Nordstern Capital @InvestorPilk
from 1 grain to 9,223,372,036,854,780,000 nordstern-capital.com New York Joined October 2020-
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$EVO piloting a “slot lobby”. Exiting a slot brings you to “Netflix-like” lobby to choose among other $EVO slots. Only another button will get you back to operator’s home.
Live at @nextdotio . Bringing $EVO and $PTEC together
Nordstern Capital 2023 Annual Memo nordstern-capital.com/memo-2023-nord…
Something that I have been building on together with @therealigelkott for quite some time now. Check it out Follow your favorite games from $embrac, $zordix, $starb, $pdx, $atvi and $ttwo. gamestatify.com
Something that I have been building on together with @therealigelkott for quite some time now. Check it out Follow your favorite games from $embrac, $zordix, $starb, $pdx, $atvi and $ttwo. gamestatify.com
$STNE $ASTL $EMBRAC Nordstern Capital Memo 1Q 2023 nordstern-capital.com/memo-1q2023-no…
Lars Wingefors to Nordstern Capital today: $EMBRAC has very sizable partnerships coming up. Could go across business units It will be much clearer that $EMBRAC creates more value combined than the individual pieces $EMBRAC could empower platforms to reach their strategic goals
$PTEC.L disagrees with $EVO @iGamingNEXT Q&A of “Building the best iGaming Offering” Playtech CEO Edo Haitin takes the mic in the audience… stating that he was initially part of the panel…then got disinvited… Challenging Todd Haushalter’s views on bespoke live casino…
Todd Haushalter and Oliver Bartlett, BetMGM, discuss iGaming and $EVO moving from online into land-based casinos….@iGamingNEXT in NYC
Next Tuesday $EVO will reveal the "most spectacular game show we've ever made" (CEO) Best place to learn more: March 7 @iGamingNEXT NYC. Meet Todd Haushalter, competitors, industry experts, @Pierreobv, ... Serious $EVO investors have to go ! igamingnext.com/nyc23/
Next Tuesday $EVO will reveal the "most spectacular game show we've ever made" (CEO) Best place to learn more: March 7 @iGamingNEXT NYC. Meet Todd Haushalter, competitors, industry experts, @Pierreobv, ... Serious $EVO investors have to go ! igamingnext.com/nyc23/
$VALE $IPCO $GLEN $BG $DNORD Nordstern Capital Memo 4Q 2022 nordstern-capital.com/memo-4q2022-no…
$AMZN committed to bring "highest quality games, from the best developers" --> $EMBRAC amazongames.com/en-us/news/art…
COO #Tencent subsidiary on $EMBRAC acquisitions: "...buys P&Ls and balance sheets...not necessarily always targeting the kind of high-risk high-reward things, but rather just established outfits that have potential for growth...kind of save bets"
$EMBRAC $GLEN $ASTL Nordstern Capital memo 3Q 2022 nordstern-capital.com/memo-3q2022-no…
#coal $GLEN CEO: coal prices to remain elevated 2H of year. Very tight market $YAL.AX CFO: coking to thermal coal is not easy. Need to blend. No one can do this kind of blending easily. $ARCH CEO: we have the met coal mix to take advantage of thermal market crossover
$PYPL: 💸 makes the difference "in contrast to others...will generate...$5bn+ FCF" "remain aggressive...repurchase authorization...$18bn" "We continue to take share. While others pull back" "enduring platforms like ours get stronger" "cash flow is a competitive advantage"
Long-term $EVO earnings call: Analyst: will growth increase next quarter? CEO: "the outlook for the 10 years period hasn't changed" Analyst: are you seeing temporary issues in Asia? CEO: "in the 10-year perspective there is great potential in Asia"
$EMBRAC $III.TO $IPMLF $EVO $STNE $ARCH $MSFT $AAPL $GLEN $NUE Nordstern Capital memo 2Q 2022 nordstern-capital.com/memo-2q2022-no…
1Q 2022 #Tencent $TCEHY earnings call: Digital Buffett 🐧 will continue to sell tech
$EVO Todd Haushalter: "tomorrow I am going to talk for the first time about what does it take to do live gaming" can't miss that one: @iGamingNEXT 12:55pm NYC time
$EMBRAC ☕️'s new release: @songsofconquest, built by 4⃣ !! developers 🇸🇪 #1 in Steam Top Seller 🇸🇪 97.5% positive user reviews Congrats @lavapotion
Lakrix @Lakrixx
9K Followers 71 Following Private investor mostly write about gaming and igaming sector. Do your own due diligence. Building @GameStatif41743
Caaaarli @Caaarli552
11K Followers 191 Following Endast personliga åsikter, inga råd, handel sker på egen risk.
