Roa15988

141 posts

Roa15988

Roa15988

@Roa15988

Suomi Katılım Aralık 2019
120 Takip Edilen26 Takipçiler
Roa15988
Roa15988@Roa15988·
@OtterMarket Yes and you will make more then owning Trux. But I have soon been a shareholder for 6 years. And I think I will experiment and hold Trux for at least so long that the annual dividend=purchase price😅
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Roa15988
Roa15988@Roa15988·
@OtterMarket Had to be done, sorry. I appreciate your work and it has been very educational for me 🙏🙏
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Roa15988
Roa15988@Roa15988·
@govro12 @shot_change Very nice👍 greetings from Finland🇫🇮 yours is longer lasting then the Ice Sauna😅
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govro12
govro12@govro12·
@shot_change enjoying the cold Winter 200% more thanks to this brand new mokki sauna made in 🇨🇦 with White Cedar powered by $harvia
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Roa15988
Roa15988@Roa15988·
@shot_change I just remembered to look at Lotus again, this is starting to look quite reasonable now. If my quick maths is correct this is close to EV/EBIT 22 no?
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Roa15988
Roa15988@Roa15988·
@balkemyr How the frick is this going down after these results?!? 😅
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Balkemyr von Strath
Balkemyr von Strath@balkemyr·
Only have free Similarweb and in addition don't know the exact correlation between website visits and sales but October definitely looks good for $AOJ (especially in comparison with main competitor Dahl). There can be only one... Campione, campione... #traffic" target="_blank" rel="nofollow noopener">similarweb.com/website/ao.dk/…
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Andy
Andy@evfcfaddict·
Jack Henry NTM P/E now at 10y low $JKHY
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Roa15988
Roa15988@Roa15988·
@SutjeSH Loving the investment thesis "top dog" 👌
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Sutje
Sutje@SutjeSH·
Far outside my cicle of competence but if you are open for tech I recommend to have a look on this.
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Roa15988
Roa15988@Roa15988·
@alexeliasson Otroligt svag reaktion jämfört med uppdaterade siffrorna.
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Alexander Eliasson
Alexander Eliasson@alexeliasson·
SEB nämner tillväxt i Sverige 🇸🇪, försvarsinvesteringar och underhåll i VA-systemet som framtida drivkrafter för $AOJ, i sin höjning till -> 130DKK. Jag tror inte man behöver bli sängliggande kränkt av att betala p/e 8x + 5% div för nästa år (+ väldigt stort fastighetsbestånd).
Alexander Eliasson tweet media
Alexander Eliasson@alexeliasson

De helägda robotiserade centrallagren är installerade med AutoStore och SSI Schaefer: kapaciteten är nu över 100,000/dygn och är "långt ifrån full kapacitet" (personligt mgmt. call våren 2025). -> fler e-shops med gemensam backend -> högre utilization -> högre lönsamhet ♻️

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Alexander Eliasson
Alexander Eliasson@alexeliasson·
Li Lin, the founder of @HTX_Global, centered here by the founders of @binance and TRON, declared yesterday that he increased his position in $TIGR with +290% -now his largest holding in any public company. Probably nothing 🙃
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Alexander Eliasson@alexeliasson

Tiger Brokers $TIGR 🐯 Q1: ▪️Revenue: +68% ▪️Operating Profit: +203% ▪️Operating Margin: 38% (⬆️17 p.p.) ▪️OPEX-to-Revenue: ATL (and declining) ▪️ARPU: +35% 📊Trading Volume: +155% 👪Customers: +24% 💷Customer Assets: 40% P/E 12x NTM is probably too cheap. A short 🧵👇

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Tom Smith
Tom Smith@TomSmith839·
What’s happening here? $PX
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Roa15988
Roa15988@Roa15988·
@Symmetry_Invest Moment of silence for those of us who bought sub 2€ and sold at 4€ to pursue "better opportunities" 😅
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Symmetry
Symmetry@Symmetry_Invest·
CTT just announced Q4 EBIT up 57% YoY with all 4 segments growing and guiding for a +20% growth again in 2025
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Roa15988
Roa15988@Roa15988·
@pbcinc Living in Finland and buying stuff online 4-5 times a week. Have maybe used cdon once in the last 15years. You know the site but never anything you want to buy from them.
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Adi Soglowek
Adi Soglowek@pbcinc·
$CDON is a disaster.
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backoftheenvelope
backoftheenvelope@backoftheenvelo·
When was the last time you used Google? Everything moved to AI...
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mavix
mavix@mavix_leon·
My Team #Europoor 🇧🇬 Shelly Group $SLYG 🇫🇷 Arcure $ALCUR 🇮🇹 Powersoft $PWS 🇩🇪 Secunet Security $YSN 🇦🇹 Frequentis $FQT 🇮🇹 Lindbergh $LDB 🇬🇧 Transense Technologie $TRT.L What are your favorite picks to quickly become poor with european stocks?
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Roa15988
Roa15988@Roa15988·
@shot_change Forgot that I cant😀 too long story to continue here..
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