@Szew_invest Avatar @Szew_invest Szew

Szew posts on X about update, in the, $intr, the year the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 39.05% stocks 28.57% cryptocurrencies 16.19% countries 9.52% fashion brands 1.9% exchanges 1.9% social networks 0.95% technology brands 0.95% currencies 0.95%

Social topic influence update 21.9%, in the 17.14%, $intr 14.29%, the year 12.38%, investment 10.48%, $kspi 9.52%, stocks 9.52%, business 8.57%, $exae 8.57%, share 8.57%

Top accounts mentioned or mentioned by @boersenhaendler @joinyellowbrick @plan0815 @albrt23 @alexeliasson @wikifolio @sebinv @dantarktis @aktionaer @aktienfinder @burningbyte @boersentreffen @midefiles @dantes_wang @chain_alphax

Top assets mentioned Interlay (INTR) Kaspi.kz Joint Stock Company (KSPI) GoDaddy, Inc. (GDDY) NuCypher (NU) Nasdaq Inc (NDAQ) Xphere (XP) Decentral Games ICE (ICE) StoneCo Ltd. Class A Common Shares (STNE) PagSeguro Digital Ltd. (PAGS) ASE Technology Holding Co., Ltd. (ASX) Angi Inc. Class A Common Stock (ANGI) VALE S.A. (VALE)

Top Social Posts

Top posts by engagements in the last [--] hours

"Weekly portfolio update of my wikifolio (February [--] 2026) In the past trading week we saw very strong sell-offs especially in digital business models which also affected the wikifolio (-3.8%) which had its worst trading week in ten months. The MSCI World (+0.7%) even managed to gain ground. Since the start of the year the wiki (-2.6%) has lagged behind the MSCI World (+1.1%) after fees. In last week's report I already wrote about the AI fear surrounding many stocks and this has accelerated further this week with the Anthropic update. The weakness in the software sector has also affected the"
X Link 2026-02-07T08:16Z [----] followers, [----] engagements

"Portfolio Update: new: $KGH.WA bought more: $INTR $EUK3.DE $KSPI sold: $HSBK.l $XP $NBG6.DE"
X Link 2025-02-08T13:35Z [----] followers, [----] engagements

"I have made an analysis of the valuation of the exchange operator stocks and it shows well why I prefer $EXAE $BOLSAA $GPW and B3SA3. It is also interesting to note that the major operators are all valued at an EV/EBIT of [--] $NDAQ $ICE $X.TO $LSEG Not only is the valuation lower for my picks but expectations are also rather low as growth has recently been significantly stronger than forecast. https://twitter.com/i/web/status/1923775425404080555 https://twitter.com/i/web/status/1923775425404080555"
X Link 2025-05-17T16:19Z [----] followers, [----] engagements

"One of my watchlist companies $hem.st is currently experiencing what it feels like when the stock market perception changes from a perfect growth company to a problem child. Unfortunately the share is still too expensive but perhaps the market is exaggerating on the downside"
X Link 2025-06-05T08:02Z [----] followers, [----] engagements

"Portfolio update I added a new pillar to the portfolio this week: e-commerce. I purchased three stocks. In the update you can read about which stocks I chose and why. https://substacktools.com/sharex/bhlEPmxf https://substacktools.com/sharex/bhlEPmxf"
X Link 2025-07-08T13:27Z [----] followers, [----] engagements

"Great thread by @alexeliasson . Yesterday I also established a position with the Singaporean broker $TIGR after last investing here almost five years ago. Tiger had a few hurdles to overcome in the meantime but things are looking good again at the moment. More on the background in my next weekly report. Tiger Brokers $TIGR 🐯 Q1: Revenue: +68% Operating Profit: +203% Operating Margin: 38% (17 p.p.) OPEX-to-Revenue: ATL (and declining) ARPU: +35% 📊Trading Volume: +155% 👪Customers: +24% 💷Customer Assets: 40% P/E 12x NTM is probably too cheap. A short 🧵👇 https://t.co/4OlbGlNL7V Tiger"
X Link 2025-07-22T12:29Z [----] followers, [----] engagements

"Call me crazy but the more I look into the $Zal.de Zalando case the more convinced I am and the more I could increase my position. In summary: Europe's dominant fashion e-commerce platform (52 million customers) with EV/EBIT25e [--] EV/EBIT26e 9; EV/EBIT27 6"
X Link 2025-07-26T14:12Z [----] followers, [----] engagements

"I published a new blog post today. It's about how $GDDY is building up the agentic AI toll booth unnoticed by the stock market. And how $IOS is using EU regulations to generate additional revenue. The stock market is pricing both companies as AI losers while these initiatives could make them among the biggest winners if successful. https://substacktools.com/sharex/5_Au79RZ https://substacktools.com/sharex/5_Au79RZ"
X Link 2026-01-20T17:10Z [----] followers, [----] engagements

"The $GDDY investment case in [--] images: [--]. The share price plummets by 56% in one year because the market thinks websites will soon be obsolete as only AI agents will be in use"
X Link 2026-02-12T12:40Z [----] followers, [----] engagements

"2. Since its IPO [--] years ago $GDDY has been a quality compounder increasing its revenue every year and according to forecasts is set to continue doing so in the coming years"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements

"7. Instead of AI reducing the number of websites it will increase it significantly because vibecoding makes projects easier and faster to implement which is likely to accelerate growth (Jevons Paradox). Source: http://DNIB.com http://DNIB.com"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements

