Nevergreedy

Obwohl #HIMS bei einem gewissen Preis wieder interessant werden könnte.

Unfortunately, I didn't manage the learning curve with portfolio performance back then and ended up with parqet. I'm a little envious, I could probably evaluate a lot of things better that way.

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

Thank you for the transparency. I am pleased to see that there are a number of similarities with my portfolio.

@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.

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

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

Okay cool thanks, but on Bluesky at least he has no content on that

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

#$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...

Nevergreedy | Substack Click to read Nevergreedy, a Substack publication. Launched 7 months ago.

🚀 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! 📊👇

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.

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

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.

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.

YouTube video by HiddenReturns - Der Small Cap Aktien Podcast #37 - Jahresrückblick mit Sebastian Krog

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?...

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

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?

a cartoon of two teddy bears standing next to each other with the words imgplay in the bottom right corner ALT: a cartoon of two teddy bears standing next to each other with the words imgplay in the bottom right corner

Who hurt you, kind sir?

YouTube video by Breakout Investors Breakout Investors Call With Management - LCFY 11.17.24

Be sure to listen to the latest interview ;)

youtu.be/3gdGIYztQNs?...

Das kommt mir so bekannt vor 🙈

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...

flinke Bierdeckelberechnung:
LTM EV (400mio) / EBITDA (35mio)= 11,4

*in Kombination mit dem Management

Ich finde die Aktie in Kombination echt interessant. Leider finde ich aber die aktuelle Bewertung schon recht sportlich und für mich leider daher kein Investment. Drücke aber allen Investoren die Daumen :)

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.

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.

Nevergreedy | Substack Click to read Nevergreedy, a Substack publication. Launched 4 months ago.

Thanks for the tip Christian :)

So there is a write up on the share, which has the status Q1 2024 and then corresponding updates from Q2 and Q3. Looking forward to feedback.

PS: Die Analyse wurde auch in Deutsch veröffentlicht.

nevergreedy.substack.com

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! 😊

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