Jippo

Investing in Babylon

[Jippo @Compounding_J]

$upsale if 25 kr per share is enough for the founder's life's work it's enough for me. Honestly surprised that the stock is down so little.

[Jippo @Compounding_J]

@taobanker Apart from the fact that nothing is ever priced in, I'd say a minuscule adjustment is priced in at -40 % YTD. Also buying back shares at an annualized rate of 8% of shares outstanding during May

[Jippo @Compounding_J]

@jonadolfsson @aktiehesten Fanns också Freudian slip i callen, alltså "whether players are winning or losers, uhm losing" 🤠

[Jippo @Compounding_J]

@failcascade No reason to expect fireworks for the next quarter or two (untariffed comparables) = no reason to own regardless of price. CEO change also grounds for uncertainty, even if she continues serving on the board.

[Jippo @Compounding_J]

@IikkaNumminen @Sijoittajalokas Onko silloin disruption uhri jos bisneksellä ei ole koskaan mennyt hyvin? Yritysostoilla lv-kehitys näyttää nätiltä, mutta viivan alle ei jää mitään.

[Jippo @Compounding_J]

@gnufs @LNathell They were nevertheless happy to announce a capital allocation plan they didn't have the cash for a year ago.

[Jippo @Compounding_J]

🐐

[Olle @89Olle]

Antar att TIN läste en AI summering av rapporten, såg en negativ utveckling (de blev väldigt förvånade eftersom de inte tänkt på bolaget på ett halvår) och att de nu ska ut med allt.

[Investing by the Books Podcast @IB_Redeye]

Winter giveaway! ❄️

The Danish investor Simon Kold was kind enough to sign a copy of his book 'On the Hunt for Great Companies'.

To win it:
📚 Like & Retweet
📷 Follow us (so we can contact you)

The winner will be announced on Monday, 15th of Dec.

[Jippo @Compounding_J]

@value_invest12 Just your run of the mill reflexivity at work.

[Jippo @Compounding_J]

@david_katunaric Why is this a flag of any color?

[Jippo @Compounding_J]

@LilGusti @Djurvaenn

[Jippo @Compounding_J]

Going by all of the bearish $evo victory laps on X today I'm going to guess it'll outperform the market in the next 12 months

[Jippo @Compounding_J]

@InvestmentTraps Kerrankin tutkijoilla on jotain järkevää sanottavaa

[Jippo @Compounding_J]

@LNathell @Finwire Skillnaden mellan en miljon och en miljard är ungefär en miljard

[Jippo @Compounding_J]

@ADborspick @Stonkinvesto4 De har inte uppfunnit en makromiljö som gynnar små bolag än...

[Jippo @Compounding_J]

@Engbl0m Äger själv bara Evo och Alphabet så det kommer att bli en utmärkt affär att sälja dem nu

[Jippo @Compounding_J]

@MadsCapital You are my spirit animal

[Jippo @Compounding_J]

@AbcpokerBI "If it's worth a screenshot, it's worth pressing the sell button"

[Jippo @Compounding_J]

@JarmoFriman Ostin eilen lisää, mutta omat sijoitukset menevät yleensä vihkoon joten joudun tässä kannustamaan teitä hyviä sijoittajia myymään.

[Jippo @Compounding_J]

@AbcpokerBI Det finns ingen risk att äpplens tillväxt försvagas eftersom det inte finns någon. Därför är en högre multipel motiverad.