Nevergreedy
@nevergreedy.bsky.social
Pinned
Nevergreedy
@nevergreedy.bsky.social
· Mar 5
a cartoon of a person pressing a button that says buy and sell
ALT: a cartoon of a person pressing a button that says buy and sell
media.tenor.com
Unfortunately I have missed sharing my articles on Bluesky again and again. I'll try to be here more in the future and hope for a lively exchange. You can find the following articles on my Substack.
#Reach.OL Subsea incl. Q2, Q3 and Q4 2024 Updates
#Unibap.ST
nevergreedy.substack.com
#Reach.OL Subsea incl. Q2, Q3 and Q4 2024 Updates
#Unibap.ST
nevergreedy.substack.com
The TTWROR value is apparently not suitable. I tried again "conscientiously" with Chatgpt and the Parqet FAQ to find out the actual yield. This should only be the performance chart with the "rendite" option in Parqet. But feel free to correct me.
April 1, 2025 at 7:47 AM
The TTWROR value is apparently not suitable. I tried again "conscientiously" with Chatgpt and the Parqet FAQ to find out the actual yield. This should only be the performance chart with the "rendite" option in Parqet. But feel free to correct me.
Actually, I didn't really want to post my performance anymore, but Q1 went well. The performance comes mainly from $HIMS, which I completely liquidated this quarter.
YTD: -1.1%
TTWROR: 26.6%
The four largest positions are currently:
$NOW.V
$REACH.OL
$SBBC
$SUP.L
YTD: -1.1%
TTWROR: 26.6%
The four largest positions are currently:
$NOW.V
$REACH.OL
$SBBC
$SUP.L
April 1, 2025 at 5:54 AM
Actually, I didn't really want to post my performance anymore, but Q1 went well. The performance comes mainly from $HIMS, which I completely liquidated this quarter.
YTD: -1.1%
TTWROR: 26.6%
The four largest positions are currently:
$NOW.V
$REACH.OL
$SBBC
$SUP.L
YTD: -1.1%
TTWROR: 26.6%
The four largest positions are currently:
$NOW.V
$REACH.OL
$SBBC
$SUP.L
@koljabarghoorn.bsky.social
Ich habe gerade gesehen, dass du mir folgst. Bitte geh wieder. Im Gegensatz zu dir stehe ich zur Wahrheit, Wissenschaft, Gemeinschaft, Demokratie, Integration statt Ausgrenzung, Respekt vor allen und zu guten Aktienanalysen, nicht zu Clickbait und Halbwahrheiten.
Ich habe gerade gesehen, dass du mir folgst. Bitte geh wieder. Im Gegensatz zu dir stehe ich zur Wahrheit, Wissenschaft, Gemeinschaft, Demokratie, Integration statt Ausgrenzung, Respekt vor allen und zu guten Aktienanalysen, nicht zu Clickbait und Halbwahrheiten.
March 19, 2025 at 4:48 PM
@koljabarghoorn.bsky.social
Ich habe gerade gesehen, dass du mir folgst. Bitte geh wieder. Im Gegensatz zu dir stehe ich zur Wahrheit, Wissenschaft, Gemeinschaft, Demokratie, Integration statt Ausgrenzung, Respekt vor allen und zu guten Aktienanalysen, nicht zu Clickbait und Halbwahrheiten.
Ich habe gerade gesehen, dass du mir folgst. Bitte geh wieder. Im Gegensatz zu dir stehe ich zur Wahrheit, Wissenschaft, Gemeinschaft, Demokratie, Integration statt Ausgrenzung, Respekt vor allen und zu guten Aktienanalysen, nicht zu Clickbait und Halbwahrheiten.
Unfortunately I have missed sharing my articles on Bluesky again and again. I'll try to be here more in the future and hope for a lively exchange. You can find the following articles on my Substack.
#Reach.OL Subsea incl. Q2, Q3 and Q4 2024 Updates
#Unibap.ST
nevergreedy.substack.com
#Reach.OL Subsea incl. Q2, Q3 and Q4 2024 Updates
#Unibap.ST
nevergreedy.substack.com
a cartoon of a person pressing a button that says buy and sell
ALT: a cartoon of a person pressing a button that says buy and sell
media.tenor.com
March 5, 2025 at 10:15 AM
Unfortunately I have missed sharing my articles on Bluesky again and again. I'll try to be here more in the future and hope for a lively exchange. You can find the following articles on my Substack.
#Reach.OL Subsea incl. Q2, Q3 and Q4 2024 Updates
#Unibap.ST
nevergreedy.substack.com
#Reach.OL Subsea incl. Q2, Q3 and Q4 2024 Updates
#Unibap.ST
nevergreedy.substack.com
Reposted by Nevergreedy
#$ACP.WA #ACP.WA I ignored the CSU playbook for too long or was too careful with my position sizing. This is the first time I've bought a full position.
open.substack.com/pub/tridento...
open.substack.com/pub/tridento...
