@ReneSellmann I guess people buy mostly physical games for under the christmas tree 😃
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MaartenH
838 posts
MaartenH
@dividend_grow
Quality investor with a focus on dividend growth stocks.
Utrecht, The Netherlands Katılım Ekim 2021
393 Takip Edilen213 Takipçiler
One positive takeaway from the $NTDOY quarter is digital sales are trending in the right direction.
What caused this fairly big spike from Q3 to Q4?
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MaartenH retweetledi
MaartenH retweetledi
$UMG.AS worth a read from our Kiwi friend. Not just because he's nice to me. PSH analyst fudges in the presentation Q&A on the EBITDA/FCF question. PSH 2 board seats + Ovitz for 11% stake obviously think VB came down in the last shower. open.substack.com/pub/edenbradfi…
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@NicoInberg Ik denk dat die prijs niet onredelijk is, het stond al praktisch op het bord in 2024 en 2025. Alleen is de constructie die Ackman optuigt via een SPAC ondoorzichtig en zal er wel weer wat aan de strijkstok blijven plakken voor PSH. Ook kans dat Bolloré etc. het afschieten.
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Die 30 euro is natuurlijk een utopie he. Ackman geeft niks weg. #UMG
MastersInvest.com@mastersinvest
Ackman looks to buy UMG... [with a P/E re-rate doing most of the work ...] 'UMG shareholders will receive a total of €9.4 billion in cash (or €5.05 per share) and 0.77 shares in New UMG stock for each share of UMG held Total consideration package of cash and stock estimated to be worth €30.40 per share, a 78% premium to UMG’s stock price.' 'In the Transaction, each share will be exchanged for €5.05 in cash, equal to 30% of the €17.11 closing price on Thursday, April 2nd, the last day of trading before the holiday, and 0.77 shares of New UMG.' 'We estimate that New UMG will earn €1.32 per share in 2027 and will be conservatively valued at approximately 25 times earnings or €32.90 per share at year-end 2026, a 92% premium to the April 2nd closing price.' 'We estimate that in five years, New UMG’s P/E multiple will rise to 30 times earnings, in-line with other high quality businesses which have decades-long growth opportunities, continuously improving margins, and disciplined capital allocation. We estimate that New UMG’s share price will reach €71 by year-end 2031 for a total value of €74 per share including dividends, a 45% IRR and more than 4.3 times the April 2nd closing price.' Proposes Michael Ovitz to join as Chairman of the board ... x-shared.s3.us-east-1.amazonaws.com/Pershing+Squar…
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MaartenH retweetledi
@SenWarren Bezos spends $15B, develops a space program, creates new technologies.
California spends $15B to build high speed rail, zero miles delivered.
You're proposing to move capital from the best capital allocator to the worst, one rife with fraud and overspending.
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@nickgillespie My man the entirety of Europe pumps their own gas, I think you all will manage.
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My first job out of college was pumping gas at the old Sunoco on Rte. 35 south in Keyport, NJ. I had no training in pumping gas, but somehow managed ok, only a few minor explosions. I hope to live long enough to see the Garden State actually repeal one of the dumbest things ever
New Jersey@NJGov
Today, we are announcing plans to lift the statewide ban on self-service gas stations in New Jersey. We encourage New Jerseyans to familiarize themselves with gas pumps as this change is in effect immediately, April 1, 2026.
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Set up in Nintendo, Sony, Konami and Capcom is incredibly positive.
For the time being all the $$$ flowed to AI DC chain.
And now a macro driven sell off.
Nintendo has a 5 year run ahead.
Sony has GTA6 driven surge.
Konami has WC Soccer next Q.
Capcom is another LT bet.
However for now, is the season when ST traders buy cos that almost always guide high (and often deliver low - likes of Panasonic) and they sell / avoid cos that guide low and deliver high (Sony, Nintendo, Konami, Capcom).
TenchInvest@10_ch_10
No mercy in Japan. Nikkei down 5% and all major gaming stocks are being obliterated. Somehow I'm still up on Nintendo and Capcom but Koei is my worst investment ever. I won't give up on it at these levels, though... going to buy back some Nintendo, but not much cash left.
