Post Up Resources

No investment advice. Just my personal opinion on sectors or companies I like. Long term investor. More than a decade experience on the buy-side.

[Post Up Resources @PostUpCapital1]

@qcapital2020 FlatexDEGIRO $FTK

[Post Up Resources @PostUpCapital1]

$FTK monster results

@flatexDEGIRO @flatex

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@DividendGrowth #FlatexDEGIRO which is also one of my favorite stocks

$FTK

https://t.co/BGeyBDaFhk

[Post Up Resources @PostUpCapital1]

$PATK beats estimates

[Post Up Resources @PostUpCapital1]

Peer Avanza showed that in January trading was up 25% vs December. Despite the sequential increase, the January number is still more than 20% lower vs. January 2021

[Post Up Resources @PostUpCapital1]

Exane BNP Paribas has initiated coverage of flatexDEGIRO with a Buy recommendation and a target price of 29 EUR

$FTK @flatexDEGIRO @flatex

Here a link to my article from two months ago

https://t.co/DqE4o9uvNO

[Post Up Resources @PostUpCapital1]

Patrick Industries Announces Increased Share Repurchase Authorization to $100m (6.6% of shares at current prices)

$PATK

https://t.co/woJCck2JD6

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@NeckarValue Meditation

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$TPL

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$TPL

https://t.co/0zWJoxk5uD

[Post Up Resources @PostUpCapital1]

Sport retailers Dick’s Sporting Goods & Foot Locker both trade at a healthy double digit FCF yield…

In December, $DKS even authorized a new $2bn share buyback program (20% of market cap). I wouldn’t be surprised if $FL also announced a new buyback program.

[Post Up Resources @PostUpCapital1]

$PLNT acquired 114 locations for $ 800m

$BFIT looks quite a bargain compared to this valuation

https://t.co/VNshbX5Rvv

[Post Up Resources @PostUpCapital1]

Always an interesting read... Quarterly Recap Commentary of Oakmark Funds

https://t.co/bsi1xCU5i5

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Beating its own target, stock still going down on the news. An unloved stock that looks cheap at first sight.

$INPST #InPost

https://t.co/AffE1HwMX3

[Post Up Resources @PostUpCapital1]

CFO mentioned in the call that they rather be "conservative" in their guidance... Read: under promise to over deliver

[Post Up Resources @PostUpCapital1]

#FlatexDEGIRO $FTK kicking the year off with a very positive outlook for 2022.

Raised initial guidance twice in 2021 and on schedule to grow customer accounts by 28-38% in 2022. Significant outperformance vs competition in 2021.

Lots to be excited about in this name

[Post Up Resources @PostUpCapital1]

Significant outperformance vs competition in 2021.

[Post Up Resources @PostUpCapital1]

Record year for flatexDEGIRO and strong growth outlook for 2022
- Customer accounts + 55%
- Customer retention 97%
- Settled transactions +21%

$FTK #FlatexDEGIRO

[Post Up Resources @PostUpCapital1]

Combined with contact lens subscription almost 50%

[Post Up Resources @PostUpCapital1]

Impressive to see Synsam (optical retail chain in the Nordics) achieving 45% of sales from subscription, only 5 years after launching the service

$SYNSAM