Sebz

[Sebz @2pfCompounder]

@jakeallen3 Which risk/reward are you more comfortable with now? Stub or Klar? Really appreciate your analysis

[Sebz @2pfCompounder]

@Henrik115 @Valarian11 Which ones have the best/most reliable mgmt team and least execution risk in your opinion? You feel that’s discounted in those prices?

[Sebz @2pfCompounder]

@AggieCapitalist wouldn't that mean standing luxury rooms will drop prices and cause more pricing pressure/competition for mid/economy rooms?

[Sebz @2pfCompounder]

@jakeallen3 Love it, thank you Jake. Very wel thought out and nice to read doc

[Sebz @2pfCompounder]

@Djurvaenn @NemCapSE Is it possible to receive a transcript to translate ?

[Sebz @2pfCompounder]

@CatSE___ApeX___ Thank you for this. 2 questions: 1)so isn’t it time at some point to short towerco’s? 2)Will this also increase likelihood of telco operators going to compete more global ?

[Sebz @2pfCompounder]

@realroseceline @deceptiveBaldy Thanks, great answer I think

[Sebz @2pfCompounder]

@realroseceline If you were to start all over investing as a young 20yo. How would you appraoch it? How to learn/understand sizing correctly while still having a small $$ portfolio

[Sebz @2pfCompounder]

@Henrik115 Alright, that’s kinda what I’ve been doing. Also diversifying to copper & oil (before SoH issues already don’t worry). Sizing higher where I think I see clear insider alignment.

[Sebz @2pfCompounder]

@ClearPath100 Didn’t founders / insiders just roll their unquoted stocks into the listed spac vehicle but with limited fresh capital coming in due to redemptions it’s just a higher valuation, thus “paper” value increase? Didn’t they get extras if they participated in the PIPE (eg warrants)?

[Sebz @2pfCompounder]

@blondesnmoney sold by now? I thank you for the trade sir! Still love IGIC

[Sebz @2pfCompounder]

@GavMcCracken @TSnclr87 @marketplunger1 Can’t wait!

[Sebz @2pfCompounder]

@abroninvestor Which one do you prefer from the 4: hansa, exor, hal, bollore ? All interesting in my opinion and decent discounts

[Sebz @2pfCompounder]

@0xSeco @Abdella40463579 moet je dit ook doen als je daarnaast full time werkt? heb je dan niet al voldoende onderbouwing?

[Sebz @2pfCompounder]

@0xSeco @Abdella40463579 kun je dit uitleggen? stel ik duw die 300k in de beleggings bv en die slechts 10-20 transacties per jaar. kan men dan stellen dat je dit passief managed en hier geen gebruikelijk loon voor hoeft in te stellen ?

[Sebz @2pfCompounder]

@AboveAvgOdds Maybe I miss something but is it really that strong of a sign when insiders roll-over their unlisted shares to quoted shares? in essence nothing changed for them? and for the shares bought in the pipe: they received extra's (e.g. warrants) & discounts for that?

[Sebz @2pfCompounder]

@evantindell Always a joy to read your letters, thank you!

[Sebz @2pfCompounder]

@Uzocapital @CapitalVoss 3 of my underperformers! Voss is absolutely right to open the debate but I’m afraid to be taken out too cheap? What are your thoughts ? Shouldn’t we just wait for a bit for a slight rationalization in software/fintech names in general?

[Sebz @2pfCompounder]

@heynavtoor AI