Paul

$4389 8x EV/EBIT

Also heute, im Supermarkt, Frosta, unglaublich, Skandal!11!

Adding $8917 First Juken Co to Japanese Net Net basket. 58% of NCAV, 4.2% dividend, 6.09% 10Y ROE Avg, 4.38% Book Value CAGR growth in the past 5 years selling at 36% of book. Since going public 7 years ago, positive Net Income and OI every year. Biggest concerns are inventory buildup, declining revenue, 54% of NCAV in inventory, and management still no disclosure on TSE Exchange reforms AKA “Action to Implement Management That Is Conscious of Cost of Capital and Stock Price”

BREAKING: Anthropic's pre-IPO valuation surges to a record $1.2 trillion, rising another +20% in 7 days. This officially puts Anthropic's implied valuation up +900% since October 2025, per onchain pre-IPO trading data. Pre-IPO instruments trading onchain on Jupiter, backed 1:1 by SPV exposure, are providing a real-time proxy for the company’s implied IPO valuation. This now makes Anthropic ~20% larger than OpenAI's pre-IPO implied valuation. If Anthropic were to IPO at a $1.2 trillion valuation, it would be the 11th most valuable public company in the world. The AI Revolution is accelerating.

Repligens Q1 är klart bullish för Life Science Tools. - 11% organisk tillväxt med comeback från emerging biotech som växte 20%. - biotech funding i Q1 var upp 100% y/y med väldigt stark fortsättning i april. - ser hälsosam efterfrågan inom cellterapi och även inom genterapi.