Axe Cap @_Axecap

Joined September 2019

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Axe Cap @_Axecap

4 months ago

Felt the $ADYEN quarter was a good one, business as usual. Long term trajectory > quarterly hit/miss. Back to sleep.

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Axe Cap @_Axecap

2 years ago

Surprise. Long term thinking works.

Axe Cap @_Axecap

2 years ago

Surprise. Long term thinking works.

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You have the worlds leading Luxury conglomerate, run by an incredibly shrewd CEO who owns almost half the stock, doesn’t issue SBC and bought €90m of the stock in the past 60 days. LVMH ($MC) <20x fwd looks attractive to me. KISS Principal

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Axe Cap @_Axecap

2 years ago

Everyone’s a long term investor until the company they invested in also invests for the long term. SMH $ADYEN

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Axe Cap @_Axecap

3 years ago

Has Twitter always been a hive of insufferable and cringey engagement bait or is it getting worse?

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Axe Cap @_Axecap

3 years ago

“If there is one takeaway to bring into the year ahead, it’s this: Adyen is in investment mode” - Adyen 2H 2022 Investor Letter

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Axe Cap @_Axecap

4 years ago

“H2 2021 free cash flow was €320.2m, up 48% year-on year. Free cash conversion ratio was 90%”. Adyen is one heck of a company

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Axe Cap @_Axecap

4 years ago

Where did all the long term investors go? Seems like most of the timelines horizon is now this Qtr. Some things never change 🎠

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Axe Cap @_Axecap

4 years ago

Fast forward 2 years and I haven’t churned. Instead $nflx has become a staple. Last streaming service my family cuts. One piece of content a month justifies $20 price and we watch sig more than that. Content getting better than ‘20. Now off to watch Ozark ✌🏽

Axe Cap @_Axecap

5 years ago

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Axe Cap @_Axecap

4 years ago

“Over a year into the pandemic, digital adoption curves aren’t slowing down. They’re accelerating, and it’s just the beginning,” - CEO Satya Nadella $MSFT

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Axe Cap @_Axecap

4 years ago

If Munger (The Daily Journal) buying $BABA doesn’t make you sit up and take a look, nothing will.

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Chris Bernatz @jj_shipley

5 years ago

Here is the link to view the workbook. Thanks to all of you who contribute your ideas to this community. Looking forward to your feedback. docs.google.com/spreadsheets/d…

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Axe Cap @_Axecap

5 years ago

Unlike, what seems like everyone, not a single person I know has moved to telegram or signal. $fb

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Axe Cap @_Axecap

5 years ago

Cc: everyone posting triple digit gains in 2020

Christopher Bloomstran @ChrisBloomstran

5 years ago

Cc: everyone posting triple digit gains in 2020

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Brian Feroldi @BrianFeroldi

5 years ago

1/ How to find insider ownership (thread) Go to the SEC EDGAR database sec.gov/edgar/searched… Enter the stock symbol in "fast search" Let's use Mark Zuckerberg from $FB as an example Click "Insider transactions for this issuer" (see image)

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Axe Cap @_Axecap

5 years ago

Every time I look at $MCD stock I wonder why $BRK never owned it. Buffett eats it regularly and I’m sure has looked at the stock in depth, yet has never bought. Plenty of times the stock traded at low multiples. 🤔

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Brandon Beylo @marketplunger1

5 years ago

181 pages of Peter Lynch. Good God almighty. H/t to @DividendGrowth for the link. Now I know what I’ll be doing this weekend 12mv2.files.wordpress.com/2020/09/pl_for…