# ![@hkeskiva Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::535139981.png) @hkeskiva Heikki Keskiväli

Heikki Keskiväli is active on social media, sharing brief comments and observations about various stocks and market trends. He recently mentioned Progressive ($PGR) and its 50-page primer on pricing theory of insurance. He also expressed concerns about the sector's peak earnings and potential for further decline.

### Engagements: [-------] [#](/creator/twitter::535139981/interactions)
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### Mentions: [--] [#](/creator/twitter::535139981/posts_active)
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### Followers: [-------] [#](/creator/twitter::535139981/followers)
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### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [currencies](/list/currencies) 

**Social topic influence**
[cash flow](/topic/cash-flow), [investment](/topic/investment), [balance sheet](/topic/balance-sheet), [$googl](/topic/$googl), [ipo](/topic/ipo), [$aapl](/topic/$aapl), [meta](/topic/meta), [jos](/topic/jos), [elon musk](/topic/elon-musk), [finland](/topic/finland)

**Top accounts mentioned or mentioned by**
[@aswathdamodaran](/creator/undefined) [@compoundpapi](/creator/undefined) [@equicompound](/creator/undefined) [@lostkeysblameh](/creator/undefined) [@profkalkyl](/creator/undefined) [@sijoituskasti](/creator/undefined) [@arhikivilahti](/creator/undefined) [@sijoittajalokas](/creator/undefined) [@gaktus2](/creator/undefined) [@kevinvandesse1](/creator/undefined) [@teemuliila](/creator/undefined) [@iikkanumminen](/creator/undefined) [@elaukkar](/creator/undefined) [@samupuro](/creator/undefined) [@omavaraisuus](/creator/undefined) [@aleksihuhta](/creator/undefined) [@inderesin](/creator/undefined) [@shanumathew93](/creator/undefined) [@renesellmann](/creator/undefined) [@bajuwandres](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Apple, Inc. (AAPL)](/topic/$aapl) [Microsoft Corp. (MSFT)](/topic/microsoft) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Autozone Inc (AZO)](/topic/autozone) [Tesla, Inc. (TSLA)](/topic/tesla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GE Vernova Inc. (GEV)](/topic/$gev) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Dash (DASH)](/topic/$dash) [Costco Hot Dog (COST)](/topic/$cost) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Decentral Games (DG)](/topic/$dg) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Plug Power, Inc. (PLUG)](/topic/$plug) [DoorDash Inc. (DASH)](/topic/doordash) [Atlassian Corporation PLC (TEAM)](/topic/$team) [IBM (IBM)](/topic/ibm) [Bank of America (BAC)](/topic/bank-of-america) [Basis Cash (BAC)](/topic/$bac) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Citigroup Inc (C)](/topic/citigroup) [Metadium (META)](/topic/$meta) [Celsius (CEL)](/topic/celsius) [Progressive Corp (PGR)](/topic/$pgr) [General Electric Company (GE)](/topic/$ge) [GE HealthCare Technologies Inc. Common Stock (GEHC)](/topic/ge-healthcare) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Costco Wholesale Corporation (COST)](/topic/costco) [Home Depot, Inc. (HD)](/topic/$hd) [Mastercard, Inc. (MA)](/topic/$ma) [Wells Fargo & Co (WFC)](/topic/$wfc) [DisChain (DIS)](/topic/$dis) [Ferrari N.V. (RACE)](/topic/$race) [DarkShield Games Studio (DKS)](/topic/$dks) [JPMorgan Chase (JPM)](/topic/$jpm) [Nokia Corporation (NOK)](/topic/$nok)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Think Exxon Valdez oil spill couldnt suck more The event gave birth to financial instruments called credit default swaps (CDS) created by JP Morgan to serve Exxons original fine of $5 billion. CDS later became a key ingredient in the global financial crisis. Thanks"  
[X Link](https://x.com/hkeskiva/status/1305866742208528386)  2020-09-15T13:51Z 32.2K followers, [--] engagements


