@Bigle6owski Profile picture

JacobLebowski

@Bigle6owski

Stocks | Head of Marketing | Reach out to share your thoughts

Joined January 2014
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1/2 “Coffee and $FOOD” ☕️- the best stuff yet For anyone following $FOOD, this is IMO as close to a must listen as it gets. Hat off to @deezee1031 who besides being likeable, opens up to discuss why his fund is heavy on $FOOD. Join co-host @rysfiz .. youtu.be/78iwLo7ntCc

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JacobLebowski Reposted

As former minister of transport I can asure you that using the bike for urban mobility is a question of choice, not econony for most Danes. This is for instance me in my time as minister - and don’t worry, we could afford a car. Next time you are here let’s go for a 🚲-ride 🇩🇰

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Quick take on $food Q2 in between Easter dining. Growth story still derailed atm. And the mgmt. report looks like something a Mckinssey Consultant would do for a private equity owner on a co. that is out of balance.


In autumn/winter 2021 $FOOD was loosing demand to $HFG.DE to large extent, and seasonlity never picked up. Below chart now shows a closure of the gap, and gives comfort in the short term demand given the current market conditions.

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JacobLebowski Reposted

🚀Candente Copper is showing great strength as the highs are getting higher & the lows are getting higher! The chart below shows the trend & the trend points UP! 📣 12 Billion lbs Copper & 3 Million oz Gold. New PEA is highly economical. $DNT.TO $FMG #EV #MiningStocks $VALE $GFI

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JacobLebowski Reposted

1/ @CitronResearch recently published a very bullish slide deck on $APRN. Slide number 9 is titled “Superior Unit Economics vs. HelloFresh”. This was very surprising to me because I do follow both names closely. Below is @CitronResearch comparison.


JacobLebowski Reposted

#SMALLCAP 60: #CandenteCopper $DNT Developing Canariaco #Copper to Be Bought or Put in Production * Defining a Higher Grade, Start Up Option * Cañariaco Norte 100% Owned Porphyry Copper Deposit * Goldman Sachs -Top 80 Project For Production $CN $FCX $FSUGY $PER @Mining


JacobLebowski Reposted

Just posted the second part in my food delivery FAQ series. Today I talk about some of the next growth areas including new verticals, white-label, corporate ordering, ads, and subscriptions. I've attached the first section on new verticals, link to the full post is in my bio.

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JacobLebowski Reposted

Happy I loaded the boat back in early December when somebody wanted to leave and sold cheap Candente Copper $DNT.TO shares. Up to 0.245 today and 50% since the add. Nice start to 2022!

Someone for some reason interested in selling shares at 0.16 today when they could’ve sold them for 0.195 last week in Candente Copper $DNT.TO 🤯 I’m thankfully buying another 100k shares to my growing pile before a fantastic PEA in end of December or January 💎



JacobLebowski Reposted

Goodfood $FOOD reported their Q4 earnings this morning. Here are mine and @Bigle6owski's key takeaways from what was a pretty bad quarter, but solid 2021 full year. What do we think of some of the pivots Goodfood is making + more. youtu.be/Yx6yuQNNZxI


Today is $food Q4. A lot of stuff to take a look at. Your canadian mealkit and grocery connoisseur, the great Adam @rysfiz and I will as always make sure to digest our key take aways in a quick 15 min video this evening. WHAT ARE YOU MOSTLY LOOKING AT? @aktieuniverset


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