Martin Hviid

Investor in high growth equitys.
NOT investment advice, do your own DD

[Martin Hviid @MHviidS]

@GunstPhilip Is there a date where CEPA is expected to be completed by, or is it like an ongoing thing?

[Martin Hviid @MHviidS]

@DrewCohenMoney Yes plz.

[Martin Hviid @MHviidS]

@DrewCohenMoney This however also makes me buy $EVO on the way down, all the way from 1000 to 600.
I tell myself that these things are oneoffs but they could be long term headwinds.
I have been thinking of using TA to counter this?
Any thoughts?

Keep up the great work!

[Martin Hviid @MHviidS]

@GunstPhilip @hjortholm Det samme hos mig.
Mon ikke det bare er på grund af volatilitet?

[Martin Hviid @MHviidS]

@FilipSalling Spørgsmålet er vel om vi får den lange rente langt nok ned til at det kan betale sig, inden den næste inflations bøgle kommer?

[Martin Hviid @MHviidS]

@FilipSalling Jeg er også i et kort lån og vil også gerne have et fast, men det giver ikke mening så l��nge den faste er så høj? Selv med en kort der svinger mellem 2,5 og 5 giver det ikke mening at skifte til en fast på 3,5 eller 4?

[Martin Hviid @MHviidS]

@niklasoestberg Nice to see the profits apear now, even if it is on an A-EBITDA level!
How do you see your balance sheet longer term?
Where do you see yourself putting all this cash generation to good use?
Organic Growth?
Better Balance Sheet?
M&A?
Buybacks?

[Martin Hviid @MHviidS]

@GunstPhilip @Edark94 @VukasinPekovic Are you still talking to David? And is he more or less optimistic than 6 months ago?

[Martin Hviid @MHviidS]

@StockMKTNewz Easy $EVO.ST. Forward PE 13 with 18% growth and 50%+ net margins.

[Martin Hviid @MHviidS]

@cigs1234 @Brian_Stoffel_ $20,000 cold storage device and $40,000 from a non-portable, warm perfusion device.
These seem like one time buys that you can use again and again no?

but i know nothing about organ donating in the US.

[Martin Hviid @MHviidS]

@MarienLechevin Is this a multi month trend or a one off?

[Martin Hviid @MHviidS]

@GunstPhilip Sold a chunk of some of my high flyers today to buy more $CAD.V. Hoping for a sale before new years but thats looking more and more unlikely.
How long does it normally take after a first bid to have a result of the bids?

[Martin Hviid @MHviidS]

@FilipSalling Palantir er et fantastisk selskab.

Men for mig er aktien $PLTR for dyr nu.
Jeg kan ikke længere regne den hjem da jeg ikke ved hvor meget de kommer til at vækste.

Jeg har solgt alle min $PLTR men køber dem gerne tilbage når markedet giver mig en bedre pris.

[Martin Hviid @MHviidS]

@BrianFeroldi I knew instantly that it was not you.

[Martin Hviid @MHviidS]

@Brian_Stoffel_ @MadsC007 Here is what i found from the earnings call.

[Martin Hviid @MHviidS]

@Brian_Stoffel_ @MadsC007 So i see your take and i agree that more logistics is necessary, but there might just not have been a big focus on it for investors so they dont talk about it as much.
They say they use more "mobile" logistics center that may be less Capex intensive.

[Martin Hviid @MHviidS]

@value_invest12 I own shares of both, more in Carvana, but i like $AG1 too.
I think once again regulations will be a bigger problem for AG1 than Carvana, Thoughts on this?

[Martin Hviid @MHviidS]

@wolfofharcourt Seem to me that consumers have been hit with higher prices on everyday items, combined now with higher rates and is therefore spending less on entertainment?🤔

Surely if (when) rates come down and prices have stableised we see a return of some of these consumers?🤞

[Martin Hviid @MHviidS]

@value_invest12 yeah and even if it takes 2 years to 3-4X from here that is still insane returns.
i have a small position from 50 and bought a medium chunk at 10 and an even bigger one now at 5-6, so just small buys every month from now on until it starts moving up ... lets hope its soon