Value Bridge

I'll be in Lisbon for the European Value Investing Conference. Excited to meet many of y'all and @fiscal_ai is a main sponsor.

Lindbergh $LDB.MI signed a preliminary agreement for the acquisition of 100% of Salvucci Maurizio, a competitor in the same region as Gatt Ermanno, which is already part of the Lindbergh HVAC group. Lindbergh will pay an EBITDA multiple of ~2.9x based on the 2024 numbers. The companies agreed on deferred payments for the purchase price.

Honoured to share that @value_bridge_co’s main sponsor is @MicroCapClub!! Earlier this year, I set a goal to join the club by submitting a write-up. I can't believe I got in, and now we’re working together. Let’s make the micro cap space less micro! 👉microcapclub.com

These things brighten your day😍 Thanks to @loonielookout" target="_blank" rel="nofollow noopener">substack.com/@loonielookout for being the first supporter of @value_bridge_co and the third of Value Hunt. It's not about the money, it's about getting small indications that you're on the right track😆

🚨 Big @value_bridge_co Update 🚨 The old Value Bridge setup was too complex. Time to simplify and refocus. Here’s what’s changing: 1️⃣ Weekly Podcast Every Monday at 8AM UK, you’ll get at least one high-quality interview with an investor or CEO. 👉 @Value-Bridge-co" target="_blank" rel="nofollow noopener">youtube.com/@Value-Bridge-… 2️⃣ Submit Your Questions We’ll publish the interview calendar in advance so you can submit questions directly to our guests on this page. 👉 value-bridge.co/p/interview-ca… 3️⃣ CEO Library Archives (bi-weekly) Each week we’ll cover 2 companies, compiling everything the CEO has said, organized by topic + timeline. A fast-track tool for screening change and building company knowledge. 👉 value-bridge.co/t/ceo-library 4️⃣ Core Focus High-quality long-form interviews + the CEO Library. The mission: give every investor access to practical lessons from investors and direct insight from CEOs, for free. 5️⃣ Funding All revenue (YouTube, sponsors, pledges) goes straight back into improving the platforms, quality, quantity, and reach. 6️⃣ Principle I’m young, not optimizing for profit. Instead, I’ll optimize for value, quality associations, and long-term win-win relationships. This is just the start. 😆 I’d love any constructive feedback to keep improving. Excited to document the journey.

Just added everything Martin Carlesund & Todd Haushalter from $EVO.ST have said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company, just signal. value-bridge.co/t/ceo-library

@onecentinvest once got in trouble for exposing some of the dirtiest pump-and-dumps in penny stocks. Now he’s focused on finding companies that can return 100 to 1. Full interview here👇 📺 YouTube: youtu.be/6PzJW70_wYA 🎧 Spotify: creators.spotify.com/pod/profile/va…

Just added everything Daniel Zhang & Johan Steene from $TEQ.ST have said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company, just signal. value-bridge.co/t/ceo-library

I'm biased, but this resource is extremely useful for digesting $NOW.V's results. It helps track changes over time and puts results into perspective. Use CTRL + F for relevant terms like Chile, and you can see what mngmt has said over time! value-bridge.co/p/nowvertical-…

!UPDATE! $IMB.AX New questions from the recent earnings call and coffee microcaps presentation are now available on the Value Bridge website. value-bridge.co/p/intelligent-…

To everyone unable to access the Value Bridge website, we're making changes to simplify things for you! Stay tuned. Continue accessing Q&As here: valuebridgepodcast.substack.com/t/ceo-library We'll make an official announcement soon.

Just had one of the best convos I've ever had with @BrentBeshore. We went deep on private markets, micro cap investing, long-term thinking, faith, and what it really means to build enduring businesses. 🎧 Spotify: creators.spotify.com/pod/profile/va… 📺 YouTube: youtu.be/Rz3uhyb5Z9E

I'm conducting a follow-up interview with Shawn, CEO of $BILD.V. Submit questions on the investor section of Value Bridge by this weekend. Questions submitted later may not be included. value-bridge.co/investors

Just added everything Eric Healy from $BOF has said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company in just 25 minutes, just signal. value-bridge.co/post/branchout…

We'll have a library post soon with everything Eric said. $BOF

This is one of my favorite investor interviews in a while. @EightTrack180 and @value_bridge_co have good chemistry and Jason gave several interesting answers I haven't heard elsewhere. His thoughts on ego and promotional microcaps I found especially interesting and have rewatched. youtube.com/watch?v=UPwAGQ…

@whiteoutcapital @EightTrack180 Thanks!!

Just added everything Kingsley Ward & Erica Groussman from $TRBR.V have said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company in just 50 minutes just signal. value-bridge.co/post/trubar-ki…

Just added everything Sandy Chadha from $SUP.L has said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company in just 135 minutes just signal. value-bridge.co/post/supreme-p…

Just added everything Bill Bennett from $IVFH has said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company in just 89 minutes just signal. value-bridge.co/post/innovativ…