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@Masi_capital "@SimeonResearch_ @bigpoppastonk @tylerpar99 Well also $chg.de has made quite a few dilutions over time but arguably bought not on the expensive side. also I trust the guys backing the company (ex Danaher etc.). Also they use some debt as well. Of VHI I personally do not like the big UK exposure as well"
X Link @Masi_capital 2025-09-04T00:48Z XXX followers, XXX engagements

"@ArneUlland @Gowzican1 What is your current view on $Lifco It came down quite a lot from the peak and might be a good starting point to buy. I was about to add there and then CSU fell:) But seems as well compelling for a IRR mid teens"
X Link @Masi_capital 2025-09-25T16:24Z XXX followers, XXX engagements