JVR

Co-founder, passionate about financing & financial management, entrepreneurial minded, driven, optimist.

[JVR @jellevro]

@Sandeman52 But aren't markets not already ripping? S&P is near ATH. As AI Infra investors, we just don't notice that 😅

[Con @__Con_]

First, for a crazy run, I use a simple framework:

1) Enabler – Does this build the foundation of the AI buildout?
2) Leadership – Experienced founder/insiders with skin in the game?
3) Revenue Quality – Recurring or one-time?
Revenue Growth – Inflection thesis or just steady?
4) Moat – Hard to replicate?
5) Asymmetry – Worst case vs possible reward?
6) Conviction Gap – What we can prove today vs what catalysts will prove.

Keep these in mind.

[JVR @jellevro]

@mvcinvesting $SEZL

[JVR @jellevro]

@BradoCapital YESH

[JVR @jellevro]

@BradoCapital @fiscal_ai Will it also work for other (short)lists you've built inside the brokerage app?

[JVR @jellevro]

@BradoCapital @fiscal_ai Awesome! I've also dropped 2 small but very useful additions through support yesterday.

[JVR @jellevro]

@alc2022 @AndrewDudum Ok, but measuring LipoA isn't the issue, it's what you can do about it (nothing ATM). I reckon that is what @alc2022 is referring to with the question about a protocol?

[JVR @jellevro]

@Mufasa_Capital But bryan is right, isn't it kinda amateuristic and risky that appearantly their entire growth depends on a single channel? I find that hard to believe, there must be something they're not telling us.

[JVR @jellevro]

@IncomeArca9csr I hold but I didn't find the earnings call very convincing. I did not have the idea that it's just a one off and there were a lot of "eum" and "we hope" on the call. Anyway -50% is obviously ridiculous.

[JVR @jellevro]

@Investy_ @Mufasa_Capital Exactly

[JVR @jellevro]

@moneyflowinvest Ever considered there are also other reasons to pursue something besides money?

[JVR @jellevro]

@InvestingVisual Here!

[JVR @jellevro]

@EndicottInvests Same for $DUOL

[JVR @jellevro]

@InvestingVisual @mvcinvesting How does IREN score on this matter?

[JVR @jellevro]

@yianisz Which tool are you using here @yianisz ? Thanks!

[JVR @jellevro]

@ElevenBeNL Op welke manier 😂

[JVR @jellevro]

@Pietervbrussel Wij geraken niet aan 4 :-o

[JVR @jellevro]

@Pietervbrussel 😂

[JVR @jellevro]

@Pietervbrussel Oei, is 't zover? Is die meerdaagse trektocht dan wel een goed idee? ;)

[KAA Gent @KAAGent]

🎙️ Hein: “Dat de VAR niet ingegrepen heeft, is onverklaarbaar en onaanvaardbaar. Niets garandeert dat we een ander resultaat hadden gekregen, maar dit was wel een cruciale match. Dit is een schande, het failliet van de VAR.” #clugnt #kaagent