Blombos Capital

[Investor Lens @InvestorLensCA]

$ZDC.V — Zedcor Inc. | Q2 2026 Results

security and surveillance company renting MobileyeZ mobile video towers with live monitoring to construction, energy and industrial customers in canada and the U.S.

📊 Q2 2026 Highlights:
• Revenue: $22.7M (+68% YoY, +17% QoQ) — record quarter
• Adjusted EBITDA: $8.8M (+77%), margin 39% (vs 36%)
• EBITDA: $4.9M
• Net loss: $2.3M, or $0.02 per share
• Cash from operations: $5.2M
• Capex: $28.8M

🗼 Fleet & Operations:
• Total MobileyeZ fleet: 3,850+ towers (+104% YoY)
• U.S. fleet: 2,200+ towers (+195% YoY), now 58% of total
• Deployed 600+ towers in the quarter, 45+ per week
• Weekly production capacity: 45–50, up from 30–35
• Utilization above 90% in both markets
• Surpassed 1,000 customers

🇺🇸 U.S. Expansion:
• U.S. revenue: $12.2M (+180% YoY), 54% of total revenue
• H1 2026 U.S. revenue ($21.9M) already exceeds full-year 2025 ($21.2M)
• Larger Houston facility now open

💰 Balance Sheet:
• Cash: $3.0M
• Net debt: $46.6M with $26.8M undrawn on the new credit facility
• Equity: $95.9M after $28.4M of share issuance in H1

68% revenue growth with margin expansion is a genuinely good combination, and the U.S. side is now the majority of the business. the catch is that this is a capital-hungry model — $28.8M of capex against $5.2M of operating cash flow means growth is funded by equity and debt, not internal cash. That also explains the net loss: depreciation on a fleet that doubled in a year, plus $3.8M of stock-based comp. worth tracking whether utilization holds above 90% as the fleet keeps scaling.

Full analysis:
https://t.co/1lA8Gy0XTw

#TSXV #CanadianStocks #Security #Surveillance #MicroCaps

[Fiscal.ai @Fiscal_ai]

30 consecutive quarters of 30%+ revenue growth.

Insane growth at scale.

$MELI

[Blombos Capital @blomboscapital]

@hkuppy In Stgo you have to visit Barrio Lastarria, Barrio Italia, el MUT, Cerro San Cristóbal, also day trips to Valparaíso, Viña.
Then go south, i personally recommend Puerto Varas or Pucón, or Straight to Patagonia, Torres del Paine. And in the North you have Atacama Desert. Enjoy!

[Blombos Capital @blomboscapital]

@joaquim_sp Vuelta a las andadas?

[Blombos Capital @blomboscapital]

@watoulsky Buena reflexión! Añadiría, que si le sale mal la apuesta de construir mucha capacidad, siempre puede vender esa capacidad a otros. Como ha pasado ahora con Space X y Anthropic, por lo que rentabilidad conseguirá de una u otra forma.

[Blombos Capital @blomboscapital]

Noticia top!

[DiscussingFilm @DiscussingFilm]

Apple has landed the rights to turn ‘MISTBORN’ into a film franchise & ‘THE STORMLIGHT ARCHIVE’ into a TV series.

Brandon Sanderson will write, produce and consult on all projects.

(Source: https://t.co/Ka6RvxmT3S)

[Blombos Capital @blomboscapital]

@GaliciaInvestor Creo también, que un buen inversor sabe que nunca va a llegar a comprender del todo un negocio, a menos que estés dentro de la empresa o el sector. Por lo que con ese pensamiento, un poco obtuso en mi opinión, te perderás buenas oportunidades como con Google y ASML.

[Blombos Capital @blomboscapital]

@MDBBolsa $Uber - mucha más calidad de la que gente piensa con los miedos de Tesla y Waymo, mientras sigue creciendo a +18% top y bottom line.

[Blombos Capital @blomboscapital]

@JM_Investment0 $Four looks great considering future growth and it can reach the MC of Paypal doing x10 in the way.
More growth + less MC and low multiples. You can benefit from a better growth and multiple expansion.

