Mirko Barbaric

@Stypi18 @BradoCapital is that a structual problem or temporary?

@BradoCapital There were few executive resignation, strike among the employees and few other bits, media is not helping.

Dino Polska $DNP is starting to look very interesting as Poland continues to become an economic powerhouse in Europe. Who owns this?

@BradoCapital Here :)

@stwboerse Das überrascht mich. Ich finde das Wix Studio ziemlich gelungen. Was sind deine negativen Erfahrungen mit Wix Studio?

@BarbaricMirko Ja die gehören auch in diese Gruppe. Wobei ich als WIX-Kunde nicht gerade begeistert bin wie sich das Produkt entwickelt und ich schon von daher die $WIX Aktie nicht kaufen würde.

Adobe hat gerade ein Aktienrückkaufprogramm für $25 Mrd. bekanntgegeben, dafür könnten sie zum aktuellen Kurs 25% aller Aktien zurückkaufen. Verhält sich so eine Company, deren Cashflows wegen KI Disruption gerade implodieren? Nein, das ist hohe Überzeugung in die eigene Widerstandskraft. $ADBE

@stwboerse Wix - die rund 30 % ihrer Aktien zurückgekauft haben. Und mit Base44 einen neuen Wachstumstreiber günstig gekauft haben

SaaS Aktien dürften ein Revival erleben. Ich würde dennoch nicht $ADBE kaufen, denn es gibt viel spannendere Werte aus der zweiten Reihe mit ähnlichen Buyback-Programmen im Ausverkauf. Ich hatte hier über diese Tech-Kannibalen berichtet: buff.ly/2QBCY0U

Loved this line from Prem at the $FFH.TO AGM "The single best thing you can do as an investor is to take a long view, don't look at it every 3, 6, 9 months. Look at it over the long-term because compounding takes place over time"

Turn your Figma design into a working app in minutes. Just paste your @figma frame link, hit generate, and it's live.

@Investmentideen LOL 😂

$WIX is officially dead. Just redesigned an entire website, hosted it on Cloudflare, and integrated a form that announces submissions via Telegram–all done by Agentic AI in under 24 hours. Cancelling my WIX subscription next week.

@marktluszcz @Wix Love that move. It is the right thing to do

Big move from Team @Wix👇 Public offer to buy up to $1.75 billion of our own stock via tender offer. finance.yahoo.com/news/wix-annou…

@Avishai_ab @Wix Great product @Wix love it!

Finally I can share this with you: @Wix Harmony is live! Our new flagship AI website builder that provides a first‑of‑its‑kind hybrid experience: vibe coding with full drag‑and‑drop control, all built on Wix’s enterprise‑grade infrastructure. I can’t wait to see what our users will build with it. I wrote about why we built it and how it connects to the future of web creation. Full post: wix.com/blog/avishai-a…

@F_Compounders Booking ;)

Does anyone know any similar companies ? Underlying business is good + buying back shares

@JohnDoeKnowsGuy look at their returns they generate on Capex and look at OCF.

Guys I think $goog $amzn etc are all awesome and will do fine as operating companies. My problem is they have no FCF and with no FCF the stonk prices / valuations move at the whims of some pod bois in NYC. All I know is that there WILL be volatility.

@PronkDaniel 4,1 bn in 2024 to 5,2 bn in 2025. What a decline xD

Going through $PYPL's earnings and noticed they only discuss EPS, and not the actual earnings figure. Thought this was weird, so I looked at the income statement. Earnings declined YoY and EPS is only up due to buybacks. That's not clear anywhere in the PR.

@MB_Hogan @brokeandholding I'm a shareholder and customer since 2022 and customer of B44. I love the product so much. It's amazing. I focus on the fundamentals, not the stock. In the long run.... :)

@brokeandholding Me too. Unprecedented buyback up to 40% market cap is insane upside value. They basically share same gross margins as Microsoft ~68%, now imagine if Microsoft bought 40% of their stock back (1.3 Trillion) and the stock price didn’t move 😆

Just bought more $WIX

This announcement was worth getting hit by phones millions of times. We just released the #1 feature our builders have been asking for - you can build native mobile apps with @Base44! To celebrate this launch, I want to work with one of you to get your app mobile-ready. Comment with the link to the app you want to ship, and I’ll pick one for a 1:1 virtual session, where we’ll ship it to the App Stores together. Excited to build with one of you! (Fun fact - I was recovering from an illness 😂 was doing my best to look alive)

@Valuehunte But that is hint sight bias? If you are "happy" with your first purchase, why do you regret your decision, if the stock went down further. You cannot time stock prices. If you feel regret, plan more tranches.

@BarbaricMirko Yes, it matters, the upside in the $30 scneario is 66% and in the $40 scenario is 25%, or 2.6x more upside

I love the fact that whenever I buy a full position, the stock goes on to drop 10%, it's great, I promise😊😂 Jokes aside: need to be more patient on the buying side, maybe more gradual to dilute the risk of picking the wrong day/time to buy. What's your experience?

@Valuehunte I mean, let's say you think that a company's share is worth 50$ and you buy it at 40$. Does it really matter if the stock falls temporarily to 30$.

What do you mean exactly? If you buy the company at the wrong price, it doesn't benefit you in any way. I think I haven't done a good job explaining what I really meant. It's more about the technical best practices of placing orders to avoid the randomness of hitting the bid at the wrong time.

@ReneSellmann Of course they can xD

So C$100/share is the magic number for Topicus? Let’s see if seller can push it below this threshold. $toi

@stwboerse Kommt ja immer auf die Länge des Wachstumspfades an. Wenn SAP auch die nächsten 10-20 Jahre um 10 % wachsen kann, dann ist eine P/E von 30 auch nicht viel.

Auch die $SAP Aktie wird heute geerdet. Das passiert, wenn eine zu hohe Bewertung (KGV über 30) auf einen passablen, aber nicht überragenden Ausblick auf 2026 trifft. Ein mit ca. 10% wachsendes Unternehmen ist einfach nicht den 30-fachen Profit/Cashfow wert. VALUATION MATTERS.

@mvcinvesting I'm a shareholder since 2022 and i love the buyback program. It's a wild ride so far :D

🚨 JUST IN: $WIX is up 6% pre-market after announcing a $2B share repurchase program over the next two years. As I predicted... but even more aggressive. For context: $WIX's market cap is only ~$5B. 🤯 The program also allows the company to repurchase its convertible notes, but I suspect that only happens if the stock moves above the conversion price (>$200). These notes carry a 0% interest rate, so there’s no real urgency to retire them. All in all, at current prices, $WIX can repurchase at least ~20%, and up to ~40%, of its shares over the next two years. Even after accounting for the typically high SBC in SaaS, the share count should still decline by double digits. Happy shareholder.