Assenderp Capital @AssenderpC

Independent investor My Youtube Channel: https://t.co/AmWNTH7iUX Website (EN): https://t.co/I37XVveomR Website (NL): https://t.co/1qC8aTQ4sh assenderpcapital.com Netherlands Joined February 2020

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Assenderp Capital @AssenderpC

2 years ago

Also bullish on $KAMBI with this news. Livescore Bet brands -to my knowledge- are currently operating on SBTech software, the company that DraftKings $DKNG acquired 2 yrs ago. $DKNG stopped partnering with $KAMBI afterwards and now I am curious as to why LiveScore is switching.

Engelbrekt 🇸🇪 @sthlmgecko

2 years ago

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Oliver Stone @TheOliverStone

3 years ago

(1/4) For those of you who believe what you read in the media, here is something to chew on: The reporter, #JacquesBaud, a retired Colonel in Swiss Intelligence who served in #Ukraine in #NATO training operations, is an impartial source. bit.ly/36cT8vg

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Assenderp Capital @AssenderpC

4 years ago

$WINE H1 FY22 update: Angels spend less on average after covid peak, but angel count still grew decently annually. Rev growth disappointed, most numbers did. Angels growth didn't disappoint, but is being overlooked by the market. Growth story is still in tact, IMO.

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Assenderp Capital @AssenderpC

4 years ago

Great write-up on endless cash burners. Mentions $PTON as a good example. About $PTON: Most of CF burn is caused by inventory build-up 'for the holiday season'. If they can sell, CF burn won't be as bad. If they can't, this downtrend is indeed only the beginning.

Kuppy's Korner @kuppyskorner

4 years ago

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Siyu Li @siyul

4 years ago

$CRTO to acquire Iponweb in a $380M deal. After digging beyond the jubilant company announcement, I remain optimistic (conservatively) and think this is an important step to be a future leader among the group: $t $ttd $mgni $pubm ... and even $goog? my thoughts🧵

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Assenderp Capital @AssenderpC

4 years ago

$CRTO to acquire IPONWEB, a market-leading AdTech company. Release: criteo.investorroom.com/2021-12-09-Cri… Webcall that starts in a minute: criteo.investorroom.com/events?item=123

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Assenderp Capital @AssenderpC

4 years ago

Valuable thread in regards to Russia. It is nice to read the thread from @CER_Grant, too. Two independent views about a similar subject, completely opposite of each other. Lastly, check the data and think independently, then decide for yourself who's right.