Adi Soglowek
@pbcinc
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"The Greatest Businesses in the World". DM open. I may hold the securities discussed. Tweets not recommendations to buy.
Joined December 2009
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Pinned Tweet
This is quite important.
A simple basic basket of "The greatest businesses in the world", core strategy has been compounding at a rate of 22% CAGR for the past Decade while you were in the arena, experimenting away. Pre dividend. TTM? 3X SPY
Let it sink in.
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$FB has so much room to run. Reminds me $AAPL at 10 PE when iPhone was a goner.
"Other" line (Inc Marketplace) "spiked by 156% year-over-year to $885 million. In comparison, during the same time period, Amazon’s third-party sellers’ business grew 53%"
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Get ready for the next idea, a high-quality owner operator (founder) business with a potential for above 10 bagger returns over the next 2-3 year time frame just for the warm-up. Stay tuned.
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Investing your own capital, I absolutely guarantee that In 20 years you will NOT be haunted by the memory of the odd 30% loss you took. You WILL be tormented by the realization of the tens of millions you lost, selling before that business hit 10,30,100X, due to valuation.
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When you have a massive opportunity and first in-class business, management, execution & vision, FCF should be close to zero, and management should be obsessed with building, land grab, and investing for future Cash Flows. The right type of investor will get it.
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$EVO once again knocks results out of the park. Once more, repeat after me: "Never ever sell a company belonging to the best businesses in the world cohort on valuation alone". Seems like our long-long is about to get a whole lot longer.
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$FB The Uber and Whatsapp partnership service is being piloted in Lucknow initially and will be expanded to more locations
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"We don't have much of a work-life balance. We work hard"
"All of us still want to build the greatest Company there is"
"I'm humbly honored to lead this company"
Martin Carlesund $EVO
This is what a great business sounds like.
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I'm here to share ideas, thoughts and create profitable and meaningful discussions. Incoming DMs commanding me to send all my portfolio positions is ultra bad-mannered, idiotic & block-tempting 🤦♂️. The best way to get value is to give a lot of it.
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Concluding the Swedish Investment Tour 2024. Met amazing Cos and great founders. Some potential 10baggers & super compounders in the making. Beautiful land with amazing people. Fortunate to be here today. The best is yet to come. Upwards.
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Hello, 10Bagger (in 5Y).
Nothing quite like finding micro-monsters and watching them grow. The hard part is sitting on your hands.
$NPK.TO
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Let's talk about an investment idea, but let's try something different: Help me find ways to kill this long idea. There will be 2 parts. The essence of the long idea and the risks/reasons for mispricing (more interesting): $OPRA is trading 50 cents on the dollar. Here's part A:
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$SE is insanely strong with Revs ⬆️ 98.7%, Gross profit ⬆️ 100.6%, and Positive Ebitda of 120.4M (-30). Garena is on fire Bookings ⬆️109.5%, Paying users ⬆️123.6%, Ecommerce Shopee Revs ⬆️173.3%, Orders 130.7% GMV meltup ⬆️ 102% to 9.3B$. SeaMoney traction.
Early innings.
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$KASPI.LI is an incredible beast. Super App, Ecosystem strategy & a $SQ like double network in the making is driving massive network effects platform with >60% profitability and phenomenal return on capital employed. Very early days.
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A must-read covering, summarizing, and explaining $SE: Why is it such a monster and perhaps more importantly, why it is probably not that expansive... In ten years' time, if I catch you pulling your hair and saying "who could've known?" I'm coming for you!
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$KSPI.IL's management is top-notch. They display a deep understanding of Marketplace dynamics and mechanics, at par with the best global Marketplaces. The regional Risk is overrated. Expect a US uplist. 15 PE is ridiculous! h/t
@alexeliasson
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Intellego Technologies $INT.ST unexpectedly appoints top 4 Auditor firm Deloitte to audit its financials, dismantling yet another part of detractors’ case.
A lot of emotion in this security, but too little research.
I think INT, which holds the most lucrative asset (IP) in
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$MELI “to dominates the LATAM E commerce, Fintech sector” $2000.
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$CDON FY 2020 thread.