[Capitán General de los Tercios @capTercio]

Uno de los mejores vídeos que he visto.
Cuando pagas tus impuestos, tus impuestos no vuelven; se los quedan ellos.

[luisbaguena @luisbaguena]

Hola. Soy el chico de azul del vídeo en el que aparezco hablando con el Rey Felipe VI. Me gustaría aclarar un par de cosas de lo que ha sucedido hoy. 🧵

[JSP @joaquim_sp]

Lo de la manipulación por parte de la 1 no tiene nombre, como si Sánchez no hubiese estado y los insultos no fuesen para él

[MΛRC VIDΛL @marcvidal]

Pasarán los días y la cifra de fallecidos crecerá, nos sobrecogerán los datos y los homenajes se replicarán. Esto no es La Palma. Esto es un desastre humanitario monumental. Por eso, no deberemos olvidar para intentar en el futuro cambiar algo:

1. El Estado de las Autonomías está colapsando: los protocolos, la burocracia y los intereses partidistas ahogan la posibilidad de tomar decisiones eficaces en situaciones de emergencia. Los vecinos de Valencia están pagando el precio de un sistema incapaz de coordinarse en momentos de necesidad.
Inicialmente, el ejecutivo valenciano quedó en shock y fue incapaz de responder en la previsión, a tiempo real, tras la riada y en hacerlo bien.

2. Un Estado sin reflejos y sin liderazgo: la administración central pareció igualmente paralizada. No hay nadie al volante que pueda saltarse las barreras autonómicas y actuar con celeridad ante el fallo sistémico del autonómico. No hubo mando único y el miedo al conflicto entre instituciones, paralizó al ejecutivo central.
En consecuencia, lo que tenemos parece un Estado fallido inicialmente, incapaz de responder con la rapidez y eficacia que se requería. Todavía sigue lejos de lo imprescindible.

3. Una desconexión insalvable entre los políticos y la realidad: los dirigentes parecen vivir en un mundo paralelo, desconectados de las necesidades de la ciudadanía. Este abismo entre “los de arriba” y el pueblo es cada vez más evidente y peligroso.
Diputados valencianos votando los consejeros de RTVE mientras sus vecinos se enfrentaban a la mayor catástrofe humanitaria que ha vivido esta país, es una diapositiva que no borraremos. Que esos diputados no antepusieran la dignidad y la solidaridad a no enfadar a nadie de su partido que les niegue entrar en listas en el futuro, es un insulto.

y 4. Políticos sin experiencia práctica y rodeados de mediocridad: poner al mando de instituciones a personas cuya experiencia se limita a ganar campañas electorales o navegar en el ámbito político es arriesgado.
La falta de experiencia en la gestión de situaciones complejas, sumada a la tendencia a rodearse de personas poco capaces para brillar más, es una combinación suicida. Los resultados hablan por sí mismos.
_
Este "desastre político" revela las carencias de un Estado que parece fallar en su misión de proteger a sus ciudadanos. Hablan de poner todos los medios como si fuera un villancico, pero esos medios no son suficientes ni capaces. Los medios son los vecinos.

El Estado ha tenido un fallo multiorgánico. El Estado sigue ausente en términos generales durante cuatro días. Ahora incluso, se percibe una falta de coordinación que pone en peligro a los miles de voluntarios que se lanzan a ayudar con todo lo que tienen.

Muchos defienden que el Estado no puede atenderlo todo tan rápido y que esto es normal. El Estado son todas las administraciones, todas. Y las imágenes que vemos dentro del área catastrófica es un escenario en un estado de funcionalidad colapsado. Se observa que el Estado ha perdido su capacidad de respuesta adecuada ante la emergencia, evidenciando lo que podría describirse como un Estado Fallido o Colapsado

Foto: Alberto Saiz/AP

[Sergi Pinkman @sergipinkman]

Soy valenciano y me ha costado mucho hacer esto. Quiero visibilizar esta tragedia, que sirva de algo.

Imágenes del 29/10/2024 al 01/11/2024.

