fixit2024

Global Macro & Micro investor with 20+ years of experience. My substack

[fixit2024 @81Ninjau]

@ValueInvestShow Don’t buy $ADBE, as a designer I gave
this advice to many of my friends.

[fixit2024 @81Ninjau]

@Stockspy1 Look at the latest consumer data.

[fixit2024 @81Ninjau]

I wrote an investment thesis for $kbr, welcome to read. https://t.co/sCBNQyNSvu

[fixit2024 @81Ninjau]

@RADHardTech Any thoughts for $kbr?

[fixit2024 @81Ninjau]

@FrehrInvest @italianinvesto Not afraid of the growth flat, as it will grow. EU risk is more like a headline risk but will overhang.

[fixit2024 @81Ninjau]

@italianinvesto EU litigation risk?

[fixit2024 @81Ninjau]

@Vmaxpax Uk won’t dare to do it, many uk defense companies have businesses in the US like QQ

[fixit2024 @81Ninjau]

@Vmaxpax How do you like $ppih

[fixit2024 @81Ninjau]

@stock_logging @SimeonResearch_ Yeah much more expansive than $nxsn

[fixit2024 @81Ninjau]

@QuipusCapital This company is completely controlled by the chairman and he tried couple low ball privatization attempts. That’s why nobody wants to bid it up.

[fixit2024 @81Ninjau]

@pennycheck They added tons of debt before spin off

[fixit2024 @81Ninjau]

@89Olle "It is a fact that some Chinese citizens open securities accounts in Hong Kong by submitting forged documents, although the scale is unclear. I believe the government must have noticed such situations, which led to the tightening of regulations. At least part of the reason.

[fixit2024 @81Ninjau]

@Hipotelab He reportedly turned down significant contract offers to continue playing and training in the streets, beaches, and favelas of Brazil.

[fixit2024 @81Ninjau]

@stock_logging Their profit margin were super high compare to other competitors, considered they mainly served 3-4tier areas, I can’t understand why. I asked a friend who worked in a major Chinese insurance company, he couldn’t understand either.

[fixit2024 @81Ninjau]

@staffpro11 How do you like $ifos?

[fixit2024 @81Ninjau]

@ArmsGarrett They hold a lot of saas business right?

[fixit2024 @81Ninjau]

@Lord_of_Biotech @AnotherBio 400+partners is a real huge call option.

[fixit2024 @81Ninjau]

@BlackScholesMan "Of the $150 million raise at the midpoint, about $70 million to $80 million is associated with this activity.""Ongoing time and materials (T&M) work for national security customers... we expect this work to continue through the year." I think they at least have some?