Dinosaur

Own your time, or others will.
I don't provide financial advice. Sharing ideas & probably own some of the stonks I post about.

[Dinosaur @ScDinosaur]

@PerClausen3 @BrianMork Flot niveau for en EU-parlamentariker. Håber du repræsenterer de danske interesser i Bruxelles med lidt mere diplomatisk snilde og dannelse, end du formår at mønstre her.

[Dinosaur @ScDinosaur]

Spending most of the tokens having an existential crisis about ranking AIs. Google isn't training models. They're running the world's most expensive therapy sessions. $GOOG is NOT cooking.

[Dinosaur @ScDinosaur]

I thought woke #Gemini was a thing of the past. Gemini 3.1 Pro:
"'I'm erring on the side of caution. My evolving plan is to sidestep any explicit ranking or comparisons, and I'll frame my analysis, to be safe, as a subjective evaluation influenced by diverse perspectives"
$GOOG

[Dinosaur @ScDinosaur]

@the_white_tig3r What are you doing regarding the withholding tax from dividends. SK seem to withhold more than most DTA's between them and other countries. Are you going through the red tape of reclaiming?

[Dinosaur @ScDinosaur]

@RasmusJarlov @LarsAnders1620 Hummelgaard, der som justitsminister forsøgte at indføre chatkontrol. Scanning af alle danskeres private beskeder. Når staten vil overvåge borgere i den skala, og når aktivister der kæmper mod, ender i månedslang isolation, er det så borgeren der truer demokratiet, eller omvendt?

[Dinosaur @ScDinosaur]

Some aggregators show wrong share count. There are ~1M shares outstanding. Current MC based on B share price ~400M.

[Dinosaur @ScDinosaur]

$GYLD-B.CO (Gyldendal B), a publisher from Denmark, seems severely mispriced at ~400 DKK. The share carries equal economic/dividend rights to the voting A-shares (trading at ~1,590 DKK).
~6.8x P/E based on 2026 guidance (usually guides conservatively). Very illiquid though.

[Dinosaur @ScDinosaur]

Pending Danish legislation for 0% VAT on books (delayed by recent election, but remains a massive high-probability tailwind for consumer volume).

[Dinosaur @ScDinosaur]

@balkemyr @Morten_W_Langer Chart speaks by itself. $AOJ $AOJ.CO

[Dinosaur @ScDinosaur]

I have structured my portfolio positions so that the emotional stakes per decision are low enough that the analytical mind stays in charge.
#investing #finance

[Dinosaur @ScDinosaur]

@heimbergecon Halved ... just like the JPY 🥸🧐

[Dinosaur @ScDinosaur]

@wilkins_jo52699 And instead of letting Bitcoin become a currency as intended, he suggested to use tabs.
Bitcoin could have been exactly what Bitcoin Cash is today.
https://t.co/KfiWmOQlP6

[Dinosaur @ScDinosaur]

@Yakuma_Cuddles Can't wait!

[Dinosaur @ScDinosaur]

@aktieblogg Exciting portfolio. Thank you for sharing. Can't buy Indo or Phi at any of my brokers. When does Avanza expand to Denmark🙏

[Dinosaur @ScDinosaur]

Founder business, legacy steel merchant turned serial acquirer.
P/E Ratio (ttm): ~6.5x. Ex-Cash P/E: ~5.2x. P/NAV: ~0.92x
Buybacks stock at low P/E and NAV. Dividend: ~4.0%.
Good capital allocation. Low trading volume.
$ART ART.JSE $JSEART

[Gustav @aktieblogg]

Argent Industrial $JSEART 🇿🇦 P/E 7, EV/EBITDA 3.3, P/B 1. Global serial acquirer within manufacturing. Consistent growth, usually 5-15% rev/eps. 30%+ of market cap in cash and 15%+ FCF-yield. Deep value plus growth, impressive history and absurdly cheap for no good reason. 3/20

[Dinosaur @ScDinosaur]

US Treasuries

[Willem Middelkoop @wmiddelkoop]

BREAKING

First European pension fund dumping Treasuries

[Dinosaur @ScDinosaur]

Amuse Inc (4301), from Japan.
MC 33.8B, EV/EBITDA 0.8, Cash ~32B. No debt.
Solid underlying business. Recurring revenue stream from royalties. Activist investor onboard.

#DeepValue $4301 $4301.T

[Dinosaur @ScDinosaur]

@yetundiscovered @Hollandpar91513 @LionCubsFund If you're into dick measuring contests. Otherwise only interesting to wall street chumps, traders and apes.
No good tool to measure risk taken exist.
Show me a high 20 year+ CAGR without to much concentration, or Peter Lynch crush, and I'll tip my hat.
Just my humble opinion.

[Dinosaur @ScDinosaur]

@yetundiscovered @Hollandpar91513 @LionCubsFund Any outperformance is nice, given that the vast majority of fund managers underperform the index. Besides three years is hardly meaningful when measuring performance.