Joep @joepify
Investment Analyst at Tresor Capital Views are my own, not investment advice. Disclaimer: https://t.co/6XCl7q8SBC Maastricht, Netherlands Joined March 2015-
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$BN
Westinghouse ("WH") files for IPO 2018: $BBUC buys WH out of bankruptcy for $4.6b 2023: $BEP $CCO 51-49 partnership buys WN for $7.9b $30b+ valuation by 2029 (25%+ exit IRR for BEP & CCO) Another classic Brookfield's value play? Let BRP take a risky bet, & BEP take a safer bet!
Read more about the latest update of 3i Group in our recent newsletter: tresorcapitalnieuws.nl/familieholding…
$III.L 3i Group: Action’s results appear to be highly weather-dependent this year, with management citing extreme cold and heat as drivers behind fluctuating performance. To give investors a bit more insight, I’ve put together a simple chart visualizing this. Just for fun.
Just two more hours and we're releasing this wonderful deep dive into $PRM with @joepify, analyst at Tresor Capital. It'll be available on all podcasting platforms.
Seeing a lot of people post about the stake of Google $GOOGL in SpaceX $SPCX. Most of them say it's 6%, but they disclosed a $94B valuation on June 30th when SpaceX was at $170/share. This would equal a 'only' a 4,3% stake. I guess we will see in the upcoming 13F.
@massivemoats @TSiebinga Thanks for the extra data @massivemoats !
$III.L 3i Group: Credit to @massivemoats for the data; just putting his calculations into perspective here. Once summer sales normalize and we lap the easier comparison base from H2 2025, we could (hopefully) see a more normalized LFL growth of 4-5% in H2 2026.
$III.L 3i Group Q1'27: Action's LFL growth continues to accelerate. Based on previously disclosed figures and those released this morning for period P6 (up to and including the week of June 28, WK26), we can deduce that Action experienced exceptionally high LFL (like-for-like)
When are you going to tell us more about TPU revenue? $GOOGL
Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business. Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which
Some interesting names…👀 Still disappointed they don’t disclose the individual weightings, but progress nonetheless. $SOF.BR
Sofina sharing their private funds underlying top positions for the first time: a hidden AI winner in Belgium. $SOF.BR
Very impressive results by $MBB.DE. Revenue is almost flat, but margin increased by 8.7ppts! Vorwerk still the main driver but DTS seems to be up next.
🇩🇪 $MBB.SE with incredible profitability again for Q2 2026 Consolidated EBITDA +62%, EBITDA margins of 25,1%! Net cash to holding of €432 million (47% of market cap) Raises EBITDA margin forecast to 18-20% (from 15-18%). Keeps revenue forecast at €1,1 to 1,2 bn.
"With the help of Anthropic’s Claude AI tool, we compared the prices of 250 everyday products across food, toiletries, cleaning supplies and household essentials between Action and competing retailers in the Netherlands, Germany, France, Poland and Italy. On average, Action was approximately 48% cheaper, meaning a basket of goods costing roughly €100 elsewhere could be purchased for about €52 at Action." $III.L
Our latest research on 3i Group. $III.L murraywealthgroup.com/2026/07/16/3i-…
While Baillie Gifford's interest in SK Hynix was already known, deputy manager Lawrence Burns now seems to confirm that the holding is included in the Scottish Mortgage Trust ($SMT.L): "So, the three eras present compounding S-curves of compute demand, with none yet plateauing and each steeper than the last. The consequence is a sharp and continuing rise in demand for chips. It is this logic that underpins our holdings across the supply chain in TSMC, Nvidia, ASML and SK Hynix."
@eyerollupcap @MichaelGielkens That is true for this specific case, but obviously this is a more special situation and as they showed in the presentation they are working on a lot of other deals at the same time. While they wait for this approval they can allocate time to finalize a different deal :)
"We just signed a deal where the data and the end market solution is so mission critical that the European Union needs to give us the green light before we can close the deal" - Marlene Carl, CFO Chapters Group $CHG.DE This perfectly illustrates the complexity of fragmentation and regulation within the European software market.
Perimeter Solutions basically has a monopoly in fire retardants. Deep dive next week Friday with the great @joepify.
Former VP at Bridger Aerospace on air tankers having zero choice of retardant ($PRM)
@StevenInvesting What is the conviction, rotation towards healthcare?
@BeuvingJordy Maybe they can ask Prosus/Bloisi for some advice, they seem to have loads of successful agents already🤣
Business as usual $TVK.TO
TerraVest with another one 👏 $TVK.TO " Dustin Haw, Chief Executive Officer of TerraVest, welcomes the employees of SPV and looks forward to their continuing commitment to the business and its customers. "SPV further enhances our manufacturing capabilities and competitiveness
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