Max @mxgate
Äventyrare som seglat de sju haven. Swingtradat på Stockholmsbörsen sen -05. #KTM & grusvägsfantast. Joined December 2014-
Tweets191
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Followers50
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Following340
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Likes771
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När man fastnat i ett illikvitt svenskt rövbolag för tolfte gången på ett år
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95% of investors likely have no idea what they really own. Let me re-phrase that. 95% of investors like to have no real idea of what they own.
Max retweeted
VM-finalens stora behållning!! 🕺🏻😂
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1/ Millicom Q1 rapport var ännu en bullrapport i mängden av kioskvältare som man vant sig vid de senaste åren. I siffrorna syns nu äntligen Coltel, Chile, och post-restructuring Uruguay + Ecuador. $TIGO
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$TIGO
Lembrando que nenhum Halftime Show superou a apresentação dos Los Palmeras na final da Copa Sul-Americana 2019
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Jag funderar kring vad som hänt de senaste åren och vad som händer i marknaden idag. Det som verkligen verkligen verkligen är tydligt är finansmarknadens enorma recency bias; dvs att allt man ser idag går att extrapolera till framtiden och att trenden kommer fortsätta. 🧵
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It seems unlikely $tigo gets a "clean" quarter until 2027, as the one-offs keep one-offing. The guidance of 750 musd fcf in 2025 includes so much at this point that it's quite amazing that it still stands.
As suspected, many special items this quarter even if the exact shape was unknown beforehand. DOJ settlement provision in Q3 which will hit cash flow "shortly". Nicaragua settlement. 2/3 of the Costa Rica settlement this year, Ecuador spectrum next year $TIGO
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Michael ”the big short” Burry callar AI-toppen. ”Circular revenue” = vendor financing = skapa dina egna intäkter.
Nvidia investerar $100bn i OpenAI som ska köpa miljoner chips för pengarna. Jag var mäklare i London för 25 år sedan när Ericsson hjälpte operatörerna att finansiera investeringar i equipment. Kallades vendor financing då och slutade i tårar.
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Jag gillar twitter. Aldrig varit o kommer aldrig bli någon som delar analyser. Jag handlar 100% efter magkänsla. Men gillar att läsa om andras case. Däremot är allt horeri om prenumeration, PD, månadsbrev etc det sämsta med twitter. Om ni har en egde behöver ni inte sälja er
Max retweeted
Sometimes, we see bubbles. Sometimes, there is something to do about it. Sometimes, the only winning move is not to play.
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Bullish on AI bubble flow charts
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