timontti 💎
@timontti
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Nordic Micro/Small-Caps | 5 year CAGR: 38.7% | ENG/FIN | Fundamental & Technical Analysis
Suomi
Joined June 2010
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Game of Stonks:
- Build yourself good knowledge of the business.
- Estimate the Fair Value range (scenarios) for a longer period, e.g. 2-4 years ahead.
- Use manic-depressive Mr. Market to your advantage (fig. below).
- Concentrate on best cases, follow them daily.
- Time.
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Sanon nyt suoraan. Tänään on syntymäpäivät. Vaadin onnitteluja tykkäysten muodossa. 😅
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$EVO analysts seem to reiterate their recommendations:
- Pareto 1845sek
- BofA 1900sek
- Penser 2100sek
Likely all of them discussed with management. Juuust saayiiin'
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Wow. Now I'm totally speechless. These are clearly high-end gear in my collection. 💎
Thank you so much
@qtproject
&
@Inderes
. I will cheer for your great success in the years to come 💎🇫🇮
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$QTCOM at 142€..
my first purchases were at 6,18€ about 3 years ago making it my first 20-bagger 🔥
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187
Omxh -1.8% kaiken nousun päälle ja otsikoissa kaivetaan jo -87 mustaa maanantaita. Okei 🤷♂️
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$EVO 💎🇸🇪
Redeye: The new base case of Evolution Group is SEK1,945 (1,200) per share, increasing the fair value range from SEK 1,075 to 2500
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179
Excellent research work by Homeros.
Paysafe & Bet365 were attacked with a short-report similar to recent $EVO report back in January 2017.
Link:
Conclusion: Bull $EVO
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165
$SEYE
@SmartEyeAB
was at ATH of 250SEK. 💎🇸🇪
I just got confirmed that Mercedes EQS & S class are SmartEye inside.
#investing
8
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165
$EVO made more EBITDA in Q4'20 than revenue in Q4'19.
Focus is still in growth and not maximizing margins.
💎🇸🇪🤷♂️
0
8
158
Feeling privileged today. Just received something veeeery nice!
It is clearly one of my top collector’s items. Maybe one of its kind in Finland.
Thank you so much team
@SmartEyeAB
🙏
We will definitely have a great journey ahead! ☀️☀️
$SEYE
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"After an hour-long call with the company and other conversations with fellow investors and experts in this space, I am perfectly comfortable with Evolution and bought more at just under 1,000 SEK per share."
$EVO 💎🇸🇪
New blog post: Reflections on the recent volatility in November and how I dealt with it, especially in regard to one of my holdings.
10
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240
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$QTCOM
$EVO
$SEYE
☝️ Almost 70% of my portfolio.
I’m trying to concentrate on best cases and follow them daily.
I need to be right with my strategy.
I have to be long-sighted but still capable to react quickly.
I have to know cases very well.
High volatility is a feature.
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1
152
Modulight avainhenkilöiden osskeanti; taisi olla elokuussa hintaan 0,32€/osake.
Osake pyörii 2kk myöhemmin listattuna ~11€ tuntumissa.
Tuotto on näille iloisille veijareille noin 3500% parissa kuukaudessa.
Ei mulla muuta, onnea heille 😎
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Onko vaikeuksia päättää, ketä äänestää 2. kierroksella?
Ei hätää, minä autan!
Tämä osaltani politiikasta. End of story.
2
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135
I'm predicting SEK 25-30mil in sales for $SEYE in Q1'21. (RedEye estimate SEK 18,3mil.).
Long-term expectations for return are about ~30% annually.
Disclaimer: One of my top3 holding. 😎
2
0
131
Haluatko merkata lapsillesi oskkeita? 👀
- Maistraatin erillisluvan käsittelyaika 2kk. Ole oraakkeli: katso kristallipallosta tulevat IPO:t >2kk etukäteen
- Hanki IPO-esitteet ym. ennen kuin firma edes on kertonut julkisuuteen listautuvansa.
- Käsittelymaksu 140€
#suomi
🇫🇮
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Parasta mitä on nähty 💎💎🚀🚀
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timontti reiterates TP 460SEK to EVO as the weather season in central Mongolia remains challenging
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850€/kk. Sillähän syö kokonainen keskikokoinen perhe kuukauden 🤷♂️
Noh tämä taisikin tapahtua Yli-Viikarin valvovan silmän alla 🤷♂️
Aiheen kommentointi päättyy.
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120
”Järjestelmä ei toimi, ellei vuodessa saada sairastettua noin tuhat suomalaista peliriippuvuuteen”
”puolet Veikkaukselle hävitystä rahasta tulee riski- ja ongelmapelaajilta”
”Suomi on ainoana maana rakentanut tällaisen avokasinon”
#veikkauskratia
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118
Lapset saatu nukkuu.
Seuraavaksi laatuaikaa rouv...
No ei todellakaan...vaan inderesin laajan Efecte-rapsan ja konvehtien parissa 💪😉
#sijoittaminen
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$EVO:
- EBIT avg. 64% for 2021-2023
- revenue +58% CAGR for 2021-2023
Thus "rule of 40" est. 122%...
Now trading at 2021 EV/S of 28x and 2023 EV/S of 13x.
Take a look at my comparison against global & Nordic SaaS...
🔥🔥🔥
Sources: Inderes, RedEye
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$EVO now priced at 2022e P/E of 28x.
2021-2023e sales growth 38% CAGR.
EBIT-margins ~63% avg.
