Sir Champ

(Free)

[Sir Champ @SirChamp12]

Property portals are down big on AI fears—but less at risk than people think. Scout24 $G24.DE stands out: best AI positioning in the sector, growth accelerating while peers slow, insiders buying. 20%+ 5-yr IRR. Free write-up link in profile.

[Sir Champ @SirChamp12]

@nickgerli1 Very interesting! I’d love a picture and forecast of Arizona if you are willing.

[Sir Champ @SirChamp12]

Probably not a bad idea to nibble on long-term bonds when Bessent is signaling no appetite for higher rates.

https://t.co/KwEKP42KDO

[Sir Champ @SirChamp12]

Both $CHTR and $CMCSA calling out more aggressive fiber comp. The previous hope that a fiber-cable duopoly would mean more rational pricing than the wireless market looking less likely. These cos need to get some internet price growth in order to hold/grow EBITDA as subs decline

[Sir Champ @SirChamp12]

Really bad $CHTR results today. Worsening sub trends despite significantly stepped up promotions that hit ARPU. Now they are reversing and hiking price to defend EBITDA, but will that cause subs to really fall out of bed?

[Sir Champ @SirChamp12]

Agree that $GPN looks very cheap, but has any bull engaged with this (from Greenlight Q1 letter). Seems notable especially after the $FISV bombshell last year.

[Sir Champ @SirChamp12]

Think the market overdoing $ADYEN commoditization fears (PEG ~1x). Ex-US ~75% of rev is much more defendable. Unified Commerce (omnichannel) is 1/3 of rev and differentiated. With Platform, they are well-positioned to take adv of shift in SMB pmt distribution shift to software.

[Sir Champ @SirChamp12]

$GEV Q2 Power equipment order pricing +52%. Guidance implies 2026 order pricing will be nearly 2x delivered this year. Capacity ~doubling by 2030 means total equipment revenue set to nearly 4x w/ margins going from single digits to greater than services margins.

[Sir Champ @SirChamp12]

@bobspaysubstack Frank is the one who blew it up and walked out the door. Mike didn't know what he was walking into.

[Sir Champ @SirChamp12]

@MichaelGielkens What do you make of the large adjustments to EBITDA? The company as a whole produced hardly any free cash flow in 2025.

[Sir Champ @SirChamp12]

@JerryCap I might of missed it but do you or @bobspaysubstack have thoughts on Einhorn selling $GPN after diligence unveiled organic growth disclosure concerns?

[Sir Champ @SirChamp12]

@_inpractise Traffic is the only thing that matters!

For those interested free write-up:

[Sir Champ @SirChamp12]

Property portals are down big on AI fears—but less at risk than people think. Scout24 $G24.DE stands out: best AI positioning in the sector, growth accelerating while peers slow, insiders buying. 20%+ 5-yr IRR. Free write-up link in profile.

[Sir Champ @SirChamp12]

@lfg_cap @ClarkSquareCap Scout24. Full write-up:

https://t.co/SGmnNa6tjJ

[Sir Champ @SirChamp12]

Property portals are down big on AI fears—but less at risk than people think. Scout24 $G24.DE stands out: best AI positioning in the sector, growth accelerating while peers slow, insiders buying. 20%+ 5-yr IRR. Free write-up link in profile.

[Sir Champ @SirChamp12]

@finphysnerd Check out $SHC decent chance legal issues behind them by the end of the year… if so 🚀

[Sir Champ @SirChamp12]

@BillSimmons @Jumpshot8 With a little lemon

[Sir Champ @SirChamp12]

Thanks for having me! People can find my full Scout24 write-up (free) at this link:

https://t.co/5RJBPt7jhJ

[Capital Employed @capitalemployed]

Just published Investor Interview #127 with Kevin Tracey from Oberon Asset Management LLC.

In this issue we discuss the following...

- Kevin's background.
- A typical work-day at Oberon AM.
- Research process.
- How he's using AI platforms.
- Where he's finding good value in the current markets.
- Why Oberon own Gold.
- The impact of AI on property portals.
- Stock idea 1 💡
- Stock idea 2 💡
- His Substack newsletter @SirChamp12
+ much more

https://t.co/ykBX9m8g9M

[Sir Champ @SirChamp12]

@capitalemployed Thanks for having me! People can find the full free Scout24 write-up at this link:

https://t.co/5RJBPt7jhJ

[Sir Champ @SirChamp12]

@John_Hempton https://t.co/4jsvCsin5w

[Sir Champ @SirChamp12]

Property portals are down big on AI fears—but less at risk than people think. Scout24 $G24.DE stands out: best AI positioning in the sector, growth accelerating while peers slow, insiders buying. 20%+ 5-yr IRR. Free write-up link in profile.

[Sir Champ @SirChamp12]

@NestBetter I think Scout24 is very attractive here:
https://t.co/JA74cnWUYO

[Sir Champ @SirChamp12]

Property portals are down big on AI fears—but less at risk than people think. Scout24 $G24.DE stands out: best AI positioning in the sector, growth accelerating while peers slow, insiders buying. 20%+ 5-yr IRR. Free write-up link in profile.

[Sir Champ @SirChamp12]

@finphysnerd @wcrelease @tom_grlla I think Scout24 $G24.DE, the least written about of the group, stands out FWIW. I recently published a write-up. https://t.co/JA74cnWn9g

[Sir Champ @SirChamp12]

Property portals are down big on AI fears—but less at risk than people think. Scout24 $G24.DE stands out: best AI positioning in the sector, growth accelerating while peers slow, insiders buying. 20%+ 5-yr IRR. Free write-up link in profile.

[Sir Champ @SirChamp12]

Tagging those that have shown interest in the sector @finphysnerd @Larryjamieson_ @wcrelease @LibrarianCap @GHadjia @Uzocapital

[Sir Champ @SirChamp12]

Property portals are down big on AI fears—but less at risk than people think. Scout24 $G24.DE stands out: best AI positioning in the sector, growth accelerating while peers slow, insiders buying. 20%+ 5-yr IRR. Free write-up link in profile.