Mark Prins

investing, running, triathlon

[Mark Prins @MarkPrins12]

@The1FighterJET Ome Dick taught us all a lot!

[Mark Prins @MarkPrins12]

@Finding_Moats $AZE and/or $IMCD

[Mark Prins @MarkPrins12]

@Finding_Moats $ALLFG great moat

[Mark Prins @MarkPrins12]

@RolandGrender Closest peer $TILE on FY22 c12x P/E & 8x EV/EBITDA.

[Mark Prins @MarkPrins12]

@European_DGI Bol targets FY21 5bn in sales with probably c70% generated by 3P. In my opinion at a conservative 2x GMV this platform cd be worth 10bn or c40% of Ahold's current mktcap.

[Mark Prins @MarkPrins12]

@BornInvestor I can recommend @Columbia_Biz - Value investing with Legends.