""12% of all internet traffic is malware" - Intrusion $INTZ 3Q2020 earnings call #cybersecurity"  
[X Link](https://x.com/hkeskiva/status/1346755855757275136)  2021-01-06T09:49Z 32.2K followers, [--] engagements


"(iii) repurchasing company stock If management sees company stock as greatly undervalued it makes a lot of sense to repurchase stock (yellow) from the markets. Take Autozone $AZO that has bought back 82% of its stock in 2000-2018 for a total shareholder return of 2500%. 7/"  
[X Link](https://x.com/hkeskiva/status/1347884860388601857)  2021-01-09T12:36Z 32.9K followers, [--] engagements


"(iv) acquiring businesses Sometimes growth should be pursuit with mergers and acquisitions (M&A). Since its IPO mid-2010s Keysight Technologies $KEYS has mostly spent its earned cash on acquisitions seen here in grey. 8/"  
[X Link](https://x.com/hkeskiva/status/1347884864209612801)  2021-01-09T12:36Z 32.9K followers, [--] engagements


"As you can see from the most graphs many uses of cash exceed the actual money earned. Going back to PepsiCo the difference between these uses of cash and the operating cash flow stems from raised debt (found on balance sheet) or new share issuance. 9/"  
[X Link](https://x.com/hkeskiva/status/1347884868005453824)  2021-01-09T12:36Z 32.5K followers, [--] engagements


"I own shares of online travel agency but getting uncomfortable. There are few long-term bull cases but what if - people still spend same money on travel - less traveling abroad more domestic - less airfares more accommodation (main revenue for $BKNG) http://Booking.com http://Booking.com"  
[X Link](https://x.com/hkeskiva/status/1351610910247419909)  2021-01-19T19:22Z 32.2K followers, [--] engagements


"Always good to see some insider selling. Plug Power $PLUG CEO has sold more than $36 MUSD worth shares at $65 a piece (after getting them for less than $3 through options). Here's a picture of him after the sales"  
[X Link](https://x.com/hkeskiva/status/1352622452011102210)  2021-01-22T14:21Z 32.8K followers, [--] engagements


"Market reaction to coronavirus was much like reaction to Long-Term Capital Management (LTCM) in 1998: - long bull market hit by a shock - speculation continued with lower interest rates LTCM was a massive hedge fund with $126 BUSD in assets that almost collapsed in late 1998"  
[X Link](https://x.com/hkeskiva/status/1353331037183602689)  2021-01-24T13:17Z 32.2K followers, [--] engagements


"Cathie Wood's popular ETF Ark Innovation $ARKK: - [--] trading days between Jan 31- Feb [--] - increased Invitae $NVTA ownership by 6% or $540 MUSD - avg. daily volume of the stock [---] MUSD - ETF accounted for more than 20% of all volume Imagine them ever exiting a position"  
[X Link](https://x.com/hkeskiva/status/1362472198586257412)  2021-02-18T18:41Z 32.2K followers, [--] engagements


"No better reason for a +1700% yearly performance than negative revenue. $PLUG Power shows the way for "new economy" value investors focusing on companies with EV/SALES [--] #value #investing"  
[X Link](https://x.com/hkeskiva/status/1365307692982689797)  2021-02-26T14:28Z 32.7K followers, [--] engagements


"Powell: "We keep interest rates close to zero until at least 2024" Market: "OK boomer""  
[X Link](https://x.com/hkeskiva/status/1372462954046750720)  2021-03-18T08:20Z 32.2K followers, [--] engagements


"Interesting week ahead for Ark Innovation $ARKK 🔴hourly 20EMA $114.6 - broken 🔴hourly 50MA $119.3 - broken 🔴daily 20EMA $124.0 - broken 🔴daily 50MA $136.5 - broken 🔴weekly 20EMA $124.6 - broken 🟢weekly 50MA $98.6 🟢monthly 20EMA $87.1"  
[X Link](https://x.com/hkeskiva/status/1376404249928736768)  2021-03-29T05:22Z 32.2K followers, [--] engagements