Hedge-Hog @Peak_Ado
9K Followers 604 Following No recommendations provided. Always do your own homework so that your conviction doesn’t blow away with the wind.
Olle @89Olle
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Gabriel Mellqvist @EkonomiGabriel
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Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Peter Westberg @Matematikern3
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SVN Capital @SvnCapital
10K Followers 338 Following Founder, Portfolio Manager - SVN Capital "Money often costs too much" - Ralph Waldo Emerson Disclosure: https://t.co/mPynSZsgwR
BodenPJ @BodenPJ
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Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
The Dividend Story @Dividend_Story
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Tristan @hurdle_rate
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Danesh Zare - IR Medi.. @vardeinvestera
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Dave Waters @alluvialcapital
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HerrKamrer @HerrKamrer
5K Followers 154 Following Banker by day. Long term private investor, focus on high quality. Fan of asset light digital business models. In the market since 2008. MSc in Finance.
Tom @SherbertCapital
203 Followers 315 Following Struggling United fan "Be careful how you interpret the world; it is like that" - Eric Heller
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Tom @idea_aggregator
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Andy @mindblwn
16 Followers 5K Following I am not what my mind thinks. Truth has no meaning and all meaning is derived. The least initial deviation from the truth is multiplied later a thousandfold.
Dalius - Special Situ.. @Invest_Special
8 Followers 415 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/RdZsBeETM1. Tracking portfolio: +640% since 2017.
Joseph wang @Joseph__Wang
190 Followers 2K Following Christian. Investing is a social science with some accounting. Analyst at Admiral Capital Partners. L/S Generalist.
Alberto @Granbert0
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Alan Chung @alanhchung
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Stock Analysis Compil.. @StockCompil
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chris @cjmarrio
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Bryan Wittman @alhoabw
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Darkfire Capital LLC:.. @DarkfireCapital
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Blitzscaling @BlitzscalingInv
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Xavier MacDuff @xvrmdf
4K Followers 1K Following Business, finance, economics, politics. Credit & equities. Bottom-up beats top down. Optimist.
MoneyBadger 💰 @TalentNotHaver
381 Followers 2K Following 🚀📈💰 🤡, Ticker Symbol Spambot, Macro-Ignorer, Money-Not-Loser, Legally Binding Investing Advice (Real) (Not Real) 🚀📈💰 DMs always open
Jessie Dowell @cheetos1984
19 Followers 170 Following
David @DavidCao23
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LEXFIN @_LEXFIN
30 Followers 59 Following Investment Research | Sharing Investment Insights & Trade Ideas | https://t.co/pxzb9ZOrt8
Valentino Pozzi @PozziValen97
23 Followers 111 Following Curioso di finanza. I miei tweet esprimono la mia opinione personale e non rappresentano un consiglio finanziario.
Mikael Yoo @MikaelYoo
193 Followers 4K Following
AtlasShrugged @Galtdaddy
61 Followers 482 Following
EuroCFO @CfoEuro93567
95 Followers 198 Following
(Not) Scalable Capita.. @investi_st
60 Followers 648 Following Hedge Fund Trader | Searcher for unscalable & profitable businesses | Bird Raiser 🦜 | ***Not financial advice only my opinion***
Sean O'Dwyer @seanodwyer10
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Bartolomeo @bartlom3o
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jbdt31 @jbdt31
54 Followers 386 Following
Napoleon @cadaverteabag
188 Followers 3K Following Nothing I express is advice either financial or otherwise. It might not even be my opinion.
a cold floor @a_cold_floor
33 Followers 279 Following
Gassner Martin @mI0cap
135 Followers 1K Following #finance #investing #financialmodels #stocks #research
Federico @fmaiardi
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Itzik @REDeveloperCoGP
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thebluerogue @thebluestrogue
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GroovyZebra @GroovyZebra
225 Followers 2K Following
💰 UCF Bagman Capit.. @Chrisbagmancap
1K Followers 3K Following John's of Bleeker 🍕 Fanatic. Most tweet about the numbers, I tweet about the quality (and UCF Athletics). Views are my own.
