Planet Labs popped 50% yesterday on first-ever Q of positive FCF of $8M 🎉 more contracts 🙌 and more AI 🤖 You can read more about Planet (and Endurosat) in my recent post.

Shelly $SLYG is on track to register over 10M new devices in a single year. By comparison, by the end of 2023, the Company had registered approximately 10M devices total since launching in 2018. 📈

🚀 Shelly Group (SLYG) reports a 29% YoY sales growth for H1 2025 to €53.9M, driven by strong device & service demand! 🇺🇸 US growth picking up, tariffs impact minimal. 📈 Full H1 results drop Aug 13.

Shelly $SLYG launches first co-branded IoT devices with EcoFlow, integrating smart energy management solutions for seamless solar system control. This move opens new OEM growth channels. #IoT #solar #energytech

Most of the finance industry is structured around coming up with unnecessarily complex & opaque solutions to create information asymmetry between principal and agent in order to “justify” fees.

Shelly $SLYG 2025H1: 📈Revenue +29.3% to €54M 📈EBIT +12.2% to €12.2M 📈NI +10.1% to €10.2M 💰Free cash flow €4.1M 👤 2.3M cloud users 🧑‍💻installer network >2.4K ⏩2025 guidance reaffirmed #IoT #Earnings #Growth

Just 8.4% shy of Dow 50k 🫣 That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.

I been going on a lot of podcast recently but Invest Like The Best with Patrick O'Shaughnessy is one my favorites I was expecting it to be way more market focused which we do cover ofc But we also drove down to the fundamental technological inflections of models + infrastructure

How the narrative has changed. Before, it was all about saving energy. Now, deals are quoted in gigawatts.

Make your FU money in the US and come spend it in Europe. Nothing better.

🛋️

🙏 Capital Employed is a great aggregator of quality content.

Added 64 new stock write-ups to the site (pt 2): Mr Schmidt - $HRBR (special sit overview) ✵ - $1433.HK Dimitar Genchev - $PL (overview) West4thSt Capital - $SN (trimmed) elpistollero invest - $VUZI

🥂to 2025

They say nowadays, if you don't post, you don't exist 👀

🙏thank you for the mention