Patrick Schulze 🇪🇺

@topsecretstocks @Bitcoin_Burns @elonmusk hahahahaha

@PatrickMSchulze @Bitcoin_Burns @elonmusk Ich unterstütze voll und ganz sein unternehmerisches Engagement ✅

Frage: Wieso haten, vornehmlich die Deutschen @elonmusk? Ist es Neid? Ist es, weil die Deutschen auch nicht mal ansatzweise ein solches Imperium aufbauen könnten, ist es Angst vor Innovation? mMn nach ist Musk einer der klügsten Köpfe unserer Zeit und wir sollten dankbar sein, dass er im wahrsten Sinne des Wortes der Menschheit Dinge ermöglicht, die wir uns noch vor 10-15 Jahren nichtmal hätten vorstellen können. Eure Meinung würde mich sehr interessieren? 👇

@topsecretstocks @Bitcoin_Burns @elonmusk Immerhin steht er im Gegensatz zu dir dazu.

@Bitcoin_Burns @PatrickMSchulze @elonmusk Manche müssen halt noch viel lernen.

@topsecretstocks @elonmusk Niemand hat so nen Kleinen wie Musk-Fanboys ("Kleinen" großgeschrieben)

@PatrickMSchulze @elonmusk Kann nicht jeder so einen hohen IQ wie Musk haben 🤣

@topsecretstocks @elonmusk Das ist aber schade, da habe ich sicher viel verpasst :)

@PatrickMSchulze @elonmusk Du verstehst es nicht ;)

@topsecretstocks @elonmusk Du verteidigst Musk gegen die „Hater“ denen du Neid unterstellst. Daher bist du entweder dumm, oder hast die gleiche Gesinnung wie dein großes Vorbild

@PatrickMSchulze @elonmusk Lies den obigen Post! Ich verteidige NIEMANDEN sondern bewundere seine unternehmerische LEISTUNG!

@topsecretstocks @elonmusk Was treibt dich dazu an einen rechtsradikalen Irren zu verteidigen? Bist selber einer?

@PatrickMSchulze @elonmusk Begründe, ansonsten ist dein Kommentar ohne Mehrwert 😉 hättest du es geschafft, von 0 ein Raketenunternehmen aufzubauen, wohl kaum ...

@FrehrInvest @R2Discovery Hi, I would be interested in the meeting notes as well! Would highly appreciate if you could send me a DM!

Small part of research for the investors saying Ceotronics is only visible in Germany with Rheinmetall. Over the last 6 months, Ceotronics S.L. ( $CEK Spanish entity) participated in 13 public procurement procedures in Spain with a 100% success rate. The total volume awarded reached €732,741, distributed among 12 contracting entities. Key clients include the Dirección General de Racionalización y Centralización de la Contratación (central government purchasing body) and the Jefatura de Asuntos Económicos de la Guardia Civil (Civil Guard). Source: Tendios.com Then this is the key opportunity for Ceotronics in Spain: They launched the procurement of tactical radio communication systems (SCRT — Sistema Conjunto de Radio Táctica), with initial funding of €350 million allocated in the 2025 defense budget. One of the many I have found, that are possible for next quarters. All of that is happening for sub 10x EBITDA valuation on current, very sticky German business.

@Ben_ValueInvest @ketchupshares Same

@ketchupshares Cancelling the buybacks annoyed me with this one

$TST.L A lot of insider buys recently and CEO acquiring 4% of the company within 2 months. Interesting..

@R2Discovery Yes. I expect AI companies will eventually offer more and more of those systems / orchestration tools themselves. But the real value will be in building and orchestrating specialized tools that also have proprietary data access. Switching costs for those workflows will be high.

Yes. Someone needs to orchestrate workflows, integrations and assure compliance. That's why for now AI is growth accelerator for Serviceware $SJJ or $NOW and their customers for at least next few years. It is a dream partner for AI companies to sell more. Probably pricing models or development/ sales cycles will change, but Serviceware space is much better prepared and positioned to extract in comparison to broader software sector / SaaSpocalypse theme.

💥💥💥Very strong results from Serviceware $SJJ. Sales €115.3m +11.7% y/y EBITDA €5.1m +59% y/y. And that’s despite discontinuing the capitalization of costs. Without that, it would have been another €2.5m higher in the bottom line. Cash on hand €34.2m, 23% of market cap (no debt). Recurring SaaS/Service segment +28% y/y. The AI story also looks very convincing now: With its AI-native Serviceware Platform, Serviceware holds a market-leading position in the field of AI and considers itself excellently positioned to benefit in the long term from the ongoing paradigm shift driven by Artificial Intelligence across the economy, industry, and society. After the recent sell-off in the software sector, Serviceware shares are trading at 0.9x Sales (-23% YTD). In the US market, many commentators have pointed out that its main peer, ServiceNow $NOW, has likely bottomed around 7x Sales. Maybe it’s time for Mr. Market to discover this small European leader with a ridiculously low valuation, plenty of cash, and just having reached operating profitability?

@FelixSchreibe13 @MohnishPabrai Also had a high opinion of him previously, but changed my mind. Liked Dhandho Investor as well.

@PatrickMSchulze @MohnishPabrai Interesting how so many think so poorly of him. Buffett and Munger say the opposite, and he was very close friends with Munger. Those two don’t keep low-IQ company. His book The Dhandho Investor is among the best. For me, he ranks right after Buffett and Munger.

@MohnishPabrai Fund just initiated new positions in $CSU + $KSPI, same as I did. If you spend countless hours listening to investors and reading their books, you inevitably absorb part of their mindest. Borrow the framework, not the trade: conviction must come from your own work

$NOW.V getting very cheap here. Very bullish on AI Consulting in the coming years.

@Fin_Eng_Net @evfcfaddict Btc sucks! Hope it goes to 0! :)

@evfcfaddict why so negative — richer in experience

4 lost years…

@sardine_trader_ @OtterMarket I just asked Gemini Deep Research to go through a list of 20 Swedish microcap stocks and filter all that reported positive net income in the most recent quarter (no other criteria). It found only 1 out of 5. How can such a tool be of any use for this task? What did I do wrong?

@OtterMarket I have subscriptions to GPT Gemini and Claude. Each about $10-20 a month

@evfcfaddict $now.v

If a decent business gets massively hated, it might be worth to take a look. Most hate comes from falling price as price drives narrative, so the highs of tax selling insanity (= october) are the perfect time to do so.

Wish I got this out earlier—my $ICCC position quietly ran up 30% while I was writing. But the deep dive’s finally live. I still think it’s an incredibly compelling story with a fat right-tail outcome the market’s ignoring. Can find the full writeup in the usual place!

Distributor within a distributor?

@william_zing it traded at $35 earlier this year with the pending litigation well known

$IDT should be up 50%+ on this news imo