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@kiwitalkz I never understand the pricing complaints when it comes to gaming. I was buying new PS1 games for €60 in 2000 (converted as the Euro didnt even exist yet…) and we are only now getting a price increase to €70 while inflation was >50% since then. Gaming is very affordable!
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I will always praise Nintendo's developers and their game development philosophy, I think they are untouchable when it comes to gameplay mechanics but the business side of Nintendo is a completely different story.
The main reason I play less Nintendo games as of late is because of this, their pricing model, they charge a premium price for everything and pretty much never discount their games and with Switch 2, it's now absurd.
Its mainly why I stick to Metroid, Zelda and Smash Bros and skip mostly everything else nowadays outside of the odd DK game from time to time.
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@compoundpapi @marc_slans Words to live by! V + MA, SPGI + MCO, PM + BTI
Filipino
Let’s go, gents, gimme your top 3 slam dunks from here. I gotta put food on the table… $META $MA $MCO
Marc Slans@marc_slans
What a soul crusher of a week. Gotta get a no-brainer buy list together over the weekend. The absolute can’t-miss names from current levels. I’ve got some serious lost ground to make up now. Oof.
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De ACTION is nu zelf ook in de aanbieding.
Koers van 3I, de moeder maatschappij (private equity)
Nederlands
@FrostedYukio @getonthestiix Have you ever considered how much more costs are involved in shipping physical games? The manufacturing, distribution, margin for reseller. You are not paying a tax, but paying the increased costs for the product you are buying. And even $10 is not enough to fully compensate.
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@getonthestiix I'm either paying $10 more for my games or I'm having to buy $100 to $200 worth of storage to get games digitally at the correct MSRP
either way I lose
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Nintendo gets called anti consumer alot but they are usually setting the most postitve trends as well. This is a great step forward in distinguishing physical and digital media and actual increases the long term viability of physical games as a business strategy
Nintendo of America@NintendoAmerica
We’ve made an update to how new digital and physical versions of Nintendo games are priced on Nintendo Switch 2. Learn more here: ninten.do/6018QQDci
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@rwalsh056 @OBE1plays You realize game prices havent increased in the last 20 years while we had >50% inflation right?
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@OBE1plays You realize this means the next non yoshi game will be $70 digital $80 physical right?
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Wait? So I don’t have to waste gas and time to drive to get a game or wait on the mail for it to be shipped AND I get it $10 cheaper? It’s almost as if Nintendo is rewarding being a smart consumer. I don’t want to hear any of your tinfoil hat conspiracies that they’re going to take all our digital games away in the future either 🤣.
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@chartaldin Can someone explain how $iii.L got mixed up in this group? Sure its PE, but playbook and assets wildly different from classic players in the space.
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Private equity stocks $KKR $BX $APO $TO $III.L went from “can’t lose compounding machines” to “credit cycle fear trades” in 6 months.
Down ~30%+, sentiment wrecked… but AUM still growing, dry powder near records, and deals coming back.
Feels less like the end but more like a reset.
$KKR $APO $BX $TO $III.L
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@dylan522p @dnystedt My guy we dont use AC here, and the handful of Spaniards who do can use negative priced solar to power ‘em.
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We gonna see US to divert LNG ships to Korea and Taiwan going into the hottest summer on record for Europe, just so we can keep the semi production going.
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@nicotinecap @TobaccoVanguard Sheit execution and capital allocation have always been the bear case for BATS as I see it, and the main reason not to make this major part of a portfolio. Has been better under the new CEO compared to the last guy, but the management of this stake is…. disappointing.
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$BTI $BATS sold too little, too slowly. Decisive, sizable sales were needed. Now it's too late.
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@SleepwellCap @ChrisPavese Any links where I can read up on this?
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Did everybody just stop listening to music? No position. $UMG
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@10009nyny @rossobianchi_ @ContrarianCurse Yes earlier last year. But they didnt say they wouldnt grow.
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$ASML is gunna blow the fucking hinges off for the next like 3 quarters at least
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@10009nyny @rossobianchi_ @ContrarianCurse No, they simply didnt guide for growth yet earlier in the year. Management is very conservative and always underpromise overdeliver.
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@rossobianchi_ @ContrarianCurse Yea it’s growing. ASML thought they’d decline at one point
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