Yougov just nosedived 😂 Not sure how the recent buyer(s) feel here. But I am increasing my position. Revenue keeps growing. The big risk here is whether they can keep their cost base, investments in check and find synergies to derive more value from their recent acquisitions.

Bought a small position of puts on $JMIA 🤡

And there it comes. A 16% pop for Kitron after solid Q2 results and a rather upbeat outlook. All while keeping the operating margin at ~9%. Nice!

After the attempt on Trump and, more importantly, his selection of the running mate, there is one particular company that is likely to do incredibly well. It is expensive and a retail darling (i.e. does not fit my selection criteria), but you have to play the cards you’re dealt.

Don’t you just LOVE it when your favourite superstockmarket runs discounts on EVERYTHING? ❤️

Bought a bit of Wittchen S.A. $WTN. When it hits your margin of safety trigger, you buy, correct? Besides, I have a sneaky feeling my $JMIA puts will comfortably finance this purchase today 🙂

Bye, bye $DJT 😆

Celebrating grand opening of INDEXO today! 🎉 Just to remind the management what their financial forecast is. Gotta be profitable next year, you promised!

🎯

Very refreshing 👍 This finally makes you come across as a real CEO and not as someone who’s just ‘winging it’ Can we expect this kind of frankness going forward? (adjusted for specific talking points because otherwise some muppet in the EC won’t sign-off on something important)