고정된 트윗
truevalue
448 posts
truevalue
@truevalue_
Tweetar om börsen, böcker och marknadsföring. Till vardags marknadsföringschef på ett industriellt exportbolag. Strävan: att alltid tänka större.
Finland 가입일 Nisan 2016
73 팔로잉426 팔로워
@truevalue_ Hahaha så är det säkert! Försvann dock redan förra rapporten och har ju tyvärr inte bottnat sedan dess 😂
Svenska
Redeyes senaste Quality Microcap rapport fresh of the press!
Kvartalskommentarer på över 20 microcaps, två nya casepitchar och en hel del svamlande om vad f*sen som händer med småbolagen👇
redeye.se/research/11570…
Svenska
Utanför coverage
EQL Pharma $EQL (new write-up)
Freetrailer $FREETR (new write-up)
Sustainion $SUSG
Premium Snacks Nordic $SNX
Pierce Group $PIERCE
Online Brands Nordic $OBAB
Exsitec $EXS
Klimator $KLIMAT
Adtraction $ADTR
Codemill $CDMIL
English
@Ryback_jeppis Måste ha papper vet du! Framförallt till samlingen…
Svenska
Bok sökes:
Lurad av slumpen : slumpens dolda roll i livet och på marknaderna
av Nassim Nicholas Taleb
(Ja, den svenska versionen. Inte den engelska.)
Någon som har ett exemplar och vill sälja?
#finanstwitter
Svenska
Söker boktips på tema företagsstyrning, specifikt om vd-rollen (från ett styrelseperspektiv).
Det kan vara allt från rekrytering och incitament till kravställning, uppsägning, med mera. Helst berättelser/memoarer. Men inte om entreprenörer, utan om extern/tillsatt vd.
Förslag?
Svenska
@89Olle Snyggt! Mina takes: 1) väldigt stor kund, omsättning ca. hälften av H&M:s
2) Prövade på en lösning som inte var Nepas men valde att återvända (stark produkt)
3) Som du skriver, fin refenskund med internationellt kända produkter.
Största enstaka kundanskaffningen på väldigt länge?
Svenska
Prenumerationsintäkts påfyllning för $Nepa . Pernod Ricard som bland annat äger Absolut. Stort namn som går att visa både i Svenska & internationella dialoger. En kund i taget, nu jaga nästa.
nepa.com/news/pernod-ri…
Svenska
MrBeast Industries buying a banking app
An interesting anecdote, not a revolution on its own, but part of a broader pattern.
Banking is gradually shifting from a legacy services to something more embedded and tech- / distribution-driven.
The competitive landscape is widening:
1. Global banking giants continue to benefit from the multi-T$ balance sheet scale, and regulatory depth
2. AI-driven fintechs (e.g. Revolut) push product velocity and customer experience, in selected domains
3. Crypto-native players expand selectively into regulated financial products
4. Non-financial platforms experiment with embedded banking where you have the users
Traditional banks won't disappear, but their role may narrow toward balance-sheet heavy, regulated infrastructure.
MrBeast@MrBeast
I'm so excited to share that we are acquiring the financial services app, @step Nobody taught me about investing, building credit, or managing money when I was growing up. That's exactly why we’re joining forces with Step! I want to give millions of young people the financial foundation I never had. Lots to share soon :D
English
truevalue 리트윗함
New, serious board additions at $Mekko.
Jean-Baptiste Debains: 7 years as Louis Vuitton APAC President, deep inside the $LVMH ecosystem.
Antoinette Louis: 10 years at $RMS, responsible for textile accessories.
Debains is the key hire. You simply don’t get more relevant luxury + Asia + global scaling competence than this.
I’d happily return as a $Mekko owner even at a higher price if we see credible growth signals.
That said: board-level strategic impact is slow. Realistically, I don’t expect anything meaningful already in 2026.
Markus@ValueByMarkus
I fully exited my $MEKKO position today. Here’s the reason: My original 2020/2023 thesis was simple: a high-margin Nordic brand + quality management + a long growth runway in Asia. But the engine that mattered, Asia didn´t show up. YTD Asia-Pacific revenue: –1%. Limited evidence of the structural growth I was estimating. And strategically, $MEKKO sits in an uncomfortable middle: neither premium enough nor truly luxury. Management hasn’t picked a lane, and the market / personally doesn´t prefer brands stuck in between. Investment outcome: With entry points at 7.99–9.40 €, the IRR landed at ~12–17% (+ dividends). Solid, but far below my initial growth expectations that required Asia to comp high double-digits. Also, initially, I was aiming for a much longer holding period to let the quality brand compound. I already trimmed this summer, and today I closed the rest. What next with $MEKKO: I still like the brand and will happily re-enter (even with a higher price) if Asia turns into a real growth driver. But at ~15x EV/EBIT and ~20x P/E, you’re buying ~5% yield + dividends, with a limited sales growth (+5% CAGR) outlook. That doesn’t meet my current expectations. What to do with the cash: I aim to stay fully invested through cycles. I’ve got several ideas where to redeploy, either adding to existing winners or starting new positions. More on that soon.