"The higher the income statement you go the cleaner things get. That's why I like gross profit. If you invest in companies with high P/S (in pic) odds are you are better off finding your company high up this chart - not bottom"  
[X Link](https://x.com/hkeskiva/status/1377306696771506176)  2021-03-31T17:08Z 32.2K followers, [--] engagements


"Earnings per share vs. Earnings per fully diluted shares"  
[X Link](https://x.com/hkeskiva/status/1386902173527707648)  2021-04-27T04:37Z 32.2K followers, [--] engagements


"Today I learned that TransDigm $TDG supplier of highly engineered aircraft products is the sole source supplier for 80% of their revenues 🤯 Talk about product stickiness. https://transdigmgroupinc.gcs-web.com/static-files/8a83a998-4385-4c4d-8219-bb0b7c5f57e8 https://transdigmgroupinc.gcs-web.com/static-files/8a83a998-4385-4c4d-8219-bb0b7c5f57e8"  
[X Link](https://x.com/hkeskiva/status/1399948136567787520)  2021-06-02T04:37Z 32.2K followers, [--] engagements


"I wish every stock pick idea would come in such a form. Also $NKR seems interesting. It's back of the napkin or nothing. $NKR serviett-pitch: Syncrolift (skipsheiser) main business: 75% market share negativ NIBD negativ WC alt prepayments [--] capex ATH ordrelogg p 12mrd til 2024/2025: 400m sales 20-25% EBIT margin - 100m EBIT Mcap: [--] mrd EV justert for net cash: [--] mrd - 10x EBIT $NKR serviett-pitch: Syncrolift (skipsheiser) main business: 75% market share negativ NIBD negativ WC alt prepayments [--] capex ATH ordrelogg p 12mrd til 2024/2025: 400m sales 20-25% EBIT margin - 100m EBIT Mcap: [--] mrd EV"  
[X Link](https://x.com/hkeskiva/status/1400321094243033091)  2021-06-03T05:19Z 33.1K followers, [--] engagements


"@ReneSellmann $ETSY looking quite healthy on that front :)"  
[X Link](https://x.com/hkeskiva/status/1419562603144175616)  2021-07-26T07:37Z 32.6K followers, [--] engagements


"The word "adjusted" used in the latest 10-K annual reports: Amazon $AMZN 2x Apple $AAPL 13x Skillz $SKLZ 27x Nikola $NKLA 34x DoorDash $DASH 114x"  
[X Link](https://x.com/anyuser/status/1430212097854615555)  2021-08-24T16:55Z 34.4K followers, [---] engagements


"Balance sheet income statement and cash flow statement of #Enron in [----]. Always find these fascinating"  
[X Link](https://x.com/hkeskiva/status/1435827807137918979)  2021-09-09T04:50Z 32.2K followers, [--] engagements


"When you copy Charlie Munger to buy Alibaba $BABA know that 33% of his portfolio is in Wells Fargo"  
[X Link](https://x.com/hkeskiva/status/1445463606686982154)  2021-10-05T18:59Z 32.4K followers, [--] engagements


"$PAYTM How things started How things are going"  
[X Link](https://x.com/hkeskiva/status/1461258322628296707)  2021-11-18T09:01Z 33.6K followers, [--] engagements


"28/🧵 Elon Musk tweeted "Use Signal" in reference to encrypted instant messaging service. Investors didn't hesitate to jump the tip surging wrong small medical device company called Signal Advance up more than 60000% - only to collapse it later back to where it started"  
[X Link](https://x.com/hkeskiva/status/1475387160148594690)  2021-12-27T08:44Z 32.2K followers, [--] engagements


