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The future is literally, right now

yes

What company's are you guys following that are exposed to the AI, Tech, robotics, theme, and trade at a decent valuation...not 'cheap' just sort of fairly valued- but sit in an intersection of tailwinds?

So why should we not invest in NOVO

Yes, what’s the bear case?

Betsson AB, dropped after earnings and I think it’s a really good time to get in. Going to post an update later. Considering increasing my already big position. Company now trades at EV/EBITDA of ~5 amongst peers of ~11 and is growing fast in LATAM. Market spooked by non

I’m gonna buy TSMC after China invades.

Have done an update on the forbidden site. The gist of it : Betsson now trades at a forward EV/EBITDA of ~6 amongst comps at ~15. Grew 12% YoY. High cash conversion, capital light business. Latam growing 35% YoY (2nd biggest revenue segment). Market didn't like: -Nordic

You know, I met a gambling addict once. I wanted to understand what he felt like before he gambled, like what’s the sensation. He described it to me as a crazy anxiety, excitement and anxiety are siblings. Like an itching that he must do it. It’s a mental disease, you don’t

So happy to hear these words

Wait till you get to Hong Kong

o3 is smarter than 99% of humans I’ve met when it comes to answering my question- with sources. The slop comes from humans, not AI

Couldn't help myself. Wrote up on Consenus Cloud Solutions. -Sticky US SaaS At 5.5 EV/EBITDA -with 45% EBITDA margin -Growing revenue upper single digits %YoY -Sold off HARD on non-structural rating change -VERY misunderstood by the market -conducting buybacks which is

Very happy I got out of most near the top. After recent drop it definitely warrants another look! $LFMD

You also have the issue that WorkSimpli, the simplest software ever, just generates consistent high margin cash flow. $LFMD is all about market expectations. In reality the competition is far too great for them- HIMS, Amazon Clinic One, best case scenario for them is a takeout.

Holy fuck GPT 5

$CCSI and $NATL both reported Q2 results today and both meaningfully exceeded expectations solidifying their respective medium/long term bullish theses. For $NATL ATMaaS growth is gaining serious momentum and management also announced a share buyback programme of roughly 10% of

They bought back more stock than they paid down debt. Hugely beneficial and a great capital allocation decision. Buybacks here are like 6X better for EPs compared to debt repayment- especially at these prices