Why are people so surprised? German industry structures with unions involved in each major decision, overregulation throttling innovation, overblown cost structure and inability to deploy AI are well known. Nothing is changing in Germany, other than more taxes and contributions

$HACK is quickly catching up to $EVO ...with a fraction of resources

When is weight verification coming for women? x.com/Tinder/status/…

Tesla is ridiculously overvalued.

Correct

Yes, I think it is preferable that the U.S. controls Venezuelan oil reserves rather than allowing a de facto Russian- and Chinese-backed dictatorship to control it

Venezuela used to be much wealthier than Poland, which was suffering under socialism. Then Poland implemented free-market and capitalist principles and enjoyed an economic boom. Venezuela chose socialism, which brought poverty and misery to its people. That’s the difference.

Styrkan i Saab är inte att leka med

Bought some $SNAP here at 5,17 USD/share. My reasoning⤵️ • Profitability Pivot 💰: The company reached a major milestone last quarter, turning profitable for the first time. • Monetization Upside✅: With a massive user base of 1 billion Monthly Active Users (MAU), even a

$BMBL totally uninvestable? 50% dilution recently. Huge risks of happening again and again?

SLEEPY STOCKS THAT BEAT THE MARKET The S&P 500 is up 707% over the past 20 years. Over the same time period: 3,890% — AutoZone 3,200% — Domino’s Pizza 3,170% — Casey’s General Store 3,070% — Rollins 2,920% — Costco 2,630% — Sherwin-Williams 2,090% — Tractor Supply 1,540% —

Ibland kan det vara bra att zooma ut lite. Nelly

$SNAP now entering territory where sentiment has become entirely disconnected from reality. Almost 1x sales on a >60% gross margin social media business with 1B MAU and a new high-margin subscription monetization model running at $1B and growing 60%. Perplexity deal seems to

Embracer will continue burning cash, perfect short after latest stock increase. Just look at the cash flow. CAPEX and lease payments will always overrun operating cash flow = negative FCF. $EMBRAC

Valuation matters: Exhibit A

Z Agree 💯

Köper på mig Hacksaw här, mkt value $Hack

$HACK continues to catch up to $EVO

Quick correction on $BMBL valuation and a lesson on “UP-C structures”. My original post used the $310M Class A market cap. But Bumble Inc. doesn’t own 100% of the underlying business. 25% is still held by Blackstone and the founder as Common Units. The fully diluted share

FCF/share is the single greatest indicator of a high-quality company. Most investors overlook this chart. These 12 companies are printing free cash at rapid rates: 1) Duolingo: $DUOL FCF/share → 61.9% CAGR