Sutje @Sutjeinvestor
private investor, small caps, preferred family owned, no or low debt, boring Joined November 2021-
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Following168
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Spontaneously bought some shares of $MACF.L as todays minus 8% for a long-term boring hold. It's 🔪🔪🔪
Off topic: Had seen this goose on a small lake nearby. Never seen before. Sent photo to wildlife specialist. Seems to be a hybrid of greylag goose and bar-headed goose.
Buffett on how he would do 50% p.a. on $1 million: basically doing A-Z plus „You have to be in love with the subject. You can’t just be in love with the money.“ @dsmoak98 @Kreuzmann13 @nicholasp66 @alluvialcapital @SebKrog @finance_schmidt @dirtcheapstocks fit, who else?
Howard Marks on why you should not care much for Macro when investing:
Alimentation Couche-Tard Inc. $ATD.TO bought German Total petrol stations in 2023. Now Phillips 66 plans to sell 🇩🇪 and 🇦🇹 Jet stations. An add for Alimentation Couche-Tard? t-online.de/finanzen/aktue…
... $IVFH and $SGPR Sebastian @SebKrog is great in finding uncommon values. Recommend to follow and subcribe. treasurehunting.substack.com
New write up: Spar Group $SGRP sold its joint venture partnerships and now trades at less than 3.5x EV/EBITDA or less than 7x EV/FCF. To sum it up: - Cheap Valuation - Buyback program authorized (10% of all shares) - Gross Margins improvements Link in my Bio.
I agree
Great read!
Frosta als Kiff-Profiteur??
Great, waiting for this since MMI pitched Hermle at the space from @evfcfaddict I am long with a small position.
Great, waiting for this since MMI pitched Hermle at the space from @evfcfaddict I am long with a small position.
Market reaction as usual = zero, nothing happens on stock exchange. Why? Greek stock, only listed in Athen, highly illiquid, management without interest in informing retail shareholder about business development. Guess to be the only sh on X. Others?
Market reaction as usual = zero, nothing happens on stock exchange. Why? Greek stock, only listed in Athen, highly illiquid, management without interest in informing retail shareholder about business development. Guess to be the only sh on X. Others?
Great result Q1 from SAR.AT.
On $MCB.L McBride plc - a buy from @alluvialcapital there is also an analysis from @FernandoInvests - thanks yor this! rodincaptl.substack.com/p/mcbride-prof…
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641 Followers 197 Following@SCurveCapital Kinovo is by far my largest position.
Sometimes investing is all about buying the same name again and again on underserved weakness
@Boersenhaendler @FCBayern Nicht mal dann wenn sie gegen Mordor spielen würden.
@Sutjeinvestor @finance_schmidt @Boersenhaendler @FCBayern Das wäre in der Tat großartig. Holzbein Kiel endlich in der Ersten.
@IrrationalMrkts How do you reconcile with Walmart who had enough time to grow and lower competition in France for example : retailers like carrefour is at 11b€ mrkt cap for 100b€ trnvr. Dino is at 9B€ mark cp for 6B turnover. And They still didn’t face the tough competition from Germany
A new "All Belgian Shares" post has just been published on the blog and the other platform. As always, you will fnd 20 randomly selected stocks with a (very) short analysis each. Enjoy !! valueandopportunity.com/2024/05/07/all…
#MACF $MACF.L A weak start as flagged, but that's definitely some more weakness than expected. Margins continue to improve, Allpack acquisition was at the end of Q1 so not rly an impact here.
#MACF - Soft Q1 with Rev down 9.5%, but strong GM's & acquisitions reducing impact on profits. FY expectations unchanged, with expectation of an improved 2H underpinned by some sales recovery, control of costs & further acquisition benefits, Net bank funds of £1.7m up vs YE.
Small but interesting M&A transaction from SFS in Spain/Portugal. Maybe a hub to do more in the future ? eqs-news.com/news/corporate…
You're at the Berkshire meeting. I'm at home digging through 10-Ks. We are not the same.
Buffett on how he would do 50% p.a. on $1 million: basically doing A-Z plus „You have to be in love with the subject. You can’t just be in love with the money.“ @dsmoak98 @Kreuzmann13 @nicholasp66 @alluvialcapital @SebKrog @finance_schmidt @dirtcheapstocks fit, who else?
@YassineZkr @evfcfaddict Fair. If you are bullish on the trains topic, you may also look at Funkwerk AG which is in train communication systems. This is a holding of mine and there is a write-up on my blog
@augustusville @evfcfaddict Plus its margins are way better than the big companies operating in the railway construction sector such as Alstom Si will see Thanks for your feedbacks again guys
@augustusville @evfcfaddict Thanks guys for your prompt feedback Indeed the fact that they make train interiors (high speed, regionals, subway…etc) make the clientele base very limited. However I think that it has a great tailwind behind it : development of public transport for environmental reasons
@evfcfaddict @YassineZkr Same here, it looked cheap but I thought there were some weaknesses, so I skipped it relatively quickly.
@YassineZkr @augustusville I never bought it so don’t know much. Interesting niche but likely the high customer concentration might limit the margin upside.
@augustusville @evfcfaddict Hi @augustusville @evfcfaddict Came to this conversation regarding Omer Spa that I am currently analyzing. Could you share your thoughts regarding this company ?
Howard Marks on why you should not care much for Macro when investing:
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