Winter Capital
@capital_winterConcentrated small-cap investor- None of this is investment advice. 16:+54% 17:+42% 18:+65% 19:+14% 20:+164% 21:+79% 22: -52% 23: +14% +CAGR(16-23): +34%
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📉 -52% in 2022🤯. Terrible performance, several bad decisions on sizing and risk taking but it is what it is. Portfolio entering 2023: 🇵🇱 Grodno 52% $GRNP 🇬🇷 Epsilon 18% $EPSIL 🇨🇦 D&D 12% $DND 🇩🇰 Zaptec 8% $ZAP 🇸🇪 I-Tech 5% $ITECH + small positions ⏳Time will tell...
🇨🇳#IMPORTANT #China will hold a press conference on Tuesday, October 8, 2024, at 10:00 AM(2:00 AM GMT). Senior officials from the National Development and Reform Commission (NDRC) will provide an update on the "comprehensive implementation of a package of incremental policies to…
Toca obrir un nou temps a Catalunya. Toca tornar al pragmatisme. Toca fer-nos respectar. Toca deixar de fer el paripé. Toca parlar d’economia. Toca baixar impostos. Toca premiar l’esforç. Catalunya ha de tornar a ser referent! lavanguardia.com/politica/20230…
Great news for 🇮🇹 Energy Spa $ENRY. Just anounced a JV with Pylon Technologies ($6B company) to be its: "The JV constitutes the sole European base of operations for Pylon Technologies that carries out most of its business right in Europe"
לפני 10 ימים העברתי וובינר על Itech בשבדיה. במהלך הוובינר אמרתי מה צריך לבדוק בדוח הקרוב שהשתחרר היום. i-tech.se/press-room/rel… בואו נראה: ✅ הכנסות מאיצות - יש (156%!) ✅ שולים מתרחבים - יש ✅ מינוף תפעולי חזק - יש התזה מתקיימת! מקווה שתרמתי ומצפה לראותכם בוובינרים העתידיים!
ההקלטה זמינה דרך הבלוג שלי: assafnathan.com/2023/02/%d7%95…
❄️Volatile start of 2023. Took a while but liquidated Grodno. Terrible sizing mistake. Many changes in the portfolio: 🇨🇦 Verde 21% $NPK 🇬🇷 Epsilon 20% $EPSIL 🇮🇹 Energy spa 16% $ENRY 🇮🇹 Aton 16% $ATON 🇩🇰 Zaptec 10% $ZAP 🇭🇰 Xiwang 7% $1266 + small positions ⏳Time will tell...
🚒Looks like it is cybermonday for Grodno $GRNP $GRN.WA Looking forward for the end of the week November sales. My guess >16% YoY growth 🚀
Epsilon $EPSIL Q3 💣💥 ▪️ Revenue +39% ▪️ Earnings before tax +267% ▫️ 125 000 active customers "...gradually increasing the "final revenue per customer"" ✅Textbook $FNOX & $LOGO operating leverage 🚀
🇵🇱 Grodno $GRNP $GRN.WA October sales are out +13% 🚀 and ❄️ is not here yet... Best is yet to come, Grodno distributes Heat Pumps and Solar Panels, while the market is giving you this 💎 at <5x PE ⏳ will tell but really comfortable holding >80% of my portfolio here..
😅 What times to be alive.... graphical insanity produced by almost full LNG tanks + speculation
European next-hour natural gas prices just went negative. 🥹 Not even “free gas”, you actually get paid to burn it. Because, just like oil during COVID, storage is full. Chart from @JanVonGerich Just as the doomsters predicted 🙄
Digital personalliggare kommer inom kort bli ett lagkrav i Grekland. Epsilon $EPSIL är redan marknadsledare. cross-sell & upsell ♻️
To improve the state’s administrative efficiency, Turkey has been implementing mandatory e-services since 2021: invoicing, accounting, tax filing, employee ledgers - to name a few. Epsilon $EPSIL is currently experiencing the same growth drivers in Greece. 2/3
🇵🇱 Grodno $GRNP $GRN.WA september sales are out +11% 🔥🔥 and the winter is not here yet... The management is comited to capital return: a. Divident of 0.84 PNL/ Share (🟢5% yield ) b. Buyback of 6.5% of the shares (🚀 15% of free float) Time will tell....❄️❄️❄️❄️
🇵🇱 Grodno $GRNP $GRN.WA Just question of time for 🔥 news: a. 27/09 AGM buyback program + divident b. 01/10 Sales for September that shoud be 🚀 Time will tell....❄️❄️❄️❄️
Thank you @degiroeu the ⚽️ invitation. It was a pleasure to meet Muhamad (CEO of @degiroeu ), the degiro team and the other 🔝 traders of degiro 🇪🇸. Great fun and very interesting stories 🔥 Le'ts keep working to stay in the 🏆 LONG Grodno $GRNP $GRN.WA
🇵🇱 Grodno $GRNP $GRN.WA Amazing how 📰 go under the 👀: a. 26/08 Being approached by a strategic partner wanting to put 💰& 🚀sales b. 01/09 Proposed buyback program (AGM) Been adding since then, 72% of my ❄️portfolio. At <5x EPS and event driven now @puppyeh1 your style ATM
Better than I expected sales of 🇵🇱Grodno $GRNP are out 🔥+9% YoY and ❄️is not even here.... . The best part: they state that next quarter should be amazing 🚀 And at 5x Earnings 2022 with a potencial strategic operation in the next months 🤯... Adding more...
🇵🇱 Grodno $GRNP will publish the sales of August soon. They will provably 📉or flat YoY. Still the big picture is important. A 🥶winter is comming due to gas, the only real alternative are heat pumps 🚀🚀 time will tell but preaty confident we should see 2x SP from here...
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