@BrettKPG Congrats Brett and team. Great letter. I would like to add a thank you to the long term partners (shareholders) for having and keeping trust in you and the team to continue compounding.
@VJNCapital Do you really think $TSM wont new machines soon? Its just negotiation tactics. Having said this, I agree valuation is getting high but its a long term position for me.
@ArneUlland I guess you are right and I am a shareholder as well, but 60% is taking a huge risk imho. Doesn't matter which company it is and how compelling the thesis. I did the same when I was younger but wouldnt do it again.
Cbiz up 25% since the low. Kelly Partners Group celebrates 20 years anniversary in June. Lets see if long-term partners (shareholders) get a nice surprise and KPG has set the low. #kpg.ax
Must read: "Anton Philips" about the founder of Philips Company. "A good salesman wants to do business for ever and not for once." Great to read what a sales person Anton was, but above all a huge heart for his employees.
@HEYHEYhupNAC@Ivar497305 Go Ahead Eagles doet het ook veel beter. Alles begint bij beleid en de juiste personen in dienst. Met Powel en Duivenvoorden heeft De Graafschap dat. Ik gun NAC wel wat beters, mooie club.
@HiddenGemsInves GETB management delivers clearly on promises and on their way to sell SmartVault and return capital to shareholders which could me a multiple of current market valuation. CMG hired key people and valuation very attractive. Growth and multiple expansion next years.
@Albinodeldepor@koenkeuper@GRAinsight1954 Best player of the season indeed. Key player for a squad. Dont forget he won the Champions Youth League with AZ as well. Sure he will do great at your team.