Waits (@bitchesbrewcap) 's Twitter Profile
Waits

@bitchesbrewcap

Private Investor. DTS. Tomando Pulevas mientras suena el Omega.

ID: 1414269008493297664

linkhttps://swearengenenterprises.substack.com/ calendar_today11-07-2021 17:03:25

643 Tweet

184 Followers

269 Following

Waits (@bitchesbrewcap) 's Twitter Profile Photo

$CBOX.L #CBOX #CakeBox Update writeup about the FY'2025 final results. Link in picture, bio and below: - Ambala Foods acquisition - Results FY'2025 - Balance Sheet & Capital Allocation - Expansion to France swearengenenterprises.substack.com/p/tartas-de-ce…

$CBOX.L #CBOX #CakeBox Update writeup about the FY'2025 final results. Link in picture, bio and below:
- Ambala Foods acquisition
- Results FY'2025
- Balance Sheet & Capital Allocation
- Expansion to France
swearengenenterprises.substack.com/p/tartas-de-ce…
Waits (@bitchesbrewcap) 's Twitter Profile Photo

$ASB.WA #Asbis is flying...June 2025 Monthly Sales +65.5% vs 2024: - Slovakia leading the way - Kazakhstan leading together with United Emirates. KAZ recovery? - Smartphones, servers, SSD drives, DRAM memory...broad demand Will see the margins of all this in Q2 results...

$ASB.WA #Asbis is flying...June 2025 Monthly Sales +65.5% vs 2024:
- Slovakia leading the way
- Kazakhstan leading together with United Emirates. KAZ recovery?
- Smartphones, servers, SSD drives, DRAM memory...broad demand

Will see the margins of all this in Q2 results...
Waits (@bitchesbrewcap) 's Twitter Profile Photo

$EVO.AX #Embark #EmbarkEarlyEducation Writeup. Link in picture, bio and below: - New Zealand origin - Early Childcare Business - Risks in the Early Childcare Business - Australian Market - The Opportunity swearengenenterprises.substack.com/p/guarderias-e…

$EVO.AX #Embark #EmbarkEarlyEducation Writeup. Link in picture, bio and below:
- New Zealand origin
- Early Childcare Business
- Risks in the Early Childcare Business
- Australian Market
- The Opportunity
swearengenenterprises.substack.com/p/guarderias-e…
Waits (@bitchesbrewcap) 's Twitter Profile Photo

"What does it say about you that when the stock market's reaching all time highs, you can't sell your company?" Great talk about Private Equity with Dan Rasmussen youtube.com/watch?v=q4Acn0…

Waits (@bitchesbrewcap) 's Twitter Profile Photo

$PIF.TO #PIF #PolarisRenewable Update of its Q2'2025 results. Link in picture, below and bio: * Results analysis * New developments/acquisitions swearengenenterprises.substack.com/p/energias-ren…

$PIF.TO #PIF #PolarisRenewable Update of its Q2'2025 results. Link in picture, below and bio:
* Results analysis
* New developments/acquisitions
swearengenenterprises.substack.com/p/energias-ren…
Waits (@bitchesbrewcap) 's Twitter Profile Photo

"You're young and broke, why are you working at a big firm looking at multibillion-dollar companies? Find something less competitive." Pretty good story: joekraymond.com/160x-in-a-mont…

Waits (@bitchesbrewcap) 's Twitter Profile Photo

$DXT.TO #DXT #Dexterra Update of its Q2'2025 results. Link in picture, below and bio: - Acquisition #1: Pleasant Valley Corporation - Acquisition #2: Right Choice Camps & Catering - Results Q2'2025 - Capital Allocation - Throwing some numbers swearengenenterprises.substack.com/p/ciudades-por…

$DXT.TO #DXT #Dexterra Update of its Q2'2025 results. Link in picture, below and bio: 
- Acquisition #1: Pleasant Valley Corporation
- Acquisition #2: Right Choice Camps & Catering
- Results Q2'2025
- Capital Allocation
- Throwing some numbers
swearengenenterprises.substack.com/p/ciudades-por…
Waits (@bitchesbrewcap) 's Twitter Profile Photo

$SUP.L #SUP #Supreme bolt-on acquisition of 1001 Carpet Care: * 1.65M£ (0.35M£ deferred) * Contingent consideration up to 3M£ for the purchase of inventory @ book value: associated with future sales growth. * Revenues FY'25=4.5M£. Owned by WD-40 since 2004

$SUP.L #SUP #Supreme bolt-on acquisition of 1001 Carpet Care:
* 1.65M£ (0.35M£ deferred)
* Contingent consideration up to 3M£ for the purchase of inventory @ book value: associated with future sales growth.
* Revenues FY'25=4.5M£. Owned by WD-40 since 2004
Waits (@bitchesbrewcap) 's Twitter Profile Photo

$ASHM.L #ASHM #Ashmore FY'2025 Results: * Good reduction in personnel costs * The big final dividend is kept at 12.1p * New offices Qatar & Mexico * Reported EPS=11.8p...wo seed capital gains=7.1p * Balance still strong: Cash=348.7M, Inv=321.5M Waiting for the AUMs to come...