1) TL:DR: Extremely early days. The budding 3P marketplace is growing like weed > 80%. Management understands the opportunity and, more importantly, what needs to be done to make it. The selloff was a great entry opportunity for those who paid attention.
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Researching a global nanocap that grew Revenues from 0.8mn USD in 2020 to >10mn USD RR 2023 @ >40% EBIT, Trading low, single multiple FWD 24 EBIT when expected to >double 23 revenues over the following year. Asset-light model, very high ROCE.
#Microcaps
Let's see.
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$MELI. TAM is mind boggling. “Half the population in Latin America lacks bank accounts, and digital payment firms are blossoming.”
The region's mobile payments market is forecast to hit $302.7 billion by 2025, per PayNXT360, up from $50 billion in 2016.
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More than Amazon. With more people than US and Europe combined, the runway is long. $SE
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While $SE is executing like a clockwork, its rich competitor is burning through CEOs like an Olympic marathon participant's socks. The competitive advantage is entrenching. Forecast: In Five years valuation will include verticals not yet present.
#NetworkEffects
#investing
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Explosive $MELI results against a very tough environment. $MELI shows investors how the bottom line can look when profitability is desired with dramatic profit margin expansion, while growth continues. Very unique asset. Legendary.
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Cettire ($CTT:ASX) is a unique E-Commerce, high quality, high growth and pretty under the radar. Certainly a Tenbagger opportunity led by a smart, capable owner operator. Do not miss looking into this opportunity! Incredible business!
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$SE Werehaouses and logistics gearing up for a year-end, Second wave Ecommerce rush. A thing of beauty!
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Behold a Monster: $KSPI.il MAU ⬆️ 30% (10.2M) DAU ⬆️67% (6M) transaction per user ⬆️200% Payment Merchants ⬆️448%. POS ⬆️ 1100% yoy. KPay share 68%(7%). Ktravel 20%->26%. Govtach MAU ⬆️390%. Marketplace GMV ⬆️353% led by Mobile ⬆️456%. Guidance adj net income up 425B (410)KZT.
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$MELI had a mega-blockbuster Black Friday, thanks for asking. Onwards.
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My man
@nicholasp66
goes full ‘grandma cheap’ on $INT.ST. Last time he found Grandma cheap it was $ALAR at 3$ 🚀. I believe he is right. Imagine what I said back at February when it traded at 14 SEK?
Next annual meeting should be exciting!
there are cheap stocks and then there are stocks that are so ridiculously cheap even your grandmother can clearly see their cheap even if she has never taken a finance class or made a single investment ever. You don't need a finance degree (or any degree for that matter) to
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$HAYPP is executing powerfully and the thesis is developing faster and better than originally estimated. A marketplace in the midst of one of the greatest trends around and hopefully the ESG bros will stay away.
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It’s so interesting how price action drives narrative, both to the upside and the down. Nothing like high volatility to bring out those that didn’t really do the work.
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A rare interview with $CSU.TO's Mark Leonard.
- Great Businesses.
- Incentives problems with fund managers/executives.
- Raw independence of mind.
- Organic Growth challenges.
- Small > Large and why.
Just a work of Art.
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This is why CEO should own at least 1% of the company $investing $microcap
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Pay attn to what happens in Israel with respect to the Delta
#Covid
Variant (Hospitalization post-vaccination). If Israel goes into a lockdown once again (sometime toward Aug/Sept), the world follows, which means we need a new vaccination (
#Back_to_square_one
).
#what_inflation
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$KSPI 99$ prob. Prob locks in market-crushing CAGR. Gentle reminder: Textbook exposure to developing countries focuses on Financial Intra. People need to eat, pay and keep money safe. Also, a new guidance is coming soon. Know what you own.
#Long
#Not_a_Rec
.
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Happy New Year everybody. Thank you for being here, for thoughtful insights and productive discussions. I wish you a better year than any one of the last 5 (you can pick). 2022 will be epic. 🥂
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$SHVA.TA 3rd Q2021: Total Rev: 28,719 (22,311) 🔼27.7%; Op Profit: 13,431 (8,656)🔼55.2% Net Income: 11,200 (7,507)🔼49.2% and the Balance Sheet is $PLBY's
#Centerfold
grade material. Not the end, nor the beginning of the end, nor even the end of the beginning.
