Minxen

Det som skrivs här är mina tankar och idéer, följ din egen väg.

[Minxen @Minxen_]

@growthrapidly $Hims for me (been holding almost from day 1). The day I die I will pass the shares that’s left to the younger part of the family.
I’ve already taken out my investment cost + some extra when it was high flying 2025 so I don’t care about the volatility. My truly long term hold.

[Minxen @Minxen_]

@charlesgillespi @turnonmonitor @SS0006080831473 @HyunLee Thank you for the clarification Charles
@Raul_DSF

[Minxen @Minxen_]

@TheRayMyers Excellent write up 👍

[Minxen @Minxen_]

@Raul_DSF @RenaSherbill Great interview! 👍👍👍

[Minxen @Minxen_]

@uboat159 You and me both

[Minxen @Minxen_]

@uboat159 The thing is that most of today’s investors holding periods is in weeks or months. If you’re truly believing in a company you have to look through the volatility and focus on the company itself.
There’s no tree that grows big over a night.

[Minxen @Minxen_]

@JustinvestToday You just need another ~15% drawdown in QFIN and you’ve reached your wish from January this year of another 30% drawdown. You have to ask yourself. Is it the volatility that makes you uncertain about your position or is it a structural change in the company. Big difference between

[Minxen @Minxen_]

@Raul_DSF It’s exactly why I bought Hims. As long as this thesis is intact I will be a shareholder. The volatility there between is just entertainment. Would guess that less than 5% is still a original shareholder from -21 and maybe less than 1% in 10 years from now even if thesis holds.

[Minxen @Minxen_]

@Raul_DSF @TrixInvestments It’s just this market and the kind of investors it beholds. Euphoria and doomsdays 2-3 times in a year. People would just feel so much better if they didn’t read any news and just check the earnings every quarter (or not even that often).
A tree doesn’t grow big over a night.

[Minxen @Minxen_]

@alc2022 This might sound strange since I’m a shareholder but I’m really hoping this goes down to the 50’s. I hate everything with games, hate when my children gaming. But I can’t miss 1 days streak with learning a new language with Duolingo.
So please, take this down to the 50$ range.

[Minxen @Minxen_]

@Atticus44351 @SS0006080831473 @readdisclosures @thebasemint1 @AecInvests @Garold139 @Raul_DSF So in only this group, me included, there’s a holding of ~0,25% of the company.
I don’t check in here often, mostly around earnings. As long as the company continues to show these FCF I will be a shareholder. This is just too cheap just like @Raul_DSF comparison with the bar.

[Minxen @Minxen_]

@Raul_DSF Taormina (on the east coast of Sicily Italy).
Such a beautiful place, located on a mountain. View over the volcano Etna and island Isola Bella. Romantic atmosphere in the village, like in a movie.
One of my top places I’ve been to, and I travel a lot.

[Minxen @Minxen_]

@Raul_DSF 🎯

[Minxen @Minxen_]

@Raul_DSF @SeekingAlpha Forgot: 65% insider ownership.
EPS +77,8% last Q (yoy)
New big order from European automaker (100M$/y) will start 2027
Lots of products from RD —> mass production, one of them starting ~ mid dec.
Stock is not a ADR, highly illiquid and almost impossible to buy in larger blocks.

[Minxen @Minxen_]

@Raul_DSF @SeekingAlpha $CAAS
A Chinese car component company (power steering systems). New products -> market fit for EV. Growing internationally (China, USA, Europe, Brazil).
Growing +15%/y. P/e ~4
Shares priced under cash value.
Market cap: 130M$

[Minxen @Minxen_]

@Raul_DSF @SeekingAlpha $CompX
A ”boring” niche company (Security & Components) that literally no one knows about. Growing +10%/y.
Returning cash to SH (+5% div + often extra).
No debt and ~20% of market cap in cash.

[Minxen @Minxen_]

@chitchatstocks Hims since it’s already a 10-bagger for me

[Minxen @Minxen_]

@chitchatstocks I’d say gamb

[Minxen @Minxen_]

@charlesgillespi That’s how a leader show how he’s aligned with shareholders 🤝