Lander Caby

🏗️ Project Manager
💡 Quality Investor
📈 Cardinals of Capital

[Lander Caby @CabyLander]

@FIREDUpWealth $NVDA
$RKLB

[Lander Caby @CabyLander]

@JesseCohenInv @Investingcom $TSM

[Lander Caby @CabyLander]

@FlippieFinance Cash

[Lander Caby @CabyLander]

@De_belegger $CRWD

[Lander Caby @CabyLander]

@Ashton_1nvests $OSCR

[Lander Caby @CabyLander]

@BourbonCap Also 0 growth right now

[Lander Caby @CabyLander]

@Quality_stocksA Remove $SYK and $PEP, add $AMZN and $ISRG

[Lander Caby @CabyLander]

@DeSmedtTim @FromValue Mooie selectie! Beleggingsideeën uitwisselen tijdens het degusteren, zou dat geen idee zijn? 👍🏼

[Lander Caby @CabyLander]

@Ashton_1nvests $TSM

[Aletheia Research @aletheiarsc]

1/ After plenty of calls with analysts, investors and insurance executives, it's time to look at ICHRA/CHOICE from the ground.

From a professional who works every day at the intersection of employers, employees and insurers.

And what he's seeing is quite bullish for $OSCR and the broader segment.

It also gives more credibility to several points $OSCR management has made around ICHRA's economics, adoption ramp and potential cost savings.

(Link to the full conversation in the last post.)

[Lander Caby @CabyLander]

@0xtechquity Cyclicals are expensive when PE is low

[Lander Caby @CabyLander]

@WillBiddy_ $CPRT still too expensive for me

[Lander Caby @CabyLander]

@Quality_stocksA I like $FER and $OTIS

[Lander Caby @CabyLander]

@Quality_stocksA Will do! Very much looking forward to your $NORBT take, as the company isn’t very often covered here. In my opinion the sell-off has gone too far.

[Wouter Duyck @wduyck]

De beste besparing is niet degene die iedereen voelt maar wel wat niemand voelt. Deze week nog niét gehoord: 100.000 minder ambtenaren (na pensionering). Structureel miljarden salaris, pensioenen. Hadden we in 2015 het gevoel dat er te weinig waren? Hebben we deze extra dienstverlening gevoéld? #begov #kerntaken

[Lander Caby @CabyLander]

@TheRonnieVShow There are good opportunities in a bear market as well. Go $OSCR!

[Lander Caby @CabyLander]

@FindleysFinance Probably $AMZN and $MA

[Lander Caby @CabyLander]

@Mr_Derivatives $OSCR

[Lander Caby @CabyLander]

@De_belegger $TSM