"29/🧵 Shiba Inu a cryptocurrency created as a joke to another joke crypto "Dogecoin" saw daylight in Aug'2020. One crypto wallet with about $8000 worth of shiba inu coins (13% of total supply) reached a value of about $5.7 bln one year later. What a joke. h/t @Bajuwandres"  
[X Link](https://x.com/hkeskiva/status/1475519596278943746)  2021-12-27T17:31Z 32.2K followers, [--] engagements


"Earnings per share ("EPS") for Enron and Lehman Brothers in the years leading up to their bankruptcy. Why again did we like EPS"  
[X Link](https://x.com/hkeskiva/status/1480778498528661505)  2022-01-11T05:48Z 32.2K followers, [--] engagements


"I don't think it's a good idea for investor relations to do public technical analysis on their own company. Also that's not "golden cross" it's "death cross". 😬 $PLUG"  
[X Link](https://x.com/hkeskiva/status/1480964977381027853)  2022-01-11T18:09Z 32.6K followers, [---] engagements


"Every single positive number for [----] on this income statement is a cost. Quite impressive actually -90% from ATH. Workhorse $WKHS"  
[X Link](https://x.com/hkeskiva/status/1499648006861242369)  2022-03-04T07:28Z 32.2K followers, [--] engagements


"1/🧵 Stock screeners can be very useful tools to look for new stock pick ideas. But this simple exercise with Costco $COST shows how manual process like that can also mislead an investor. Best served with a cup of 🫖"  
[X Link](https://x.com/hkeskiva/status/1503439641864814598)  2022-03-14T18:35Z 32.2K followers, [---] engagements


"As short-term rates rise refinancing short-term debt becomes quickly more expensive. Here's some SP500 companies especially vulnerable to such dynamics calculated as (short-term debt / operating income): $F Ford [---] $GM General Motors [---] $PSX Phillips [--] [---] $DE Deere 2.0"  
[X Link](https://x.com/hkeskiva/status/1512107181146972162)  2022-04-07T16:37Z 32.3K followers, [--] engagements


"Between [----] and [----] datacenter REITs ( $DLR $EQIX $CONE ) added combined $51 bln of invested capital to add $1 bln in operating income. That's 2% return on incremental invested capital. Who the hell is buying these and why"  
[X Link](https://x.com/hkeskiva/status/1549813638482997248)  2022-07-20T17:49Z 32.2K followers, [--] engagements


"Just had my first hard seltzer. Boston Beer $SAM meltdown makes all the sense now"  
[X Link](https://x.com/hkeskiva/status/1550489229658046465)  2022-07-22T14:33Z 33.1K followers, [--] engagements


"Recession is not priced in. $FDX"  
[X Link](https://x.com/hkeskiva/status/1570716624352849920)  2022-09-16T10:10Z 32.2K followers, [--] engagements


"13/🧵 Found it interesting and noteworthy that after Anadarko closing Occidental enterprise value ($78 bln) was below its fixed assets ($80 bln worth of property plant and equipment). Thats some downside protection for Mr. Buffett"  
[X Link](https://x.com/hkeskiva/status/1583144628039323648)  2022-10-20T17:14Z 33.2K followers, [--] engagements


"This makes so much more sense now. $GOOGL Youtube revenue -2% year-on-year. Holy. Youtube reportedly testing out [--] unskippable ads. https://t.co/CjAKLtGlKZ Holy. Youtube reportedly testing out [--] unskippable ads. https://t.co/CjAKLtGlKZ"  
[X Link](https://x.com/hkeskiva/status/1585141625063632896)  2022-10-26T05:29Z 32.2K followers, [--] engagements


"Apple $AAPL held pretty well against big tech headwinds. Underneath Services needs to turn this trend"  
[X Link](https://x.com/hkeskiva/status/1585870378286878720)  2022-10-28T05:45Z 32.2K followers, [--] engagements


