- Acquire 60% of a business for €25m 2 years later - IPO that business w/ net proceeds of €270m (now mid-30% ownership) 2 years later - Build position back up to 50%, acquire those shares at 1/3 IPO price Today, less than 2 years later - Price up 400% from those last

In a sea of red, $MEDI is up 5% today Why? Because when Trump adds 15% tariffs, the monopoly flexes it's pricing power. "planned price increase should reduce impact of tariffs" medwatch.no/nyheter/medtek… 30-33x 2025 earnings now.

$TOI.V really nice top line +20% with limited contribution from Cipal Schaubroeck at the end of the quarter & Asseco stake not showing in revenues whatsoever $LM.V organic very healthy and cash flows be flowing $CSU.TO reports Aug 8, probably best value of the three currently

Interesting reflections around the value prop of $V $MA vs stablecoins

We just outlined our investment thesis behind our top 9 holdings. You can find it through link in bio. Little sneakpeak below

$FOUR Shift4 founder Jared Isaacman has just purchased back $16.3 million of $FOUR stock in open markets in the last 2 days! There are many reasons for insiders to sell a stock, but there is only one reason to buy! Especially when they are already the largest public shareholder.

Another strong quarter for $MBB.DE, although the preannouncement took some of the shine away from the actual report today. Vorwerk is executing very well, while growth is accelerating at DTS IT, which will also benefit margin-wise by buying the last 20% of the proprietary

Capital-light middle-men vs $GOOG Interesting to see what travel platforms will look like in the future.

Another incredible quarter by $MEDI Stock up 17% today We covered why Medistim remains one of our top ideas in our last writeup (2nd picture)