Seoshin (The Seafarer.. @TSFInvestor
156 Followers 348 Following Sailor | Long term investor in high quality compounders | Host of the Seafarer Investor podcast 🎙- https://t.co/OvSzJ2kWQe
Lakrix @Lakrixx
9K Followers 71 Following Private investor mostly write about gaming and igaming sector. Do your own due diligence. Building @GameStatif41743
Jerry Capital @JerryCap
41K Followers 571 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
EmbracerInvestor @EmbracerInvest
6K Followers 76 Following Fan account dedicated to news/information/opinion of Swedish entertainment conglomerate Embracer Group $EMBRAC and subsidiaries. Tweet != trade advice.
Albin Kjellberg @aktiealbin
26K Followers 2K Following 📈 Försöker sprida kunskap och inspiration om ekonomi här och genom video. Driver https://t.co/FA91gln1g3. Leder #Uppesittarkväll månadsvis.
Holdings @MF_Holdings
17K Followers 609 Following Holdings is the market leading platform for ownership data in the Nordics. B2B-service powered by Modular Finance. Contact [email protected] for inquiries
Jacob Claesson @jacobclaesson
5K Followers 449 Following CEO North America @ Evolution. Any opinions are my personal views.
Evolution @Evo_global
12K Followers 252 Following Leading B2B solution provider for Casino Operators. 🔞 https://t.co/f9tStlUt2c. Please gamble responsibly.
Dalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
GameStatify @GameStatif41743
475 Followers 2 Following
Martin Lindell @martinlindell
5K Followers 957 Following Games industry pro since 94. Written books about Nintendo in Sweden and Swedish game dev history. Advisor at @embracergroup. This is my private Twitter.
Dennis Gustafsson @voxagonlabs
88K Followers 290 Following Game designer and programmer. Founder of @tuxedolabs. Teardown @teardowngame, Smash Hit, PinOut, Does not Commute, Sprinkle, Granny Smith, Meqon and Dresscode.
Nate @NateValuetw
3K Followers 489 Following Full time private investor 🇦🇩🇪🇸 - Part time traveller ✈️ Writing financial articles on https://t.co/8ZRL1zMimR
Jack Lundin @JackOALundin
3K Followers 218 Following President & CEO $LUN | Chairman $LUG | UofA Mineral Resources | Reshaping the Resource Sector for the 21st Century
The Watcher @EmbracerWatch
90 Followers 882 Following The Watcher. Always On. - Electronic Arts - Embracer Group - Focus Entertainment - Nacon - Take-Two Interactive - Ubisoft - Xbox Game Studios
sxcoal.com @sxcoal
6K Followers 997 Following China and international coal market news, analysis, prices, statistics, and reports. WhatsApp Channel https://t.co/np0xFA6ttu
The Coal Trader @dyer440
11K Followers 1K Following Consultant & Coal Analyst, Trader & Real Estate Investor https://t.co/7yoZv8h1qw
Javier Blas @JavierBlas
297K Followers 1K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
Goehring & Rozencwajg @Go_Rozen
19K Followers 57 Following Our team has been investing in Natural Resources for over 30yrs. We share our research with the public. View important disclosures: https://t.co/mOomknnX4O
Jamie Mazur @JamieMazur2
649 Followers 70 Following Angel Investor, Alts Fund Investor, Current Family Office Former Hedge Fund and Banker Guy. My Own Opinions
Mat Piscatella @MatPiscatella
28K Followers 1K Following Executive Director & Video Game Industry Analyst at Circana (NPD). Formerly of Activision and Warner Bros Games. I helped get one of your fave games greenlit.
Aswath Damodaran @AswathDamodaran
393K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
NEXT.io @nextdotio
3K Followers 375 Following A content-driven events, media and publishing company that delivers news and insight to private and institutional investors and iGaming industry professionals.
Freda Duan @FredaDuan
11K Followers 319 Following Investing @ Altimeter Capital. No investment advice
Hans Isoz @IsozHans
16K Followers 395 Following Private Investor. Försöker hitta placeringar där det är tjänstefel att diversifiera. Alla ägg i samma korg - och sedan hålla extra koll på korgen. Inga rek.
Focus Gaming News @FocusGamingNews
8K Followers 1K Following Focus Gaming News is a daily online newspaper aimed at international gaming executives. LinkedIn: https://t.co/uZMcQHb3uk YouTube: https://t.co/JBMhOprMa3
Daniel Vávra ⚔ @DanielVavra
56K Followers 467 Following Savage skald guilty by association. Complex simpleton. ⚔️🏴☠️🇨🇿🔞☣️🤺
Sebastian Johannisson @Sebasti72452145
1K Followers 131 Following Chief Strategy Officer at Evolution. Personal/private account.
