LTG
@learningtogrow.bsky.social
I try to learn as much as I can stomach about the benefits and ways of compounding, and share what I learn through my Substack https://growthbylearning.substack.com/ - Open, free and honest.
I've launched a book club: The Club of the Eminent Dead!
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
March 23, 2025 at 9:27 PM
I've launched a book club: The Club of the Eminent Dead!
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
Inspired by great investors who tout reading beyond the scope of investing, I'm going to be disciplined in reading classics. A great excuse to get this going is putting myself out there. Hope you'll join me!
🔗 in prof
Bought some Berner Industrier - potentially great company. Bought still a lot of uncertainty: What will they buy? Can they buy stuff well? Do they find good stuff? 🤷♂️ Cheap at least.
March 20, 2025 at 7:38 PM
Bought some Berner Industrier - potentially great company. Bought still a lot of uncertainty: What will they buy? Can they buy stuff well? Do they find good stuff? 🤷♂️ Cheap at least.
Feels like a good time to be reading "The Prince".
Trump is basically King Louis XII.
Lays the grounds for several strong adversaries to expand (🇷🇺, but mostly 🇨🇳)
Weakens allies due to fear of other strong powers
Aggrandisement of powers he idolises
Trump is basically King Louis XII.
Lays the grounds for several strong adversaries to expand (🇷🇺, but mostly 🇨🇳)
Weakens allies due to fear of other strong powers
Aggrandisement of powers he idolises
March 15, 2025 at 9:16 PM
Feels like a good time to be reading "The Prince".
Trump is basically King Louis XII.
Lays the grounds for several strong adversaries to expand (🇷🇺, but mostly 🇨🇳)
Weakens allies due to fear of other strong powers
Aggrandisement of powers he idolises
Trump is basically King Louis XII.
Lays the grounds for several strong adversaries to expand (🇷🇺, but mostly 🇨🇳)
Weakens allies due to fear of other strong powers
Aggrandisement of powers he idolises
I'm buying quite a lot of NU currently. Great opportunity in a name I'm bullish on for many years. World class leadership that seems a privilege to team up with via shares
But not looking forward to the volatility of LATAM and credit exposure 🧙♂️
But not looking forward to the volatility of LATAM and credit exposure 🧙♂️
March 4, 2025 at 3:49 PM
I'm buying quite a lot of NU currently. Great opportunity in a name I'm bullish on for many years. World class leadership that seems a privilege to team up with via shares
But not looking forward to the volatility of LATAM and credit exposure 🧙♂️
But not looking forward to the volatility of LATAM and credit exposure 🧙♂️
Two acquisitions in two days for Momentum Group:
Avoma, industrial services acquisition, with SEK 56mln in turnover and 40 employees
Sulmu, industrial acquisition, with SEK 59.2mln in turnover and 29 employees
Good to see things ramp up, they typically pay between 5-7x EBITA and 1.3-1.7x revenue.
Avoma, industrial services acquisition, with SEK 56mln in turnover and 40 employees
Sulmu, industrial acquisition, with SEK 59.2mln in turnover and 29 employees
Good to see things ramp up, they typically pay between 5-7x EBITA and 1.3-1.7x revenue.
March 4, 2025 at 10:39 AM
Two acquisitions in two days for Momentum Group:
Avoma, industrial services acquisition, with SEK 56mln in turnover and 40 employees
Sulmu, industrial acquisition, with SEK 59.2mln in turnover and 29 employees
Good to see things ramp up, they typically pay between 5-7x EBITA and 1.3-1.7x revenue.
Avoma, industrial services acquisition, with SEK 56mln in turnover and 40 employees
Sulmu, industrial acquisition, with SEK 59.2mln in turnover and 29 employees
Good to see things ramp up, they typically pay between 5-7x EBITA and 1.3-1.7x revenue.
Unintentionally I've ended up with no US-headquartered companies in my portfolio.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
March 3, 2025 at 6:27 PM
Unintentionally I've ended up with no US-headquartered companies in my portfolio.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
Could've said its due to concerns about the slide away from democracy, but it's due to valuations.
Still no value investor, but I want higher fwd IRRs than 4-7% which is what I "found" in my (former) US holdings.
Every month I share summarize changes to my portfolio and watchlist as well as general ramblings on things going on relevant (and some times not so relevant) to my investing journey.
Also: A bunch of tips for podcasts, newsletters and more!
February post below 👇
open.substack.com/pub/growthby...
Also: A bunch of tips for podcasts, newsletters and more!
February post below 👇
open.substack.com/pub/growthby...
Interesting insights - February 2025
You don't need a weatherman to know which way the wind blows.
open.substack.com
March 3, 2025 at 11:39 AM
Every month I share summarize changes to my portfolio and watchlist as well as general ramblings on things going on relevant (and some times not so relevant) to my investing journey.