$ASHM.L #ASHM #Ashmore FY'2025 Results:
* Good reduction in personnel costs
* The big final dividend is kept at 12.1p
* New offices Qatar & Mexico
* Reported EPS=11.8p...wo seed capital gains=7.1p
* Balance still strong: Cash=348.7M, Inv=321.5M

Waiting for the AUMs to come...
Waits (@bitchesbrewcap) 's Twitter Profile Photo

$MBR.WA $ASB.WA $6013.T ($6013.T) #MoBruk #Asbis #Takuma 3xUpdate in these 3 companies. Link in picture, below and bio: - Mo-Bruk: Much investment, little to show for it - ASBIS: The dollar is not your friend - Takuma: Fattening future earnings swearengenenterprises.substack.com/p/the-gem-1-mu…

$MBR.WA $ASB.WA $6013.T ($6013.T) #MoBruk #Asbis #Takuma 3xUpdate in these 3 companies. Link in picture, below and bio: 
- Mo-Bruk: Much investment, little to show for it
- ASBIS: The dollar is not your friend
- Takuma: Fattening future earnings
swearengenenterprises.substack.com/p/the-gem-1-mu…
Waits (@bitchesbrewcap) 's Twitter Profile Photo

I do not like offices at all personally...but when practically everybody is going back right now and the office buildings are more than dirt cheap + no new supply... Another interesting idea in the Canadian REIT space by Chris in Canada 🍁 . Very well explained: x.com/eventdriven4l/…

Waits (@bitchesbrewcap) 's Twitter Profile Photo

$ASB.WA #Asbis Aug 2025 Monthly Sales +36% vs 2024: - KAZ very well, positive impact of the measures - Breezy new contract with Orange Polska - Products taking the lead for smartphones, servers and server components

$ASB.WA #Asbis Aug 2025 Monthly Sales +36% vs 2024: 
- KAZ very well, positive impact of the measures
- Breezy new contract with Orange Polska
- Products taking the lead for smartphones, servers and server components
Waits (@bitchesbrewcap) 's Twitter Profile Photo

"It's a lot easier to understand what you own today. You have no excuse not to know the companies you own." Always good to listen to Peter Lynch youtube.com/watch?v=YIlurD…

Waits (@bitchesbrewcap) 's Twitter Profile Photo

$ASHM.L #ASHM #Ashmore Q1'2026 Trading Update: * +2% seq. in AuM. +1.4B Inv. Perf -0.3B outflows * Net Inflows in Local Currency, Equities and Alternatives (ATH in Alts) * Reduction in External Debt 3 Q's in a row increasing AuM modestly, but flows not showing yet...

$ASHM.L #ASHM #Ashmore Q1'2026 Trading Update: 
* +2% seq. in AuM. +1.4B Inv. Perf -0.3B outflows
* Net Inflows in Local Currency, Equities and Alternatives (ATH in Alts)
* Reduction in External Debt

3 Q's in a row increasing AuM modestly, but flows not showing yet...
Waits (@bitchesbrewcap) 's Twitter Profile Photo

$BEG.L #BEG Q3 Red Flag Alert from Begbies: * +12.6% seq increase in businesses in critical financial distress (+78% YoY) * Broad across sectors, especially the consumer-facing industries with real pressure: leisure, cultural, hotels... Looking bad in the UK, esp. the consumer

$BEG.L #BEG Q3 Red Flag Alert from Begbies:
* +12.6% seq increase in businesses in critical financial distress (+78% YoY)
* Broad across sectors, especially the consumer-facing industries with real pressure: leisure, cultural, hotels...

Looking bad in the UK, esp. the consumer
Waits (@bitchesbrewcap) 's Twitter Profile Photo

$DSW.L #DSW From 33:45 investor presentation of DSW Capital. It looks the FY'26 is starting well: x.com/romanp000/stat…