backoftheenvelope.bsky.social
@backoftheenvelope.bsky.social
Investing stuff from Nordics.
Happy independence Finland!
December 6, 2024 at 8:07 PM
New Fortress Energy, balance sheet stabilized, capex plan more or less done, new assets coming to production, planing to sell some assets, what's wrong with this?
December 6, 2024 at 7:44 PM
UK bank vibes from ABN AMRO. Exited most pre financial crisis stupidities, digitalized, went from hundreds to 25 physical locations since 2018, 60 % mortgages and focus on Netherlands & North Europe, reached solid ROE and government selling bailout shares gradually. Half of book...
December 1, 2024 at 9:42 PM
Flipping some French stocks, always come up with the same names. Value stocks in 2016, value stocks still in 2024...
December 1, 2024 at 6:43 PM
Where all the value investors at
November 29, 2024 at 6:17 AM