flatster

I try to invest in businesses that are so wonderful that an idiot can run them. Because sooner or later, one will.

[AskLivermore @asklivermore]

$KTOS $AVAV $ONDS $UMAC

Drone companies trying to setup.
Volume is confirming this is a local low (for now).
Now needs to hold this structure and find buyers.

Could take a few weeks to fully confirm. Still early.

[TheLAPurchaser @TheLAPurchaser]

just a reminder. friday is a mkt holiday. so tmwr 4:01pm EST war festivities begin.

[flatster @flatster1]

@lfg_cap Why not just buy TSMC instead?

[flatster @flatster1]

@alexeliasson @R2Discovery - Tinexta owners in exclusive sales talks with Nextalia/Advent consortium

- Tecno Holding negotiates potential sale of 71% stake in Tinexta

- Deal values Tinexta at EUR 700m

🎉🎉🎉

[flatster @flatster1]

@techfund1

[flatster @flatster1]

@elonmusk Go fuck yourself, Elmo!

[flatster @flatster1]

@elonmusk Go fuck yourself, Elmo!

[flatster @flatster1]

@elonmusk Hey Elmo

[flatster @flatster1]

@Biohazard3737 Sad, but true

[flatster @flatster1]

@BraemGuido @evfcfaddict @capitalemployed @memyselfandi006 If so, why isn’t the € amount mentioned anywhere? How does the pricing structure look like? Cost/license? Cost/operator seat? Bundling with own hardware or open to work with 3rd party hw?

[flatster @flatster1]

@evfcfaddict @capitalemployed @memyselfandi006 @Nesjamag Thanks - still nothing on cloud/software sales or % of recurring revs though. Never mind

[flatster @flatster1]

@evfcfaddict @capitalemployed I have asked @memyselfandi006 previously re “growing % of recurring revenues” and wasn’t able to find anything myself. Any source for the claim? All I can see is a pure hardware offering/no software monetization and historic revs trend is everything but clear…

[flatster @flatster1]

@roojoo3 @PythiaR @willis_cap They have acquired several businesses between 2020 and 2024 that generate EBITDA well above >30% and have nothing to do with Covid (eg BIA, Cellgenix, Polyplus).

[flatster @flatster1]

@memyselfandi006 @value_invest12 @MikeFritzell Not the case for the US

[flatster @flatster1]

@bluff_capital Not a good sign for $DHR which massively overpaid for Aldevron back in 2021

[flatster @flatster1]

@JourneyToIthaka Congrats! Amazing trade

[flatster @flatster1]

@Quality_stocksA Forgot $geo

[flatster @flatster1]

@CDPparodia yes, looks like it. https://t.co/OfoiWN9IsR

[flatster @flatster1]

@CDPparodia Any reason for this drop? No public announcements as far as I can see

[flatster @flatster1]

@Carlos_MoraM What’s the reason for $ses.mi tanking today like it’s a shitco? No news as far as I can tell