harry van sprundel

113 posts

harry van sprundel

harry van sprundel

@snibak

Yes

Amsterdam, The Netherlands Katılım Ocak 2012
64 Takip Edilen23 Takipçiler
harry van sprundel
harry van sprundel@snibak·
@JasperDLT Er is nog een heel groot gebied tussen 1 ( failliet gaan) en 2 ( alles blijft zoals het was). Optie 3; ze blijven relevant, maar omzet groeit (veel) minder hard dan voorheen en marges worden minder. In optie 3 is de FV veel moeilijker te bepalen, we weten de impact nog niet écht
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Jasper | De Lange Termijn 💡
Voor Duolingo zijn er twee opties: 1. Het bedrijf wordt compleet disrupted door AI en gaat kopje onder? Dan is iedere prijs teveel. 2. Duolingo gaat niét ten onder? Dan is het aandeel belachelijk goedkoop. Analisten verwachten ~30% omzetgroei en ~54% EPS-groei in de komende twee jaren (CAGR). Het enige wat ik wil stellen: áls $DUOL niet ten onder gaat door AI, dan is deze waardering een absoluut belachelijk buitenkansje imo.
Jasper | De Lange Termijn 💡 tweet media
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harry van sprundel
harry van sprundel@snibak·
@FromValue I guess it dropped because the growth of the gross written premiums is much lower than last year and their costs have also increased a lot. Might look like their EPS beat is mostly caused by one-offs and we could see lower EPS growth in the coming years.Good to verify on the call
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From Growth To Value
From Growth To Value@FromValue·
$KNSL had another strong quarter, beating on revenue and EPS. 💪 Non-GAAP EPS: $5.21, beating estimates by $0.39, and revenue +19% YoY to $497.5 million, $51 million more than the consensus. Gross written premiums came in at $486.3 million, up 8.4%, showing solid demand despite a more cautious insurance market. Investment income +25.1% to $49.6 million, and underwriting stayed strong with $105.7 million in income and an outstanding 74.9% combined ratio.👌 For the first nine months of 2025, annualized operating ROE hit 25.4%. The stock dipped slightly after the release. Don't ask me why, as these were very strong numbers again. Maybe sth in the conference call (haven't listened yet)? Or just noise.
From Growth To Value tweet media
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harry van sprundel
harry van sprundel@snibak·
@fpl_tactician If Gordon does start, which I think he will, wouldn’t it make more sense that Barnes comes on for him instead of Murphy? Gordon hasn’t started a game in months and Barnes > Gordon is more a like for like sub.
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Andy Martin
Andy Martin@fpl_tactician·
My Newcastle Mid predicted mins Gordon - 80 Murphy - 55 Barnes - 35
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harry van sprundel retweetledi
From Growth To Value
From Growth To Value@FromValue·
Warren Buffett is probably the GOAT 🐐 I'm currently reading ALL his shareholder letters going back all the way to 1957, almost 5,000 pages! 🤓 The amount of wisdom is simply mind-blowing!🤯 If you want the PDF, follow me (so I can send you a PM) and retweet this message.
From Growth To Value tweet media
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Andy Martin
Andy Martin@fpl_tactician·
Go on Mo! Another 21 pointer to twist the knife deeper into those that Wildcarded him out in GW26. 🇪🇬 👑
Liverpool FC@LFC

#BOULIV TEAM NEWS ⚪ Here's how we line up to take up on AFC Bournemouth today!

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Andy Martin
Andy Martin@fpl_tactician·
How many #fpl points do you think Bruno Fernandes gets in GW17,18 & 19?
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Jack Brokenshire
Jack Brokenshire@JackBrokenshir2·
@fpl_tactician What's the point of speculating, they don't play in the championship they are a national team that have qualified from their group on merit, I am not even Australian but why look down on other nations? No wonder other countries hate us, we act all high & mighty when we've won...
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Andy Martin
Andy Martin@fpl_tactician·
Where would this Australia team finish in The Championship? I have them 14th.
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Andy Martin
Andy Martin@fpl_tactician·
My Round of 16 predictions. Perhaps a little bit conservative with how many goals Argentina get but didn’t want abuse. 🇳🇱 1 : 2 🇺🇸 🇦🇷 5 : 0 🇦🇺 🇫🇷 3 : 1 🇵🇱 🏴󠁧󠁢󠁥󠁮󠁧󠁿 3 : 0 🇸🇳 🇯🇵 1 : 2 🇭🇷 🇧🇷 3 : 1 🇰🇷 🇲🇦 2 : 3 🇪🇸 🇵🇹 2 : 1 🇨🇭
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SPORTbible
SPORTbible@sportbible·
Phil Foden has been told he has a 'bigger potential' than Lionel Messi.
SPORTbible tweet media
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Andy Martin
Andy Martin@fpl_tactician·
The Dutch approach of sitting in because they have Depay and Gakpo leading the line, is a good one. Often you’ll see teams sitting back with 1 isolated forward. With 2 up there, it makes it pretty effective.
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Andy Martin
Andy Martin@fpl_tactician·
@FplStatsdan They’ll be an Argentinian player that will score more imo.
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Statsdan
Statsdan@FplStatsdan·
Power Captain on Dumfries.
GIF
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Andy Martin
Andy Martin@fpl_tactician·
Quite surprised so many went with Dutch players. I saw this is a tight affair that was difficult to call.
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harry van sprundel retweetledi
Football Tweet ⚽
Football Tweet ⚽@Footballtweet·
COMPETITION: If Christian Pulisic scores first against Crystal Palace today, we'll giveaway a 2019/20 Premier League shirt of your choice. Simply RT and follow this account to enter. ✅🔁
Football Tweet ⚽ tweet media
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