Compounders

Student of great business models that are misunderstood and neglected by the market. No investment advice, views are my own.

[Compounders @compunders35]

@calvinfroedge Why crazy? Silver really has a solar issue. 2 chinese producer have managed to meaningfully reduce silver content. One of the already goes into production. If industry follows over next quarters this could reduce demand by 50-60m OZ. Once in balance 50-60USD are realistic

[Compounders @compunders35]

@PythiaR Dont earn WACC due to shitty cap allocation

[Compounders @compunders35]

@breadcrumbsre True but DGEO eps revisions and org growth is bad… needs to improve for stock to work… not only AI related

[Compounders @compunders35]

@zephyr_z9 Well deserved shout out to @MaiusPartners. Very much like his Research. If possible, would very much appreciate more insights on the bear points - esp Arashi and CCT

[Compounders @compunders35]

@MaiusPartners Ok thanks but what about Arashi and CCT risks? Very material for NAV… governance solution only temoprary

[Compounders @compunders35]

@cannibalstocks Also revisions were massive… eps almost -50% since mid 2024

[Compounders @compunders35]

@cannibalstocks Not sure 7x is right but much more country risk vs Adyen

[Compounders @compunders35]

@ContrarianCurse Why IDM‘s?… competition is for losers…
Just buy aixa, same view, better LT expression

[Compounders @compunders35]

@breadcrumbsre @tk_financial Cataract surgery

[Compounders @compunders35]

@Investmentideen @rja907 But SGN is also lower quality revs… 50% project based with tenders

[Compounders @compunders35]

@evrgn11112231 @BirchCourtCap Why is that? A fungible commodity?

[Compounders @compunders35]

@Investmentideen @rja907 Thanks Paul, is the growth runway of SGN so much better vs TOI?

[Compounders @compunders35]

@PythiaR Yeah almost as good as tobacco… litigation and user churn risk without pricing duration 🔥😂

Def need a new creative name as they pivot to AI hardware

[Compounders @compunders35]

@JerryCap If $CSU just had these high-quality sftw assets… bruh

[Compounders @compunders35]

@bubbleboi 😄👍🏻

[Compounders @compunders35]

@JerryCap @NotMarkLeonard So you are pitching the bull case for $ADYEN?

[Compounders @compunders35]

@BucknSF Cuz most of relevant AI products have just or are about to be launched

[Compounders @compunders35]

@Brian_Stoffel_ Technical discussion but what matters is OPM

Beat in Q1 and no diltution FY

Reminds me of the $GOOG search discussion

$NOW seems to be fine

[Compounders @compunders35]

@PythiaR Technical discussion but what matters is OPM

Beat in Q1 and no diltution FY

Reminds me of the $GOOG search discussion $NOW seems to be fine

[Compounders @compunders35]

@acemoney21 Ddog