Lukian Ledger

30 years of compounding

[TacticzHazel @TacticzH]

Ok, I guess we are not in a bubble.

[Lukian Ledger @LukianLedger]

@swmansion_pl 🤔wzrost zatrudnienia o 25% a wzrost przychodów o 10%

[Lukian Ledger @LukianLedger]

@VJNCapital Many saas stocks are still expensive even after these drawdowns

[Lukian Ledger @LukianLedger]

$SHOP
Maybe I will wait a little bit longer and see where this leg down goes?

[Lukian Ledger @LukianLedger]

Getting close now $SHOP

[Lukian Ledger @LukianLedger]

@P_Remarks It’s a great market to buy value and be rich in 2 years. You just have to have the guts to ride through volatility.

I actually hope these crazy times never end - we could swing from one narrative to the next forever.

[Lukian Ledger @LukianLedger]

Welp,
I did get that right, but did not sell there.
Where are you going $BKNG

[Lukian Ledger @LukianLedger]

$BKNG looks good. Send it!

[Lukian Ledger @LukianLedger]

Getting close now $SHOP

[Lukian Ledger @LukianLedger]

If $SHOP goes below 100 I will start thinking about buying again. At 80 it would be a no-brainer.
Fingers crossed

[Lukian Ledger @LukianLedger]

Price action on Software stocks is improving. Semis on the other hand are crazy expensive. It is time for the market to realize that software is not going anywhere and rotate back to it.
So far software earnings are good but reactions to them are mixed. SBC still a major drag on GAAP earnings in many of them. But sentiment is changing.

[Lukian Ledger @LukianLedger]

Getting close now to reasonable levels

[Lukian Ledger @LukianLedger]

@novonordisk @OpenAI Too late! Time when such announcements made the stock soar are already gone 😭

[Lukian Ledger @LukianLedger]

@TacticzH Too late?

[Lukian Ledger @LukianLedger]

It’s a bit late 😞
Time when such announcements made the price soar are long gone

[Lukian Ledger @LukianLedger]

It’s a bit late 😞
Time when such announcements made the price soar are long gone

[Investseekers @investseekers]

Major strategic update for $NVO.

Novo Nordisk has announced a global partnership with OpenAI to accelerate drug discovery, manufacturing, and commercial operations through advanced AI.

The key investment takeaway is that Novo is pushing to shorten the time from research to patient.

According to management, the partnership will be used across:

• drug discovery and candidate selection

• analysis of large complex datasets

• manufacturing and supply chain

• distribution and commercial operations

• workforce AI upskilling

CEO Mike Doustdar said the goal is to discover new therapies and bring them to market faster.

Pilot programmes will begin across R&D, manufacturing, and commercial operations, with full integration targeted by the end of 2026.

#stocks #Investing

[Lukian Ledger @LukianLedger]

This did not go as planned. I do admit I was wrong 😑

[Lukian Ledger @LukianLedger]

$PYPL in @ 67,99
Let's see if they are really turning around. It seems that they are.

[Lukian Ledger @LukianLedger]

Getting close now to reasonable levels

[Lukian Ledger @LukianLedger]

It would be fantastic if the outcome of this AI market re-shuffling is a market where SAAS valuations are more sensible - regular company sensible - based on earnings and realistic projections sensible - that would be super great.
I love SAAS businesses but no earnings and P/S 40 on 25% growth? That's bonkers.

[Lukian Ledger @LukianLedger]

@Michal06633732 @RChodkowski Mogą. Pytanie o to jakie są rozliczenia. Czy BBC płaci za godziny czy za projekty. Jak będzie wyglądać wdrażanie i ceny projektów jak programowanie będzie 5x szybsze. Nie wiem. Chyba nikt teraz nie wie. Dlatego spadają ceny tych firm.

[Lukian Ledger @LukianLedger]

This is similar to my take on the whole SAAS is dead discussion.
Running your custom soft might sound like a great idea untill it suddenly stops working in a year or two, people who wrote it are no longer in the company, noone owns it, there are no clear recovery procedures, backups do not work etc.
Very quickly you come to realisation that it does not make sense to save on software because you will start losing in your main business.

[Jeff Morris Jr. @jmj]

If you’ve ever built software at scale, the whole “death of software” thing is hilarious.

Companies don’t win by vibe-coding their own CRM on a Tuesday night. They win by solving problems for their customers, not by moonlighting as Salesforce.

It feels badass to walk into a meeting and declare, “We’re not paying for that anymore, we’ll just build it ourselves.”

Fast-forward three months & you’ve shipped a janky internal tool no one really owns, your real work is on fire, and your boss is emailing you because their “simple CRM tweak” is now your second job.

Congrats, you didn’t save money. You just hired yourself for a thankless CRM owner role that you’ll never be compensated for.

[Lukian Ledger @LukianLedger]

@TacticzH That was my story. I had another look

[Lukian Ledger @LukianLedger]

@exec_sum Ekhm.. Is PayPal not bigger than Klarna?

[Lukian Ledger @LukianLedger]

@StockMKTNewz Confirms my thesis
https://t.co/mXjNhrXgOA

[Lukian Ledger @LukianLedger]

My working thesis now is that we are in early stages of FOMO on $GOOGL

How far will this ride? I don't know. But FOMO often rides further then one would have thought.