S.O.S. @safe_our_souls
🇵🇱 Stocks in Poland. Decoding the Warsaw Stock Exchange 📈 Get my newsletter at (https://t.co/YXcYasGFSW) soulkeeper7.gumroad.com/l/fuwmj eBook ➡️ Joined March 2020-
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Is there anyone here on Twitter who is NOT heading to Omaha?
1/ SHOPER 's stock price bounced after publishing optimistic quarterly results. First, read my write-up on the company I published on Feb 10th (link in bio) If you have started following $SHO you should really pay attention to these topics mentioned by the CEO yesterday 👇
💥Just released! Check out the new Weekly Blast on Polish stocks. Discover triggers on the Polish market from last week. Link in bio 👇
Unfair value @UnfairValue1
16K Followers 3K Following Chasing dreams. Private views only. The views expressed do not constitute investment or any other advice and are subject to change.Kamil Sochanek @ksochanek
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Today I'm celebrating my first 100 subscribers! Thanks, everyone for joining the journey! 🎉 Some statistics ↓ • 17 days • 1 writeup of $KNSL ( $LMN coming soon) • 1 semi-viral post with 25k+ reach and 400% X followers ↑ after @FundasyInvestor share 😃 • First pledge 🎇
@safe_our_souls @FundasyInvestor Thanks!!
@SebKrog @MicroCapClub When you look at the no of replies I think ex North America is the ultimate opportunity - knowing that you think different;)
One of the few offers that are worth it. Great investors pitching and discussing their microcap ideas. Subscribers can ask everything about it and there‘s a yearly summit with in-person meetings with top investors and companies. Discl.: that’s my subjective, unpaid opinion.
🚨 We are raising our subscription price on June 1st. Now is the time if you are interested. You will be grandfathered at the current price for life. Either your life or mine whichever is less. 😂 microcapclub.com/join-now/
April will be an interesting letter for Hurdle Rate with lots of interesting developments including 3 new investments one pagers and commentary on $orch.l 90% MTD gain, $seq.ax board drama etc.
Spyrosoft is going to report Q4FY23 figures tomorrow If the results are consistent with the other Qs and with the overall sector then we should see a decline in revenues (and due to operating leverage also in EBIT Margins)
@safe_our_souls Interesting, right? People getting giant minimum wage/cost of living adjustments, inflation coming down, but still highly sensitive to prices. I’d call BS if all the polish retailers weren’t saying the same thing
Good morning. 👍
Good morning to everyone avoiding herd mentality – the path less traveled often leads to the best views.
@KamilZamojc Strategią czy prezentami? 😅 Obie opcje ciekawe, tylko te opłaty środowiskowe.. ;)
Dan Schums annual review. Nice commentary on $OPXS He's got a 10 bagger in it. I also own $OPXS Defense industry tailwinds. He mentions several other companies. Shares his whole portfolio. $KLYG $IVRO nonamestocks.com/2024/04/noname…
@AnalitykF @gk_immobile @mikolaj_jerzy A o EBITDA wspomniałem, bo skomentowałeś że nie ma rzeźby, a ja poparzyłem i zobaczyłem że: przychody rosną, EBITDA rośnie, FCF rośnie, tylko wynik netto nie - więc coś z tej rzeźby jest i trzeba się pochylić czy to ma sens.
@AnalitykF Są takie biznesy, że jednak EBITDA lepiej pokazuje co w trawie piszczy niż Zysk netto. Nie wiem czy to ten case (nie analizowałem więcej niż rzut oka na cyferki w BR) ale być może?
Dan released his 2023 portfolio review yesterday - great read as always!
2/4 I think Dan Schum with his nonamestocks.com/?m=1 is nothing less than a legend and a top 10 all time microcap investor. Looking forward to his 2023 year end portfolio review. Dan seems to be a pretty nice, humble guy, who is happy to answer your questions, as well.
#Wittchen rzut oka na raport, wrzucony 6 minut przed północą, trochę późno ;), dzisiaj wieczorem przejeżdżałem obok Palmirów to widziałem samochód Prezesa, więc praca nad raportem jeszcze trochę trwała. Liczby trochę lepsze niż prognozowałem, choć gorsze r/r. "W tym roku Grupa…