Dimitar Genchev (@dgenchev) 's Twitter Profile
Dimitar Genchev

@dgenchev

Curious about investing and AI ๐Ÿ“ˆ๐Ÿค– Student of value in markets and life ๐Ÿ–‹๏ธ
studentofvalue.com

ID: 241533667

linkhttp://www.studentofvalue.com calendar_today22-01-2011 14:03:22

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347 Followers

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Dimitar Genchev (@dgenchev) 's Twitter Profile Photo

Planet Labs popped 50% yesterday on first-ever Q of positive FCF of $8M ๐ŸŽ‰ more contracts ๐Ÿ™Œ and more AI ๐Ÿค– You can read more about Planet (and Endurosat) in my recent post.

Dimitar Genchev (@dgenchev) 's Twitter Profile Photo

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. ๐Ÿ“ˆ

Dimitar Genchev (@dgenchev) 's Twitter Profile Photo

๐Ÿš€ Shelly Group (SLYG) reports a 29% YoY sales growth for H1 2025 to โ‚ฌ53.9M, driven by strong device & service demand! ๐Ÿ‡บ๐Ÿ‡ธ US growth picking up, tariffs impact minimal. ๐Ÿ“ˆ Full H1 results drop Aug 13.

Dimitar Genchev (@dgenchev) 's Twitter Profile Photo

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

Pythia Capital, No Brainer (@pythiar) 's Twitter Profile Photo

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 โ€œjustifyโ€ fees.

Dimitar Genchev (@dgenchev) 's Twitter Profile Photo

Shelly $SLYG 2025H1: ๐Ÿ“ˆRevenue +29.3% to โ‚ฌ54M ๐Ÿ“ˆEBIT +12.2% to โ‚ฌ12.2M ๐Ÿ“ˆNI +10.1% to โ‚ฌ10.2M ๐Ÿ’ฐFree cash flow โ‚ฌ4.1M ๐Ÿ‘ค 2.3M cloud users ๐Ÿง‘โ€๐Ÿ’ปinstaller network >2.4K โฉ2025 guidance reaffirmed #IoT #Earnings #Growth

Dimitar Genchev (@dgenchev) 's Twitter Profile Photo

Just 8.4% shy of Dow 50k ๐Ÿซฃ 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.

Dylan Patel โœˆ๏ธ ICLR (@dylan522p) 's Twitter Profile Photo

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