@dassemla.bsky.social
I write about my concentrated smallcap portfolio of 3-6 stocks. My own opinions. Not financial advice. Holdings: $ACAST $PIERCE $SENZA $TALK $USWE $ZEPP
Update!
1) Officially have my first 10-bagger in $ZEPP (10-bagger in under 7 months no less!)
2) I bought back into $PIERCE (VWAP SEK 8.52).
A lot of e-tailers look attractive in the next ~9 months imo (why I own USWE). But I also like the risk/reward in PIERCE.
1) Officially have my first 10-bagger in $ZEPP (10-bagger in under 7 months no less!)
2) I bought back into $PIERCE (VWAP SEK 8.52).
A lot of e-tailers look attractive in the next ~9 months imo (why I own USWE). But I also like the risk/reward in PIERCE.
August 18, 2025 at 4:43 PM
Update!
1) Officially have my first 10-bagger in $ZEPP (10-bagger in under 7 months no less!)
2) I bought back into $PIERCE (VWAP SEK 8.52).
A lot of e-tailers look attractive in the next ~9 months imo (why I own USWE). But I also like the risk/reward in PIERCE.
1) Officially have my first 10-bagger in $ZEPP (10-bagger in under 7 months no less!)
2) I bought back into $PIERCE (VWAP SEK 8.52).
A lot of e-tailers look attractive in the next ~9 months imo (why I own USWE). But I also like the risk/reward in PIERCE.
My analysis of outlook: The +70% ish growth in Q3 is due to easy comps, which should come down some in Q4, but then up significantly in Q1 (potentially >100%).
Also with liquidity situation stabilizing ahead (maybe), pace of share buybacks or marketing efforts could rise further
Also with liquidity situation stabilizing ahead (maybe), pace of share buybacks or marketing efforts could rise further
August 6, 2025 at 8:44 AM
My analysis of outlook: The +70% ish growth in Q3 is due to easy comps, which should come down some in Q4, but then up significantly in Q1 (potentially >100%).
Also with liquidity situation stabilizing ahead (maybe), pace of share buybacks or marketing efforts could rise further
Also with liquidity situation stabilizing ahead (maybe), pace of share buybacks or marketing efforts could rise further
A lot of my cases started to play out in July. Now +67% YTD
August 1, 2025 at 6:29 AM
A lot of my cases started to play out in July. Now +67% YTD