"8. With ANS $GDDY has the biggest joker in its hand to become the phone book of AI agents. Should GoDaddy win this huge high-margin market the company could grow to a whole new level and find itself in an advantageous position"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements

"My analysis of the most important stock exchange operators is finally online. I hope you like it $ICE $NDAQ b3sa3 $gpw $jse $x.to $asx $lseg $enx https://substacktools.com/sharex/iwarB5Cb https://substacktools.com/sharex/iwarB5Cb"
X Link 2025-09-11T18:07Z [----] followers, [----] engagements

"I have just published my free analysis of $Angi a permanent turnaround candidate. In that short analysis you can read why I believe that this time it could really work out. https://substacktools.com/sharex/Jg-WNUzn https://substacktools.com/sharex/Jg-WNUzn"
X Link 2025-11-16T16:21Z [----] followers, [----] engagements

"$hem.st Hemnet down another -40% since this post. And for me it's still not a bargain. It's a good example of how high growth always normalizes at some point and the valuation has to be corrected. One of my watchlist companies $hem.st is currently experiencing what it feels like when the stock market perception changes from a perfect growth company to a problem child. Unfortunately the share is still too expensive but perhaps the market is exaggerating on the downside. One of my watchlist companies $hem.st is currently experiencing what it feels like when the stock market perception changes"
X Link 2025-11-25T09:43Z [----] followers, [----] engagements

"$GDDY $IOS I published a new blog post today. It's about how $GDDY is building up the agentic AI toll booth unnoticed by the stock market. And how $IOS is using EU regulations to generate additional revenue. The stock market is pricing both companies as AI losers while these initiatives I published a new blog post today. It's about how $GDDY is building up the agentic AI toll booth unnoticed by the stock market. And how $IOS is using EU regulations to generate additional revenue. The stock market is pricing both companies as AI losers while these initiatives"
X Link 2026-01-21T16:01Z [----] followers, [----] engagements

"@AlbRt23 That is what I mean among other things when I say that platform business models were also sold off here and I do not consider this to be justified at Hypoport either. However the initial sell-off three weeks ago was due to weak Q4 transaction figures"
X Link 2026-02-07T21:48Z [----] followers, [--] engagements

"3. Not only has $GDDY increased its EBIT every year it has also improved its EBIT margin year after year and is expected to continue that trend"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements

"4. The situation is similar with FCF: $GDDY is a cash machine asset light with a very high cash conversion"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements

"5. With a NTM valuation of EV/EBIT [--] (GAAP) and EV/FCF of [--] (including SBC) or EV/FCF of [--] (excluding SBC) $GDDY is trading at its cheapest level since its IPO"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements

"6. With AIRO $GDDY has developed its own AI suite which not only simplifies business for customers but also drives revenue and margins and has a clear lock-in effect that should make the business even more stable"
X Link 2026-02-12T12:40Z [----] followers, [---] engagements

"@plan0815 Nach Q3 hatte man verwssert [----] mio aktien (unverwssert 1355). Man hat in den ersten drei Quartalen [--] Mio Aktien zurckgekauft. Zum Jahresstart [----] waren es noch verwssert [----] (unverwssert 1412)"
X Link 2026-02-12T20:14Z [----] followers, [--] engagements

"$Nu has 3x the customers of $intr / $inbr32 it has 3x the deposits 3x the loanbook 3x the investment accounts 3x the linkedin followers 3x the app downloads 3x the pix marketshare. Growths is similar Nubanks loanbook much riskier but it is valued 28x of $intr 🤷🏼♂"
X Link 2025-01-01T21:47Z [----] followers, [----] engagements

"$Nu vs $intr The riskier loanbook of NU is reflected in the higher default rates. Inter&co with its diversified creditbase is much more resilient"
X Link 2025-01-02T09:08Z [----] followers, [----] engagements

"3. EXAE is the last listed independent stock exchange in land all the others belong to Nasdaq Euronext Deutsche Brse or SIX Group. It is a question of time when its bought and I think Euronext will make it"
X Link 2025-01-03T09:33Z [----] followers, [----] engagements

"Full analysis here: https://szew.substack.com/p/hellenic-exchanges-investmentcase https://szew.substack.com/p/hellenic-exchanges-investmentcase"
X Link 2025-01-03T09:33Z [----] followers, [----] engagements

"Current Stock Portfolio: $EXAE.AT Hellenic Exchanges $EUK3.DE Eurokai $KTN.DE Kontron $INTR Inter&co $B3SA3 Brasil Bolsa $BOLSAA Bolsa Mexico $GPW.WA $VALE $VAR Var Energi $PBR.A Petrobras $XP $KSPI Kaspi $EC Ecopetrol $NBG6.DE Nrnberger Beteiligungen $CIB Bancolombia $CGM.PA Cegedim $PKN.WA Orlen $GMEXICOB Grupo Mexico $JSE.JO $HSBK.L Halyk Bank https://twitter.com/i/web/status/1876345760209350866 https://twitter.com/i/web/status/1876345760209350866"
X Link 2025-01-06T19:11Z [----] followers, [----] engagements

"Today I made the Brazilian digital bank Inter&co $INTR / INBR32 my largest position on par with $EXAE I see Inter as my most offensive position with multibagger potential. I had already analysed $INTR in relation to $NU in my blog earlier this year since then I have gone even deeper and see a very good risk/reward ratio. Here are my top [--] reasons to buy + the biggest risk https://twitter.com/i/web/status/1878824165425152346 https://twitter.com/i/web/status/1878824165425152346"
X Link 2025-01-13T15:19Z [----] followers, 31.5K engagements

