Der Souman

former HF researcher & partner/ prop firm trader (equity arbitrage). now roaming the worlds freely . No advice, just my opinions.

[Der Souman @DerSouman]

@ClarkSquareCap 😂

[Der Souman @DerSouman]

@i9theghost5 It should be… whole criticism was no dividend / buy backs.. so it should fly now… dividend is coming!

[Der Souman @DerSouman]

@ClarkSquareCap @ex_locust @TheAppInvestor Nope same here

[Der Souman @DerSouman]

@Vincentgdevlugt 🥺 herkenbaar

[Der Souman @DerSouman]

@vdmandele Not a bad day for edu names😉

[Der Souman @DerSouman]

@Vincentgdevlugt Maar echt!

[Der Souman @DerSouman]

@vdmandele Thanks Joost, will look more into 6169 somewhere coming days, perhaps I will add it to my portfolio as well. (also own 2001 HK currently).

Indeed 382 is more conservative but low valuation in combination with pay out did it for me.

If I find something, I will let you now!

[Der Souman @DerSouman]

@vdmandele thanks!

[Der Souman @DerSouman]

@vdmandele (your monthly report is a great read btw)

[Der Souman @DerSouman]

@vdmandele Perhaps you should also look into $382.hk (Edvantage), it is a bit more spread geographically spread, was into higher education from the start and offers a 12% dividend (which somehow always reassures me with HK listed firms;-)

[Der Souman @DerSouman]

@VDIfied @89Olle Like Olle asked; ? .02 fee makes a stock go down .70 usd-ish on a day? (Ignoring past days now)

[Der Souman @DerSouman]

@janthecurious1 @per1513 Is the agenda for the shareholders meeting available as far as you know? can’t find it myself.

[Der Souman @DerSouman]

@freddiewittmann @SunghoonChung6 Not that it will have any effect whatsoever..

[Der Souman @DerSouman]

@freddiewittmann @SunghoonChung6 Exactly! Received the same nonsense from IR. Told them that nothing indicates they A) communicate to and B) value their shareholders.

[Der Souman @DerSouman]

@Jam_invest @ThinkFinance999 Thx. Was afraid of this answer, haha. Just have to go over my watchlist one by one then…

and indeed still so much stocks trading at p/e 4 or p/fcf 4, growring revenue, paying dividends of 8% or so. Just insane.

[Der Souman @DerSouman]

@Jam_invest @ThinkFinance999 Does ibkr (to your knowledge) provide an overview of stocks which are blocked from buying? Or at least changes to the overview? Thx!

Annoying as hell this “protection”

[Der Souman @DerSouman]

@ThinkFinance999 @3Plantey2 @ecommerceshares @Takeshi48878925 Hear hear!

[Der Souman @DerSouman]

@AdmiralRisky For me it is a Bloomberg terminal, it comes with a price tag… but is does it all.

[Der Souman @DerSouman]

@Geologo_Trader Their chardonnay rocks as well... nowhere to be found in the Netherlands..