[Alf @MacroAlf]

Here are 5 visuals showing the colossal demise of the European economy.

Thread.

1/

[Blombos Capital @blomboscapital]

@InversorInforma Bien Sangoma, ha pasado por una difícil integración de la adquisición que hicieron pero lo han gestionado bien desde el cambio de CEO. 🙌

[ISABELNET @ISABELNET_SA]

📌 Insiders

The Insider Transactions Ratio reflects a neutral position, indicating a well-balanced approach to insider transactions with no significant inclination towards buying or selling
👉 https://t.co/sXs9VBbitZ

#markets #insider #nasdaq $ndx $spx #spx #stocks

[Charlie Munger Fans @CharlieMunger00]

MUST READ 🙏

Remembering my teacher Charlie Munger - By Li Lu

Thursday, November 30, 2023

I was on a business trip in Asia on Tuesday when I got the call from the Munger family informing me that Charlie was in his final hours. I hopped onto the next flight I could find to California, and before departure, was able to talk to Charlie through the help of his daughter. Charlie had largely lost consciousness, but still I could clearly hear him trying to make a sound to acknowledge he had heard me. Upon landing, I learned that Charlie had left us a few hours earlier.

I arrived at his Santa Barbara home and had the opportunity to spend cherished time with family members, reminiscing about all things Charlie. Charlie was engaging, humorous and full of wit even at Thanksgiving dinner just a few days ago, family members told me. I visited his home library again. In that very room, exactly 20 years ago, also on a post-Thanksgiving weekend afternoon, following the introduction by our mutual friend Ron Olson, Charlie and I first struck up a deep conversation which ran for several hours. It began an investment partnership that has now endured two decades. Charlie became my mentor, partner, dear friend and above all, life-long role model.

I was so deeply grateful that the Munger family made a special arrangement the next day for me to say a proper and private goodbye to Charlie.

There, lying quietly with eyes closed, Charlie looked the same as ever, peaceful and sincere with a subtle smile on his face. There was a serenity about him. For a moment, I was reminded of the Living Buddhas I once saw in the Buddhist temples of Thailand. In the Buddhist tradition, the bodies of truly enlightened monks, through life-long self-cultivation, can remain incorrupt, without any traces of mummification after death. In that moment, it is what I saw in Charlie, an enlightened sage with an incorruptible body, surrounded by a glimmer of eternal light.

Charlie was not a Buddhist. That vision can never be tested. But it is incontrovertible that his legacy and impact will live on for generations to come.

In our capitalist society, where do virtue, moral responsibility, truth-seeking and public service fit in? Charlie Munger answered these questions through his long exemplary life. He insisted on making money in the most morally sound way, entering transactions only when, if positions were reversed, he would comfortably take the other side. He sought worldly wisdom through life-long learning. He guided life with rationality devoid of mental deficiencies such as envy, resentment and self-pity. He faced and persevered through countless adversities with stoicism and equanimity. As he gained in wealth and stature, he showed little appetite for the trappings of that success, and instead spent his wealth on worthy causes and tirelessly spread his worldly wisdom to those who would listen, often with humor. He remained deeply engaged with family, friends, partners and the broader world with loving assiduousness through his last days.

In his later decades, Charlie Munger’s ideas began to spread across the world, particularly in the most populous countries of China and India. In China, the Mandarin language version of “Poor Charlie’s Almanack,” an anthology by and about Charlie Munger, sold over 1.2 million copies over the last 10 years. There, the educated class increasingly came to view Charlie as the embodiment of the modern-day Confucianism, maintaining a virtuous and enlightened life while embracing the market forces of capitalism. In time, that vision of modern Confucianism will be crucial for Chinese modernization and how China interacts with the rest of the world.

Charlie’s teachings will continue to spread, inspire and impact the world even more profoundly. That will be his eternal legacy.

Please retweet

[Blombos Capital @blomboscapital]

@QCompounding Nice one! I’m also studying to add it to my portfolio.
How long do you think it would last the slow down in growth compared to previous years and how do you think the market will value that?
Thanks!