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The funny thing is, buying this basket on December 27, 2022, when the data in the table is from, would have scorched the S&P 500.

InPost ($INPST) is a company that I have written extensively about and which reports Q1 earnings tomorrow. Listen here to an interview that I held with Founder/CEO, Rafał Brzoska, last week that was published this morning. ashevillecapitalmanagement.com/podcast/episod…

Portfolio snapshot (top10 positions ordered by size): $NU $COIN $INPST.AS $MELI $APR.WA $KINO.L $SHO.WA $ENPH $EXAS $SOFI

Portfolio snapshot (top10 positions ordered by size): $NU $INPST.AS $MELI $COIN $KINO.L $EXAS $APR.WA $SHO.WA $SOFI $ENPH

A CFO recently recommended we read DoorDash’s shareholder letters for a simple articulation of their capital allocation strategy and it’s now obvious to me why: this is such a user friendly way of explaining R&D investment in software and internet companies. Summary/notes: (1/)

I’m a growth investor, a value investor, a microcap investor, and a quality investor all at once. My approach flows with the opportunities - adaptable, flexible, and unlabelable. Like water, I shape to the market’s contours. #Investing #FlexibleStrategy #BeLikeWater

If $BVS.AX is good for Damien at 1.4, then it is good for me 😅 investors.bravurasolutions.com/DownloadFile.a…

No one talks about rail stocks $SRAIL $ALO.PA both seem on a cyclical low. Both have massive backlogs and capabilities. I like that :)

Save the date: Space 15: Investing outside the US November 18, 2024 20:15 CET / 2:15 ET Speakers: Ian Bezek (Mr. Fintwit Latin America) Daniel (Mr. 98k Followers with 23) 🇵🇱 Polish Stocks (Mr. Fintwit Poland) Steven Wood (My favorite friendly activist) Co-Host: Sebastian Krog

Big win for $BVS (held) 👇👇👇

Sold half of my bravura position, half still in $bvs.ax

If regulations permit, bringing crypto back to the SoFi platform would be the plan‼️

Selling $bvs.ax and reinvesting into $mind was a great trade for end of the year 👌

Trimmed 30% of $sofi tech platform not too great, taxes a headwind as well. Didn’t close 100% because I believe in Anthony noto + some optionality like getting back into crypto still exists.

One of my favorite accounts recently to follow has been Wolf of Harcourt Street he’s been doing some great work for the fintwit community.

For new microcap investors, pretty simple "red flag" right here⚠️ Management making money, shareholders are not!

With the COO/President of $NU stepping down, it seems like the company is continuing to move to a decentralized model where the country GMs own more of the decisions and PnL. These are the names to get to know: Livia Chanes (Brazil) Ivan Canales (Mexico) Marcela Torres Cordoba

This week, while going through a bunch of nano-caps, I found one of the most intriguing opportunities I’ve come across in a long time. It’s currently trading at around 3x earnings with recurring revenues. It’s an extremely illiquid stock that has been almost completely