Ajax

@JasperDLT Wat is P/FCF als je corrigeert voor sbc?

De markt zegt: $TTD is er geweest. EV/FCF naar de 12x. Forward P/E bijna onder de 10x. De cijfers zeggen: "what do we say to the god of death? Not today."

@Mr_TTSLuna @AFCAjax Waar?

@AFCAjax Supergaaf maar kan je ze ook bestellen!

📍Amsterdam Van Heineken & Ajax, voor jullie: het limited edition Ajax-glas! 🍺

@TeleHInvesting @value_invest12 do you also track these kind of things?

Feb Website Traffic $NVO largest telehealth partners: RO $WW $LFMD Feb saw a slight decline in website visits. This is due to lower days in Feb as well as a little expected decline after the huge Jan we had. Ro is crushing it from a market share perspective, but they will have $HIMS to compete with in Q2. $LFMD is holding steady whereas $WW saw a massive plummet in traffic.

@OptimusAAIG @value_invest12 ARPU is 4 times higher not 5 (in Q4 2025).

To jump in: Obviously clinical growth is lowballed. Problem here is they probably do not have sufficient data to say something about the decline of the behavioural. If conversion stays at 30% there is no problem because ARPU is about 5x. But it surprised me they were this restrained in their explanation on forecast

Weightwatchers Q1 2026 guidance: “We are expecting to end Q1 with approximately 200,000 Clinical Subscribers, surpassing even our own high expectations for anticipated demand.” Also far ahead of my expectations. I modeled 220k by year end. 👀 $WW

@value_invest12 Have you made new estimates for year end behavioral and clinical subs?

That would be just a 10% increase over 3 quarters when they achieved 56% alone in Q1. Also they had compounded glp 1 year ago. Correcting for that, growth was 100% Sure Q1 is seasonally strong, but don’t forget oral glp is rolling out. Still early days. I’m like 95% sure they will be higher than 220k by year end.

@value_invest12 While we expect sequential growth in the remaining quarters of the year, we also anticipate seasonally lower demand following peak season, lower levels of overall marketing spend, and a rebalancing of our spend allocation across the portfolio.

@value_invest12 Will we get a earnings review on substack?

@value_invest12 DUOL earnings review coming on substack?

@ultrasamsterdam #HeitingaOut

Soms moet alles eerst zwart worden, voordat je weer opnieuw kunt schilderen. Ajax hoort te schitteren binnen en buiten het veld. Zoals de Rolling Stones uit Londen ooit zongen "Paint It Black".

@value_invest12 When can we expect it?

@AFCA_ZUID1 Sorry I couldn’t finalize it. Will try tonight. Or else Sunday as planned

That sense of 100 bagger potential

@value_invest12 When will it come? :)

@SK_AFCA Mcconnell nekketh gloukh?

@value_invest12 Where? :)

@AFCA_ZUID1 Tonight 😌

@SK_AFCA Klaassen weer in de basis zeker?

@SK_AFCA Wat nu weer

@SK_AFCA Zeg dan

@value_invest12 You’re a beast

American Eagle up 25% after hours, after reporting Q2 and 2025 Outlook. Up 57% since my writeup. Thank you, Sidney Sweeney! Fly American Eagle 🦅, fly! $AEO