"1. In absolute terms with a P/E ratio of [--] sales growth of over 20% and profit growth of over 25% for many years to come the company is favourably valued. The ambitions to increase both the number of customers and profitability for the next years are in place the company is confident of achieving these targets and has delivered so far"
X Link 2025-01-13T15:19Z [----] followers, [----] engagements

"2. In many metrics such as number of customers app downloads market share at PIX deposits loanbook social media follower $NU is only 3x as large in some areas even smaller than $INTR but 28x as expensive in terms of market cap. More about the comparison with Nu in the blog: https://szew.substack.com/p/inter-and-co-vs-nubank2 https://szew.substack.com/p/inter-and-co-vs-nubank2"
X Link 2025-01-13T15:19Z [----] followers, [----] engagements

"Biggest Risk: Like Warren Buffett said: Only when the tide goes out do you discover who's been swimming naked. Banks are always more dependent on the economy and the economic situation. If this deteriorates sharply in Brazil we will see how stable Inter&co's loan book really is. But before Inter falls others will probably be hit first"
X Link 2025-01-13T15:19Z [----] followers, [----] engagements

"Inter continues to step on the gas $INTR INBR32 There have been several interesting announcements in the last two days: [--]. its own social media platform integrated into the Super App reached [--] million users [--]. a marketplace for classifieds was launched [--]. they are starting to integrate retail media into their store In my blog article I wrote: Overall you still need to get significantly more traffic to the app and give customers reasons to use it every day. Overall things are currently moving in the right direction. Setting up their own social media platform was actually a crazy idea that was"
X Link 2025-01-19T09:15Z [----] followers, [----] engagements

"I am still writing my blog post about $KSPI and there is a recent interesting interview with the CEO. Following the path of Kaspi should also be the goal of $INTR https://open.spotify.com/episode/3fzdebBLNHxJanBHtCsd6p https://open.spotify.com/episode/3fzdebBLNHxJanBHtCsd6p"
X Link 2025-01-22T22:54Z [----] followers, [----] engagements

"Today I published my detailed blog post on $KSPI. I recommend you read it in full but I know most people won't so here are my top [--] reasons for an investment into Kaspi and [--] risk"
X Link 2025-01-24T13:43Z [----] followers, 14K engagements

"If you listen to this interview of the $INTR CEO you will find a lot of similarities to $KSPI. Both CEOs took over around [--] years ago and decided to transform an insignificant bank to a digital retail bank und today are obsessed with product quality. https://open.spotify.com/episode/32odIS4Xc7SQ5reyi4SQx9 https://open.spotify.com/episode/32odIS4Xc7SQ5reyi4SQx9"
X Link 2025-01-26T15:50Z [----] followers, [----] engagements

"It's a special day for me After more than [--] years of managing my @wikifolio with a lot of passion fundamental analysis and risk/reward management today is the first day that I am leading the ranking of about [-----] investable wikifolios. There are many good investors and interesting investment approaches in wikifolio so I am honored to lead this group for at least one day"
X Link 2025-01-28T11:44Z [----] followers, [----] engagements

"$NU $INTR Q4 Update Development as expected. As $Nu is going more conservative its margin is shrinking. While $INTR has a lot of room to be more aggressive with credits its margin is rising. Margin gap will continue to narrow"
X Link 2025-02-20T22:07Z [----] followers, [----] engagements

"Yesterday I wrote a new blog post about my current third largest portfolio position: $GPW perhaps the cheapest stock exchange in the world. Here are six investment reasons and three risks"
X Link 2025-03-03T09:06Z [----] followers, 21.3K engagements

"The problem with stocks like $TTD is not that they are bad companies but that the valuation has run ahead of the company's development. Turnover has increased 12-fold between [----] and [----]. However market capitalization has increased almost 50-fold. At the same time growth prospects are lower today than in 2016"
X Link 2025-03-15T21:27Z [----] followers, [----] engagements

"Defensive stocks can also be fun. $EXAE was the first stock I presented in my substack on 04.11.24 since then the stock has gained over 30% without any news. Next week the Q4 figures are finally coming I'm looking forward to them"
X Link 2025-03-24T09:13Z [----] followers, [---] engagements

"Interesting development in my Substack Despite writing every post/newsletter in German the majority of my subscribers come from non German speaking countries. Maybe I should switch to English Whats your experience with this topic"
X Link 2025-03-26T13:52Z [----] followers, [----] engagements

"In the first quarter I was able to achieve a reasonable performance for my investors with a performance of +11.5% after management fees. In the current post on Substack you can read which stocks I currently have in my portfolio and how they performed in Q1. (link in bio)"
X Link 2025-03-31T21:33Z [----] followers, [----] engagements

"Stop me from buying more $KSPI. Current analyst estimates: P/E [--] EV/FCF [--] Div yiel 10% revenue cagr for the next three years without Turkey: +18% Net profit CAGR for the next three years: +16% +moaty business +Founder-led Of course we have a certain Kazakhstan risk but also the opportunity for further expansion. What does the market expect here"
X Link 2025-04-01T09:12Z [----] followers, 45.5K engagements

"Today I bought back a position in Hypoport $hyq.de after selling it over [--] years ago. Between 2015-2018 Hypoport was my first and so far only tenbagger I held in my portfolio for the whole time"
X Link 2025-04-02T09:49Z [----] followers, [----] engagements

