Ruben Visser

Investor. Former pro poker player

[Ruben Visser @rubenrtv]

@BrokenMoats @heartof_thesea What has shifted in terms of competition?

[Ruben Visser @rubenrtv]

@Mr_Neutral_Man Perfect. Just reach out when of interest

[Ruben Visser @rubenrtv]

@Mr_Neutral_Man Happy to chat about if you’re interested :)

[Ruben Visser @rubenrtv]

@TomSmith839 Hi! Any thoughts on the recent short report?

[Ruben Visser @rubenrtv]

@PetramcoC @ToddWenning Interesting, thought it had more core banking VMS?

[Ruben Visser @rubenrtv]

@atelicinvest Unfortunately can’t DM somehow but definitely interested :)

[Ruben Visser @rubenrtv]

@patrick_oshag @joincolossus Hi, would love to subscribe but based outside of your current geographic coverage. Any way to pay for additional postage or subscribe to audio only?

[Ruben Visser @rubenrtv]

@NestBetter @PythiaR @AltaFoxCapital @peter_mantas Was the 30% growth or margins?

[Ruben Visser @rubenrtv]

@spanishprofit @ACapitalLP How do you get to 10% FCF yield? Thanks in advance

[Ruben Visser @rubenrtv]

@Baup0stGOAT https://t.co/o4Z1wywzPz

[Ruben Visser @rubenrtv]

@npds88 Any link you can share? Thanks!

[Ruben Visser @rubenrtv]

@310Value Thanks for the idea. Historically ROIC was pretty terrible but understand mix is very different now. Any way to get an estimate for mid-cycle ROIC/FCF for current assets?

[Ruben Visser @rubenrtv]

@acquirers_club @kab604 How do you get to 10x FCF on Bergman? Thanks :)

[Ruben Visser @rubenrtv]

@InvestorInsane @1MainCapital This seems key. Why would it sustainably be below D?

[Ruben Visser @rubenrtv]

@1MainCapital @stocksailer What do you think about maintenance capex? I struggle to understand why it could be structurally below D. Is useful life significantly longer?

[Ruben Visser @rubenrtv]

@UpslopeCapital Thanks!

[Ruben Visser @rubenrtv]

@pekwat Their presentation at JPM conference last month already sounded like they would do something ‘strategic’. This is really egregious behavior by an interim mgmt team

[Ruben Visser @rubenrtv]

@ulyssescapital @FoxCastlehold @ToffCap Thanks for sharing. What do you mean with the Brazilians needing to up their stake?