Asseco Poland SA ($ACP.WA) - Low IQ Bet-On-The-Jockey Case
After following the entire CSU playbook from the sidelines for a while, this is the first time I’m actually getting involved in this type of investment case
open.substack.com
February 18, 2025 at 10:42 AM
#$ACP.WA #ACP.WA I ignored the CSU playbook for too long or was too careful with my position sizing. This is the first time I've bought a full position.
open.substack.com/pub/tridento...
open.substack.com/pub/tridento...
🚀 My Unibap ($UNIBAP.ST) pitch is now available in both German and English!
The company grew 80% in 2024 and could potentially reach an EV/EBITDA below 10 by the end of 2025.
open.substack.com/pub/nevergre...
Check it out and let me know what you think! 📊👇
The company grew 80% in 2024 and could potentially reach an EV/EBITDA below 10 by the end of 2025.
open.substack.com/pub/nevergre...
Check it out and let me know what you think! 📊👇
Nevergreedy | Substack
Click to read Nevergreedy, a Substack publication. Launched 7 months ago.
open.substack.com
February 15, 2025 at 5:33 PM
🚀 My Unibap ($UNIBAP.ST) pitch is now available in both German and English!
The company grew 80% in 2024 and could potentially reach an EV/EBITDA below 10 by the end of 2025.
open.substack.com/pub/nevergre...
Check it out and let me know what you think! 📊👇
The company grew 80% in 2024 and could potentially reach an EV/EBITDA below 10 by the end of 2025.
open.substack.com/pub/nevergre...
Check it out and let me know what you think! 📊👇
Reposted by Nevergreedy
Morning Bluesky.
It’s clear that the agenda of the world’s richest man is now the Far Right takeover of the entire Western world. His latest statement: “Only the AfD can save Germany.”
People who continue to post on his global propaganda channel are complicit.
It’s clear that the agenda of the world’s richest man is now the Far Right takeover of the entire Western world. His latest statement: “Only the AfD can save Germany.”
People who continue to post on his global propaganda channel are complicit.
December 20, 2024 at 10:35 AM
Morning Bluesky.
It’s clear that the agenda of the world’s richest man is now the Far Right takeover of the entire Western world. His latest statement: “Only the AfD can save Germany.”
People who continue to post on his global propaganda channel are complicit.
It’s clear that the agenda of the world’s richest man is now the Far Right takeover of the entire Western world. His latest statement: “Only the AfD can save Germany.”
People who continue to post on his global propaganda channel are complicit.
I have a dream that overvalued firms correct while undervalued companies continue to multiply and thrive. That market efficiency partly matters without killing my micro-cap edge. A global equity world free of fear, where no one ever discards Graham’s timeless books.
stan marsh from south park says dude i just had a weirdest dream
ALT: stan marsh from south park says dude i just had a weirdest dream
media.tenor.com
December 20, 2024 at 9:20 AM
I have a dream that overvalued firms correct while undervalued companies continue to multiply and thrive. That market efficiency partly matters without killing my micro-cap edge. A global equity world free of fear, where no one ever discards Graham’s timeless books.
Reposted by Nevergreedy
1/3 #$SBBC #$SBBC.V Another top executive with experience in the CPG sector has been added.
"Ms. Ughetto spent over five years at Kimberly-Clark, where she held senior roles such as Senior Director, Global Supply Chain Development and Senior Director of Supply Chain Strategy & Transformation.
"Ms. Ughetto spent over five years at Kimberly-Clark, where she held senior roles such as Senior Director, Global Supply Chain Development and Senior Director of Supply Chain Strategy & Transformation.
December 17, 2024 at 1:33 PM
Reposted by Nevergreedy
1/2 Auch wenn wir krankheitsbedingt nur zu dritt diskutiert haben, könnt ihr euch auf diese Folge freuen.
Zusammen mit @SebKrog diskutieren wir unsere Erkenntnisse aus dem abgelaufenen Jahr, denkwürdige Ereignisse und offene Fragen, die wohl...
youtu.be/23A_zonO0E4?...
Zusammen mit @SebKrog diskutieren wir unsere Erkenntnisse aus dem abgelaufenen Jahr, denkwürdige Ereignisse und offene Fragen, die wohl...
youtu.be/23A_zonO0E4?...
#37 - Jahresrückblick mit Sebastian Krog
YouTube video by HiddenReturns - Der Small Cap Aktien Podcast
youtu.be
December 15, 2024 at 10:59 AM
1/2 Auch wenn wir krankheitsbedingt nur zu dritt diskutiert haben, könnt ihr euch auf diese Folge freuen.
