost of replacing the first four days' worth of munitions would be $20bn-26bn. The problem, however, is more to do with scarcity than cost. America is thought to have used more than 300 Tomahawk cruise missiles in the opening days of the war, but the Pentagon had planned to buy just 57 new ones in the current fiscal year. There have been no deliveries of THAAD interceptors since 2023 and the Pentagon has not placed any new orders this year. A puny 39 interceptors are slated for delivery in 2027—six years after they were ordered." economist.com/briefing/2026/…
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Energous IR
Energous IR@Energous_IR·
$WATT As deployments expand, operational maturity has advanced in parallel. Energous Corporation strengthened its balance sheet in 2025, raising approximately $23.9 million in equity capital while eliminating debt to support continued innovation and global rollout.
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Dario Perkins
Dario Perkins@darioperkins·
there you go, this dotplot is utterly meaningless
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GrumpierByTheDay
GrumpierByTheDay@GrumpierBTDay·
$KUYA $KUYAF
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최민준
최민준@lysz1197·
$WATT Energous currently has 2 customers from Fortune 10 companies and 3 active PoCs. Wiliot also has 3 active PoCs. The numbers match, and they are McDonald’s, 7-Eleven, and Mondelez. Today is probably the cheapest this stock will ever be… that’s what I expect.
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