Asieris ligger fortsatt ikke på latsiden asieris.com/asieris-and-sp… $pho
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DarkCap
2.3K posts
DarkCap
@DarkCap_
Full time private investor. Seeking value among stocks overlooked or ignored by otherwise intelligent investors. BSc., Eco&Adm.
Oslo, Norway Katılım Eylül 2009
1.1K Takip Edilen2.1K Takipçiler
A conveyor belt cheese restaurant exists in Amsterdam and it was a fucking dream to dine here. The smell is quite overwhelming when you walk in 😂
📍Kaasbar
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DarkCap retweetledi
"Over the past year, the U.S. has added 156,000 jobs—but healthcare alone was responsible for 375,000 new jobs." wsj.com/finance/invest…
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DarkCap retweetledi
This is a fantastic article and a must read for investors focused on business quality, outstanding management, and long-term compounders.
Colossus@colossusmag
Henry Ellenbogen has, very quietly, become one of the most influential investors of this millennium. His early teachers included Jeff Bezos and John Malone. His early bets included Amazon at $10 billion, Booking Holdings below $1 billion, and Google at IPO. He managed his first fund through the financial crisis. For 5 years, he outperformed by more than 10% a year. In 2010, Ellenbogen took over the largest pool of small-cap money in America, built it to $40 billion, and beat his peers by more than 5% a year. While managing that fund, he pioneered a way to invest mutual fund capital into private businesses. He backed Workday, Atlassian, Twitter, and dozens more. By 2019, he'd invested in the private rounds of more successful IPOs than any venture capital firm. His strategy is simple: invest in small companies that can grow into large ones. He finds these businesses early, but his edge comes when they fall apart. Every exceptional company passes through at least one moment that looks identical to failure. Ellenbogen separates the ones dying from the ones being remade. In 2019, he left to start Durable Capital Partners, raising $6 billion in one of the largest fund launches on record. His ability to spot young businesses, hold them as they grow, and help them become giants, has made him a go-to investor for founders who want to take their startups public. He has invested in over 50 businesses that have gone public, yet he keeps a low profile. To understand why, you have to go back to a funeral in Pittsburgh when he was twelve years old. This is the story of Henry Ellenbogen, told in full for the first time by @domcooke.
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DarkCap retweetledi
Now i want you to think about what this means for bioprocessing... $DHR $TMO $RGEN $DIM.FP
Greg Brockman@gdb
How AI empowered Paul Conyngham to create a custom mRNA vaccine to cure his dog’s cancer when she had only months to live. The first personalized cancer vaccine designed for a dog:
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@DarkCap_ @GlobalStockPick Spännande! Är caset att synergier spelar ut sig, eller något mer,
Svenska
Net outflow in billion SEK from Swedish small-cap mutual funds since 2022. There are some opportunities here guys.. what are your best Swedish small-cap picks right now?
Henning Hammar@Investerarfys
Utflödet ur svenska småbolagsfonder har verkligen accelererat det senaste året. Uttag på totalt 42 miljarder sedan 2022.
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@Vardehasen @GlobalStockPick Det har vel gått ok, det meste av restrukturerings kostnadene skal være tatt i 2025. Så vi får se i år:)
Norsk
@DarkCap_ @GlobalStockPick Vet man nått hur integrationen av förvärvet har gått? Länge sen man hörde nån dra caset
Svenska
Ser ut som at en passende bok for stunden kom i posten:)
Henning Hammar@Investerarfys
Utflödet ur svenska småbolagsfonder har verkligen accelererat det senaste året. Uttag på totalt 42 miljarder sedan 2022.
Norsk
Etter at Gentian kom med Q4 tall som viste ath sales og ebit opp 38% y/y, har 3-4 kontoer valgt å vrake ut noen hundre k aksjer. Handler nå til ev/ebit 11 inneværende år og 7x 2027e. Ser at største aksjonær i $medi og $vistin har valgt å øke en del på disse nivåene. $gent
GIF
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Hele presentasjonen her: mb.cision.com/Public/1090/43… og en 3 timers lang video for de som orker det:P finwire.tv/webcast/arctic…
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