Zusammen mit @SebKrog diskutieren wir unsere Erkenntnisse aus dem abgelaufenen Jahr, denkwürdige Ereignisse und offene Fragen, die wohl...
youtu.be/23A_zonO0E4?...
Zusammen mit @SebKrog diskutieren wir unsere Erkenntnisse aus dem abgelaufenen Jahr, denkwürdige Ereignisse und offene Fragen, die wohl...
youtu.be/23A_zonO0E4?...
Viele alte Aktienpitches von mir waren wirklich nicht gut, aber #$REACH.OL gehört nicht dazu. Der Kurs hat sich seitdem verdoppelt und die Bewertung ist immer noch günstig. Pitch kann man auf meinen Substack nachlesen oder bei Hidden Returns nachhören.
LTM:
EV/EBITDA < 8
2025 Forecast:
EV/EBITDA < 6
LTM:
EV/EBITDA < 8
2025 Forecast:
EV/EBITDA < 6
Aktienpitch: Subsea Reach
Subsea betreibt mit seinen Schiffen Engineering Unterwasser und scheint dabei sehr erfolgreich zu sein. Gern mal näher reinschauen. Heute gab es Zahlen und m.E. ist die Aktie noch sehr günstig zu haben :)
Subsea betreibt mit seinen Schiffen Engineering Unterwasser und scheint dabei sehr erfolgreich zu sein. Gern mal näher reinschauen. Heute gab es Zahlen und m.E. ist die Aktie noch sehr günstig zu haben :)
December 15, 2024 at 8:34 AM
Viele alte Aktienpitches von mir waren wirklich nicht gut, aber #$REACH.OL gehört nicht dazu. Der Kurs hat sich seitdem verdoppelt und die Bewertung ist immer noch günstig. Pitch kann man auf meinen Substack nachlesen oder bei Hidden Returns nachhören.
LTM:
EV/EBITDA < 8
2025 Forecast:
EV/EBITDA < 6
LTM:
EV/EBITDA < 8
2025 Forecast:
EV/EBITDA < 6
Ich tu mich leider mit Bluesky immer noch recht schwer. Ich möchte gern Aktienideen oder Pitches lesen. Gibt es dazu bestimmte Hashtags oder Listen, die man folgen sollte?
December 15, 2024 at 8:02 AM
Ich tu mich leider mit Bluesky immer noch recht schwer. Ich möchte gern Aktienideen oder Pitches lesen. Gibt es dazu bestimmte Hashtags oder Listen, die man folgen sollte?
Is there already a nice thread here with current smallcap ideas? The following ideas are current. Leave a like for the people on Substack. A write up can be a lot of work.
$NOW.V
open.substack.com/pub/financia...
$SBBC.V
open.substack.com/pub/tridento...
$LCFY
open.substack.com/pub/breakout...
$NOW.V
open.substack.com/pub/financia...
$SBBC.V
open.substack.com/pub/tridento...
$LCFY
open.substack.com/pub/breakout...
December 13, 2024 at 11:22 AM
Is there already a nice thread here with current smallcap ideas? The following ideas are current. Leave a like for the people on Substack. A write up can be a lot of work.
$NOW.V
open.substack.com/pub/financia...
$SBBC.V
open.substack.com/pub/tridento...
$LCFY
open.substack.com/pub/breakout...
$NOW.V
open.substack.com/pub/financia...
$SBBC.V
open.substack.com/pub/tridento...
$LCFY
open.substack.com/pub/breakout...
Stocks pro is at work here again, you really don't want to know how long it took me to check that the american market is closed. I even changed an order once because I couldn't get in.
November 28, 2024 at 8:23 PM
Stocks pro is at work here again, you really don't want to know how long it took me to check that the american market is closed. I even changed an order once because I couldn't get in.
Reposted by Nevergreedy
1/5 So, #$SUP.L plans to acquire Typhoo Tea out of administration. I highly recommend reviewing Typhoo Tea’s financial statements and the business year review.
As expected, significant exceptional costs contributed to the operating loss in FY23.
As expected, significant exceptional costs contributed to the operating loss in FY23.
November 28, 2024 at 7:22 PM
1/5 So, #$SUP.L plans to acquire Typhoo Tea out of administration. I highly recommend reviewing Typhoo Tea’s financial statements and the business year review.
As expected, significant exceptional costs contributed to the operating loss in FY23.
As expected, significant exceptional costs contributed to the operating loss in FY23.
I'll leave the info here that I'm writing about $REACH.OL on my Substack 📚.
