Robin

25 year old 🇳🇱 MSc in Finance and MSc Financial Management. passion for investing (for the next decades)

[Robin @iarm8nl]

@realroseceline Advise for 25 year old regarding balance in investing and living life

[Robin @iarm8nl]

@CapexAndChill Thanks. Didn’t knew they are updating those every quarters.

I bought some more shares today 😁

[Robin @iarm8nl]

@olensrud What happened to cfo/fcf?

[Robin @iarm8nl]

@realroseceline @DrewCohenMoney But also: time in the market is important. I you’re 25 and started 5 years ago, maybe there were no screaming deals like in the 70’s or 08. But you also need to put your capital to work in your early days. How do you think about that?

[Robin @iarm8nl]

@realroseceline I thought you’d prefer CSU

[Robin @iarm8nl]

@BrettKPG So start building and stop focussing on stock price

[Robin @iarm8nl]

@ArneUlland 50x earnings still

[Robin @iarm8nl]

@dyrwolf1 @StockSavvyShay @RyanDetrick Exactly

[Robin @iarm8nl]

@wallstengine Give the man a guiness and he will tell you everything

[Robin @iarm8nl]

@realroseceline Love the answer. Sometimes can be hard to find a balance between following everything (i love investing) and just ignoring the market and let the compounding do the work. I never really ask, but what do you think about my portfolio (on my profile)? Can i go asleep for 20 years ;)

[Robin @iarm8nl]

@realroseceline What do you think of CSU its spinoff Topicus

[Robin @iarm8nl]

@realroseceline How do you know what a business will look like in 5-10 years? Management can have goals or plans, but hard to estimate their correctness , and more importantly, biasness towards being positive about the business they work for

[Robin @iarm8nl]

@DrewCohenMoney Also curious how he thinks about “holding for decades”, as described in his book for achieving 100 baggers. How does he track (changing) moats and knows when to change strategy or paths

[Robin @iarm8nl]

@DrewCohenMoney Interesting, Drew! A few years ago Chris was very vocal about his holdings and serial acquirers. Now he is more quiet and his stocks are in a major downturn. > How does he think about software and AI (his biggest holdings was Topicus) and did his strategy change overall?

[Robin @iarm8nl]

@zeroxpectation Wish to see acquisition in Asia via Realta

[Robin @iarm8nl]

@valueventurez Thanks! How is yours?

I like Fairfax, but i’m not smart enough to fullt understand insurers

[Robin @iarm8nl]

Portfolio in March 2026. Added $MELI. $TOI.V $ASML $TSM $AMZN $ADYEN $MSCI $MA $BN $KPG

[Robin @iarm8nl]

@valueventurez Bigger runway, higher organic growth (i like the Topicus operating group a lot), embedded more in sticky industries: governments, schools and healthcare. And… home bias 😆

[Robin @iarm8nl]

@realroseceline How is $MELI protected from a similar scenario as the Chinese commerce players, in your view?