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@steve_btcfo "InPost $INPST is developing a parcel lockers business across Europe that legacy carriers can't compete effectively with. For conventional operators to respond to InPosts success; they would have to spend huge amounts of capital to deploy an APM network and then duplicate their fixed costs while cannibalising volumes from one network to feed another. Effectively moving their higher margin legacy customers over to a lower margin killing their profits. Highly recommend reading Granular Capital thesis below. At current stock price I have expected 5yr CAGR well over 30%"
X Link @steve_btcfo 2025-10-17T20:30Z XXX followers, XXX engagements

"Shorter term I see InPost $INPST solidifying their #1 position across Poland France UK including with more partnerships and fill-in acquisitions as needed to optimise logistic operations. This will involve large roll-out of lockers across all current countries. I also see them expanding more into Italy where they currently have a toe hold but much work to do. Likely also another country though which js anyone's guess. Maybe Germany Desirable with such a large market and high level of apartment living. I also expect them to continue encouraging loyalty to the InPost brand itself through"
X Link @steve_btcfo 2025-10-17T22:12Z XXX followers, XXX engagements

"People not paying attention to the Canadian treasury space are missing some excellent management: $LQWD $BLGV and $PNXPF are all at different stages of their journey but they are executing sharply"
X Link @steve_btcfo 2025-07-15T20:08Z XXX followers, 1230 engagements

"After sitting on the sidelines for years Ive finally opened a position in Prada Group ($1913.HK / $PRDSY). Management are executing well in a tough luxury environment. Pradas core brand has stabilised (similar to peers like LVMH) while Miu Miu continues to grow rapidly (+41% YTD). The Versace acquisition is set to close by year-end following EU approval a few weeks ago adding another strong label to Prada portfolio. The numbers are compelling: ROIC: XX% (& ROIIC: 37%) FWD FCF Yield: X% FWD EV/EBITDA: XXX Earnings are expected to accelerate significantly post-Versace supported by integration"
X Link @steve_btcfo 2025-10-23T13:38Z XXX followers, XXX engagements

"Prada $PRDSY is trading at a steep discount to peers weighed down by the pending Versace acquisition (closing in weeks). - Dislocation should correct over time. - One of the worlds most prestigious luxury houses - One of the fastest-growing brands (Miu Miu) - Buying Versace near brand value (execution risk but strong management track record) - ROIC XX% FCF Yield X% Despite that Prada still trades at historically low multiples. Meanwhile the rest of the sector including LVMH $MC Kering $KER (Kering) and even long-beleaguered Ferragamo $SFER are already re-rating as the China luxury downturn"
X Link @steve_btcfo 2025-10-24T12:34Z XXX followers, XXX engagements