Benji

Orgulloso poseedor del menos común de los sentidos, el sentido común.

[Benji @BenjiBT13]

Medpace ($MEDP) earnings highlights:
​📊 Revenue: $707.3M (+17.2% YoY)
🎯 Net New Business Awards: $795.7M (+28.2% YoY)
⚡ EBITDA: $153.4M (+17.6% YoY)
📈 EBITDA Margin: 21.7%
💰 EPS: $4.31
​It was so easy that, maybe, it wasn't even legal (Net Book-to-bill 1.13 😉) 🔥

[Juanca @Nanosecso]

Esto de Cubarsí en el 120 es para hacerle un monumento al lado de la diosa Cibeles

[mavix @mavix_leon]

Shelly Group $SLYG published preliminary revenues for H1 2026 of EUR 68.3 million (+27% yoy).
Cash increased by 62% qoq and by 72% yoy supported by continued normalization of trade receivables.

Full results will be published on August 12.

[Martin Varsavsky @martinvars]

Ayer el Parlamento Europeo votó Chat Control, la norma que permite escanear mensajes privados en busca de material de abuso infantil. Resultado: 314 diputados en contra, 276 a favor. Ganó el no. Y por eso se aprobó.

La explicación es una joya del derecho parlamentario. En marzo el Parlamento ya había rechazado esta norma y la dejó expirar. Entonces el Consejo hizo la jugada: adoptó el texto como posición oficial de segunda lectura, y en segunda lectura las reglas se invierten. El Parlamento ya no vota si aprueba la ley. Vota si consigue rechazarla, y para eso necesita mayoría absoluta de 361 diputados sobre 720, no mayoría de los presentes. Cada ausente cuenta en la práctica como un voto a favor del texto.

El resto fue cuestión de calendario. El Partido Popular Europeo activó un procedimiento de urgencia para forzar la votación justo antes de las vacaciones de verano, con el hemiciclo medio vacío. Votaron 607 diputados. 314 dijeron no, mayoría clara de los presentes, pero 47 votos por debajo del umbral. La ley quedó aprobada sin que nadie la aprobara. En Bruselas la aritmética es flexible: cuando pierdes por mayoría, ganas por reglamento.
Pavel Durov, fundador de Telegram, calificó la maniobra de trucos típicos de repúblicas bananeras y anunció que Telegram no escaneará los mensajes privados de sus usuarios haga lo que haga la UE. Tiene su mérito la escena: un ruso nacido en la Unión Soviética dando lecciones de garantías democráticas a Bruselas, y encima con razón.

Combatir el abuso infantil es imprescindible y merece leyes serias, jueces y policía eficaz. Lo aprobado es otra cosa: escaneo voluntario de mensajes no cifrados hasta 2028 mientras se negocia Chat Control 2.0, la versión obligatoria que el propio servicio jurídico del Consejo advirtió que probablemente viola el derecho a la privacidad de la Carta europea.

Europa se pregunta cada año por qué no produce gigantes tecnológicos. Quizá tenga algo que ver con unas instituciones que aprueban leyes de vigilancia perdiendo votaciones.

[Benji @BenjiBT13]

@Peter_FB @medicinarespon Si vendieramos tus órganos en el mercado negro podríamos sacar algo más de medio millón teóricamente... Sufragaríamos el gasto de 100 andaluces!!

Además no perderíamos, nada, al contrario que con el chaval de la noticia.

[Benji @BenjiBT13]

@CapitalFaktory Imagina un presidente en España así...

[Benji @BenjiBT13]

🚀 Massive Q1 2026 performance by Innoscripta SE ($1INN):
​▪️ Q1 Revenue: €40.3M (+57.4% YoY)
▪️ Q1 EBIT: €27.3M (+67.5% YoY)
▪️ EBIT Margin: Expanded to a jaw-dropping 67.7%
​💀 "But AI is going to kill the SaaS business model anytime soon", right?

[Benji @BenjiBT13]

@AleInversor Flipemos pues

[Kevin | Large Fam Dad @LargeFamDad]

My boss's boss is like 42, never married, no kids. Earns $275-300K per year. Goes on a minimum of two international vacations a year w/ his girlfriend. 10+ days, all out.

