Flo_Opa @flo_opa
Quality Growth Investing // „Buy good companies. Don’t overpay. Do Nothing.“ (Fundsmith) Bavaria, Germany Joined August 2020-
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Tbh, I’m not very positive about the EU and AI, but here’s a bright spot: Ameria AG, a German deep-tech company building AI-driven, touchless human-machine interfaces using proprietary 3D sensing and on-device AI for privacy-first, real-time interaction for many use cases.
Great timing as usual: Sold all of my silver coins in October. 😂
$BTI stock price YTD: +30%. Should have bought more.
@apiedeguerra Good point. For my part, I deployed 1/3 of cash after each 10% drop. Maybe this could be a strategy.
Lessons learned from March/April: - Always have some cash on the sidelines. - Turn off the news for your own wellbeing. - Focus on the long-term. This can be a great opportunity. Thanks for playing. $QQQ
"I'm never comfortable. I am paranoid. [...] I always want to run faster. [...]" $EVO CEO
@01Core_Ben In Germany we call it: Innovation dauert halt etwas länger.
@JerryCap Buy some stocks in Germany-we have a lot of shitcos ;)
Through strategic partnerships and unrivaled scale, Visa ensures stable revenue streams and robust market control, making it a top choice for investors seeking strong returns in the payments industry." Thanks for the Investment Research.
Summary of the DOJ's lawsuit on $V: "Visa dominates over 60% of U.S. debit transactions, processing billions annually. With an 83% operating margin in North America, Visa leverages its extensive network to maintain long-term, exclusive agreements with merchants and issuers [...]
$BTI position up 28% so far. Together with a 10% yield. Maybe I should start value investing again.
5) Sources: Website, investor presentation and IPO prospectus (see business model, opportunities, risks and historical financials). theon.com/files/THEON_IN…
4) Valuation: If we apply the the same revenue to cashflow margin as of 2023 (16%) the stock is trading at ~15x Operating cashflow for 2024.
It's time for a Five-Post Thursday: 1) Business Overview: Theon International is a leading developer and manufacturer of night vision and thermal imaging systems for defence and security applications. The company is listed on the Euronext Amsterdam (since this year). $THEON
Flo_Opa retweeted
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