Also: A bunch of tips for podcasts, newsletters and more!
February post below 👇
open.substack.com/pub/growthby...
Also: A bunch of tips for podcasts, newsletters and more!
February post below 👇
open.substack.com/pub/growthby...
#TOI reported excellent results yesterday:
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
February 27, 2025 at 12:36 PM
#TOI reported excellent results yesterday:
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
+32% net income (even absorbing a more than doubling in taxes in Q4)
FCFA2S +27%
EBITA margins: 28,5%
This is before the insane Q1 of cash deployment is added to the company. Despite the recent share price jump it's still an attractive opportunity.
Reposted by LTG
Worst. Episode. EVER.
February 22, 2025 at 4:00 AM
Worst. Episode. EVER.
Another one bites the dust: Light and Wonder to divest it's Live Casino busiess. But as people continue to point out: Live casino is just streaming a casino table.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
February 26, 2025 at 11:19 AM
Another one bites the dust: Light and Wonder to divest it's Live Casino busiess. But as people continue to point out: Live casino is just streaming a casino table.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
Evolution AB is looking better and better each day imo. Keep focused on the fundamentals and the business.
$GRG looks to be a bit of an opportunity right now. Well ran bakery/fast-food company that is hugely popular in its home markedet with great growth in app users, expanding store offering, and well: Sausage rolls.
February 24, 2025 at 5:53 PM
$GRG looks to be a bit of an opportunity right now. Well ran bakery/fast-food company that is hugely popular in its home markedet with great growth in app users, expanding store offering, and well: Sausage rolls.
I'm amazed that Teqnion (TEQ.ST) only loses 11% on that report. Overstated results as well, as EBITA is helped by positive earn-outs. $EVOs report adjust for positive earns out to provide honest (and worse) adjusted earnings numbers, imo the right way. Teqnions flags getting redder by each report.
February 17, 2025 at 9:04 AM
I'm amazed that Teqnion (TEQ.ST) only loses 11% on that report. Overstated results as well, as EBITA is helped by positive earn-outs. $EVOs report adjust for positive earns out to provide honest (and worse) adjusted earnings numbers, imo the right way. Teqnions flags getting redder by each report.
Things are starting to get interesting in quality-land again (or am I just getting used to high multiples?).
I'm currently looking into three great companies that I'm considering either adding to, or opening a position in:
1. $DPZ
2. $LIN
3. $DPLM
More about each company 👇
I'm currently looking into three great companies that I'm considering either adding to, or opening a position in:
1. $DPZ
2. $LIN
3. $DPLM
More about each company 👇
January 8, 2025 at 2:58 PM
Things are starting to get interesting in quality-land again (or am I just getting used to high multiples?).
I'm currently looking into three great companies that I'm considering either adding to, or opening a position in:
1. $DPZ
2. $LIN
3. $DPLM
More about each company 👇
I'm currently looking into three great companies that I'm considering either adding to, or opening a position in:
1. $DPZ
2. $LIN
3. $DPLM
More about each company 👇
@bsky.app I desperately, urgently, absolutely, need some way to search stock tickers. I cant face the pain of reading about German politics when I search for beard-cult people. $CSU is Constellation Software, not CSU. 🥲
(Obviously not a big deal, but I'd love to be able to search a $ instead of #)
(Obviously not a big deal, but I'd love to be able to search a $ instead of #)
December 3, 2024 at 1:04 PM
@bsky.app I desperately, urgently, absolutely, need some way to search stock tickers. I cant face the pain of reading about German politics when I search for beard-cult people. $CSU is Constellation Software, not CSU. 🥲
(Obviously not a big deal, but I'd love to be able to search a $ instead of #)
(Obviously not a big deal, but I'd love to be able to search a $ instead of #)
Hello Bluesky 👋
I write about my investing and learning journey at my Substack: growthbylearning.substack.com
I try to write deep dives on undercovered compounders, share what I learn in my investment process and about musings that come and go in relation to investing learnings.
I write about my investing and learning journey at my Substack: growthbylearning.substack.com
I try to write deep dives on undercovered compounders, share what I learn in my investment process and about musings that come and go in relation to investing learnings.
Learning to grow | Mathias - LTG | Substack
I strive to learn. I consume tons of posts, research and podcasts about investing and I will try to share what I learn and reflect on how my investing journey is shaped by my learnings. I invite you t...
growthbylearning.substack.com
December 3, 2024 at 12:15 PM
Hello Bluesky 👋
I write about my investing and learning journey at my Substack: growthbylearning.substack.com
I try to write deep dives on undercovered compounders, share what I learn in my investment process and about musings that come and go in relation to investing learnings.
I write about my investing and learning journey at my Substack: growthbylearning.substack.com
I try to write deep dives on undercovered compounders, share what I learn in my investment process and about musings that come and go in relation to investing learnings.