New post✍🏼, a bit of bragging but also a few new long ideas. Enjoy 📖 billiebillion.substack.com/p/portfolio-yt…

Just read the 'short report' on $OPTX, and it’s honestly one of the least credible pieces I’ve seen. Their main 'risks' are that the founder might cash out and that he owns too much - arguments that completely ignore the context of a growth play. They’re also treating negative

Bought some Nelly $NELLY shares here at 69 SEK. I think this looks a bit oversold short term 👍🏼

While this short report largely covers old ground and lacks fresh insights, I’ve decided to secure some profits. This was a significant position for me; while I remain a shareholder, I’m reducing my exposure for the time being. Having seen 'shark-like' short-seller behavior

$OPTX I’m a firm believer that high CapEx/debt is normal when a company scales for a massive order book. HOWEVER, I can’t ignore the binary risk of governance. Multiple BOD members, including a former CEO, raising flags about "fraudulent reporting" is where I draw the line. I

New write-up ✍🏼this time Snapchat $SNAP the turnaround of 2026. Enjoy! billiebillion.substack.com/p/company-anal…

Looks like momentum around IPG Photonics $IPGP has shifted after massive beat in Q4 📈 Picked up some shares with profits from $SNDK and $MU $IPGP stock is already up a lot but the shift in momentum might drive the stock further. That’s what I think.

$SNAP Snapchat is going to be the ’turnaround of 2026’. With 1 billion MAU and average app opening frequency of 30-40 times per day(!) even a monkey would manage to turn this platform profitable🐵 💸 billiebillion.substack.com/p/company-anal…

I min bok var det här årets hittills bästa poddavsnitt. Uppskattar SÅ detaljnivån på diskussionerna om AI-infrastrukturen. Nicklas Andersson är i vanlig ordning intressant att lyssna på men blev verkligen imponerad av Inge Heydorn, vilken stjärna! Tack för att ni delar er kunskap!

New substack write-up ✍🏼 find out how I’m positioning myself in the ”SaaSpocalypse” $SNAP $HOOD $SPOT $OPTX billiebillion.substack.com/p/greedy-when-…

Mr Market has been generous when painting all SaaS companies red with a broad brush 📉 I like the valuations on some of the consumer SaaS companies $SPOT $SNAP $HOOD - however many B2B SaaS companies I would’t touch with a 10 foot pole… billiebillion.substack.com/p/greedy-when-…

$SNAP beautiful to see! Snapchats path to great profitability takes it one step at a time 📈

Temporaily sold $HOOD and bought $LMND. The $LMND report tomorrow should be able to deliver a positive surprise after the last month harsh sell-off. Stock about -40% from highs in late January.

Great report by $LMND I bought more shares at $63/share. Ridiculous going from +18% pre-market to -5% in the opening. Hope this tweet will age well...

Bought $LULU on the news that Trump tariffs are illegal! 📈

Bought $RPI today, really like the story and trend.