patrik putnar

[patrik putnar @PutnarPatrik]

@michalhardyn Doufám že v Praze ti agresivní řídící co to emočně nezvládají si to v první vlně pořídí všichni :D a budou držet hubu 😃😃

[patrik putnar @PutnarPatrik]

@LASERindexmgmt I see it the same way. I don't understand why a company like that is doing a buyback that yields nothing relative to its total market cap. I'm buying Coupang because I believe it's a multi-bagger. I want to make a lot of money on Coupang, not just a few percent. 😂😂

[Louis A Stevens @LASERindexmgmt]

So we have consumer-facing AI products from $META , $GOOG , OpenAI, Anthropic, and $SPCX

$AMZN usually tries to compete with everyone on everything

Seems like an AMZN-brand consumer-facing AI model comes out at some point in the next 12-24 months

[patrik putnar @PutnarPatrik]

@VojtaMT Řekl bych KSN

[patrik putnar @PutnarPatrik]

@JosefCihak23 @VojtaMT Hoši hoši 😃

[Louis A Stevens @LASERindexmgmt]

Thoughts on $CPNG linked in the comments of this post

Let me know what you think

$SE $MELI $AMZN

[Louis A Stevens @LASERindexmgmt]

https://t.co/yeWXzgLi1d

[patrik putnar @PutnarPatrik]

@LASERindexmgmt Thank you 🫡

[Thomas J. Hayes @HedgeFundTips]

Show me the INCENTIVE and I'll show you the OUTCOME...

$PYPL. Little do most people realize - at the pace they are buying in stock ~15% of the company per year from ~$6B FCF - he could get there ($125/sh) in 3-5yrs with NO GROWTH! However, does this look like no growth to you? BTW, margins starting to expand again. https://t.co/tLAJiYdVjr

[patrik putnar @PutnarPatrik]

@HedgeFundTips What is your price target following the restructuring under the new CEO?

[patrik putnar @PutnarPatrik]

@LASERindexmgmt Hello, are you buying this dip? Isn't the drop in the share price mainly caused by the fact that they pissed off the government?

[patrik putnar @PutnarPatrik]

@DividendGuys Tak co jste rádi, že nabídka Stripe neprošla já docela jo počkám si a asi budu postupně přikupovat.... Co vy ?

[patrik putnar @PutnarPatrik]

@imSaintV @stripe Osobně taky držím někdy začátkem příštího roku má dojít k odštěpení venma mohlo by to odemknout vyšší hodnotu nebo spíš odemkne. Navíc sleduji linked-in a dost rozvíjí reklamní byznys, který by mohl být obrovský.

[patrik putnar @PutnarPatrik]

@LASERindexmgmt In my country, the Czech Republic, the birth rate was 1.29 in 2025. During COVID, it was 1.7 children per mother. I think most developed civilizations face this problem.

[patrik putnar @PutnarPatrik]

@LASERindexmgmt A lot of young couples around me want a baby, but it’s just not happening :

[patrik putnar @PutnarPatrik]

@LASERindexmgmt They bought 100,000 GPUs—they're doing something with them...

[patrik putnar @PutnarPatrik]

@AkciovyGURU Kolik podle vás ?

[patrik putnar @PutnarPatrik]

@LASERindexmgmt In my opinion, they are building very slowly and quietly. All the figures are currently in the "developing offerings" stage, and it will take some time for that to be reflected in the results.