Ties Siebinga

[Ties Siebinga @TSiebinga]

@joepify @massivemoats Nice image, FYI LFL for the first quarter (until 29 March) was 3.6% this later decelerated to 2.4% (10 May) i.e. the period between 29 March and 10 May had really poor (possibly even negative LFL which drove the sell-off) - if you could calculate this/show it would be great!

[Ties Siebinga @TSiebinga]

@OlivierBib @lifelonghacker You have one for Topicus too?

[Ties Siebinga @TSiebinga]

@kinders_inverso @kinders_inverso Parece que falta un detalle clave: ¿de qué acción (stock) estás hablando?

[Ties Siebinga @TSiebinga]

@guy_drt75 Viva la France

[Ties Siebinga @TSiebinga]

@kinders_inverso Hi @kinders_inverso what is your short thesis on Newprinces? Hola @kinders_inverso, ¿cuál es tu breve tesis sobre Newprinces

[Ties Siebinga @TSiebinga]

@CREanalyst1 hi @CREanalyst1 w
ould you be able to share your data for calculating platform values?

[Ties Siebinga @TSiebinga]

@ToffCap @ToffCap were you able to find a good write-up?

[Ties Siebinga @TSiebinga]

@R2Discovery @AmsterdamStock FYI Its historic organic growth has been 19% since 2001. Feel free to reference NCAB see how they perform over the cycle.

[Ties Siebinga @TSiebinga]

@R2Discovery @AmsterdamStock PCBs are required for all electronic devices—industrial equipment, medical devices, automotive, telecom, etc.—and are custom-built for each application. ICAPE is tied to general economic growth, particularly industrial manufacturing, and operates as a trader, not a manufacturer.

[Ties Siebinga @TSiebinga]

@AmsterdamStock I like this pitch ;)

[Ties Siebinga @TSiebinga]

@NicoperJES Which company?

[Ties Siebinga @TSiebinga]

@oscar100_x Thanks Oscar , would recommend reading the pdf in this link discusses the value of the insurance float https://t.co/apu0L2SF69

[Ties Siebinga @TSiebinga]

@GreensplattCap @PaulAndreola Which companies do you refer to specifically?

[Ties Siebinga @TSiebinga]

@Govro12 Interesting - achieved 48mln in EBITDA and 163mln in sales for 2023, relative to 2025 target of 47mln EBITDA and 180mln sales. Are you able to access the news release/results from the company themselves?

[Ties Siebinga @TSiebinga]

@evfcfaddict Yes nice - definitely a divergence between the top 10 vs the rest. I found this slide quite interesting too. Incredible concentration and expected earnings growth expected for magnificent 7. I wonder when the law of large numbers set in... this cant go on for ever.. or can it

[Kevin @atomicalcapital]

I thought ROIC was just 𝗮𝗻𝗼𝘁𝗵𝗲𝗿 financial metric.

I was 𝘄𝗿𝗼𝗻𝗴.

@mjmauboussin and Dan Callahan showed me the way.

Here are 6 lessons I learned to better understand the 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 of a company. We use two competitors Inmode #INMD and Cutera #CUTR as examples:

[Ties Siebinga @TSiebinga]

@0xMaxPower Very strong!! Which companies do you have in your portfolio currently?

[Ties Siebinga @TSiebinga]

@Invesquotes Very helpful - thank you - loved reading them!

Any industries which you are thinking about writing about next?

[Ties Siebinga @TSiebinga]

@paradoxinvestor Very interesting- didn’t expect this!

[Ties Siebinga @TSiebinga]

@ToddWenning Well deserved - great write ups!