"What I love about such crashes is that you can buy your best ideas which may have done too well before at a good price again. For example while I had taken a few profits on $INTR and $EXAE due to the sharp price rise I was now able to fully rebuild the position and hope to ride the upward movement again. https://twitter.com/i/web/status/1909520259637559303 https://twitter.com/i/web/status/1909520259637559303"
X Link 2025-04-08T08:14Z [----] followers, [----] engagements

"Today I bought a starting position in the $HBX Group. HBX is a spanish B2B traveltech company the leading independent bedbank valued at Just EV/FCF of 5-6 for next year and growing revenues and margins (60% EBITDA Margin) 1/5"
X Link 2025-04-11T09:12Z [----] followers, [----] engagements

"Nrnberger Beteiligungen $NBG6 looks quite tempting at [--]. I was not so optimistic in my analysis in December at [--] but now we are half a year closer to the turnaround and the price is even more favorable. 1/4 https://substacktools.com/sharex/y-ZXdijc https://substacktools.com/sharex/y-ZXdijc"
X Link 2025-04-15T18:33Z [----] followers, [----] engagements

"A new commentary by analysts was published today. Interesting: It seems to be clear that the stake in Bene Assicurazioni in which Italmobiliare $ITM.mi also holds a stake will be sold this year. I speculated about this in my analysis but it's good to read that things are now moving forward. I am curious to see what price will be achieved and whether Italmobiliare will increase its stake here. https://www.nuernberger.com/medien/pdf/investor-relations/nuernberger-solventis-research-15042025.pdf Nrnberger Beteiligungen $NBG6 looks quite tempting at [--]. I was not so optimistic in my analysis in"
X Link 2025-04-16T10:21Z [----] followers, [----] engagements

"Today I published my promised analysis of Tinexta. Tinexta is an Italian small cap operating in different digital areas like digital trust. For the next two years the company is valued with an aPE of [---] & [---] while still growing. https://substacktools.com/sharex/_h1sSlEy https://substacktools.com/sharex/_h1sSlEy"
X Link 2025-04-21T08:21Z [----] followers, 12.2K engagements

"Thank you for [---] subscribers Thanks to everyone who regularly reads likes and comments on my posts When you run a free Substack these are the rewards for your workknowing that you've helped people. Until six months ago I didn't really know about Substack and came across the platform more by chance when I was looking for a way to provide my investors on wikifolio with more background information on my investment decisions. Since my investors are from Germany the question of language didn't arise and so I wrote in German. But over time I've come to appreciate the Substack community and enjoy"
X Link 2025-04-22T18:16Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (April [--] 2025) This week we saw a major rebound on the markets with the wikifolio (+6.2%) posting significant gains and now only around 2% below its all-time high. The DAX (+5.4%) also rose more strongly. Since the start of the year the portfolio (+13.5%) is still ahead of the DAX (+12.4%) after fees. The reporting season has begun and five companies from the portfolio have already reported: Bolsa Mexicana Cegedim Grupo Mexico Vale and Var Energi. Bolsa Mexicana stood out increasing sales and profits by +17% while analysts had only forecast +5%. Thanks"
X Link 2025-04-26T06:54Z [----] followers, [----] engagements

"A bit surprising but the German investment community doesn't seem to be dead yet"
X Link 2025-04-27T18:22Z [----] followers, [----] engagements

"If you are looking for the most pessimistic management team you should definitely take a look at Eurokai $EUK9.DE"
X Link 2025-04-29T09:44Z [----] followers, [----] engagements

"Outlook for 2022: "Profit will decline slightly" Result: Profit +20% Outlook for 2024: "Profit will decline significantly" Result: Profit +69% Outlook for 2025: "Profit will decline significantly""
X Link 2025-04-29T10:31Z [----] followers, [---] engagements

"Weekly portfolio update of my wikifolio (May [--] 2025) This week the markets continued to perform well overall. However the wikifolio (+0.7%) underperformed the DAX (+3.4%) this time. Since the beginning of the year the portfolio (+14.3%) is behind the DAX (+16.3%) after fees. Two companies reported their figures this week: Eurokai and Hypoport. Eurokai posted a net profit of [-----] million in its individual financial statements (HGB) representing an increase of +135% compared with the previous year which was mainly due to the write-up of the balance sheet value for Wilhelmshaven. At the"
X Link 2025-05-03T07:43Z [----] followers, [----] engagements

"Today I published my analysis of Eurokai and I admit that the research was not fun because the corporate structure pushed me to my limits. But I am convinced that Eurokai is significantly undervalued and represents an interesting investment opportunity. https://substacktools.com/sharex/EIlyOmrP https://substacktools.com/sharex/EIlyOmrP"
X Link 2025-05-09T12:48Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (May [--] 2025) Although the past trading week was rather quiet overall the positive trend continued. The wikifolio (+2.7%) gained further ground and marked a new all-time high while the DAX (+1.7%) also performed quite well. Since the start of the year the portfolio (+17.3%) remains behind the DAX (+18.2%) after fees. This week one company from the wikifolio Brazilian stock exchange operator B3 presented its figures. B3 met expectations fairly accurately: revenue grew by +7.5% and earnings per share by +6.7% (also thanks to share buybacks). Trading in"
X Link 2025-05-10T06:55Z [----] followers, [----] engagements

"$KSPI met expectations exactly but the withdrawal of the full year guidance without Hepsiburada is a major downer. I took advantage of the favorable pre-market prices to reduce my position"
X Link 2025-05-12T11:34Z [----] followers, [----] engagements