English
@EdvinMalmgard @QuanorFinance Täck $GRLA.CO så blir kartan större. 🙌
Svenska
Stolt över teamet. Vi tar nu steget till nordisk täckning och har börjat lansera egna estimat i beta. Mycket kvar att bygga, men ett viktigt steg framåt. 👇 @QuanorFinance
Quanor@QuanorFinance
Quanor tar nästa steg: nu täcker vi hela Norden. Vi börjar även lansera egna estimat, framtagna utifrån historik, trender, makro och bolagens egen kommunikation. Estimaten är i Beta och blir successivt bättre i takt med att vi bygger mer kontext och data. Essential kostar fortfarande samma som innan – men med fler bolag, bredare täckning och mer analys. 👉 Läs mer och testa på: quanor.com
Svenska
I finished ”Owner” (by Terho Puustinen) this morning; the story about Oras Invest and the Paasikiivi family’s investment journey. Highly recommend.
$kemira.he
$valmt.he
$kcr.he
$liab.st
$gf.sw
Ascend: The Great Books Podcast@TheGreatB00ks
Friends, what are you reading this weekend? Stay warm!☕️📚❄️
English
Book:
• Creativity Inc.
Podcasts:
• RNT Fitness - EP 421 A Marathon Masterclass
• Agency Life - Financial fitness: What does an agency need for healthy growth
• Y Combinator - Andrej Karpathy: Software is changing (again)
Text: How to Do Great Work paulgraham.com/greatwork.html
Boring_Business@BoringBiz_
What was the best book or article you read in 2025? Also counts: any phenomenal podcast episodes you listened to
English
@Snaljapen @vildkatten Kanske en tråkigt seg finsk dubbel? Raute och Keskisuomalainen.
Svenska
Inspirerad av @vildkatten får ni gärna hit me med bolag jag borde se på. MEN! Inga svenska bolag. Surprise me :D!
Svenska
@klarnaseb Branding (mental availability) på det så är framtiden åtminstone i teorin ljus.
Svenska
Tråd-tips. Nyttig genomgåg med konkreta exempel från @ValueByMarkus - en av dem som jag uppskattar mest att följa här under året.
Markus@ValueByMarkus
Unpacking my biggest investing learnings from 2025, with real cases. 2025 had solid picks, and painful setbacks. This is a self-reflection on what went wrong and why. Let's dive in:
Svenska
@ValueByMarkus While still owning $mekko, I agree. Especially the positioning is hard; they might want to ”go luxury”, but it’s impossible here in Finland, IMO (since the heritage; ”people’s brand”). And the home market is to valuable to lose. So they are stuck in the middle as you say.
English
I fully exited my $MEKKO position today. Here’s the reason:
My original 2020/2023 thesis was simple: a high-margin Nordic brand + quality management + a long growth runway in Asia.
But the engine that mattered, Asia didn´t show up. YTD Asia-Pacific revenue: –1%. Limited evidence of the structural growth I was estimating.
And strategically, $MEKKO sits in an uncomfortable middle: neither premium enough nor truly luxury. Management hasn’t picked a lane, and the market / personally doesn´t prefer brands stuck in between.
Investment outcome:
With entry points at 7.99–9.40 €, the IRR landed at ~12–17% (+ dividends). Solid, but far below my initial growth expectations that required Asia to comp high double-digits. Also, initially, I was aiming for a much longer holding period to let the quality brand compound. I already trimmed this summer, and today I closed the rest.
What next with $MEKKO:
I still like the brand and will happily re-enter (even with a higher price) if Asia turns into a real growth driver. But at ~15x EV/EBIT and ~20x P/E, you’re buying ~5% yield + dividends, with a limited sales growth (+5% CAGR) outlook. That doesn’t meet my current expectations.
What to do with the cash:
I aim to stay fully invested through cycles. I’ve got several ideas where to redeploy, either adding to existing winners or starting new positions. More on that soon.
English
truevalue 리트윗함
@89Olle —
Och även om jag bränner upp alla cashen
Känner jag nog lite som fuck it whatever happens
Jag tar bara med mig en sak som jag lärt mig
Att vad som än händer ska ha kul på vägen
—
open.spotify.com/track/6wbhcpSJ…
Svenska
@ValueByMarkus @SimeonResearch_ @WallStreetMav +1 interested, but have not found my pick(s) yet. Poland, perhaps the next Germany (meaning a new/modern industrial era)?
I have been looking slightly at the bank sector, maybe chose a basket, such as $BNP.WA and more, to get exposure to the economy.
English
@SimeonResearch_ @WallStreetMav Dino Polska is the only standout I’ve found so far - an exceptional business.
Would love to explore more names in that space. Any cases or insights you’d recommend digging into?
English
Poland vs Saudi Arabia GDP per capita.
The economic explosion of Poland, since socialism was removed, should be studied by the entire world.
This happened with nearly zero incoming migration.
English