DestinationAntarctica
@DAntarktisPortfolio manager. Pecunia avaritiam non sanat. Opinions are my own and not investment advice ☃️🦔
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Pride comes before the fall. Stock back to square one but still feel that underlying business is trending in the right direction. Cash burn decrease going well, PPT transition distorts topline comparisons. If I am right, revenue should accelerate 2025. $MODU.FH
Almost 6 months and 32 % return later I think much of the reasoning below still stands. Cash burn has moderated significantly, some new customers have been added and PPT traction is improving. Now most likely only sales growth is needed for mkt to come around to this. $MODU.FH
Almost 6 months and 32 % return later I think much of the reasoning below still stands. Cash burn has moderated significantly, some new customers have been added and PPT traction is improving. Now most likely only sales growth is needed for mkt to come around to this. $MODU.FH
Think Modulight ( $MODU.FH ) could be an interesting (high-risk) opportunity. They spent a ton of money on their new fab and project delays at their customers have led to weak revenue trends. Together with management's inability to hit stated targets there has been a total (1/n)
Does anybody on #fintwit know if there is a limit to how much of shares outstanding Japanese companies are allowed to own themselves? Or is this only defined on a company-by-company basis through articles of incorporation? Looking at something with over 20 %...
Food for thought given the hype around PE.
Is the private equity model of running companies materially different from public companies? Can we see that difference in the financials? We built a database of 993 deals that had public debt and public financials to answer this question.
Reshoring in practice
My conversation with Rob Wertheimer and Scott David We discuss companies like Boeing, Danaher, Honeywell, and GE They lay out how value is created in companies whose top line growth has matured and leveled out So many great patterns Enjoy! joincolossus.com/episodes/36463…
14.04.2022 06:29:47 ; Basware ; NASDAQ OMX Helsinki Close: 39.7 EUR ; Change: EUR 19.1/92.72% ; Volume: 243652
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