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My portfolio since the start of my stock-picking career, UP +70% in 16 months compared to 26% in $SPY. That’s 44% alpha! Here’s a small overview 👇
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Guilder Capital
955 posts
Guilder Capital
@guildercapital
20 y/o European investor & student. Interested in capital allocation & politics 🇪🇺
Katılım Temmuz 2022
186 Takip Edilen1.9K Takipçiler
@0xSeco Als je je geld belegt en je haalt geen gemiddeld jaarrendement van boven de 6% doe je echt flink iets mis. 10% is wel zo’n beetje het streefgetal.
Nederlands
@Scienceseur Eerst even wat box 3 belasting betalen vriend!
Nederlands
Misschien wordt het weer tijd om hier positie in te nemen. Lang niet meer naar gekeken
Oguz Erkan@oguzerkan
Can someone explain how $NU deserves to trade at just 13x forward earnings while growing 40% YoY and planning to enter the US market next year?
Nederlands
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Thales and $GOOGL Google Cloud Partner on Sovereign Cloud in Germany
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:
➤ Thales and 𝐆𝐨𝐨𝐠𝐥𝐞 𝐂𝐥𝐨𝐮𝐝 launch sovereign cloud initiative in Germany.
➤ Solution targets 𝐩𝐮𝐛𝐥𝐢𝐜 𝐬𝐞𝐜𝐭𝐨𝐫 and highly regulated industries.
➤ New German entity will be fully 𝐨𝐰𝐧𝐞𝐝 and controlled by Thales.
➤ Infrastructure managed exclusively by 𝐥𝐨𝐜𝐚𝐥 𝐆𝐞𝐫𝐦𝐚𝐧 personnel.
➤ Offering designed to meet 𝐂𝟓 and new 𝐂𝟑𝐀 regulatory standards.
➤ Partnership creates pan-European, 𝐠𝐞𝐨-𝐫𝐞𝐝𝐮𝐧𝐝𝐚𝐧𝐭 sovereign cloud capabilities.
➤ General availability targeted by end of 𝟐𝟎𝟐𝟔 after preview rollout.
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@POTFES Yes ofc, there’s a point in there, probably also because of our shrinking population. I have no idea what other factors they put into this
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@guildercapital My uni, not doxing. But he took it from a OECD report, so not his, and just an example.
Even with all but and ifs, it does make a point, but i doubt in 10 years, most of this will have shifted.
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@POTFES I woudn’t say that’s debatable, that’s a given. What uni is this?
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@guildercapital Yeah that's the "debatable" part, i even challenged the prof on this, because it's assuming a lot, but it still sheds a very grimmy future
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Btw, most energy grids in Europe are already clogged up, in the Netherlands (!) a lot of building projects cannot go through the next couple of years because of this reason
Guilder Capital@guildercapital
Is prysmian the next company to go parabolic when people finally realize that the limit of the energy grid is one of the biggest bottlenecks of the AI expansion?
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Is prysmian the next company to go parabolic when people finally realize that the limit of the energy grid is one of the biggest bottlenecks of the AI expansion?
Disclose.tv@disclosetv
NOW - Ireland's Energy Minister says about €18,900,000,000 will be invested into the energy grid between now and 2030 to "deal with increased demand because, thankfully, our population continues to grow."
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Stopped by an action today and again saw how many people visit this dirt cheap company.
Guilder Capital@guildercapital
3i group is a screaming buy here. Still insane room for expansion with action in it’s current whitespace. Payback period is under 1 year. 3i group should take on some debt of it it’s own here imo.
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@its_fundamental A nice bounce? You mean the last 2.5 hours?😂
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@guildercapital Generally - all eggs in one basket (80% Action) - multiplier hard to justify without growth and compared to European discounters and growth anticipated to slow for discounters.
However I note there has been a nice bounce for those with balls!!
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3i group is a screaming buy here. Still insane room for expansion with action in it’s current whitespace. Payback period is under 1 year. 3i group should take on some debt of it it’s own here imo.
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@its_fundamental Paywalled unfortunately, what's the main idea?
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QME
@massivemoats you’re one of the only other big holders of 3i group I know here. Thoughts?
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power. Its closest competitors are 50-80% more expensive than Action. Action should take a little more of that margin and its products will still feel almost free. Every time I walk out the store I can't believe I paid so few for so much.
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@deepvalueco Painful. 3i group needs to take some debt of itself here.
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Soft L4L from Action for 3i, 2.4% in May drag from France & Germany
Stake up to 65.4%
£750M buyback announced
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