Vadim M

Looking for European quality companies. I mainly focus on the Nordic and Baltic regions. 📈

[Vadim M @Vadim940]

Charlie Munger:

There will never be a shortage of good people in the world. All you got to do is seek them out and get as many of them as possible into your life. Keep the rest the hell out.

[Vadim M @Vadim940]

@whiteoutzack if you're interested https://t.co/Q0oIPTvZsc

[Vadim M @Vadim940]

@whiteoutzack Merko Ehitus $MRK1T
Tallinn market | Baltic Main List

[Philosophy Quotes @philosophors]

“Waste no more time arguing what a good man should be. Be one.”

— Marcus Aurelius

[Vadim M @Vadim940]

@Floe_FS 1/ Google
2/ ChatGPT
3/ Samsung + Android
4/ water

[Arnis Kaktiņš @ArnisKaktins]

Arī kari pasaulē citur iedzīvotājus neuztrauc tik ļoti kā Latvijā (38%). Diemžēl mūsu kaimiņvalstis šajā aptaujā netika pārstāvētas. Tāpēc nezinām, kādi dati būtu tur. Taču Polija un Somija šajā aptaujā bija pārstāvētas, un tur satraukums bija būtiski mazāks nekā Latvijā.

[Latinometrics @LatamData]

Poland's pension funds hold 87.6% of their assets in stocks. Brazil's hold 9.2%. That is a 9x gap in how two countries invest workers' retirement savings.

https://t.co/iN44KrWA5n

[Dienas Bizness @dblv]

Agrova Baltics koncerna apgrozījums pirmajā pusgadā pieaudzis par 51,7% https://t.co/OPkYbBpzZB

[Hidden Monopolies @HiddenMonopoly]

Every investor should pin this to his wall

[Vadim M @Vadim940]

@BrowarekMateusz He's always interesting to listen to

[Vadim M @Vadim940]

@SagaPartners @xiangyuqi_pton …and that’s how it ends

[Vadim M @Vadim940]

@ExitPlanInwest "Everybody has a plan until they get punched in the mouth."
Mike Tyson

[Vadim M @Vadim940]

@BalticInvestor That's almost always the case. And there are stocks that I sold, and they suddenly went upstairs. 😀

[Fiscal.ai @Fiscal_ai]

The leading brokerage platforms all reported record margin loan balances in Q2.

Charles Schwab: $165B (+98%)
Interactive Brokers: $97B (+59%)
Robinhood: $22B (+127%)

$SCHW $HOOD $IBKR

[Vadim M @Vadim940]

@gauravphoenix @BalticInvestor When I was a shareholder in the company (from August 20 to August 22), I sometimes got the impression that making money wasn’t their main aim. ;-)

[Vadim M @Vadim940]

@gauravphoenix @BalticInvestor I sold them in August 2022. I thought I might buy them back later, but as I can see, nothing has changed: one report is good, the next two are a disaster. And so it goes round and round.

[Vadim M @Vadim940]

@BalticInvestor Perhaps I’m being too pessimistic, but in my view there aren’t any positive figures here. Cargo and ferry are slowly declining, whilst cruises are just a drop in the sea

[Vadim M @Vadim940]

@BalticInvestor https://t.co/yspSAgBD0t

[Enlight Research @ResearchEnlight]

Tallink Q2 out pre-open
Q2 Rev. EUR 207m (est 211)
Q2 EBITDA 34m (est 39)
Q2 Net loss 2.5m (est +3.0)
Rev. 2% below, Profit EUR 5.5m below as fuel costs EUR 8.4m higher y/y.
Webinar today @ 12.00