Daniel Feldborg-Jensen

Danish value-investor.
All views and opinions shared are my own.

[N Ecc 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿 @Neccccy]

🚨 NEWS

THIS IS WHAT THE COUNTRY THINKS OF STARMER AND LAMMY

STARMER NOBODY LIKES YOU … RESIGN

[Visegrád 24 @visegrad24]

If @elonmusk had not bought 𝕏, none of us would know about Henry Nowak, Austin Metcalf, Iryna Zarutska, Wayne Broadhurst and so many others…

[Gad Saad @GadSaad]

The only thing that stops violent men from raping you and your society are other men who are equally willing to be violent in stopping the rapists. The West has decided that the highest virtue is to quietly comply with the destruction of your civilization because to do otherwise is bigoted toward the rapists. It really is that simple.

[Andrew Tate @Cobratate]

Every retweet of this post will equal a dollar given to children with Leukemia.

[Daniel Feldborg-Jensen @Danielfjensen]

@calcsam BOOK

[Daniel Feldborg-Jensen @Danielfjensen]

5/5 In case of an economic downturn, they should be able to weather the storm.
My opinion is that it currently trades this low on recession fears which makes me even more annoyed, I did not buy it 3-4 months ago when I first analyzed it.

[Daniel Feldborg-Jensen @Danielfjensen]

1/4 08-01-2024
New position in Brødrene A&O Johansen A/S at 76,48 DKK.

Danish wholesaler for the construction industry, operates within plumbing, electrics, tools and small building equipment. Been looking at the company for a while but was hesitant to buy. Now it has gained a

[Daniel Feldborg-Jensen @Danielfjensen]

4/5 before that +15% ROE, so it was good at generating return even before COVID and the impacts it has had on the building sector. They do have some debt, but not a lot with a 1,7x net gearing (which is net debt in percentages of equity.

[Daniel Feldborg-Jensen @Danielfjensen]

2/4 little with the everything rally, but still a good value case in my opinion. They are extremely good at digitization of their legacy business in an industry where not a lot has been digitized yet. This will give them a competitive advantage in the future.

[Daniel Feldborg-Jensen @Danielfjensen]

4/4 Furthermore, if the central banks are going to lower the interest rates, the value of the real estate portfolio is set to increase and they are successful in growing their rental income every year. All in all, in my opinion a value-investment with a lot of upside.

[Daniel Feldborg-Jensen @Danielfjensen]

1/4 New position in LEG Immobilien SE at 74,18 EUR.

German REIT with more than 99% residential units based in Germany. The company operates within 3 segments, they call high-growth, stable and higher-yielding markets which basically spreads their operations out over the entire

[Daniel Feldborg-Jensen @Danielfjensen]

3/4 The company currently trades at around 50% of the net real-estate assets while also giving a direct yield of 3,3% yearly as they pay out 100% of AFFO. AFFO is a measure of how much cash the REIT generates after capital expenses, etc. has been deducted from the rental income.

[FinRadar.ai @StuckInStock]

Report for Combined Biotech 13F Filings
(Avoro, Baker Brothers, BVF, Casdin, Consonance, EcoR1, Opaleye, Orbimed, Perceptive, RA Capital) 🧵

Top 40 Stock Holdings by Value

[Daniel Feldborg-Jensen @Danielfjensen]

@MaMoMVPY @henrik_ullum @SSTbrostrom Data fra DK er vist justeret for alder på de smittede med Omicron og her ses endnu ikke at omicron skulle være mildere.

[Daniel Feldborg-Jensen @Danielfjensen]

@MichaelPalmHan1 @MaMoMVPY Flere antistoffer = mere immunitet = større sandsynlighed for de binder til virusset og neutraliserer dette.

[Daniel Feldborg-Jensen @Danielfjensen]

@Per_Damkier @MaxJacobsEdison Thanks for correcting, is that due to the fact that the drug is approved via EU Centralized Procedure?

[Daniel Feldborg-Jensen @Danielfjensen]

@MaxJacobsEdison In Denmark we have a 14-day auction system for prescribed drugs. This means the cheapest supplier will be offered to patients by default.

[Daniel Feldborg-Jensen @Danielfjensen]

@virtualstatman Come on man, it is close to attempted murder.