Investire

Passionate about Family, Economics, #Finance, Financial Modeling, #Credit Strategy, Intergenerational Wealth, Aspiring Thought Leader, Director & Board Chairman

[Investire @Investiri]

Free Cash Flow drives shareholder value. Key metrics to watch:

1. FCF Margin >25%
2. FCF ROC >20%
3. FCF/share growth >15%
4. FCF Conversion >85%, 100%+ ideal
5. FCF Yield >10-year Treasury Yield, 3.5%+ ideal

#FCF #QGARP

[Investire @Investiri]

The greatest risk to your portfolio...

#QGARP

[Investire @Investiri]

Volatility is merely a visitor

#QGARP

[Investire @Investiri]

@ArneUlland https://t.co/EYqMJQXPJ5

[Investire @Investiri]

@Vivek_Investor Initial Promise Overhyped (IPO)

[Investire @Investiri]

@EmmaStockNotes Huge congratulations, well deserved!

[Investire @Investiri]

@realroseceline 1. what’s the biggest mistake you’re making right now?

2. Looking back 20 years from now, what do you think investors today are completely misunderstanding?

[Investire @Investiri]

@invest091 You consistently share high-quality content across the platforms, Michael. Stay true to your vision and stay the course; the audience that truly needs your expertise will find you.

[Investire @Investiri]

@realroseceline 1. what’s the biggest mistake you’re making right now?😉😀

2. Looking back 20 years from now, what do you think investors today are completely misunderstanding? 😉😀

[Investire @Investiri]

@long_equity Congrats on a successful earnings season with strong returns!

[Investire @Investiri]

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬

ChemoMetec launches a DKK100m share buyback program, authorizing repurchases of up to 500k shares, or 2.9% of share capital, through October 2026 as part of its capital structure optimization.

$CHEMM

[Investire @Investiri]

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬

$CHEMM built a high qlty life sciences model w/ mission critical instruments embedded in validated workflows, recurring consumables revenue, high switching costs, & deep customer integration. The adv is trust, precision, & workflow dependence.

$CHEMM

[Investire @Investiri]

Volatility is merely a visitor

#QGARP

[Investire @Investiri]

Investing

#QGARP

[Investire @Investiri]

@TihoBrkan Is it bad "breadth"? 🤷🏼‍♂️😉

[Investire @Investiri]

@sungcapital https://t.co/HJqbQFGx6Y

[Investire @Investiri]

Pro Medicus Limited | $PME 🩻

Here's a one-pager on Pro Medicus Limited

$PME 🩻

[Investire @Investiri]

@long_equity CapEx to Revenue or Operating Cash Flow (OCF) to assess efficiency, reinvestment needs and capital intensity

[Investire @Investiri]

Investing

#QGARP

[Investire @Investiri]

Important observable drivers of value creation

#QGARP

[Investire @Investiri]

@stats_feed 1h

[Investire @Investiri]

@BarrySchwartzBW Valuations don't matter until they do...😉

[Investire @Investiri]

@invest091 Much appreciated, Michael!

[Investire @Investiri]

Important observable drivers of value creation

#QGARP

[Investire @Investiri]

Exceptional Operators

#QGARP

[Investire @Investiri]

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬

$CHEMM built a high qlty life sciences model w/ mission critical instruments embedded in validated workflows, recurring consumables revenue, high switching costs, & deep customer integration. The adv is trust, precision, & workflow dependence.

$CHEMM

[Investire @Investiri]

ChemoMetec A/S 🇩🇰🔬🧪🧬

ChemoMetec upgrades FY2025/26 guidance, forecasting revenue up to DKK 525M and EBITDA up to DKK 290M.

A 15.1M DKK boost stems from an accounting adjustment regarding instrument sales revenue recognition.

$CHEMM

[Investire @Investiri]

ChemoMetec A/S 🇩🇰🔬🧪🧬

ChemoMetec upgrades FY2025/26 guidance, forecasting revenue up to DKK 525M and EBITDA up to DKK 290M.

A 15.1M DKK boost stems from an accounting adjustment regarding instrument sales revenue recognition.

$CHEMM

[Investire @Investiri]

ChemoMetec A/S 🇩🇰🔬🧪👩‍🔬🧬

$CHEMM Insider Buying

CFO Kim Nicolajsen bought 550 shares at DKK 275.8/avg (Total: DKK 151,690).

This follows Chair Niels Thestrup’s purchase of 1,100 shares at DKK 271.6/avg (Total: DKK 298,760)

$CHEMM