Eats the best food, stays in top notch accomodations. Excursions, tours, nicest beaches, etc.

Great guy, I'm happy for him.

But what I've realized is that without kids, you end up chasing a lifestyle that has to continually be topped in order for you to be satisfied and find happiness.

What he and others like him don't understand is that when you have children, seeing THEM experience life's most basic things and watching their eyes light up at all the "firsts", brings greater pleasure and joy than any vacation or travel experience ever could.

Seeing THEM try blueberries for the first time is greater than dining at the best 5 star restaurant in Europe.

Seeing THEM learn how to walk is greater than walking the Great Wall of China or strolling along the most picturesque beach.

Watching THEM giggle uncontrollably at "peek-a-boo" tops any A-list comedian act.

Seeing THEIR excitement when building a fort out of cardboard boxes and making a door big enough for daddy is superior to staying at 5-star resorts.

Flying kites with THEM far outweighs excursions like parasailing or helicopter rides.

Seeing THEM perform a recital on stage for the first time is more rewarding than watching a Broadway show or top notch symphony orchestra.

-----------------

When you have children, all of a sudden you realize that life's greatest joys are not in the pursuit of things or pleasure or travel, but rather in the LOVE and bond you share with your very own image bearers.

Seeing the beauty and magnificence and wonder of life all over again for the first time through THEIR eyes and expressions gives you something the world simply cannot offer, nor even come close.

[Benji @BenjiBT13]

@SharogradskyM Poetic

[Benji @BenjiBT13]

@pedroleongarci2 GARP? Mmm... Innoscripta... But the price is anything but reasonable; it's absurdly cheap for what it's worth

[Benji @BenjiBT13]

@SharogradskyM Quality speaks, noise screams.
Thanks for always adding value, Mark.

[Benji @BenjiBT13]

@SharogradskyM A great loss caused by petty men.

[Guillem Serra Verdaguer @guillemserrav]

INNOSCRIPTA: $1INN
Market Cap: 700M €

Could AI kill INNOSCRIPTA business… or is it a hidden European SaaS gem? 🤔

Margins >60%, international expansion, and new tax incentives = huge upside… if they can navigate the risks!

Watch my take 👇
https://t.co/R3mVhXj92Y

[Acquirer HQ | Serial Acquirers | Small-Caps @AcquirerHQ]

🚨 One of my highest conviction holdings is Teqnion at nearly 10% of my entire portfolio.

The stock gets a lot of hype on X, but it actually buys boring, profitable, niche businesses where entrepreneurs have built genuine moats — then lets them run independently.

From tombstones to supersonic bullet detectors, here is a low down on some of the businesses Teqnion owns.

10 subsidiaries. 10 niche moats. Let’s go. 👇 $TEQ 🇸🇪

[Benji @BenjiBT13]

#innoscripta $1inn
📊 Revenue (adj): €104.0M (+59.4% YoY)
🚀 EBIT (adj): €63.6M (+67.2% YoY)
🤯 EBIT Margin (adj): 61.1%
💼 Customers: >2,500 (Churn Rate <2%)
💸 EPS: €4.26
💰 Proposed Dividend: €4.00/share

🔮 2026 Guidance: Revenue ≥€140M | EBIT ≥€80M

[Pнαηтαѕ @PhantasTrader]

Shelly Group ($SLYG) has released its FY 2025 results and concluded the earnings call. While the long-term outlook remains bright, the stock is currently down 20% from its January ATH. Here are a few thoughts on the report and the underlying dynamics.

[Benji @BenjiBT13]

@hughes10852 @KDInvestera @DutchInvestors Just went through your post history and it speaks volumes. At this rate, you’ll probably be accusing them of the JFK assassination next. This ends here. Blocked.

[Benji @BenjiBT13]

@KDInvestera @DutchInvestors @hughes10852 Well, dirty tricks on X and pressure via frivolous lawsuits... Nothing should surprise us from someone who sold vehicles without safety certs.
It’s just a cash grab.

[Benji @BenjiBT13]

@hughes10852 @DutchInvestors 'Undisclosed'? Page 2 of the report literally lists 'Reward Catering liquidation procedure' as a key event. It’s a failed acquisition where vendors are likely fighting back legally for their payouts. Confusing a commercial lawsuit with executive fraud is quite a leap.