Tim Badylak @timbadylak
414 Followers 695 Following Making a new game.. Previously: CEO at Coffee Stain Publishing, Producer on @SatisfactoryAF
Kimara @KimaraRouwit
1K Followers 892 Following キマラ | CMO at @vertigogames | prev marketing for @squareenix @sega @capcomeurope @deepsilver | introvert in an extrovert world | views my own | #VR
Reinhard Pollice @ElMegalomator
1K Followers 699 Following @THQNordic | @GrimloreGames | @AlkimiaGameDev | Creating computer & video games | Sports & music enthusiast
Richard Svensson @dvoidis
15K Followers 607 Following CEO at IronGate studio working on our viking survival game Valheim. Steam:https://t.co/UFrsICvUaw Discord:https://t.co/NFpN0nJQDc
Grimmcore @RobinEyreArt
6K Followers 295 Following Leading the development of @valheimgame by day! Working on Van-14 by night.
Paul Triolo @pstAsiatech
22K Followers 989 Following Unflinching look @ nexus: tech/politics. Digital Econ, Semis, AI, Greentech, Partner, SVP China/Tech Policy Lead @ASG DGA. CFR, @PaulsonInst @CSIS @ChatGPT
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73 Followers 2K Following
Prof. Feynman @ProfFeynman
1.4M Followers 0 Following A universe of atoms, an atom in the universe. Tribute to the great explainer. Tweets about Science and Wisdom. Portrait by L.V Patten.
Passi @passiowns
2K Followers 602 Following Tech entrepreneur & amateur investor. Making 5-year bets on things I find awesome.
CrazyLabs @CrazyLabsGames
4K Followers 512 Following The official Twitter account for CrazyLabs! #crazylabs is a top 3 mobile games developer & publisher with over 6B+ downloads - join us 👩🏻💻👨🏻💻
Pragmatic Play @PragmaticPlay
16K Followers 38 Following Pragmatic Play is one of the fastest growing providers of mobile and desktop digital casino games for the online gaming industry. (18+)
tobi lutke @tobi
339K Followers 2K Following @Shopify CEO by day, Dad in evening, hacker at night. Aspiring comprehensivist. (tweets auto delete) retweet/like=noteworthy share, not endorsement
Software Stack Invest.. @StackInvesting
49K Followers 230 Following Deep analysis of SaaS companies by technology leader who made software purchase decisions. CTO / VP Eng @Zoosk, @CBSNews, @CNET, @Boatsetter. CS @Princeton.
Anu Hariharan @anuhariharan
38K Followers 2K Following Founder @avracap Proud Indian 🇮🇳 Current BoD: @brexhq, @whatnot, @zeptonow, @monzo, @rappicolombia, @avis
Hiro Capital @HiroCapital
1K Followers 21 Following We invest in the innovators building the future of games, esports, and digital sports
Ian Livingstone @ian_livingstone
33K Followers 3K Following Co-founder Games Workshop, Fighting Fantasy, HIRO Capital, BGI, Livingstone Academy. Ex-chair Eidos/Sumo. Dubbed 'Patient Zero for epidemic of UK geek culture'
Kevin Xu @kevinsxu
8K Followers 2K Following Building/Investing @ Interconnected Capital; Writing @interconnect_ed; ex. GitHub, PingCAP, Obama White House/Commerce Dept; suffering #Canucks fan
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288 Followers 1K Following Spanish fund manager living in Geneva. Father of two
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131K Followers 23K Following #VC | No 1 #Fintech #Banking @Refinitiv & @Onalytica | #AI | @TEDx | @qualco_sa @natechsa @SparkLabsGlobal @ai_mediastalker @investwithCARL @HeradoHQ @barraqapp
Jen Zhu @jenzhuscott
22K Followers 1K Following Perpetual Student of AI, Neuroscience 🧠, Math, and History
Cyrus Janssen @thecyrusjanssen
75K Followers 1K Following Speaker🎙YouTuber 🎥 Discussing China 🇨🇳 and Geopolitics around 🌎 Follow for more insights 👇
Lillian Li @lillianmli
34K Followers 224 Following Private companies @BaillieGifford. Cartographer at Chinese Characteristics. Opinions and memes are my own.21) @gatorcapital (Value) 22) @InvestorPilk (Value) 23) @Fairlight_Cap (Value + Special sits) 24) @vdmandele (Value) 25) @_Tourlite (Value + Special sits) 26) @DeepSailCapital (Value) 27) @JamesHollier24 (Value) 28) @Headwaters_Cap (Value) 29) @SagaPartners (Value) 30)…
Big news! 🎮 Our Global Games page is now live, your one-stop hub to track all the games across every platform. Give it a go! Plus, we've spruced up our About-page with even more valuable insights. gamestatify.com/games gamestatify.com/about
open.spotify.com/episode/0uWGPu… Bob and Senior Investment Associate Theo van der Meer were recent podcast guests on @gurufocus's Value Insights Podcast where they discussed where to find opportunities in a higher interest rate, inflationary environment, how they are playing a global…
$Embrac New Roblox NBA Playgrounds game is a slam dunk for basketball fans.” NBA and Saber partern up to launch NBA playground on the Roblox platform. sportsbusinessjournal.com/Articles/2023/…
$Embrac $starb PAYDAY 3 passed Remnant 2 on max day 1 ccu. After following the Twitter discussions about PAYDAY 3 over the past week, one could think that the game was destined for significant failure.