- Underwater service company
- LTM EV/EBITDA = 8.3
- FC 2025 EV/ EBITDA = 5.2
Right away with the question: Who to follow here from the smallcap bubble? 🚀
Thanks! 😊
- Underwater service company
- LTM EV/EBITDA = 8.3
- FC 2025 EV/ EBITDA = 5.2
Right away with the question: Who to follow here from the smallcap bubble? 🚀
Thanks! 😊
November 28, 2024 at 7:25 AM
I'll leave the info here that I'm writing about $REACH.OL on my Substack 📚.
- Underwater service company
- LTM EV/EBITDA = 8.3
- FC 2025 EV/ EBITDA = 5.2
Right away with the question: Who to follow here from the smallcap bubble? 🚀
Thanks! 😊
- Underwater service company
- LTM EV/EBITDA = 8.3
- FC 2025 EV/ EBITDA = 5.2
Right away with the question: Who to follow here from the smallcap bubble? 🚀
Thanks! 😊
Reposted by Nevergreedy
1979: Die US-Serie "Holocaust" läuft nur im 3. Programm, weil u.a. der Bayerische Rundfunk gegen eine Ausstrahlung in der ARD gestimmt hatte. Trotzdem sehen rund 20 Millionen Zuschauer mindestens eine Folge des Vierteilers mit Meryl Streep.
December 6, 2023 at 10:36 AM
1979: Die US-Serie "Holocaust" läuft nur im 3. Programm, weil u.a. der Bayerische Rundfunk gegen eine Ausstrahlung in der ARD gestimmt hatte. Trotzdem sehen rund 20 Millionen Zuschauer mindestens eine Folge des Vierteilers mit Meryl Streep.
ETF Anleger und die magnificent 7
November 30, 2023 at 12:05 PM
ETF Anleger und die magnificent 7
Reposted by Nevergreedy
November 30, 2023 at 9:30 AM
Aktienanalysten bei der Arbeit
November 30, 2023 at 8:15 AM
Aktienanalysten bei der Arbeit
Reposted by Nevergreedy
Buffett-Vertrauter Charlie Munger gestorben
Buffett-Vertrauter Charlie Munger gestorben
Der Weggefährte von US-Investorenlegende Warren Buffett ist tot: Charlie Munger starb kurz vor seinem 100. Geburtstag.
www.tagesschau.de
November 29, 2023 at 7:41 AM
Buffett-Vertrauter Charlie Munger gestorben
Reposted by Nevergreedy
So meine Freunde, wo sind die spannenden Aktienpitches? Gibt es jemanden, den man folgen könnte? In meinem Feed ist nahezu keine einzige Aktienidee enthalten?
November 18, 2023 at 8:40 AM
So meine Freunde, wo sind die spannenden Aktienpitches? Gibt es jemanden, den man folgen könnte? In meinem Feed ist nahezu keine einzige Aktienidee enthalten?
Reposted by Nevergreedy
ChatGPT-Entwickler Altman wechselt zu Microsoft
ChatGPT-Entwickler Altman wechselt zu Microsoft
Das Chaos rund um die Führung beim KI-Unternehmen ChatGPT ist beendet. Ex-Chef Altman geht zu Microsoft.
www.tagesschau.de
November 20, 2023 at 9:41 AM
ChatGPT-Entwickler Altman wechselt zu Microsoft
So meine Freunde, wo sind die spannenden Aktienpitches? Gibt es jemanden, den man folgen könnte? In meinem Feed ist nahezu keine einzige Aktienidee enthalten?
November 18, 2023 at 8:40 AM
So meine Freunde, wo sind die spannenden Aktienpitches? Gibt es jemanden, den man folgen könnte? In meinem Feed ist nahezu keine einzige Aktienidee enthalten?
Reposted by Nevergreedy
As a reminder, Bluesky is a public social network, so your posts, likes, etc. have always been publicly accessible through the API.
We designed Bluesky with the openness of the internet in mind. You can think of your profile as a blog on the internet.
For more on data privacy, read our user FAQ:
We designed Bluesky with the openness of the internet in mind. You can think of your profile as a blog on the internet.
For more on data privacy, read our user FAQ:
Bluesky User FAQ
Welcome to the Bluesky beta app! This is a user guide that answers some common questions.
blueskyweb.xyz
November 16, 2023 at 5:16 PM
As a reminder, Bluesky is a public social network, so your posts, likes, etc. have always been publicly accessible through the API.
We designed Bluesky with the openness of the internet in mind. You can think of your profile as a blog on the internet.
For more on data privacy, read our user FAQ:
We designed Bluesky with the openness of the internet in mind. You can think of your profile as a blog on the internet.
For more on data privacy, read our user FAQ: