Wubbe Bos

Dutch investor using fundamental analysis and a total return approach.

[Wubbe Bos @Wubbebos]

@leevalueroach Short volatility if you want to inverse Cramer :)

[Wubbe Bos @Wubbebos]

@AcquirerHQ Instalco?

[Out of Context Human Race @NoContextHumans]

I thought they was smart �

[Wubbe Bos @Wubbebos]

@NicoInberg it's coming home :)

[Wubbe Bos @Wubbebos]

@SqSehrish 79. 4+5,+10,+20,+40 = 79

[Wubbe Bos @Wubbebos]

@Airaasayss 51181

[Wubbe Bos @Wubbebos]

@orrdavid I know the stock. will open up a lot right?

[Wubbe Bos @Wubbebos]

@girdley buying $8mm in stocks. Couple of clicks, no lawyer, no documents

[Wubbe Bos @Wubbebos]

@Uzocapital Ennismore wrote a great report on this topic. https://t.co/Pg21r3ETZG

[JT @jiratickets]

No no no no this is all wrong. You’re supposed to build a humanoid robot so it can do a shitty job operating the forklift

[OSINT Gorilla @GorillaOSINT]

Europeans with 0% annual GDP growth watching America become a 3rd World Country

[Wubbe Bos @Wubbebos]

@compoundpapi $KSB a worldwide leader in pumps. Service is high margin and growing. PE of 7.3 and good cash flow conversion.

[Wubbe Bos @Wubbebos]

Decent results again for ING. Really like how they show the impact of the share buyback program.

[Wubbe Bos @Wubbebos]

@david_katunaric Have been shifting away from the US market and mostly buying in other markets. Results have been decent but just holding Microsoft & Google would have been better ;)

[Wubbe Bos @Wubbebos]

Anyone looked into Bloomsbury? The company has been underpromising and overdelivering. Net cash balance sheet & 15 times earnings is pretty good for a publisher. The Romantasy genre might continue to run. Really like the long lasting assets in this business.

[Wubbe Bos @Wubbebos]

@MichaelGielkens @ReturnsJourney Still amazed/surprised with the run Ferrari had. Know that at the IPO it hoped to be priced like a luxury company and many were sceptical. Now it trades at double the pe of LVMH.

[Wubbe Bos @Wubbebos]

@memyselfandi006 @evfcfaddict True but why has it become more capital intensive? Inflation yes but this seems more than that. The high receivables are probably long payment periods from supermarkets. Any insight would be helpful.

[Wubbe Bos @Wubbebos]

@evfcfaddict @memyselfandi006 The asset base looks interesting. Brands are strong and the company has leading positions in central Europe.

Problem is that return on equity or higher working capital positions are not discussed at all. The company needs to limit growth in working capital to become attractive.

[Wubbe Bos @Wubbebos]

New article online for those who like to invest in real estate but also want good returns. Centurion has it all.