SwissInvestor

Retail investor, no investment advice

[SwissInvestor @SwissInv]

@moats_multiples Anything on Cellnex?

[SwissInvestor @SwissInv]

@ThierryBorgeat Add Cellnex, his investors own more than 10% of this TowerCo. Business runs like a clock! Market is fearful of MNO consolidation and interest rates, he is not and sits still! So do we:-)

[SwissInvestor @SwissInv]

@MichaelGielkens Ametek is truly world class but a bit pricy at the moment.

[SwissInvestor @SwissInv]

@ReneSellmann They lost a lot of AUM

[SwissInvestor @SwissInv]

@QualityInvest5 Can you imagine google to be triple the size? Law of big numbers are in favor of Adobe. Also the growth of google is capital intensive

[SwissInvestor @SwissInv]

@iancassel Check out what Turtlecreek is doing and you will be amazed!

[SwissInvestor @SwissInv]

$CSU the narrative around the AI disruption of VMS is really difficult to grasp. We are an actual user of one of their softwares (lubrication management) in our heavy industry business. We believe there is just a very low likelihood that AI will disrupt us here.

[SwissInvestor @SwissInv]

@Teemacsj So true👍

[SwissInvestor @SwissInv]

@long_equity Add GE Aerospace to the watchlist

[SwissInvestor @SwissInv]

@long_equity Sorry hard to pin down one: Partners Group (own it) Sika, VAT, Sonova, Schindler and a wildcard (small cap) Medacta (own it)

[SwissInvestor @SwissInv]

@CJ0pp3l not much talk around the one in IDN by TOI! However, very meaningful as a bridgehead👍(some Dutch history at play as well?)

[SwissInvestor @SwissInv]

@long_equity Holding DiaSorin, really well managed and high insider ownership! They need to get the Multiplexing done right!

[SwissInvestor @SwissInv]

@harritahkola Talenom, the living proof of how short term markets are! Thank you 'Mr Market' to give away a long term star at this kind of valuations. Full conviction and trust into management!

[SwissInvestor @SwissInv]

@ThierryBorgeat Francois Rochon, Giverny Capital. Sehr einfaches 'valuation' Model. Und eine super Performance!

[SwissInvestor @SwissInv]

@CJ0pp3l Alphorn, our national treasure👍

[SwissInvestor @SwissInv]

@CJ0pp3l @MichaelGielkens 2-3% Top line growth:-)

[SwissInvestor @SwissInv]

@harritahkola Good improvements across the business, well done Talenom Team!

[SwissInvestor @SwissInv]

@StockMKTNewz Predictability

[SwissInvestor @SwissInv]

@ThierryBorgeat Fasadgruppen, Hexpol, Bufab