The Greek Value

[The Greek Value @ValueGreek]

@Geo1908 💙💙💙💙

[The Greek Value @ValueGreek]

@Geo1908 What???

[The Greek Value @ValueGreek]

@Geo1908 There are reports that he has already planned medical with Samptoria

[The Greek Value @ValueGreek]

@Geo1908 What about Iker Bravo?

[The Greek Value @ValueGreek]

@NicoSchira Lorenzooo Insigneeee

[The Greek Value @ValueGreek]

@NicoSchira Insigne will have 10000 people waiting for him in Thessaloniki’s airport!! #Iraklis

[The Greek Value @ValueGreek]

@stocknettle @Finanzasybolsa @mind_the_bear The negative is their dependence on supermarket Lidl, almost 50% of sales. And the management isn’t in the same level like KRI-kri, but if they focus more on exports of Greek yoghurt, they have great future. I have a small position because the liquidity is also very tight.

[The Greek Value @ValueGreek]

@stocknettle @Finanzasybolsa @mind_the_bear @stocknettle I hold both $KRI and $evrof.at.
Evrofarma is investing millions to the Greek yoghurt expansion inspired by kri-kri. Their advantage is that they have vertical production of raw milk and they don’t depend so much on the prices of the market.

[The Greek Value @ValueGreek]

@fiscorainvest $aena

[The Greek Value @ValueGreek]

@NicoSchira Iraaaaaa

[The Greek Value @ValueGreek]

@NicoSchira 💙💙💙

[The Greek Value @ValueGreek]

@joecarlsonshow I am angry like everyone with the pricing policy but I still trust them that their decision was more data-driven and calculated than we think. They create this huge moat and I believe that they know very well the dynamics btw clients, bureaus and justice.

[The Greek Value @ValueGreek]

@fiscorainvest @joecarlsonshow If I am not mistaken, he mentioned the example of GE Aerospace that they have competition from Pratt & Whitney and Rolls-Royce. Competition that’s not dangerous for their moat but enough to justify competitive market.

[The Greek Value @ValueGreek]

@fiscorainvest @joecarlsonshow was to achieve their bonuses and the short-term objectives. It’s the same management that make FICO, one of the best companies in the world and I believe that their decision is more data-driven and calculated than we think.

[The Greek Value @ValueGreek]

@fiscorainvest @joecarlsonshow Of fico, in case of an anti-monopoly investigation.
I also want to put another topic on the table; I can’t believe that the management hadn’t expected the consequences of their 100% price raise, after two warnings from FHFA in 24 and 25. I don’t believe that their only driver

[The Greek Value @ValueGreek]

@amitisinvesting It’s not tomorrow the 13F disclosure??

[The Greek Value @ValueGreek]

@QualityInvest5 $TSMC

[The Greek Value @ValueGreek]

@Finanzasybolsa Me encanta! Esta en un ambiente muy competitivo especialmente pero tiene mucha resiliencia. Como cliente estoy muy satisfecho pero tengo un poco miedo de invertir

[The Greek Value @ValueGreek]

@Finanzasybolsa Gracias! Sigues alguna compañía de España que te interese?