#earlydays
.
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Brazil has a large addressable
#Fintech
market because of its widely underbanked yet connected consumers. 55 million consumers in Brazil are underbanked, which is ~1/4 of the total population. Yet, 60% of unbanked consumers have a cell phone or internet access. $MELI
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(1/19) Warning: this is a long-winded $PLBY thread. $PLBY came out with incredible 3Q2021 performance (with COVID closure and supply...
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$KSPI.IL & Mikhail Lomtadze, Central Asia's Mark Zuckerberg discussed. What a phenomenal leader for a phenomenal business. "The Greatest Businesses In The World".
#Fintech
#Marketplace
Starts at the 17th minute.
h/t
@EladHanania
@ajaysubramanian
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You have become a great investor when it dawns on you how hard it is to find truly great new investment ideas in spite of abundant research. Corollary: If you feel like a kid in a candy shop about many new investment opportunities everywhere? Keep it up! You are well on your way.
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$SHVA.TA State of the Union or “Trouble in Paradise”. Thread.
1/n
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And here comes Investor's approval for the🇬🇷 vote. Well deserved. What an impressive path the Greek people have taken.
If you can't be bothered to read about the results of yesterday's Greek general election just look at 10Y GGB yields this morning
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I found generally speaking investors don’t pay enough attention to qualitative aspects such as owner operator and business quality. As a rule of thumb, forget about 10,20,30Xing your capital with low quality management.
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$CDON 1P marketplace transition to 3P (a-la $MELI, $SE) is truly interesting. Incredibly, marketplaces NEVER EVER trade 50% cents on the dollar deep value style. Very early with incredible upside. The rare very high-quality biz, trading @ Deep Value multiples.
@MrDCapital
Jag gillar $CDON som noterades nu i höst. Varumärket är väletablerat och priserna är konkurrenskraftiga. Affärsidén är liknade Amazons och det funkar ju skapligt. Det skall bli spännande att se deras första rapport. Har själv varit in och ut med gott resultat.
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$KSPI grows its Marketplace *earnings* > 200%, Its Payment biz > 100%, and its Fintech biz >55% Almost doubling its Consolidated numbers while trading on Earnings multiples rather than revenue multiples?
#long_runway
#fintech
#ecommerce
#payments
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Exchanges are incredible businesses enjoying unique economics, competitive position. Buying them early, before most investors notice them, could be proven tremendously lucrative for early investors.
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My li'll 1.4$ $XPEL stock is doing something around RR 1$ EPS these days.
Not'ing to see here, but another "greatest business in the world" doing its thing, tripling net income.
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$SLYG.F is possibly one of the biggest threat to every IoT player out there. They will buy your insolvent competitor for peanuts, connect it to their platform, energize it with their lowest cost advantage, and then come at your IoT verticle like an undead zombie with superpowers.
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Hello Optionality. $MELI
The president of $MELI stated that Anvisa (National Health Surveillance Agency) is analyzing the possibility of marketplaces such as Mercado Livre could sell pharmaceutical products in Brazil through partners plugged into its platform.
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$XPEL FY 2021:
Revs ⬆️ 63.1% to $259.3m ($158.9). Organic revenue growth ⬆️ 52.9%.
Net income ⬆️ 72.7% to $31.6m, $1.14 per share,($18.3m, $0.66 ps).
•EBITDA ⬆️ 74.5% to $44.1 million, or 17.0% of revenue, ($25.3 million, 15.9% )
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$SE $MELI $KSPI.IL $TSC.IL
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$EVO. What a great company. I'd add that the quality of Evolution's management, leadership is incredibly underrated, and will continue to be a key factor in future wealth creation. Truly spectacular.
#hold
.
#notarec
. 👇
Lucka 2️⃣4️⃣
Här döljer sig $EVO. Bolagets vision är att vara den världsledande leverantören inom live casino, genom att göra speloperatörer framgångsrika och erbjuda en oslagbar upplevelse för deras slutanvändare. Något de lyckats mycket väl med hittills.
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Massive progress with Logistics and managed services and entry into fast frequency items and Fintech financial services (50% unbanked/underbanked) cements, expends the widening moat.
