Deni Jaspers

Dutch based value investor, private office, Warren Buffett fan

[Leandro @Invesquotes]

Last week I entered @JoinCommonstock's Buy The Dip competition with a pitch on $ASML

You can read my full pitch here and be sure to upvote it if you like it because the contest ends tomorrow! (there's a link to the pdf in the post)
https://t.co/nW3buFtCL4

[WTCM @WTCM3]

stunning: "The pandemic-induced outdoor lifestyle boom has also given [Winnebago] a $3.6 billion RV backlog at third quarter fiscal 2022, up from about $400 million at the end of fiscal 2019" $WGO

[Ramneek Kundra 🇮🇳 @iramneek]

Fallen Angel = 50%+ drawdown peak to trough

$NFLX - “See. I don’t like it, but I haven’t cancelled. I sub to $DIS too.”

$IAC - “This is a very disciplined capital allocator. Diller and Levin are great. Investors care about FCF, and this co. is going to generate a ton of that.”

[Deni Jaspers @denijaspers]

@WTCM3 @iramneek @Invesquotes That’s what I call customer service. For the sake of delayed revenue recognition, they are shipping faster to customers in order to help them with high demand issues. In stead of testing at ASML factory, ship it to customers and test it there. Revenue recognized at acceptance.

[Deni Jaspers @denijaspers]

@iramneek Wauw! Congrats, excellent job!

[The Investment Partners @schober_jakob]

It looks like tax harvesting has played a significant role in Charlie Munger‘s ($DJCO) decision to sell 302,060 shares of $BABA. Munger sold exactly the same amount of $BABA shares, which he bought in two tranches in 2021. (165,320 + 136,740 = 302,060). 1/

[peterpauldevries @peterpaul_vries]

Retweet if you miss - like I do - visiting #Omaha for the Annual Meeting of #BerkshireHathaway and enjoying, with 40.000 fellow #Berkshire Investors, the great comments and answers of #WarrenBuffett (89) and #CharlieMunger (96). I'll watch #berkshire2020 online & be back in 2021!

[Ramneek Kundra 🇮🇳 @iramneek]

It's 2012!

Fund Manager: Give me your greatest ideas.
Analyst: Short $FB at $27. It's at 55 P/E.
Fund Manager: What else?
Analyst: $NFLX is worse. It doesn't even have earnings. Short at $35 (adj for 7:1 split)

2020!
$FB Price: $202
$NFLX Price: $412

https://t.co/uixnELj8ZS

[VNSG @VNSG]

De VNSG Analytics dag ‘Data Driven met SAP’ was succesvol! Met meer dan 250 deelnemers en een dynamisch programma in het Spoorwegmuseum in Utrecht. Keynotespreker @timoelliott (Innovation Evangelist van SAP) gaf een inkijk in de mogelijkheden van business analytics. Terugblik:

[Deni Jaspers @denijaspers]

VNSG Business Intelligence event "Simple Analytics" https://t.co/OW7gDFiGKN via @VNSG

[CTAC NV @CTACNV]

Zonder marketingachtergrond sprak Ramond Leenders op de #SAP Marketing Inspiration Day: https://t.co/QKGZ8VBnV6 #blog

[Deni Jaspers @denijaspers]

Vandaag een volle zaal @Ctac bij de @VNSG BI Code Jam sessie. Interessante kennissessie rondom de nieuwe Business Objects Cloud!

[Deni Jaspers @denijaspers]

Het leven is één grote berg met achtergelaten data, ‘In een winkel word ik al gemeten’ | Omroep Brabant https://t.co/novrpeRWZy

[Deni Jaspers @denijaspers]

Currently #ctackickoff

[Deni Jaspers @denijaspers]

Big Data & Analytics: denk biologisch https://t.co/VhSeWyJMeL

[Deni Jaspers @denijaspers]

RT SAP voert boventoon bij BI-systemen
@computablenl https://t.co/7Sk6qfPjMn

[Jochem Myjer @jochemmyjer]

Voor mensen zonder Facebook: 😔

[CTAC NV @CTACNV]

Al die data, hoe krijgen we dat op één bierviltje? Ramond Leenders @sjevraoj verklapt het tijdens #cNOW15

[Deni Jaspers @denijaspers]

Zeer succesvolle #vnsg BI #codejam sessie @CTACNV. BW 7.4 on HANA is fun! #Ctac