Buying To Own | Businesslike Investing

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[Buying To Own | Businesslike Investing @BuyingToOwn]

@joecarlsonshow Klarna

[Buying To Own | Businesslike Investing @BuyingToOwn]

@ManuInvests @ChairmansLedger Buying right is not enough.

[Buying To Own | Businesslike Investing @BuyingToOwn]

Renova reported earnings and gave a bit of insight into the Japanese macro environment.

The JEPX spot prices has been rising quite severely since before the conflict in Iran broke out.

The JEPX spot price is the price paid for electricity being produced and delivered the next day. Since electricity is a commodity that cannot be stored very well, these prices represent the cost of electricity now, not speculation on future prices.

[Buying To Own | Businesslike Investing @BuyingToOwn]

@ReneSellmann $KLAR

[Buying To Own | Businesslike Investing @BuyingToOwn]

@ReneSellmann 🔥

[Buying To Own | Businesslike Investing @BuyingToOwn]

For each 1 permille of Klarna you own, my @Klarna balance earns you about 7 cents in annual income, assuming it's lend out for fair financing at all times.

You can thank me later, fellow $KLAR investors.

[Buying To Own | Businesslike Investing @BuyingToOwn]

@qualtrim @joecarlsonshow While I am in favour of taming the stake, those 3 dollars of revenue don't flow directly to Amazon's bottom line. COGS and operating expenses both take their cut.

The win is in strengthening the business relationship with Anthropic to gain further commitments in the future.

[Buying To Own | Businesslike Investing @BuyingToOwn]

Happy to see Renova getting the attention it deserves!

[Citrini @citrini]

An idea we shared recently as a way to play the current geopolitical environment outside of tankers, ags/fert or O&G names: companies that benefit from an increased focus on energy sovereignty by the EU and Japan.

A bonus here is that the price of electricity in the EU is mostly tied to the price of natural gas. This means a windfall for companies that can produce electricity without gas as an input cost.

[Buying To Own | Businesslike Investing @BuyingToOwn]

@citrini Happy to see Renova getting the attention it deserves!

[Buying To Own | Businesslike Investing @BuyingToOwn]

@ReneSellmann His 1864 partnership letter?

Didn't know Buffett was investing in the 1800s.😁

Jokes aside, it's a very powerful example.

[Buying To Own | Businesslike Investing @BuyingToOwn]

@ariaradnia Freetrailer Group. No doubt about it.

[Buying To Own | Businesslike Investing @BuyingToOwn]

With continuously elevated oil prices, it's worth remembering that there are a lot of actors working to keep the economy healthy: central banks, governments, businesses, and individuals.

I wouldn't bet against the march of human civilization.

[Buying To Own | Businesslike Investing @BuyingToOwn]

Yes, but why settle?

[Brian Feroldi @BrianFeroldi]

Concentration is overrated.

You can beat the market by owning dozens of high-quality stocks.

[Buying To Own | Businesslike Investing @BuyingToOwn]

@BrianFeroldi Yes, but why settle?

[Buying To Own | Businesslike Investing @BuyingToOwn]

@TacticzH Neither 😛

[Drew Cohen @DrewCohenMoney]

$FICO Executive of 23 years thinks management can be a bit too myopic and financials focused.

Notes a competing score, VantageScore was launched in 2006 and they never really pushed for a new score (FICO 10) until AFTER VantageScore was approved for use by Fannie and Freddie

Also notes they had their own version of somthing similar to an LLM called Context Vector to make sense of unstructured data and abandoned it 7 years ago.

They also killed a product to rate a companies cybersecurity (CyberScore)

He felt that management was "very short sighted and very, very focused on revenue rather than on trends in the market that you should be aware of and position yourself for."

Expert transcript from @AlphaSenseInc

[Buying To Own | Businesslike Investing @BuyingToOwn]

@DrewCohenMoney Great stuff, Drew. Keep it coming!

[Buying To Own | Businesslike Investing @BuyingToOwn]

@TravisHoium Beta

[Klarna @Klarna]

Bienvenue à tous!

[Buying To Own | Businesslike Investing @BuyingToOwn]

@ManuInvests A sad state of affairs.