Rule of 40 at ~100%.
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111
Viikon virkamies:
”hiusmuotoiluvalmennus liittyi VTV:n alkuperäisen selityksen mukaan valokuvaukseen, kunnes kävi ilmi, ettei taustalla ollut valokuvauskeikkaa, vaan valmennus oli osa ”yleistä visuaalista onnistumista tukevaa kokonaisuutta”.”
1
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110
Back to the 90’s.
Hyvä vuosi. Saman verran tuottoa, kuin viime vuonna vaikka Q4 on vasta alkanut.
#sijoittaminen
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#Qt
group ATH ja 50€ puhki.
Pakko olla tyytyväinen kun 2018 lähdin mukaan 6€ pinnasta ja lisäilin 17-18€ tasoille asti.
Suuri kiitos Inderes analyyseille ja videoille.
#sijoittaminen
#informaatioetu
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I just closed my first ever short position. +13.4% from few hours. (Invested since 2015)
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Suomalainen, venäläinen ja norjalainen hiihtivät kilpaa. Kaikille tuli paha mieli. Loppu.
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108
$QTCOM positive result warning 💎🇫🇮
These seem to be never-ending 👀
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#Kamux
+99% kesäkuun ostoista.
#Efecte
+90% syksyn ostoista.
#SmartEye
+75% elo-syyskuun ostoista.
#osakepoiminta
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Bought first stocks to my 1.5mths old son today.
He’s now all-in in
#SmartEye
.
High potential - moderate risk.
We’ll see how he likes it later on.
@RemindMe_OfThis
in 18 years
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130% YTD.
Tässä salkussa nyt Qt, SmartEye, Kamux, Evolution Gaming, Efecte, Remedy.
Kamuxilla, Smartilla, Evolla edelleen varaa nousta loppuvuonna.
#osakepoiminta
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$QTCOM super stonk breaks 165 € 🚀...and 4,0 bn € market cap as Eurostoxx 600 index funds are in forced buying mode. Have a nice start of the week. 🔥
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We are only at the very beginning of a very prosperous journey.
Remember that over 1bn € of nominations is expected to Tier2’s within 12-18mths…
DMS players will multiply their sizes in a couple years.
$SEYE
@SmartEyeAB
💎🇸🇪🇺🇸
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1000-2000km etelään Venäjä pommittaa siviilikohteita sekä tappaa, raiskaa ja tuhoaa itsenäistä demokratiaa.
Meillä päin jalkautetaan kompostitarkastajat pihoille syynäämään.
Onkohan kovia tuomioita tulossa biojäterikoksista?
Hassu maailma.
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I opened a thread about my latest purchase $PSKY. Finnish👇
- EHR SaaS. IPO in Oct. 2020.
- Investing hard, acquisitions have been key growth driver. Converting legacy data to cloud EHR.
- Fairly valued growth
- Lock-up period ending this weekend
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$SEYE ATH currently 278.5SEK.
Getting some attention from big boys?
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My favorite stock pick at the moment is turn-a-round company Stockmann ($STOCKA in Helsinki).
Basically you get two pieces of defensive clothing business for the price of one. Hidden gem is Lindex, its just behind the mask of name Stockmann. This name is hated by many.
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Tilinpäätökset ja painotus salkuissa:
- 10.2. $EVO (>20%)
- 12.2 $REMEDY (~6%)
- 18.2. $QTCOM (>25%), $EMBRAC (2%)
- 24.2. $SEYE (~17%)
- 25.2. $EFECTE (~12%)
- 26.2. $KAMUX (~16%)
Qt ja Kamux jo ”posaroineet”. Salkusta noin 30% tappiollisissa. 🙃
#tuloskausi
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Salute to those comrades who bought their first $QTCOM stonks at 4-6€ and now can just watch all the Eurostoxx 600 index funds being forced to buy at 160€.
have a nice weekend 😎
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YTD lähellä -5%. Ei ole ruusuilla tanssimista aina tämä arvosijoittaminenkaan 😁🤷♂️
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Erik Penser raises $SEYE TP to SEK 310.
💎🇸🇪
My own goals:
- SEK 400-500 /2023
- SEK 800-1000 /2025
Time will tell :)
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My top-3 buying list as Nordic tech keeps lagging after the big tech rally:
$SEYE (SmartEye AB)
$CARA (Carasent ASA)
$EMBRAC (Embracer Group AB)
I already have positions in all of these… but these are on buying levels in my own calculations 💎
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"Tenbagger" lifetime achievement unlocked. Thanks!
@qtproject
#Qt
:)
#sijoittaminen
#onnistumiset
#osakepoiminta
#HODL
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Level completed.
Salkut +110% - 165% haarukassa...
Thanks for playing Nasdaq...
Loading next level ”2021”...
#osakepoiminta
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Swedes have so many good listed companies together with well functioning private equity markets and universities.
As we are in 2021 they should definitely change STOCKholm to STONKholm 😅
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Lineup before earnings.
One top substitute included that will return later on.
😅🤷♂️
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$QTCOM ownership structure as of 30.4.2021.
Foreign institutions keep constantly on buying. Now at 26%.
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$EVO & $QTCOM now exceeding 50% of my portfolio.
You gotta put your golden eggs in one basket and oversee it constantly.
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Today:
$QTCOM -6%
$EVO -12.5%
$SEYE -5%
$EFECTE -7.5%
$KAMUX -4%
$PSKY -6%
$KIND -4%
$EMBRAC -6%
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