Quercus Ilex Investor

Private investor. Tweets represent my personal opinions. Tweets are not investment advice.

[Quercus Ilex Investor @QuercusCap]

I had a look at Aplisens. $APL.WA

€50m market cap. No debt. Trading at c.5.5x EBIT

Last 9 months sales: +16.9% to PLN 126m

Last 9 months EBIT +44.3% to PLN 34.4m. Operating leverage seems to be kicking in and profits are inflecting. EBIT margins +500bps to 27% from 22%.

[Quercus Ilex Investor @QuercusCap]

@ToffCap What's the pitch on Aplisens?

[Quercus Ilex Investor @QuercusCap]

@LeftField_FHRS What terrible thing has happened to you? Very curious. Thanks

[Quercus Ilex Investor @QuercusCap]

@BlueDuckCap Marvel was the first example of content over milking and lack of original ideas 5y ago

[Quercus Ilex Investor @QuercusCap]

Some thoughts on $DIS

Despite the company may be sound financially, I don’t see the current strategy as sustainable over the long-term. The company is overmilking sagas like Star Wars to the very last drop. Marvel movies, despite they’ve been a success in the bix office...

[Quercus Ilex Investor @QuercusCap]

@eloffd @JakeDuth Why do you open a thread saying it’s odd and now admit it’s very common? Stop hunting for easy likes please

[Quercus Ilex Investor @QuercusCap]

@east_cap @value_invest12 Not saying it can’t go higher, but comparing META with a meal delivery business with thin margins and declining active customers and revenue looks a bit of a stretch. Meal delivery is a commodity you just have to look at the sector in the past 5 years

[Bill Ackman @BillAckman]

My wife, @NeriOxman, was just contacted by Business Insider claiming that they have identified other plagiarism in her work including 15 examples in her dissertation where she did not cite Wikipedia as a source.

Business Insider told us that they are publishing their story this evening. As a result, we don't have time to research their claims prior to publication.

It is unfortunate that my actions to address problems in higher education have led to these attacks on my family.

This experience has inspired me to save all news organizations from the trouble of doing plagiarism reviews.

We will begin with a review of the work of all current @MIT faculty members, President Kornbluth, other officers of the Corporation, and its board members for plagiarism.

We will be using MIT's own plagiarism standards which can be found here:

https://t.co/oWdKvwWx1y

We will share our findings in the public domain as they are completed in the spirit of transparency.

[Quercus Ilex Investor @QuercusCap]

@adrivalue Some nice places to have a drink:

Mata Hari, P96, Cafe de Jaren, Shiraz Jardin, Cafe Jazz Alto, Pianobar Maxim & Bourbon Street - nice ones in the city center.

Karavaan, Cafe Panache in West.
De Tulp & Escobar in de Pijp.

Live there but I’m out for Christmas holiday. Enjoy!

[Quercus Ilex Investor @QuercusCap]

@GBruhaug @tunguz You can’t.

[Quercus Ilex Investor @QuercusCap]

@foliofed Reddit > Google

[Quercus Ilex Investor @QuercusCap]

@DanKulkov @bjorndunkel If you go for Spain I would advise you to forget about barcelona. Madrid, Malaga and Valencia are the best options. Malaga has been growing very nicely and a startup atmosphere is starting there now

[Quercus Ilex Investor @QuercusCap]

@GernerWerner87 @k0g00t Do you have any insight if the main shareholders are long-term committed? Or should we expect more selling in mid-2025?

[Austen Allred @Austen]

Breaking Bad

[Quercus Ilex Investor @QuercusCap]

@BlueDuckCap @elonmusk During the past 10 years this “creative guru” was focused on obsessively doing remakes rather than creating new films and stories

[Quercus Ilex Investor @QuercusCap]

@Valen10Francois @tomhfh @DrDavidJeffery Average citizens don’t need deep economic thinking, need someome that explains economic theory in a practical way

[Quercus Ilex Investor @QuercusCap]

@pika_labs Why my alarms tell me this is fake

[Quercus Ilex Investor @QuercusCap]

@lookingforwat Just saw this. I did a small writeup 1h ago

[Quercus Ilex Investor @QuercusCap]

If anyone has more info it would be great

@lookingforwat @ToffCap

[Quercus Ilex Investor @QuercusCap]

I had a look at Aplisens. $APL.WA

€50m market cap. No debt. Trading at c.5.5x EBIT

Last 9 months sales: +16.9% to PLN 126m

Last 9 months EBIT +44.3% to PLN 34.4m. Operating leverage seems to be kicking in and profits are inflecting. EBIT margins +500bps to 27% from 22%.

[Quercus Ilex Investor @QuercusCap]

@ToffCap What's the pitch on Aplisens?

[Quercus Ilex Investor @QuercusCap]

Getting a deeper understanding is challenging, as most information is in Polish, but it seems to be a well-run company. Might consider starting a small position.