"My blog post on the figures from $INTR INBR32 and $KSPI is now available. Take a look and read my thoughts on the individual divisions. https://substacktools.com/sharex/msSPyf9y https://substacktools.com/sharex/msSPyf9y"
X Link 2025-05-12T19:27Z [----] followers, [----] engagements

"Even though I would always choose basketball over soccer I like the idea of organizing my portfolio according to a soccer field to get an impression of whether I am perhaps too offensive or too defensive. How would that look for your portfolio"
X Link 2025-05-13T12:55Z [----] followers, [---] engagements

"$INTR INBR32 vs $NU Things turn out as expected profitability (NIM) at $INTR is on the rise while $Nu is declining. At the time of my analysis $Nu had 28x the marketcap of $intr today we are at 21x. Still a long way to go to reach my target. https://szew.substack.com/p/inter-and-co-vs-nubank Valuation comparison between Inter&co and Nubank $NU $INTR $INBR32 $STNE $PAGS https://t.co/hztAqUR9E9 https://szew.substack.com/p/inter-and-co-vs-nubank Valuation comparison between Inter&co and Nubank $NU $INTR $INBR32 $STNE $PAGS https://t.co/hztAqUR9E9"
X Link 2025-05-14T06:38Z [----] followers, [----] engagements

"$GPW.WA hit it out of the ballpark with their Q1 numbers and delivers record results with rising profitability. Revenue: 132m PLN (+12%) exp.: 128m Net Profit: 51m PLN (+26%) exp.: 316m P/E [--] with a lot of netcash Yesterday I wrote a new blog post about my current third largest portfolio position: $GPW perhaps the cheapest stock exchange in the world. Here are six investment reasons and three risks. https://t.co/NjRRbBDVgi Yesterday I wrote a new blog post about my current third largest portfolio position: $GPW perhaps the cheapest stock exchange in the world. Here are six investment reasons"
X Link 2025-05-14T17:19Z [----] followers, [----] engagements

"$TNXT.mi Tinexta reported good figures that were slightly above expectations. However the share price has already risen by +30% since the analysis three weeks ago"
X Link 2025-05-16T09:55Z [----] followers, [---] engagements

"Weekly portfolio update of my wikifolio (May [--] 2025) This trading week was also relatively quiet overall but positive. The DAX (+1.3%) continued to gain ground and the wikifolio (+1.9%) also rose with low volatility even though more than half of the companies in the wikifolio had reported their figures. Since the start of the year the portfolio (+19.5%) remains behind the DAX (+19.8%) after fees. This week Inter&co Kaspi Petrobras Hypoport Eurokai Warsaw Stock Exchange and Tinexta reported figures from the wikifolio and Nrnberger held its AGM. I have already written a separate blog post on"
X Link 2025-05-17T07:11Z [----] followers, [----] engagements

"@SeB_Inv I also like $EXAE very much they still have significant catch-up potential in terms of EBIT growth at the same time it trades in uros and you also have the takeover fantasy. I presented my case in the blog in November: https://substacktools.com/sharex/CBkHt1JC https://substacktools.com/sharex/CBkHt1JC"
X Link 2025-05-17T17:18Z [----] followers, [---] engagements

"Weekly portfolio update of my wikifolio (24.05.2025) The next rather quiet trading week is over at least it was quiet until Friday afternoon when Trump opened the next round of tariff poker and demanded 50% from the EU from June 1st. Slowly but surely he is no longer being taken in by these little games and the market has now also taken this news much more gently. Over the week the wikifolio (+0.1%) made minimal gains while the DAX (-0.9%) lost ground. Since the start of the year the portfolio (+19.7%) is back ahead of the DAX (+18.7%) after fees. There were no figures for the wikifolio"
X Link 2025-05-24T07:42Z [----] followers, [----] engagements

"$EXAE with the next strong quarter: Revenue +173% Baseprofit +315% Profit with financial gains +273% EV/EAT= [---] EV/Total Income AT = [--] (q1 annualised) Still far to cheap for a moaty business"
X Link 2025-05-26T18:20Z [----] followers, [----] engagements

"Portfolio increases tenfold in [--] years Even though I don't like to celebrate milestones today is a special day for me because my listed portfolio has now increased tenfold after fees to [----] per share in around [--] years generating a return of almost 25% per year after fees (30% before fees). Behind this development are many years a lot of work and also some setbacks. What looks like a steep development at first glance has had to endure repeated setbacks in the meantime. In the last [--] years three years ended negatively and in these [--] years the wikifolio suffered a total of [--] setbacks"
X Link 2025-05-29T07:32Z [----] followers, 15.3K engagements

"$gpw.wa is running from strength to strength. Only the share price is still asleep"
X Link 2025-05-30T17:32Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (May [--] 2025) As has been the case recently the market was focused on a single topic this week: Trump and tariffs. There was a lot of back and forth again this week with several US courts now also having a say in what can be implemented on this issue. The wikifolio (-0.2%) also felt the effects of this back and forthwhile it reached a new all-time high on Thursday morning the week ended with a small loss. The DAX (+1.8%) even managed to gain ground. Since the start of the year the portfolio (+19.4%) is again behind the DAX (+21.0%) after fees. This week"
X Link 2025-05-31T08:11Z [----] followers, [----] engagements

