Paulo (@paul_prii) 's Twitter Profile
Paulo

@paul_prii

investacadmiepaul.substack.com/subscribe

ID: 1472326093877223424

calendar_today18-12-2021 22:01:57

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Quartr (@quartr_app) 's Twitter Profile Photo

A lot of you have asked for merch, so we've decided to do something special to close out the year. We're giving away three ultra-limited shirts to three lucky winners. To participate, repost this thread within the next 24h (and follow us so we can DM you).

A lot of you have asked for merch, so we've decided to do something special to close out the year.

We're giving away three ultra-limited shirts to three lucky winners.

To participate, repost this thread within the next 24h (and follow us so we can DM you).
Philippe Luchési (@luchesiphilippe) 's Twitter Profile Photo

📺Nouvelle vidéo 🚙Analyse de Trigano youtu.be/tFqJY31TFhY ❤️et RT 💥 Merci ! 📜Sommaire ✅L'activité de Trigano ✅Résultats 2024 ✅Perspectives 2025 et après ✅Astuces pour suivre la société ✅Valorisation

📺Nouvelle vidéo
🚙Analyse de Trigano

youtu.be/tFqJY31TFhY

❤️et RT 💥
Merci !

📜Sommaire
✅L'activité de Trigano
✅Résultats 2024
✅Perspectives 2025 et après
✅Astuces pour suivre la société
✅Valorisation
DR Bourse (@dr__bourse) 's Twitter Profile Photo

Pour les fêtes de fin d'année, nous offrons 3 cadeaux par tirage au sort !🎄🎅 Pour participer : ▶️nous suivre + like + retweet de ce post Les cadeaux 🎁 : ⭐️Un abonnement "Offre Premium" (6 mois) ⭐️Un abonnement "Offre Hebdo Inside" (6 mois) ⭐️Une caisse de 6 bouteilles

Paulo (@paul_prii) 's Twitter Profile Photo

$PRO Another takeover (by Sofina and Portobello) at ridiculous price (18x EV/EBIT 2025) for an high-quality business with ROCE >200%. Quality small and mid caps are gradually disappearing in Europe

$PRO Another takeover (by Sofina and Portobello) at ridiculous price (18x EV/EBIT 2025) for an high-quality business with ROCE >200%. Quality small and mid caps are gradually disappearing in Europe
Paulo (@paul_prii) 's Twitter Profile Photo

$MOUR 🇧🇪 2024 Results Rev -4% (186,34M€) EBIT - 3,5% (29,109M€) Net income +0,2% (24,422M€) Book-to-bill 0,62 Order book 361M€ (+8%) Net cash 119,6M€ (+ 19,8M€) Ordinary dividend 12,50€ (+13,6%) + special dividend of 5€ for the next 3 years EV/EBIT 3,1 PER 8,6 ROE 19.58%

Vincenzo Bolléro (@vincenzobollero) 's Twitter Profile Photo

OPA à 29 euros par Legrand ! Bravo à ceux qui en ont ! Toujours intéressant de voir les valorisations quand le majoritaire est vendeur et non acheteur. Le travail est tout de suite plus simple pour l’expert indépendant !

Paulo (@paul_prii) 's Twitter Profile Photo

News of $EIS (ex-Euroconsultants) 🔹 Joining ATHEX Technology sector 🇬🇷 🔹 Secured strategic 🇿🇦 project with IASP & VUT 🔹 Active in 🇬🇷 defence & dual-use tech (€400k portfolio) 🔹 Driving EU innovation (EIT Urban Mobility, OBI) 🔹 Targeting increased institutional ownership

Paulo (@paul_prii) 's Twitter Profile Photo

🚨 New deep-dive 🚨 A hidden European gem in B2B software: ✔️ High-margin SaaS ✔️ 60%+ recurring revenue ✔️ 26%+ CAGR through 2028 ✔️ Founder-led with skin in the game ✔️ Undervalued vs. peers (EV/EBITDA 12.9x) investacadmiepaul.substack.com/p/a-profitable…

🚨 New deep-dive 🚨

A hidden European gem in B2B software:
✔️ High-margin SaaS
✔️ 60%+ recurring revenue
✔️ 26%+ CAGR through 2028
✔️ Founder-led with skin in the game
✔️ Undervalued vs. peers (EV/EBITDA 12.9x)
investacadmiepaul.substack.com/p/a-profitable…
Dimitrios G. Markoulis (@dgmarkoulis) 's Twitter Profile Photo

$EIS.AT I just posted the first public whriteup of European Innovation Solutions S.A. It’s a Greek consulting Micro-Cap doing buybacks and dividends after a real estate sale,trading at EV/EBITDA of 4.4. Check the link in my bio.

Paulo (@paul_prii) 's Twitter Profile Photo

Investing the Kahneman way 🧠 - July portfolio letter: +20.9% YTD by applying System 2 thinking : patience, fundamentals, discipline. - Focus: high-ROE European small/mid caps at reasonable valuations. 📈 Full details & July trades ⬇️ [🔗open.substack.com/pub/investacad…]

Investing the Kahneman way 🧠
- July portfolio letter: +20.9% YTD by applying System 2 thinking : patience, fundamentals, discipline.
- Focus: high-ROE European small/mid caps at reasonable valuations.
📈 Full details & July trades ⬇️
[🔗open.substack.com/pub/investacad…]