Artur Osinski

I’m investor from Poland focused on growth stocks and some niche EU/PL opportunities

[Artur Osinski @AMMOqq]

Portfolio snapshot (top10 positions ordered by size):
$NU 20%
$INPST.AS 13%
$COIN 10.5%
$MELI 9.3%
$KINO.L 4.8%
$SOFI 4.7%
$EXAS 4.7%
$SHO.WA 3.8%
$SUP.L 3.8%
$APR.WA 3.5%

[Artur Osinski @AMMOqq]

@APompliano @stoolpresidente Loved the interview❤️ btw you look kinda unhealthy on this vid - everything okay ?

[Artur Osinski @AMMOqq]

@respeculator By energy you mean $ceg ?

[Artur Osinski @AMMOqq]

@daniel_koss Unrealistic + remember q4 was a huge one off boost

[Artur Osinski @AMMOqq]

@chamath Buffett too

[Artur Osinski @AMMOqq]

@SayNoToTrading What’s the problem with a utility like CEG ? Quite large moat, decent growth

[Artur Osinski @AMMOqq]

@sweatystartup Ai is seen as existential vs China so nope

[Artur Osinski @AMMOqq]

@Jake___Barfield @oguzerkan True, but keep in mind they will focus on the underserved part of the population

[Artur Osinski @AMMOqq]

@HolySmokas $oust - becoming highly profitable (saas attached to hardware) lidar company, competition bankrupt or banned (Chinese hesai banned)

[Artur Osinski @AMMOqq]

@Kaizen_Investor Why sell?

[Artur Osinski @AMMOqq]

@PronkDaniel What’s your lesson here ? I’m thinking if companies like $nu might also reach same fate at some point. Fast growning loan book 🤔

[Artur Osinski @AMMOqq]

@blondesnmoney Any thoughts on $pstg ?

[Artur Osinski @AMMOqq]

@throwabull @davey_juice Nu targets mainly lower credit score clientele, software contractors aren’t having any problems getting credit

[Artur Osinski @AMMOqq]

@SidRelder They do have cash on the balance sheet not so bad with the debt

[Artur Osinski @AMMOqq]

@SutjeSH Why?

[Artur Osinski @AMMOqq]

@SimeonResearch_ Recently they passed on an acquisition because the saas company they wanted to acquire wanted too much money for a buyout. So they decided to allocate the capital into their own software development. Which is super smart in current market where IT workers feel the pressure

[Artur Osinski @AMMOqq]

@DividendDude_X Yes I thought you are some dumb passive income influencer by the name

[Artur Osinski @AMMOqq]

@rentierz @JanSpiewak A jakby tak od 2008 nabudowac duzo nieruchomosci dzięki zapotrzebowaniu od rentierów, a potem w 2025 skoro się tyle nabudowalo mieszkań dać rentierom podatek - przez co uciekną do Tajlandii a mieszkania się zwolnią dla mieszkańców ?;)

[Artur Osinski @AMMOqq]

@venuguntupli7 Robotics ?

[SpruceHill Capital @Aksel465]

This week, while going through a bunch of nano-caps, I found one of the most intriguing opportunities I’ve come across in a long time. It’s currently trading at around 3x earnings with recurring revenues. It’s an extremely illiquid stock that has been almost completely overlooked, partly because it only reports in a foreign language and its investor relations communication is weak.

The company operates in a cyclical industry that has struggled recently, but even as revenues have dipped, margins have held steady or even improved slightly. They also carry zero net debt.

What makes it stand out is that, even at a worse part of the cycle, the business remains profitable and forecasts point to industry improvements in 2025 & 2026. In other words, you’re buying a company with recurring revenues at 3x earnings during the toughest point in the cycle.

I’ll be publishing an in-depth write-up on my Substack next week, so stay tuned.

If you retweet this and send me a DM, I’ll share the name of the company with you in advance.

[Artur Osinski @AMMOqq]

@evfcfaddict Why the fall in sp ?