"$kspi conquers the next market and is becoming increasingly indispensable in the lives of Kazakhs. Were launching a new service for our partners restaurants and waiters. With Kaspi Restaurants they will be able to collect payments faster reduce staff workload and increase tips. Mikhail Lomtadze https://t.co/EphTZxiwDY co-founder and CEO: We always strive to create https://t.co/FWsJboilT5 Were launching a new service for our partners restaurants and waiters. With Kaspi Restaurants they will be able to collect payments faster reduce staff workload and increase tips. Mikhail Lomtadze"
X Link 2025-06-05T09:31Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (June [--] 2025) The trading week was once again relatively quiet with a very narrow trading range especially for the wikifolio. Over the week both the wikifolio (+0.8%) and the DAX (+1.1%) continued to gain ground. Since the start of the year the portfolio (+20.3%) is still behind the DAX (+22.3%) after fees. This week there was a repurchase of KGHM. After selling the stock in April due to the tariff uncertainties I now see an interesting opportunity with KGHM again. The price of copper especially that traded on the LME has now recovered and is close to"
X Link 2025-06-07T06:34Z [----] followers, [----] engagements

"Short ideas on Substack Anyone who has been following me for a while knows that I had a stock blog over [--] years ago where I also analyzed companies that I thought were overvalued. However this regularly led to problems because both these companies contacted me and wanted me to delete the articles and people who had invested in these companies were not happy about them either. That was one of the main reasons why I gave up the blog back then because if I'm running a free blog I want to at least be able to express my honest opinion without being threatened with legal consequences. In my"
X Link 2025-06-07T10:50Z [----] followers, [----] engagements

"Such an initial overview is helpful but it is not sufficient to assess the attractiveness of an exchange operator as these often have different business units. The most attractive business is usually the clearing house which often accounts for a high proportion of revenue has EBIT margins of often over 60% and the deepest moat. However not all exchange operators have their own clearing house and even if they do they are sometimes only part owners. In my opinion $NDAQ margins are so weak because it does not have its own clearing house in the US. The $GPW for example only holds a 33% stake in"
X Link 2025-06-08T10:56Z [----] followers, [----] engagements

"$EXAE with the next great month"
X Link 2025-06-11T10:54Z [----] followers, [---] engagements

"Eurokai has already reported strong throughput volumes for the first quarter. At yesterday's Annual General Meeting the figures for April and May were also announced showing that growth has continued to accelerate"
X Link 2025-06-12T17:20Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (June [--] 2025) This week the markets became somewhat more turbulent particularly on Friday when Israel attacked Iran. Overall the markets declined and the DAX (-3.6%) lost accordingly. In this situation the advantage of the wikifolios pillar strategy in which one pillar is designed to benefit from the risks of the other pillars became apparent. Thanks mainly to the associated sharp rise in oil prices the wikifolio (+0.0%) remained unchanged this week. At the same time the stock exchange operator pillar should also benefit from this unrest and volatility"
X Link 2025-06-14T09:13Z [----] followers, [----] engagements

"The data for Mexico appears to be out of date. $Bolsaa shows in their presentation that the number of retail accounts in Mexico has multiplied in recent years. The USA is the country with the most investors. Canada & Australia follow. I'm from Belgium Just 5% 😭 And you https://t.co/Y3HD42LAfP The USA is the country with the most investors. Canada & Australia follow. I'm from Belgium Just 5% 😭 And you https://t.co/Y3HD42LAfP"
X Link 2025-06-19T15:37Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (June [--] 2025) Overall the past week was again rather quiet. The conflict between Israel and Iran remained the focus of attention but the stock market was no longer greatly affected by it. Over the week both the wikifolio (-0.5%) and the DAX (-0.6%) lost slightly. The wikifolio has now been moving sideways in a narrow range just below its all-time high for five weeks. Since the start of the year the wiki (+19.6%) remains ahead of the DAX (+17.1%) after fees. There was no interesting news from the companies in the wikifolio this week but we are fast"
X Link 2025-06-21T10:32Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (June [--] 2025) After a temporary ceasefire in the Israel-Iran war last weekend the stock market breathed a sigh of relief this week. The DAX (+3.4%) gained significantly while the wikifolio (+2.1%) advanced somewhat less rapidly but still ended the week at an all-time high. Since the start of the year the wiki (+22.1%) remains ahead of the DAX (+21.1%) after fees. It was another quiet week for company news relating to the wikifolio. Once again the most movement was seen in the commodities sector as this is more sensitive to developments in the war."
X Link 2025-06-28T11:46Z [----] followers, [----] engagements

"And here is the takeover offer $exae https://www.globenewswire.com/news-release/2025/07/01/3108588/0/en/Euronext-statement-regarding-recent-press-speculations.html [--]. EXAE is the last listed independent stock exchange in land all the others belong to Nasdaq Euronext Deutsche Brse or SIX Group. It is a question of time when its bought and I think Euronext will make it. https://www.globenewswire.com/news-release/2025/07/01/3108588/0/en/Euronext-statement-regarding-recent-press-speculations.html [--]. EXAE is the last listed independent stock exchange in land all the others belong to Nasdaq"
X Link 2025-07-01T15:22Z [----] followers, [----] engagements

"@DAntarktis definitely would be a bargain for euronext but its only the first offer. I hope they will meet at around [--] 🤔"
X Link 2025-07-01T16:32Z [----] followers, [---] engagements

"Weekly update of my wikifolio (July [--] 2025) During this trading week the wikifolio (+1.4%) continued to gain ground and reached a new all-time high while the DAX (-1.4%) lost ground. Since the start of the year the wiki (+23.8%) remains ahead of the DAX (+19.5%) after fees. While things have been rather quiet in the wikifolio in recent weeks there was all the more to report this week. At the beginning of the week it was announced that Euronext intends to acquire Hellenic Exchanges and has submitted an initial offer of around [----]. I expect that a higher price will be agreed upon and the share"
X Link 2025-07-05T10:22Z [----] followers, [----] engagements

