ALDIN
@chartaldin
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26y/o Swedish market dilettante | Private Equity | 🇸🇪/ 🇬🇧/ 🇮🇹 | Works at Nordics leading and largest bank | Investor focusing on Family-Owned Businesses
Stockholm
Joined March 2013
In today's thread, I will walk through the third biggest stock I hold in my portfolio. Exor N.V. ($EXO) is an Italian investment firm, family-controlled, with world-class capital allocation skills 🧵🇮🇹
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@andrustaal @European_DGI @SShevda Capital Group has sold approximately 1.57 million shares and now controls around 14.6% of the capital.
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@European_DGI @SShevda $EVO's largest shareholder is selling almost 13% of their position, and a short seller keeps increasing their short position. I own $EVO too, I think we might see more pressure.
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RT @MichaelGielkens: @long_equity Investor AB $INVEB.ST $INVEA.ST 100+ year compounder with plenty of room to compound capital. https://t.c…
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Another great episode of @NicolaiTang1 hosting Christophe Fouquet from one of the world's most important companies, $ASML ☕️
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@David_SLR_43 @wolfofharcourt Funds are avoiding the stock due to ESG regulations, persistent negative media coverage, and ongoing emerging concerns. Additionally, short sellers are steadily increasing their positions.
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I believe that rising prices and maintaining customer engagement depend heavily on content demand. The company consistently delivers what its customers want through data-driven insights, which is a key advantage over most competitors. In my view, increasing prices will not necessarily reduce customer demand.
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Det finns flera faktorer som bidrar till varför majoriteten av människor med arabisk bakgrund tyvärr väljer att spara i kontanter. Rädslan för börsen och ekonomin har präglats av diktaturer som snarare har planterat falska ideologier i människors medvetande än utvecklat befolkningen och ökat deras ekonomiska kunskap.
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