"Home Depot $HD came out with solid defensive 3Q22. But under the hood fewer customers (transactions -4.3%) are just spending more (avg ticket +8.8%) https://ir.homedepot.com//media/Files/H/HomeDepot-IR/press-release/q3-2022-earning-release.pdf https://ir.homedepot.com//media/Files/H/HomeDepot-IR/press-release/q3-2022-earning-release.pdf"  
[X Link](https://x.com/hkeskiva/status/1592783276736794624)  2022-11-16T07:35Z 32.2K followers, [--] engagements


"EURIBOR creeping towards 35%. Lenders with 1% margin already pay 45% which is competitive alternative cost against many European dividend yields. Savings being tax-free (unlike dividends) equals dividend yield of 66%"  
[X Link](https://x.com/hkeskiva/status/1605586389894107144)  2022-12-21T15:30Z 32.2K followers, 11K engagements


"Harvia makes saunas"  
[X Link](https://x.com/hkeskiva/status/1612775492637151232)  2023-01-10T11:36Z 32.6K followers, 55.5K engagements


"Google $GOOGL has never traded above EV/GP [--] levels and when it was close in [----] it had $50 bln enterprise value. Apr'2021 Tesla $TSLA was trading at EV/GP [---] with $700 bln enterprise value. Insanity squared"  
[X Link](https://x.com/hkeskiva/status/1614995387814739968)  2023-01-16T14:38Z 32.2K followers, 40.2K engagements


"20 months later updated Enterprise Value / Gross Profit (EV/GP) multiples: Tesla 110=19 Zoom 53=5 Chipotle 44=23 DocuSign 40=6 NVIDIA 37=25 PayPal 33=7 Mastercard 33=22 Netflix 26=13 Adobe 21=10 Apple 20=13 Microsoft 18=13 Facebook 12=4 As a warm-up for Saturday's thread on gross profits select 'Enterprise Value' / 'Gross profit' (EV/GP) multiples. Tesla [---] Zoom [--] Chipotle [--] DocuSign [--] NVIDIA [--] PayPal [--] Mastercard [--] Netflix [--] Adobe [--] Apple [--] Microsoft [--] Facebook [--] As a warm-up for Saturday's thread on gross profits select 'Enterprise Value' / 'Gross profit' (EV/GP) multiples."  
[X Link](https://x.com/hkeskiva/status/1615357901396140032)  2023-01-17T14:38Z 33K followers, 18.1K engagements


"Intel $INTC just cut its quarterly gross profit in half while increasing opex +10%. Geeez 😬"  
[X Link](https://x.com/hkeskiva/status/1618724615546871809)  2023-01-26T21:36Z 32.2K followers, 18.9K engagements


"Netflix $NFLX marketing spending has stabilized around $2.5 bln but they're getting less and less bang (added members) for the buck"  
[X Link](https://x.com/hkeskiva/status/1619251562316177410)  2023-01-28T08:30Z 32.2K followers, 16.2K engagements


"What a crazy crazy day: - Nasdaq +3% - Retail market order volume exceeds peak meme volumes (JPM) - Big tech misses Apple first time in 7yrs - After-hours: $AAPL -3% $TEAM -12% $GOOGL -3% $AMZN -4%"  
[X Link](https://x.com/hkeskiva/status/1621265729789075457)  2023-02-02T21:54Z 32.2K followers, 19.6K engagements


"SP500 so far rejected at [--] weekly moving average. @MirkoHurmerinta do your magic"  
[X Link](https://x.com/hkeskiva/status/1621422484175060993)  2023-02-03T08:16Z 32.2K followers, 43.1K engagements


"Also is this what scalability is supposed to look like $DASH Revenues +35% Losses +149%"  
[X Link](https://x.com/hkeskiva/status/1626336996493873153)  2023-02-16T21:45Z 32.6K followers, [----] engagements


"Been wondering why SP500 earnings number most people quote is $22 higher than reported GAAP earnings number I prefer. This $22 diff is equivalent to $185 bln. Combined stock-based compensation of SP500 is $170 bln. Don't get why people accept non-GAAP earnings like that"  
[X Link](https://x.com/hkeskiva/status/1628844643650764800)  2023-02-23T19:50Z 32.7K followers, 13.2K engagements