$MELI was born in hell, eats lava for breakfast.
And is at the very early innings.
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Camplify Holdings $CHL.AX, the Australian RV Airbnb marketplace, Q2 FY22 GTV ⬆️ 48.15% - 11.77m aud (under COVID travel restrictions). Revenue ⬆️ 139.2% (4.02m). Q2 Marketplace Take rate at a very strong 30.86%. Customers Cash receipts - 7.44m Aud. ..
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I present you with $SHVA.TA's inaugural English PR for INTL shareholders.
Management's aware of the INTL interest and we are pretty confident prompt English financial reports are next.
Our comments of the Q - to follow.
Enjoy
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$KSPI price action reflects I believe some forced sellers in a major dislocation. During these times, valuation takes the back seat and other considerations hold the wheel for a while. Don't blink, this could get very interesting very fast.
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$ADYEN demonstrates to the world what a Great Business looks like. Go to the Louvre, take the Mona Lisa off the wall, and just hang this earning report.
c'est incroyable.
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Which small Frontier business enjoys a significant competitive advantage over peers as it expands into a large TAM, led by an unappreciated owner-operator who is as smart as he is shareholder-friendly?
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After listening to $FB Marks Metaverse interview I’m seriously wondering if we have enough. I can already hear 5th Gen grilling me when I pass the baton. “You had one job”.
#Accountability
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The future comes at you fast! $AMZN $SE $MELI $ADYEN $SQ $SHVA.TA $V $MA
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$EPSIL, the incredibly unnoticed Greek software biz, delivers explosive results while investors look the other way. One heck of a business.
#long
#not_a_rec
.
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Here’s a test: if your Japanese CEO is not tripling his buybacks now, your thesis about cultural change is likely busted.
"Japan is cheap" bro thesis.
Anyone pitching the 'cultural change' better bring evidence. I suspect it is a deeply rooted cultural thing.
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Possession of a network could be ownership of an Optionality generator of an immense hard to quantify real value. $SE $MELI $CDON
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Parenthood milestone: my 12-Year-old just pitched me an INTL growth stock he found, analyzed himself, and handed a buy order to the Dad-Broker. Don't laugh. He bought $XPEL @ 4$...
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To all my Israeli Fintwitters celebrating Rosh Hashana, thank you for thinking out loud here. Your voice is unique and makes the journey better. I hope to meet more of you this next year in person. שנה טובה ומתוקה.
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$SHVA.TA 2021 FY Financials: Rev 85,203 (81,593) Op Profit 33,552 (31,693). Terminal Revs up 9.75%; Proccessing Rev up 0.3%. Slightly higher expenses.
All this in a Corona Year.
more later (English reports usually lag in a couple of days)
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$PBX.V is a disaster as an emerging business. The founder seems to be incompetent and I made several mistakes with this one. Not the only mistake this year and there are many lessons here. I hope no one followed blindly.
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$SHVA.TA 1Q21 result for a Covid restrictions TL;DR: EMV POS recurring revs generate strong Rev growth in spite of a slight decrease in transaction numbers (q/q), Despite continued investments, profit surges. Now, what happens with a fully functioning economy? ...1
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Great management teams "find a way", surprising you on the upside, generating tremendous Optionality value. It's incredibly rare to find such proven capital allocators and a serious folly to value them using valuation frameworks better suited for team 'Subpar'.
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Nice thread for those new to $KSPI.
Kaspi is a miraculous company.
• Founded in Kazakhstan
• Started as a boring commercial bank
• Turned itself into a super-app
• Now valued at $21 *billion*
The story of an insane transformation👇👇
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$SE. Triple-digit growth on revs and G. profit, Raising 2021 Guidance. The execution on these guys is mind-blowing. Running like the wind.
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$KSPI reports business as usual, it is safe now to crawl back out from under the bed. 😂
$KSPI Q1 22 results:
▫️Revenue +45%
*Payments +59%
*Marketplace +40%
*Fintech +43%
▫️Net income +49%
*Payments +73%
*Marketplace +39%
*Fintech +39%
▫️share buyback of $100mm approved ✅
▫️Guidance of 20-30% net income growth reiterated
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