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@jptissot1 "A Tale of an Asset manager who dared to get involved in Intellego and even wrote about it Long message In my last letter I mentioned that we had initiated a small position in a controversial company Intellego placing it in the "convex" segment of our portfolio. Since then we have fully exited the position; the very small remaining stake was sold over the last few days. I thought it would be valuable to share some thoughts on the experience. The reaction to that single disclosure was something I had not anticipated. I received more inbound questions and comments on this one tiny position than"
X Link @jptissot1 2025-10-09T14:06Z 4499 followers, 19.9K engagements

"🙏🙏🙏 thank you dear @Assaf_Nathan appreciate these words lot. Indeed I remember Opera and there are moreso many adventures we have in this business"
X Link @jptissot1 2025-10-10T14:49Z 4498 followers, 1864 engagements

"Shellys third-quarter preliminary results were a powerful rebuttal to the markets recent skepticism. Q32025 Revenues grew by XX% year-over-year surpassing the company's own guidance of 40%. Again Shelly is extremely consistent with the communication so this should not be a major surprise but it always is. Much of the market's doubt in my view came from a misunderstanding of Shelly's decision to refuse Amazon's unfavorable terms. Instead of seeing it as a sign of weakness I see it as a demonstration of immense pricing power and brand control which is completely missed until now by the market."
X Link @jptissot1 2025-10-08T05:34Z 4500 followers, 6279 engagements