Weekend in Sweden with major operational shareholders. Alignment and coherence into the future of Embracer.
Since MS Xbox store is region based this can be very misleading and Sweden as a region probably stands for < 1% of the sales. Why not us the US store instead? Below is a screenshot of both US and Sweden for Dead Island 2. As you can see the position differ a lot.
New Jerseys online casino siffror för mars månad överraskar på uppsidan och uppgick till USD 165,7m, vilket motsvarar en tillväxt om 16,2% jämfört mot föregående månad. Tidigare rekord låg på USD 152,9m och sattes i januari 2023. $evo
RECOMMENDED READING - the energy-related books and articles I have found most useful in my own research: jkempenergy.com/recommended-re…
Playtech's Mega Fire Blaze Roulette is starting to attract new players in the US(MI). Not sure if its connected to any promotion but looks solid for them. Still growing from low numbers. Will be interesting to see the growth between quarters for them and $EVO in Michigan.
Playtech went live with their most popular roulette game in US (Michigan) reaching an ATH of 5 concurrent players.
I currently get around 171 tables from Pragmatic Play. I think they have a little bit more than that. I probably miss a few dedicated ones. Out of those 171, 101 are Blackjack tables.
$Embrac Valheim continues to climb. Currently nr 5 on PC top paid in the US. Congrats to @Coffee_Stain and @Valheimgame. Looks like the xbox release went really smooth.
A sneak peak of the platforms that we are planning to have available when we go live, the left side of the screenshot. Within each platform we are also tracking region specific data which will be available. On the right side is $Embrac Welcome to Bloxburg.
This is the gaming data Im most happy with so far. Currently > 2 million playstation accounts checked on a frequent basis. Left its the most owned games on PS4/PS5. Based on this data its possible to see that $Embrac goat sim 3 got more owners during christmas than its release.
Will later use reported sold copies/game owners to do estimations on how many players in total owns a specific game. Next up is xbox ownership data.
This is the gaming data Im most happy with so far. Currently > 2 million playstation accounts checked on a frequent basis. Left its the most owned games on PS4/PS5. Based on this data its possible to see that $Embrac goat sim 3 got more owners during christmas than its release.
$Embrac Added a scraper for the Roblox platform get get top grossing and most popular games on a daily basis. Added this to follow @RBX_Coeptus and 'Welcome to Bloxburg' but hopefully it will also be valuable to follow more Roblox games in the future.
While demand for oil, gas and coal continues to increase globally (we will see record consumption in 2023), ING is cutting financing to the sector, including now crucially the commodity traders. ING is one of the world’s largest financiers of the traders ing.com/Newsroom/News/…
$EVO It's finally time to summarize the 22' US iGaming market - and what a year - GGR for the first time hit USD 5bn! US iGaming GGR historically (in USD): 2022: 5017m (+35%) 2021: 3713m (+139%) 2020: 1553m (+199%) 2019: 520m Now let's dig deeper into 2022. A beauty of a chart!
Nu har alla delstater rapporterat sina online casino siffror för december månad. Michigan som kom in sist landade på 5% m/m. GGR för alla delstater uppgick till USD 1,391m i Q4, vilket motsvarar en ökning om 15,2% q/q. $evo
Breaking an age old axiom… the cure for high prices, ain’t high prices…at least not anytime soon! Check out the deck linked below for a glimpse into our thinking on the energy space. advisors.robotti.com/wp-content/upl…
Trends for United States
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