"Help Looking for a new investment idea As it is likely that I will soon have some space in my portfolio I am looking for a replacement and hope you have a few ideas that meet my criteria: Market cap: over [---] million Business: Easy to understand without specialist knowledge so no biotech semiconductors etc. Preferably platform internet software infrastructure Competition: Monopoly-like position or clear market leader Margins: As high as possible at least 15% EBIT preferably with further margin potential that has not yet been realized Growth: Constantly more than 5% above inflation Economy: As"
X Link 2025-07-05T15:55Z [----] followers, 12.1K engagements

"With the new stocks I now consider myself to be in a slightly more offensive position than before although I still believe that the defensive aspect continues to predominate"
X Link 2025-07-08T18:23Z [----] followers, [----] engagements

"Weekly portfolio update Szew Grundinvest (12 July 2025) Once again the markets were focused on tariffs and new announcements from Trump. While Brazil has got off lightly so far Trump has now announced a 50% tariff on imports from Brazil and Brazil's Lula has announced counter-tariffs. This weighed slightly on the Brazilian share of the wikifolio but over the week as a whole the wikifolio (+1.0%) continued to gain ground and reached a new all-time high although the DAX (+2.0%) performed better this week. Since the start of the year the wiki (+25.0%) remains ahead of the DAX (+21.9%) after"
X Link 2025-07-12T08:18Z [----] followers, [----] engagements

"I would like to thank you for all the interesting ideas you have contributed. I have looked through them all briefly and made a list of the most exciting ones which I will now analyse in more detail. Help Looking for a new investment idea As it is likely that I will soon have some space in my portfolio I am looking for a replacement and hope you have a few ideas that meet my criteria: Market cap: over [---] million Business: Easy to understand without specialist Help Looking for a new investment idea As it is likely that I will soon have some space in my portfolio I am looking for a replacement"
X Link 2025-07-12T12:21Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (July [--] 2025) This week was relatively quiet on the markets with both the DAX (-0.1%) and the wikifolio (-0.4%) posting slight losses. Since the start of the year the wiki (+24.5%) remains ahead of the DAX (+21.8%) after fees. This week saw three new additions Cewe Molten Ventures and HBM Healthcare and one sale Grupo Mexico. As last week I have described the background to these decisions in a separate blog post. If you missed it you can find it here: Since the article I have increased Cewe to 8% as indicated in the article to better reflect the"
X Link 2025-07-19T07:36Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (July [--] 2025) There were positive developments on the tariff issue this week. The DAX (+0.4%) and the wikifolio (+0.9%) gained ground with the wikifolio reaching a new all-time high. Since the start of the year the wiki (+25.5%) remains ahead of the DAX (+22.3%) after fees. In last week's report I wrote that I had applied for two stocks to be included in the L&S exchange and that one of them could be bought if the conditions were right. One of those stocks is now tradable but stock A has a spread of over 10% and is therefore out. Stock B is still not"
X Link 2025-07-26T10:46Z [----] followers, [----] engagements

"I have reached a huge milestone for me today. My wikifolio has more than 5.000.000 in assets under management for the first time. Many thanks to all investors for the trust they have placed in me"
X Link 2025-07-30T12:29Z [----] followers, [----] engagements

"Bought a new position to my portfolio: IP Group $ipo.l The IP Group is a venture capitalist that collaborates with the best universities in the UK and invests directly in new inventions in the fields of deep tech cleantech and life sciences"
X Link 2025-07-31T16:39Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (02.08.2025) The quarterly reporting season is now in full swing and this is also evident in the overall market where volatility is increasing. On Friday weak labor market data in the US added to the gloom giving us our worst day on the stock market in months. The wikifolio (-2.7%) also had to give up some ground but held up better than the DAX (-3.6%). Since the beginning of the year the portfolio (+22.1%) remains ahead of the DAX (+17.9%) after fees. There were a few changes to the wikifolio this week as I dissolved the commodities pillar meaning that"
X Link 2025-08-02T08:15Z [----] followers, [----] engagements

"What are your reasons for NOT buying Cewe $CWC.de European market leader in a non-cyclical business that is growing steadily at around 5%. EV/EBIT 5-6 EV/FCF [--] Div Yield over 3% rising since [--] years Share buybacks Ok it's a Kgaa structure so no takeover but what else"
X Link 2025-08-04T12:10Z [----] followers, [----] engagements

"Wow things are really moving in Poland Tax-free investment accounts and investment incentives. This should significantly increase the proportion of shareholdings in Poland and give the $GPW a boost in the long term. https://pl.linkedin.com/posts/warsaw-stock-exchange_gpw-oki-inwestowanie-activity-7358459079377272832-kX6hutm_source=li_share&utm_content=feedcontent&utm_medium=g_dt_web&utm_campaign=twitter https://pl.linkedin.com/posts/warsaw-stock-exchange_gpw-oki-inwestowanie-activity-7358459079377272832-kX6hutm_source=li_share&utm_content=feedcontent&utm_medium=g_dt_web&utm_campaign=twitter"
X Link 2025-08-05T14:51Z [----] followers, [----] engagements

