Memyselfandi007
@memyselfandi007.bsky.social
Author of valueandopportunity.com and self proclaimed "King of the Bumsbuden".
I think it is a sign
November 3, 2025 at 5:19 PM
I think it is a sign
Doing Due Dilligence on the new Chamath SPAC
August 19, 2025 at 10:11 AM
Doing Due Dilligence on the new Chamath SPAC
2/2
After entering all details, including payment data, they suddenly "discovered" that the new price is ~37% higher than the one they had shown me so far.
I find that actually extremely outrageous and will never waste time on that site again.
After entering all details, including payment data, they suddenly "discovered" that the new price is ~37% higher than the one they had shown me so far.
I find that actually extremely outrageous and will never waste time on that site again.
August 12, 2025 at 11:50 AM
2/2
After entering all details, including payment data, they suddenly "discovered" that the new price is ~37% higher than the one they had shown me so far.
I find that actually extremely outrageous and will never waste time on that site again.
After entering all details, including payment data, they suddenly "discovered" that the new price is ~37% higher than the one they had shown me so far.
I find that actually extremely outrageous and will never waste time on that site again.
"Fraport ready for take-off"...
August 7, 2025 at 8:11 AM
"Fraport ready for take-off"...
The deal between Euope and US was the best Europe could get under current circumstances.
It was clearly a "non macho" move from von der Leyen in order to avoid serious disruptions, killing an anyway weak recovery in Europe.
In any case, no one knows how long that deal will last.
It was clearly a "non macho" move from von der Leyen in order to avoid serious disruptions, killing an anyway weak recovery in Europe.
In any case, no one knows how long that deal will last.
July 28, 2025 at 8:01 AM
The deal between Euope and US was the best Europe could get under current circumstances.
It was clearly a "non macho" move from von der Leyen in order to avoid serious disruptions, killing an anyway weak recovery in Europe.
In any case, no one knows how long that deal will last.
It was clearly a "non macho" move from von der Leyen in order to avoid serious disruptions, killing an anyway weak recovery in Europe.
In any case, no one knows how long that deal will last.
PE to retail investors:
July 25, 2025 at 8:57 PM
PE to retail investors:
Ytd still meeeh but recovering
July 19, 2025 at 9:12 AM
Ytd still meeeh but recovering
Container Storage fees should remain very decent for Container Port operators (Eurokai).
June 30, 2025 at 11:33 AM
Container Storage fees should remain very decent for Container Port operators (Eurokai).
Nature is healing....
May 28, 2025 at 4:10 AM
Nature is healing....
Although the numbers from Laurent Perrier are not that great, they have improved significantly from the first 6M. -6% sales 12M instead of -17% for the first 6M is quite an improvement.
Still to early for calling a turnaround but it seems that things are stabilizing.
Still to early for calling a turnaround but it seems that things are stabilizing.
May 26, 2025 at 11:39 AM
Although the numbers from Laurent Perrier are not that great, they have improved significantly from the first 6M. -6% sales 12M instead of -17% for the first 6M is quite an improvement.
Still to early for calling a turnaround but it seems that things are stabilizing.
Still to early for calling a turnaround but it seems that things are stabilizing.
Masa-san is close to his "wettest dream": Accessing Government money directly to bail out his Shitcos....
May 25, 2025 at 9:07 AM
Masa-san is close to his "wettest dream": Accessing Government money directly to bail out his Shitcos....
How much of this is priced in into today's move already ?
May 23, 2025 at 1:01 PM
How much of this is priced in into today's move already ?
Fantastic Q1 trading Update from Jensen. Sales up +20%, EPS up +34%, Book to Bill > 1.
P/E for 2025 still around 10x.
P/E for 2025 still around 10x.
May 21, 2025 at 4:47 AM
Fantastic Q1 trading Update from Jensen. Sales up +20%, EPS up +34%, Book to Bill > 1.
P/E for 2025 still around 10x.
P/E for 2025 still around 10x.
Eurokai Bremerhaven Terminal seems to be busy....
May 20, 2025 at 9:58 AM
Eurokai Bremerhaven Terminal seems to be busy....
Somehow I almost missed G. Perrier's Q1 trading update. Revenue stable, with good growth in Defense but some issues in Energy (Nuclear). I am not 100% sure that I understand the reason for the issues in Energy.
May 19, 2025 at 3:54 PM
Somehow I almost missed G. Perrier's Q1 trading update. Revenue stable, with good growth in Defense but some issues in Energy (Nuclear). I am not 100% sure that I understand the reason for the issues in Energy.
Great strategy, esepcially when he his goal is to take Swatch private at a very low valuation.....
May 19, 2025 at 7:30 AM
Great strategy, esepcially when he his goal is to take Swatch private at a very low valuation.....
It's really surprising, how well Richemont does compared to both, Swatch and LVMH:
May 16, 2025 at 8:55 AM
It's really surprising, how well Richemont does compared to both, Swatch and LVMH:
Das Endergebnis im Hause Schrade wird vermutlich so aussehen:
April 17, 2025 at 1:37 PM
Das Endergebnis im Hause Schrade wird vermutlich so aussehen:
Just when you think that it can't get any more crazy.....
March 29, 2025 at 1:35 PM
Just when you think that it can't get any more crazy.....
Another reminder to stay away as far as possible from Private Equity backed IPOs:
March 21, 2025 at 3:38 PM
Another reminder to stay away as far as possible from Private Equity backed IPOs:
In contrast to Adam Neumann, the CEO of CoreWeave seems to be wearing Patagonia vests. So the comparison is not really fair ;-)
March 21, 2025 at 3:31 PM
In contrast to Adam Neumann, the CEO of CoreWeave seems to be wearing Patagonia vests. So the comparison is not really fair ;-)
Different paths, almost same reuslt ytd. Despite very bleak outlooks, both Amadeus Fire and Hermle are up YTD:
March 21, 2025 at 11:25 AM
Different paths, almost same reuslt ytd. Despite very bleak outlooks, both Amadeus Fire and Hermle are up YTD:
My feeling is that BYD will be the ultimate "Tesla Killer". And most likely, Elno knows this already.
March 21, 2025 at 8:00 AM
My feeling is that BYD will be the ultimate "Tesla Killer". And most likely, Elno knows this already.
Mir ist eigentlich Latte was auf der Packung steht.
March 20, 2025 at 10:15 AM
Mir ist eigentlich Latte was auf der Packung steht.