@BenonJacob Profile picture

Jacob Benon

@BenonJacob

Analytiker på Redeye. Skriver av mina längre tankar i drive:en nedan. Följ gärna @microcap_redeye som jag driver tillsammans med @MartinWahl111!

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Pinned

Årssummering 2023📈 -Hur året har gått -Tankar om självförtroende -Pitchar tre case inför 2024 Tack till alla som bidragit till inspiration och bollande under året, otroligt taggad på 2024✨ drive.google.com/file/d/1d15eZU…


Jacob Benon Reposted

Cheffelo $CHEF deltar på Redeye Investor Forum imorgon vid 15:00 där jag kör en Q&A efter en klassisk bolagspresentation. Ifall någon vill skicka med en fråga är det bara att skicka till mig (här eller i DM) eller ställa den på länken nedan. redeye.se/events/1015912…


Jacob Benon Reposted

Haven't had time to digest our 80+ page Quality Microcap Report yet? Here is a thread with a snapshot of all companies included in the report to peak your interest🧵


Jacob Benon Reposted

Our episode together with Moritz Sitte just went live. Moritz is the investor at Antheia AB, a private investment firm founded by Daniel Ek. We discuss ‘The Clock of the Long Now’, investment philosophy, reframing one’s state of mind, and balancing the long with the short term.

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Jacob Benon Reposted

Redeye provides its first ever sector update for the Swedish microcap space. We introduce the Quality Microcap theme, discuss the 14 target companies in our covered universe and evaluate whether microcaps are set to outperform. redeye.se/research/10388…

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Detta vill ni bara inte missa..! Gå in och följ temat via länken så dimper tema-rapporten ner i er mailkorg på måndag morgon📨 redeye.se/themes/profita…

We are very happy to announce that the report will feature an interview with what we consider to be the master of microcap investing, @iancassel Make sure to follow the theme via the link below to get the report delivered to your mailbox on 9 Septmeber! redeye.se/themes/profita…

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Jacob Benon Reposted

We published our serial acquirers update for Q2 2024 this morning. Check it out and let us know what you think! This update discusses recent news flow around Swedish serial acquirers in our universe and an attempt to compare ROIC and ROE. redeye.se/research/10376…


Bara EN vecka kvar till Redeye släpper sitt första MicroCap-coverage! Där jag och @MartinWahl111 bland annat profilerar 18 kvalitéts Microcaps. Gå in och följ temat via länken redan idag för att säkerställa att du får den 80+ sidor rapporten i din inbox! redeye.se/themes/profita…

One week left until the release of the first Microcap sector update. It is now possible to follow the theme to get notified when the report is published. Register via the theme page below: redeye.se/themes/profita…

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Jacob Benon Reposted

"Heard on the street", a section for rumors and speculations that we come across while researching. Something to include in the report?


Om ni undrar varför börsen stängde upp igår📈🇺🇸

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Jacob Benon Reposted

Giveaway! To kickstart our microcap sector coverage, we give away three copies of Golf is Not a Game of Perfect, a book with many parallels to microcap investing. To participate: 🎯Like & Retweet 🎯Follow us (so we can contact you) The winners will be announced on August 11.

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Jacob Benon Reposted

Ska bli spännande att få visa upp den sektorbevakning som vi nu skapar i det space där både jag och @BenonJacob spenderar större delen av vår vakna tid. DM alltid öppen för feedback, idéer och intressanta casepitchar till kommande rapporter. Happy hunting!

Redeye is introducing its first-ever Microcap coverage. It builds on the passion for stocks among Redeye’s analysts and gathers our best research on small companies into a quarterly report. Let us walk you through the format and upcoming content of the report.

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