"Zalando $Zal has reported its figures. Revenue +7.3% (6.3% expected) aEBIT +8.1% (+6.8% expected) The forecast has been raised (due to the Aboutyou acquisition) Revenue 25e: +15.5% (previously +6.5%) EBIT 25e: [---] million (previously [---] million) (2024: [---] million) Given the recent share price decline the market was probably expecting a miss. https://twitter.com/i/web/status/1952770250346311782 https://twitter.com/i/web/status/1952770250346311782"
X Link 2025-08-05T16:34Z [----] followers, [----] engagements

"My take on the Q2 numbers of $kspi $intr $zal https://substacktools.com/sharex/-JKacasQ https://substacktools.com/sharex/-JKacasQ"
X Link 2025-08-06T16:25Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (09.08.2025) The quarterly results week was the best week of the year for the wikifolio (+7.0%) which reached a new all-time high. However the DAX (+3.3%) also performed well this week. Since the start of the year the Wiki (+30.6%) remains ahead of the DAX (+21.9%) after fees. I have already written a blog post about the figures from Kaspi Zalando and Inter&co which can be found here: Otherwise Westwing and indirectly the IP Group also reported figures this week. At Westwing everything was in line with expectations. We should now have seen the weakest"
X Link 2025-08-09T07:09Z [----] followers, [----] engagements

"Today I sold my Westwing Position after only [--] weeks with a +60% gain. The stock had been performing well anyway but since it was mentioned yesterday as the hot stock of the week by @aktionaer it has gained another +20% since yesterday evening. That was too much for me. Portfolio update I added a new pillar to the portfolio this week: e-commerce. I purchased three stocks. In the update you can read about which stocks I chose and why. https://t.co/qDeOzBKOtL Portfolio update I added a new pillar to the portfolio this week: e-commerce. I purchased three stocks. In the update you can read about"
X Link 2025-08-14T11:28Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (August [--] 2025) The past week was fairly quiet overall but slightly positive. Both the DAX (+0.6%) and the wikifolio (+0.7%) gained slightly. Since the start of the year the wiki (+31.4%) remains ahead of the DAX (+22.6%) after fees. This week saw three sales with Delivery Hero Kaspi and Westwing and one new addition the Johannesburg Stock Exchange. Delivery Hero was added just over a month ago and is now already leaving the wikifolio. At the time of purchase the outlook was better there was a possibility that Prosus could take over Delivery Hero after"
X Link 2025-08-16T09:57Z [----] followers, [----] engagements

"$GPW.wa with Q2 numbers. Net profit +621%. 📈Rekordowe przychody historyczne notowania WIG oraz najwysza od lat aktywno inwestorw - drugi kwarta [----] roku by dla GK GPW jednym z najlepszych w historii. Wicej w komunikacie prasowym 👉 https://t.co/LmlUWn6Ke2 #GPW #WIG100000 #wynikifinansowe https://t.co/Ul9TWm4mXo 📈Rekordowe przychody historyczne notowania WIG oraz najwysza od lat aktywno inwestorw - drugi kwarta [----] roku by dla GK GPW jednym z najlepszych w historii. Wicej w komunikacie prasowym 👉 https://t.co/LmlUWn6Ke2 #GPW #WIG100000 #wynikifinansowe https://t.co/Ul9TWm4mXo"
X Link 2025-08-20T15:54Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (August [--] 2025) This trading week was more volatile in the tech sector and was influenced overall by news surrounding the negotiations in the Ukraine war and statements from the US Federal Reserve. The wikifolio (+1.7%) posted solid gains was little affected by this volatility and climbed to a new all-time high. The DAX (-0.1%) remained virtually unchanged. Since the start of the year the wiki (+33.7%) remains ahead of the DAX (+22.5%) after fees. This week saw the release of the quarterly figures for the largest holding in the wikifolio: the Polish"
X Link 2025-08-23T07:45Z [----] followers, [----] engagements

"$TIGR going from strength to strength annualised p/e of 12-13"
X Link 2025-08-27T08:24Z [----] followers, [----] engagements

"$intr vs $nu was my first post here on X. Today $intr inbr32 finally doubled but still a long way to go. Sometimes fundamental work pays off ✌🏻 Valuation comparison between Inter&co and Nubank $NU $INTR $INBR32 $STNE $PAGS https://t.co/hztAqUR9E9 Valuation comparison between Inter&co and Nubank $NU $INTR $INBR32 $STNE $PAGS https://t.co/hztAqUR9E9"
X Link 2025-08-28T16:16Z [----] followers, [----] engagements

"Weekly portfolio update of my wikifolio (August [--] 2025) The past trading week was quiet but rather negative with the DAX (-1.7%) losing slightly more ground and the wikifolio (-0.4%) also falling slightly. Since the start of the year the wiki (+33.1%) has continued to outperform the DAX (+20.4%) after fees. The focus this week was on the report from Up Fintech and Tiger Brokers. Tiger increased its revenue by +59% and its profit by as much as +757%. The number of active accounts grew by +21% and client assets rose by +36% to $52 billion. It is also interesting to note that despite the"
X Link 2025-08-30T07:58Z [----] followers, [----] engagements

"Revolut is by far the largest position of Molten Ventures $grow.l still standing in the books at $45 billion. UK's Revolut launches secondary share sale valued at $75 billion BloombergNews reports https://t.co/skmJF4IfWo https://t.co/5vDjEhTSTY UK's Revolut launches secondary share sale valued at $75 billion BloombergNews reports https://t.co/skmJF4IfWo https://t.co/5vDjEhTSTY"
X Link 2025-09-02T06:37Z [----] followers, [----] engagements

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