midgardfinance.com
@midgardfinance.com
- Dividend Growth
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- Small Cap Value
- European Investor 🇪🇺
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I'm sorry you don't get more likes. I find many of your posts informative.
December 10, 2025 at 5:01 PM
I'm sorry you don't get more likes. I find many of your posts informative.
Interesting take. Thanks for sharing. The company seems to have a strong moat, because revenue goes up each year despite dissatisfied users.
December 8, 2025 at 8:22 PM
Interesting take. Thanks for sharing. The company seems to have a strong moat, because revenue goes up each year despite dissatisfied users.
They can be a bit tricky to distinguish from each other. If you made these with matplotlib, then there is a module that allows you to draw a line between the label and the data point. I can't remember the name.
December 7, 2025 at 1:16 PM
They can be a bit tricky to distinguish from each other. If you made these with matplotlib, then there is a module that allows you to draw a line between the label and the data point. I can't remember the name.
Citi has always been a dog to me, but I did notice a lot of financials being attractive in terms of their multiples. Consumer staples are even more attractive in terms of value though. Stick with your tobacco.
December 7, 2025 at 1:08 PM
Citi has always been a dog to me, but I did notice a lot of financials being attractive in terms of their multiples. Consumer staples are even more attractive in terms of value though. Stick with your tobacco.
Sorry for not giving it a like. I don't use social media much. I log in 2-3 times per week.
December 7, 2025 at 1:05 PM
Sorry for not giving it a like. I don't use social media much. I log in 2-3 times per week.
Hørt hørt. Og 1 og 3 behøver ikke engang at være opfyldt. Tag et kig på Adobe. Måske bogen 100 baggers har din interesse.
December 7, 2025 at 1:02 PM
Hørt hørt. Og 1 og 3 behøver ikke engang at være opfyldt. Tag et kig på Adobe. Måske bogen 100 baggers har din interesse.
Can you elaborate?
December 6, 2025 at 4:23 PM
Can you elaborate?
Could you do Denmark? 🇩🇰
December 6, 2025 at 7:09 AM
Could you do Denmark? 🇩🇰
Hehe, I got off the tobacco train 🚬🚂 I like Altria despite their negative growth in their main segment though. I just like something else more.
December 4, 2025 at 11:40 AM
Hehe, I got off the tobacco train 🚬🚂 I like Altria despite their negative growth in their main segment though. I just like something else more.
If I had to add something now, then names such as ADBE, NVR, DECK, ZTS would be ranked higher than UNH. But it's like picking between 24 carat and 18 carat gold.
December 4, 2025 at 11:37 AM
If I had to add something now, then names such as ADBE, NVR, DECK, ZTS would be ranked higher than UNH. But it's like picking between 24 carat and 18 carat gold.
Oracle is an interesting choice. I hope both prove to be good investments for you 💙
November 29, 2025 at 8:27 AM
Oracle is an interesting choice. I hope both prove to be good investments for you 💙
If Adobe is less than 50% of your portfolio, then you have to buy more 🤪
a close up of a man 's face with his mouth open .
ALT: a close up of a man 's face with his mouth open .
media.tenor.com
November 29, 2025 at 12:36 AM
If Adobe is less than 50% of your portfolio, then you have to buy more 🤪
I have recently bought three of them 😅
November 28, 2025 at 12:07 AM
I have recently bought three of them 😅
That's before taxes, right?
November 28, 2025 at 12:02 AM
That's before taxes, right?
In other words Adobe might be a supermassive huge buying opportunity at the current price?
November 27, 2025 at 10:31 PM
In other words Adobe might be a supermassive huge buying opportunity at the current price?
What exactly did you see happen to Adobe and Duolingo?
November 27, 2025 at 10:29 PM
What exactly did you see happen to Adobe and Duolingo?
Adobe has a much MUCH bigger upside.
November 27, 2025 at 10:25 PM
Adobe has a much MUCH bigger upside.
What is stopping you?
November 27, 2025 at 10:24 PM
What is stopping you?
I like the figure, but I don't agree with the conclusion. Microsoft undervalued and Adobe fairly valued does not compute with me. I would swap them around.
November 27, 2025 at 10:22 PM
I like the figure, but I don't agree with the conclusion. Microsoft undervalued and Adobe fairly valued does not compute with me. I would swap them around.