Future_Fortunes

Investieren in disruptive Unternehmen und Mega-Trends, Intrinsic Value, ROCE, ROIIC, Buy-and-Hold, Finanzielle Freiheit

[Brad Gerstner @altcap]

I commend Anthropic on their philanthropic commitments in lieu of a founder equity IPO grant. It is an extraordinary gift - but also understand concerns about foundation wealth concentration. Like Elon - I hope a meaningful portion of AI’s wealth is a direct dividend. 🇺🇸🤍🚀@InvestAmerica24 @TrumpAccounts

[Brad Gerstner @altcap]

Banger dropping Thursday.🔥@BG2Pod

[Future_Fortunes @F_Fortunes]

@PronkDaniel Absolutely. That is why I am still Not able to believe Uber. I do not want to check multiples apps to save a few cents but my Agent will.

[Future_Fortunes @F_Fortunes]

@Investmentideen @OfficialEliZee @reynosismo_ Hey Paul, whats up? I miss your takes on the $SABR and whatnot 😢

[Paul, not a CFA @Investmentideen]

$ACP.WA Asseco Poland Q2 2026 — strong beat, growth and margin expansion.

Reported Q2:
• Revenue PLN 4.85bn vs PLN 4.57bn cons. → +6% beat
• EBIT PLN 570m vs PLN 536m cons. → +6% beat

On proportional recognition:

Q2 2026 vs Q1 2026:
• Revenue PLN 1,943m: +12.5% QoQ
• Non-IFRS EBIT PLN 326m: +20.4%
• Non-IFRS EBIT margin 16.8% vs 15.7% → +1.1pp QoQ

Q2 2026 vs Q2 2025:
• Revenue +19%
• Non-IFRS EBIT +50%
• Non-IFRS EBIT margin 16.8% vs 13.3% → +3.4pp YoY

H1 2026 vs H1 2025:
• Revenue PLN 3.67bn: +15%
• Non-IFRS EBIT PLN 597m: +43%
• Non-IFRS EBIT margin 16.3% vs 13.1% → +3.2pp

Backlog in proprietary software & services reached PLN 13.4bn, +18% YoY at current FX / +12% at constant FX.

[Future_Fortunes @F_Fortunes]

@FindleysFinance Come on man! Just extrapolating the development of the last 2 years into the future is not an investmentthesis.

[Future_Fortunes @F_Fortunes]

@vonderleyen Why are "the images" not acceptable?

[Future_Fortunes @F_Fortunes]

@StefanLittauer @alojoh Buy high sell low seem like a great concept

[Future_Fortunes @F_Fortunes]

@alex_avoigt Alex, I always liked your analysis, but what would be the catalyst BC fundamentals cannot improve enough...

[Future_Fortunes @F_Fortunes]

@Marketbeating20 @PronkDaniel Analysts Consensus is too optimistic and not realistic.

[Future_Fortunes @F_Fortunes]

@zeroxpectation That tells you nothing because insiders have to buy.

[Future_Fortunes @F_Fortunes]

@Investmentideen Thanks for sharing your ideas, portfolio and thoughts!

[Future_Fortunes @F_Fortunes]

@jessetrowe @DetectArena In one years, there will be no slop, it'll be great content you want to See.

[Future_Fortunes @F_Fortunes]

@DividendTalks Yes, and Water ≠ Apple Juice

[Future_Fortunes @F_Fortunes]

@MMMTwealth You cannot have any foresight how AI will change the game in the comming years or WHO will win. So I don't know how anyone can have conviction here...

[Future_Fortunes @F_Fortunes]

@Investmentideen @varunv_malhotra Nice, would love to hear your insights !

[Future_Fortunes @F_Fortunes]

@devilsbanker @Investmentideen That is not their style.

[Future_Fortunes @F_Fortunes]

@Investmentideen @WhoopityScool @atelicinvest Are you thinking about getting a Position?

[Future_Fortunes @F_Fortunes]

@joni_vrbt Free speech

[Future_Fortunes @F_Fortunes]

@ReneSellmann I hope so. $CSU and $TOI are fairly valued but not cheap enough for me.