Ros Nedev @rssndv1
Joined December 2015-
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Ros Nedev retweeted
Interesting pitch on $FILA.MI by @HalvioCapital Global stationery leader with historic brands + 26% stake in India’s fast-growing DOMS. Core trades at ~3–5x EV/EBITDA vs peers ~10x. Strong downside protection at current prices. Full letter below.
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Ros Nedev retweeted
We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service
Ros Nedev retweeted
1/11 🧵 THREAD: Google’s reported search query growth may be AI-driven, not human.
Ros Nedev retweeted
I’ve got bad news. The AI cycle is over—for now. I’ve been an unapologetic AI maximalist since the first time I tricked GPT-4 into writing a working Python back-test for a volatility strategy back in early 2023. I’m still convinced it will take the wider economy years—maybe…
Ros Nedev retweeted
Read my part II article on the history of Cognac. It is free. Cheers!
Ros Nedev retweeted
What are some interesting asymmetric risk/reward opportunities you are seeing? $HPP $EVTL $NEXT $CORZ $GNW $LQDA
Ros Nedev retweeted
What’s the one book that flipped your beliefs upside down?
Ros Nedev retweeted
5 Must-Read Papers for Quality Investors It's crucial to concentrate on the foundational drivers and filter out superficial market noise A 🧵
Ros Nedev retweeted
We did reach Parliament. Great work by the members of the group sending letter to their MP's. Full artice can be found on Investors Chronical. $ANX.l
Ros Nedev retweeted
Fuckin banger - screenshotting it so it shows in full
Ros Nedev retweeted
This is insane. AI capex might account for a larger share of GDP than basically any technology since the railroad. Basically it’s a mini-wartime economy, but the guns are chips and the tanks are databases
Ros Nedev retweeted
"Nobody knows anything" is the only thing that I am more and more convinced of, very relevant in tops and bottoms. Socrates knew this 2400 years ago...
Ros Nedev retweeted
This is a magnificent piece of academic/econometric work by @GWInvestors which is the very basis of why @East72Dynasty exists. It delves into all the subtleties - less acquisition, passion for customer etc. Worth a read. sciencedirect.com/science/articl…
Ros Nedev retweeted
I am looking for boring stocks for a long-term hold, I like family owned with no or very low debt. I cannot do turnarounds, triggers and such stuff.
Ros Nedev retweeted
Cloudflare CEO @eastdakota is having the most honest conversations I've come across about the current & future of content creation "6 months ago, 75% of queries to Google get answered on Google. Which means if you're an original content creator, your content is getting…
Cloudflare CEO @eastdakota is having the most honest conversations I've come across about the current & future of content creation "6 months ago, 75% of queries to Google get answered on Google. Which means if you're an original content creator, your content is getting…
Ros Nedev retweeted
Investing is an arrogant act. Buying a stock implies its price - set by thousands of well informed and highly incentivized market participants - is wrong. Understanding when the conditions are ripe for a company to be over or under valued is key to earning outsized returns.…
Trumping around
Ros Nedev retweeted
AMD vs NVIDIA Inference Benchmark: Who Wins? Performance & Cost Per Million Tokens MI300X, MI325X, H100, H200, B200, MI355X VLLM, SGLang, TRT-LLM ROCm CI Lack of Coverage Inflated AMD Rental Prices semianalysis.com/2025/05/23/amd…
Ros Nedev retweeted
too much legroom
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