Vladimir Tyagar

@CEOStockWatcher 20% of direct shares now are in Dart's hands (without tracking swaps with banks)

Ken Dart back to buying Flutter $FLUT after a couple of weeks off

I've re-initiated $TME after a 52% YTD drawdown. 8.5x fwd earnings for a dominant platform with a solid track-record of execution behind it. Full write-up: open.substack.com/pub/riddermark… Hope someone finds it useful and interesting!

@Fran_G47 Great analysis. Was tracking the company and after li lu bought a stake worth searching deeply

@ariaradnia To cheep to ignore

@vtyagarr Sorry?

$ADBE my monte carlo in conservative estimates shows 99,9% simulations above 300/share. Nowadays price is 245...@ariaradnia WTF)

$TSCO future acceleration or ...? Not surprised in such correction (fertilizers, animal traits etc), but maybe too much

$FLUT Kenneth Dart’s first nice move I guess? Block scaling, embrace efficiency

@leevalueroach China tech stocks

What’s your best stock idea going into May?

@sloth_cap made research, dm me

Anyone want to talk me out of buying $FLUT here? Seems cheap

@varuninvesting Great and structural analysis. You should try to watch gambling/e-gaming businesses. Great structural and good shift for old players to scale and increase efficiency. Will be glad to help

Before Adyen, Burberry had 94 payment contracts. Yes, 94. One team. Managing 94 contracts across online and physical stores, across dozens of countries. After Adyen: 12. $ADYEN isn't winning on just processing fees. They're winning on the complexity they collapse. That's why I rated the business model S Tier.

Does Sora shutting down is positive for $ADBE?

Like shorting elevated companies $VSCO

$AXON 🌹

My great list for accumulating in correction (mkt cap down): $NFLX, $UBER, $PDD, $1810, $NOW, $ADBE, $SPOT, $RACE, $SE, $CPRT, $AFRM, $GRAB, $YMM, $SFM, $LOAR, $SRAD, $LB

$RACE 245 euro per share would be a very nice price to buy and hold

@QualityInvest5 @nataninvesting Unfortunately markets at ATH, waiting

@nataninvesting Saas in particular so cheap rn

So many great opportunities in my investable universe Especially with SaaS If only I had someone to lend me a small loan of a million dollars or something like that😅

@doomerzoomer @standuquesne You can try so look under the graph and see, that he sold it out. Congratulations

Report of main #publicportfolio till the end of 3Q25 Perfomance since inception in 4.24: Portfolio: 93,31% S&P 500: 31,21% Shorts remain after labor data with decrease in growth rates. Slowdown in the economy with the "expansion" of AI bubble may lead to a revaluation of assets.

@i3_invest_ question is, how it reacts to the real world. And other good way is to see 10y-2y yield. Interesting, thanks!

Report of main #publicportfolio till the end of 2Q25 Perfomance since inception in 4.24: Portfolio - 110% S&P 500 - 23,63% Latest version of portfolio were: Long $TLT $UNH, Short $NVDA, $SBSW, $COIN