Rasmus Jacobsson

made money shorting $CVNA

[Rasmus Jacobsson @CFRJacobsson]

In this thread, I will collect all my work that I think has lasting value!

[Rasmus Jacobsson @CFRJacobsson]

Intellego ($INT) case study

[Rasmus Jacobsson @CFRJacobsson]

Publish a case study of Intellego $INT

[Rasmus Jacobsson @CFRJacobsson]

In this thread, I will collect all my work that I think has lasting value!

[Rasmus Jacobsson @CFRJacobsson]

https://t.co/AXCmk7c2Tq

[Rasmus Jacobsson @CFRJacobsson]

My first issue of Tail investing is out! The first issue is about NIBE, producer of heat pumps and other heating solutions. NIBE was acquired by management and two outside investors in 1989.

[Rasmus Jacobsson @CFRJacobsson]

Part 2 https://t.co/rNnMxGQfNS

[Rasmus Jacobsson @CFRJacobsson]

Publish a case study of Intellego $INT

[Rasmus Jacobsson @CFRJacobsson]

Part 1 https://t.co/Zhn8heu3DD

[Rasmus Jacobsson @CFRJacobsson]

@fedex774 Is it a scam?

[Rasmus Jacobsson @CFRJacobsson]

The Market is right again!

[PAA Research @ActAccordingly]

Who will acquire $CHTR this year? Seems like a decent chance to me for a host of reasons

[Rasmus Jacobsson @CFRJacobsson]

@TidefallCapital What do you think of the competition? FWA seem close to capacity without additional capex so should lessen. Fiber overbuild is 50-60% and subscriber losses are manageable. Arguably competition lessen as fiber overbuild goes from 60% to 70% vs 10% to 20%

[Rasmus Jacobsson @CFRJacobsson]

@gnufs It’s a good business fleecing the tax payer if you can get it - or hold onto it.

[Rasmus Jacobsson @CFRJacobsson]

😂

[Olle @89Olle]

Fractal är ett lika bra/dåligt bolag idag på 14 som på 53 för ett halvår sedan.

[Rasmus Jacobsson @CFRJacobsson]

$INT made up SEK640m out of SEK644m in revenue. The company was clearly more or less made up with no orders and little assets. Questions is, where did the ~SEK180m raised go? Can all of it be explained with acquisitions and operational costs?

[Rasmus Jacobsson @CFRJacobsson]

$HEM

[Rasmus Jacobsson @CFRJacobsson]

@gilmourkh And he’s made clear if he started today he’d go back to flipping the modern alternative to moody manuals. Don’t copy a strategy built on constraints you don’t have.

[Rasmus Jacobsson @CFRJacobsson]

Merry Christmas, thanks for playing $BRE2 https://t.co/PY5IPdoekQ

[Rasmus Jacobsson @CFRJacobsson]

Yes very dangerous. See the influence another small nation has on US politics.

[Josh Wolfe @wolfejosh]

Not good.

A nation of mere 300,000 people with hundreds of billions of dollars has done a cunning job of spreading divisive ideology to weaken superpowers (US, UK + beyond)

then uses it's "diplomatic" power as currency to quell conflicts it creates

Evil genius stuff

[Rasmus Jacobsson @CFRJacobsson]

@long_equity They are all compounders at the top.

[Rasmus Jacobsson @CFRJacobsson]

$PUM Puma's inventory continues to build despite write-downs, and payables are barely down year-over-year on absolute figures, despite lower purchasing - likely due to more reverse factoring, which boosts cash flow and understates the debt. I don't know who's buying here.

[Rasmus Jacobsson @CFRJacobsson]

The only segment $ELUX beat estimates is the US, which was likely boosted by tariff pull-in. Pair that with "a larger seasonal build-up of receivables compared to previous year and a relatively high level of inventory."

[Rasmus Jacobsson @CFRJacobsson]

@fedex774 Creating value duh

[Rasmus Jacobsson @CFRJacobsson]

@vildkatten Bättre att kolla på dividend yield eftersom Ericsson har en tendens att bränna allt extra kassaflöde på för dyra förvärv…