NS Investments

Global value stocks // your favorite contra

[NS Investments @NStepmum]

@100xCompounding @BobRobotti 🐐

[NS Investments @NStepmum]

Lmao

[Le Shrub🌳 @agnostoxxx]

Market Summary in a Meme 🥹🌳🙏

[Minera Alamos Inc. @MineraAlamos]

Minera Alamos Announces Positive Pre-Feasibility Study for the Copperstone Gold Project in Arizona

Read the full release here: https://t.co/RuBfs6Yxz3

$MAI.V $MAIFF

[NS Investments @NStepmum]

@ACapitalLP $ww

[NS Investments @NStepmum]

@MikeFritzell @Mystezi @GlobalStockPick Is there any possible way of telling what % of revenue we are talking about?

[NS Investments @NStepmum]

@Mystezi @MikeFritzell @GlobalStockPick A small part of revenue is chinese, its about chinese shifting money to non SG/ HK accounts then?

[NS Investments @NStepmum]

@GPs_capital_ @ContrarianKiwi And ofcourse revenue growth, cost inflation growth -> operating leverage -> margins
ROE
Analysts will again ask questions about cac which might increase again
International expansion etc

[NS Investments @NStepmum]

@GPs_capital_ @ContrarianKiwi Just buy back stock, off balance sheet assets are just worth just 20% of book value which seems to low given the ecosystem build out
Other revenues segment, marketing spend Increase in book value, and strategic moves are important data points

[Albin M @AbbeMatti]

$TIGR
Up Fintech Holding handlas till PE 6,4 bakåtblickande och PE 5 för 2026 enligt mina osäkra estimate.
Sen kan man lägga till att de har en egen nettokassan som är nästan lika stor som bolagsvärdet. Detta gör det svårt att räkna på EV/EBIT.
Marknaden tror uppenbarligen att

[NS Investments @NStepmum]

@ContrarianKiwi @KenLmpls @AbcpokerBI Its funds that are long qqq/ semi short software that are winding down positions

[NS Investments @NStepmum]

But i am adding

[NS Investments @NStepmum]

If you you adjust for marketing spend (payback times ~2 quarters) it is trading below 6x earnigns for a high revenue growth (30-40%) brokerage with margin/ roe expansion
It doesnt work in this enviroment until it does
It seemed too good to be true at $8
Here at $6 i feel dumb

[NS Investments @NStepmum]

Beautifull day to borrow out some $rig to buy some more $tigr

[NS Investments @NStepmum]

The hedge is: its just numbers on a screen bro

[NS Investments @NStepmum]

Beautifull day to borrow out some $rig to buy some more $tigr

[NS Investments @NStepmum]

@taobanker Jago bank?

[NS Investments @NStepmum]

@MoodyWriter13 $AGBK at 4x forward

[NS Investments @NStepmum]

Send it

[PureCycleTech @PureCycleTech]

PureFive® resin is officially recognized as "recycled content" by the NJDEP. This 1-year conditional approval lets customers use our resin to meet NJ Recycled Content Law mandates. ♻️

Work continues with the NJDEP toward a permanent approval.

https://t.co/HfjtF53Hxi

[Stan @private_dataguy]

Lot of interesting tid bits from the legendary $PCT head of IR Eric DeNatale (and lots of good answers to tech and commercial questions I see frequently as well.)

1) confirm P&G and L’Oreal are customers

2) Looking to get something out with Mars soon

3) PRICING. Brands are buying ISCC+ credits for .75/LB, conversations are STARTING at virgin plus .75 - that would put pricing around 1.40+/LB. Put that in your model and see what happens….

Big couple weeks, months then years ahead!

https://t.co/bKp153UIGB