Robin Versluis

[Robin Versluis @RobinVersluis]

@Scienceseur Amen

[Robin Versluis @RobinVersluis]

@TihoBrkan Still no doubt Tencent will be the first Chinese company that reach the 1$ trillion market cap.

[Jitse Groen @jitsegroen]

Nekslag voor het investeringsklimaat. Kon er nog wel bij. Onbetaalbare stroom, als bedrijven die al kunnen krijgen, geen huizen, idiote regelgeving, toch al hoogste belasting Europa en nu als kers op de taart, belasting op winst die helemaal niet bestaat. Komt allen.

[Robin Versluis @RobinVersluis]

@TihoBrkan @ReneSellmann Tiho, just like you I loaded up on Tencent in 2022.
My position is in green a lot (2nd largest position).
It’s still arguably one of the best businesses in the world (despite heavy competition from Bytedance etc).
What you think of averaging up?
Psychologically it is hard.

[Robin Versluis @RobinVersluis]

@FootballManager Release the beta

[Robin Versluis @RobinVersluis]

@fmscout Is this even a question 🤨?
Wonderkids of course.

[Robin Versluis @RobinVersluis]

@Miners_Weekly Great to see Shakhtar is back in doing what it has been doing best. Developing young Brazilian players.

[Robin Versluis @RobinVersluis]

@abroninvestor Not a word regarding their recent purchase in TKH Group. Strange.

[Robin Versluis @RobinVersluis]

@TihoBrkan However, the competition in the Chinese e-commerce remains very intense.

[Robin Versluis @RobinVersluis]

@TihoBrkan Honestly looking forward to the earnings of both. Joe Tsai ($BABA) is saying the right things, seems like they are finally on the right track after years of lacking focus.

[Robin Versluis @RobinVersluis]

@SerbFootyScout Blijft echt onbegrijpelijk dat Erakovic niet mee is en waarschijnlijk die jonge van TSC (na het EK Rode ster) gaat spelen. Echt zonde dat door corruptie? Servië niet de beste 26 kan oproepen.

[Robin Versluis @RobinVersluis]

@ohcapideas Li Lu?

[Robin Versluis @RobinVersluis]

@abroninvestor Thank you for the explanation. You think there is good chance they will take Hal Trust from the stock exchange now they got this special Melchers situation? Besides this there is also a chance they purchase the remaining shares of Vopak with their nett cash postion right?

[Robin Versluis @RobinVersluis]

@abroninvestor However, their NAV development in the recent years is not that spectacular. Currently at EUR 150 if am not mistaken and has been around this figure for quite some years. Although it is a interesting family holdco which seemily have a lot of interesting assets on their balance

[Robin Versluis @RobinVersluis]

@abroninvestor In The Netherlands there is a feeling that something is going to ''happen'' with Hal Trust. The second largest shareholder after the family passed away. Replacing their offer back to NL. Time will tell. I like their long term horizon with their holdings. 1/2

[Robin Versluis @RobinVersluis]

@PhilLen01 @MichaelGielkens Dank!

[Robin Versluis @RobinVersluis]

@MichaelGielkens @PhilLen01 Was dit historisch altijd het geval voor Exor? Of heeft het wellicht vooral te maken dat Ferrari erg hoog gewaardeerd is en dat een groot deel van het NAV Ferrari is?

[Robin Versluis @RobinVersluis]

@TomInvesting That loss on $BABA and probably also #Tencent. Ouch..

[Robin Versluis @RobinVersluis]

@SerbianFooty Why in the hell Bazdar? A substitute of Partizan..?