TheOutsidersEdgeX

The Outsider’s Edge | Long-term investor
Exploring businesses, innovation and big ideas.
Four continents. Many careers. Endless curiosity.

[TheOutsidersEdgeX @raphaelppX]

I didn’t grow up around investing.

I grew up around curiosity.

After living across 7 countries and changing careers more times than I can count, I realized my biggest investing advantage isn’t a finance degree.

It’s being an outsider.

My first piece:
https://t.co/pkjDCQQYJg

[TheOutsidersEdgeX @raphaelppX]

@TheLongInvest Between Euphoria & Complacency. That’s how I feel it.

[TheOutsidersEdgeX @raphaelppX]

@dmeinvestor Interesting.
Thanks for sharing, very interesting.

[TheOutsidersEdgeX @raphaelppX]

@andrea_casini @TheLongInvest You can’t be serious

[TheOutsidersEdgeX @raphaelppX]

@LarryB31314 I’ve seen people talk less about their ex than you talk about SoFi.

It’s okay, man. She moved on.

[TheOutsidersEdgeX @raphaelppX]

@TripleGateCaptl Source? Link? 🔗 thanks.

[TheOutsidersEdgeX @raphaelppX]

@mvcinvesting That was $INOD wasn’t it :)
Wonder if you pulled the trigger.
(Not in it personally).

[TheOutsidersEdgeX @raphaelppX]

@Couch_Investor Tu t’es changé à la fin du match ou quoi ? 😄
Je pensais que tu aurais transpiré un peu plus que ça. ^^
Félicitations 👏

[TheOutsidersEdgeX @raphaelppX]

@jacobiinvest @daniel_koss Depends on the country.
I might be mistaken but he is in Switzerland where you don’t pay taxes.
In most you do though.

[TheOutsidersEdgeX @raphaelppX]

@TheValueTrade I can’t tell you and I am probably wrong when strictly answering your question.

However my conviction for the long term is that $ADUR is an absolute Blessing.

[TheOutsidersEdgeX @raphaelppX]

@dmeinvestor @makingmoneynow1 Very good find. 👌

[TheOutsidersEdgeX @raphaelppX]

@Stefan_Skippy @kerzenjunge In my opinion.
It has absolutely nothing to do with the “The Chart”…

$ADUR has been here since 2011, they have put everything on the line to bring to life new technologies to change the recycling industry.
They tend to publish once a week a news of some sort, such as this one.

[TheOutsidersEdgeX @raphaelppX]

@jrouldz They just acquired a new company.
See @mvcinvesting for more information.
Very bullish.
Not in it unfortunately.
Congratulations to all the shareholders!

[TheOutsidersEdgeX @raphaelppX]

@RosannaInvests @Kaizen_Investor @moninvestor @TheLongInvest @pennycheck Another Great Read from Yazan Homzi.

https://t.co/e2OJ3XzuWj

And quite a few others you can find online, such as interviews with Penny Queen & the CEO Ofer Vicus.

Enjoy the deep dive.
Still early $ADUR

[TheOutsidersEdgeX @raphaelppX]

@ccccjjjjeeee @daniel_koss Not always actually but we get the point lol

[TheOutsidersEdgeX @raphaelppX]

@KrisPatel99 🇰🇷 2 companies = ~55% (Top 10 comp. = ~75%)
🇺🇸 ~30 companies = ~50% (Top 10 comp. = ~35%)
🇪🇺 ~80 companies = ~50% (Top 10 comp. = ~30%)
🇯🇵 ~50 companies = ~50% (Top 10 comp. = ~40%)

Where do we draw the line between healthy market leadership and unhealthy concentration?

[TheOutsidersEdgeX @raphaelppX]

@moninvestor One thing surprised me while researching: every layer I expected to break under scrutiny seemed to get stronger instead. Interested to see whether you reach the same conclusion.. $ADUR
Btw: A lot of exceptional research done by many people commenting here. Enjoy!

[TheOutsidersEdgeX @raphaelppX]

@KrisPatel99 If after braving the price of entry, anyone is looking for a guide there..
Kanazawa, Takayama, Shirakawago, Yamanaka Onsen… (Hokuriku region), hit me up. A lot to discover in this amazing region. 🤙

[TheOutsidersEdgeX @raphaelppX]

@GambleCapital3 @TheLongInvest $ADUR
Judging a precommercial cleantech company by sales growth is like judging a restaurant by yesterday’s grocery bill before it opens
As for dilution: raising capital to build commercial capacity isn’t the same as raising capital to survive
Might be worth revisiting the thesis

[TheOutsidersEdgeX @raphaelppX]

@nebiusai $NBIS That was Not on my Bingo card but I like it. 🌱