@NestBetter $KITW.L & $MACF.L

@Floebertus @evfcfaddict Where have you seen that management is incentivized based on EBITDA? As per the Management Information Circular, STIP and LTSIP are based on Profit Before Taxes

@attaboytales @1MainCapital @JorgoStefanidis @joinyellowbrick @Mike10947310 @hurdle_rate @hkuppy @pernasresearch @dsmoak98 @LukeWolgram very weird indeed. No news, no filings, no news from competitors, no sell-side update

RT @oddbjorndybvad: Today, our full year 2024 investment letter is out for all of you interested in Acquisition-driven Compounders. Hope yo…

RT @PaulAndreola: Here's a popular article we wrote years ago that still applies today: Reverse Engineering the Perfect Stock 🧵 https://t.…

RT @ragingbullcap: $BQE.V Important to not read too much into quarterly results given the nascent story, but this looks to be just an excep…

@Robbwert @yonki_mercados Te compro lo de pequeña e ilíquida, pero ya

RT @ToffCap: Feels like a good time to rehash this one 👇 One of the drawbacks of looking at basically everything, is that one can lose foc…

RT @BerkelKip: Momentum Group $MMGR $MMGR.ST the Swedish serial acquirer reported solid though largely in-line 3Q24 results: + Sales +20% y…

RT @skhetpal: Larry Goldstein at Santa Monica Partners is one of the most underrated Superinvestors. He's earned 18% gross annualized ret…

RT @ToffCap: Rehashing 10 great quotes from 🐐 Stanley Druckenmiller as food for thought 👇 1. I never use valuation to time the market. I…

RT @iancassel: Moat is the most overused term by microcap cos and investors. This was my favorite realistic response by a microcap CEO. "O…

RT @tunguz: “We are killing our companies.” 💯

RT @iancassel: Here is my presentation, The Skills of Stock Picking, from the Summit. Hope you enjoy it.

RT @tradingMaxiSL: This Thread on Interesting Maps will Broaden Your Understanding Of The World 1. Never knew these big American cities we…

RT @checovenier: @HSkelsen Non so nulla di Amburgo di prima mano, ma è una big decision quindi Kahneman può aiutarti con otto domande da po…

RT @acagamic: 10 research gap types and how to bridge them

RT @F_Compounders: Analyzing Earnings Quality

RT @pedroleongarci2: I feel like adressing some points regarding $TEQ Teqnion. 1. Q2 results were bad: + Excluding re-evaluation of earn ou…