MyMoneyMyMistakes @ThorbenEn

Wannabe small and micro-cap investor in transition with plenty of ground to cover. Köln Joined November 2021

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Tim Eriksen @eriksen_tim

4 days ago

@Diego_La_Torre_ @Kreuzmann13 @finance_schmidt As we have stated before, Solitron is not a bottleneck for RTX.

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Christian Schmidt @finance_schmidt

2 weeks ago

$SODI Very strong results. When I initially looked at SODI, I totally underestimated the margin potential. It shouldn't be too hard to find a buyer for this company given the current multiple, cash flow, and outlook. The only slight negative is that lot 40 is delayed until FQ4.

Tracktacle @Tracktacle_app

2 weeks ago

Now that we've upgraded our document comparison feature, it's much easier to track momentum QoQ. Take $SODI as an example. x.com/Tracktacle_app…

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Lee Roach @leevalueroach

2 weeks ago

Smadex doing some stuff with NVIDIA it appears. But yes, it’s dying and going to zero.

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Kingdom Capital @kingdomcapadv

3 weeks ago

Just $APP x Smadex $EVC

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TheOracleOfOslo @BuffDawgg

4 weeks ago

$EVC: mgmt guided for >100% Y/Y in Q3 and Q4, but the stock got beaten up on concentration and the guide down. Meanwhile ATS core (ex. HK whale) grew 81% Y/Y. I dig into whether Smadex is any good, the CTV inflection, an updated valuation and everything in between. Link in bio!

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Lee Roach @leevalueroach

2 months ago

"But my quarterly deceleration" the Wall Street idiot cries out as his wife leaves him for a cashier at the local grocery store. $EVC

PubMatic @PubMatic

2 months ago

Smadex + PubMatic built one of the industry's most prominent Performance CTV offerings. See how they achieved 80x spend growth with measurable ROAS: pubmatic.com/case-studies/s…

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Kreuzmann @Kreuzmann13

2 months ago

Hello, After taking a large position in my favourite Japanese company 3 months ago, I initially spoke with a customer as well as management team back then, because the company has all I am looking for: High growth of 20% a year, margin expansion, 45% market share for 6.5x FCF.

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Friendly Capital Management @FriendlyCapMgmt

2 months ago

1/ $EVC management told us they expect FY 2026 ATS revenues to be higher than $667m USD. That means minimum FY 2026 ATS Operating profit of ca $144m This is the worst case that's consistent with management comments. Unless mgmt lies, it will very likely come in higher.

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Andy @evfcfaddict

3 months ago

So $DR.TO bought back 8% of the company in 1 quarter, continues to deliver solid earnings and is down 8%?? Midterm this type of share count reduction will eventually lead to higher prices, even if they would stop growing. So I bought more-if I miss something here let me know ;).

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MyMoneyMyMistakes @ThorbenEn

3 months ago

@evfcfaddict I'm with you on this, Andy. I didn't buy any more today since I don't want the position to get too big, but I also think the market reaction is very strange. Management is very focused on shareholder return, so I think the next share reduction will come... sooner or later.

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Paul, not a CFA @Investmentideen

3 months ago

Asseco SEE $ASE.WA delivered a strong H1 2026 despite modest revenue growth: • Revenue: PLN 871m, +5% YoY • EBIT: PLN 123m, +24% • Net profit: PLN 94m, +20% • Operating cash flow: PLN 161m, +57% • Net cash: PLN 113m Q2 margins expanded sharply, with EBIT up 29% on just 2% revenue growth. Final results due July 31.

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MyMoneyMyMistakes @ThorbenEn

3 months ago

@Tiefseher @RenditeReiner Ebenfalls

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Jibby @JibbyCap

5 months ago

$DR.TO casually repurchased 6% of SO in a block trade at the end of May. The stock had its moment on fintwit a while ago, now I barely hear anyone mention it. Yet it's still executing, and it's still cheap

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MyMoneyMyMistakes @ThorbenEn

5 months ago

@RagweedCapital @Road2leave925 Would welcome her dumping to increase my position again.

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SharePitch @SharePitch

6 months ago

Medical Facilities Corporation Announces 2026 First Quarter Results prn.to/4uwhRQC | $DR.TO $MFCSF #buyback #NCIB #earnings #healthcare #TSX

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Jerome @RagweedCapital

6 months ago

$EVC Holy crap!

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Kreuzmann @Kreuzmann13

6 months ago

$EVC smashed it.

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David Barbato @DavidBarbato_

6 months ago

For myself Life is a bit like the stock market. In the short run, randomness dominates, people can treat you unfairly, and outcomes can be disconnected from effort. But over the long run, there’s a stronger pull toward deserved results on average. As late Munger put it “The world is not yet a crazy enough place to reward a whole bunch of undeserving people.”