"Booking $BKNG management saying all the right stuff at their 4Q2022 earnings call: "We continue to see many publicly traded companies pro forma out the very real expense associated with stock-based compensation. We strongly disagree with this approach.""  
[X Link](https://x.com/hkeskiva/status/1630669090678349824)  2023-02-28T20:39Z 32.2K followers, 10.2K engagements


"So Charles Schwab $SCHW moved between [----] and [----] total of $146b lower-yielding securities from "Available for sale" to "Held to Maturity" category. By doing so they evaded mark-to-market losses for this part as interest rates increased. Fishy timing to say the least"  
[X Link](https://x.com/hkeskiva/status/1634831574335119360)  2023-03-12T08:19Z 32.2K followers, 66.8K engagements


"@HarryHelt That's a positive. They've got $375bn in total deposits so still wiggle room for unpleasant surprises"  
[X Link](https://x.com/hkeskiva/status/1634934041710579712)  2023-03-12T15:07Z 33.2K followers, [--] engagements


"22/🧵 Bank of New York Mellon $BK 4Q22 Held-to-maturity unrealized losses $6205 mln / Tangible common equity $18017 mln = HTM losses of equity 34% https://otp.tools.investis.com/clients/us/bnymellon/SEC/sec-show.aspxFilingId=16436598&Cik=0001390777&Type=PDF&hasPdf=1 https://otp.tools.investis.com/clients/us/bnymellon/SEC/sec-show.aspxFilingId=16436598&Cik=0001390777&Type=PDF&hasPdf=1"  
[X Link](https://x.com/hkeskiva/status/1635036380706521088)  2023-03-12T21:53Z 32.2K followers, [----] engagements


"U.S. banks now get the liquidity of short duration assets with returns of long duration assets. In a steepening yield curve why would banks buy short-term assets ever again"  
[X Link](https://x.com/hkeskiva/status/1635151594563178501)  2023-03-13T05:31Z 32.2K followers, [----] engagements


"30/🧵 Metropolitan Bank Holding $MCB 4Q22 Held-to-maturity unrealized losses $73 mln / Tangible common equity $576 mln = HTM losses of equity 13% https://d18rn0p25nwr6d.cloudfront.net/CIK-0001476034/7664dad6-ec72-4962-b95f-ae0ad247a100.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001476034/7664dad6-ec72-4962-b95f-ae0ad247a100.pdf"  
[X Link](https://x.com/hkeskiva/status/1635288746563358720)  2023-03-13T14:36Z 32.2K followers, [----] engagements


"31/🧵 Fifth Third Bancorp $FITB 4Q22 Held-to-maturity unrealized losses $0 mln / Tangible common equity $12017 mln = HTM losses of equity 0% https://d18rn0p25nwr6d.cloudfront.net/CIK-0000035527/5d18659c-3b78-4dbc-9cc1-29f30dc12299.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0000035527/5d18659c-3b78-4dbc-9cc1-29f30dc12299.pdf"  
[X Link](https://x.com/hkeskiva/status/1635290237764251653)  2023-03-13T14:42Z 32.2K followers, [----] engagements


"Wells Fargo $WFC has just filed for $9.5 bln mixed shelf registration. In plain English that means preparing to access more capital"  
[X Link](https://x.com/hkeskiva/status/1635762588880367618)  2023-03-14T21:59Z 32.2K followers, 18K engagements


"Efficient markets meet First Republic $FRC stock: -17% -15% -62% +27% -21% +10% +33% -47% +29% (daily moves from Mar [--] to Mar 21)"  
[X Link](https://x.com/hkeskiva/status/1638293766443347971)  2023-03-21T21:37Z 32.2K followers, 17.4K engagements


"Costco $COST monthly sales growth figures from Dec'17"  
[X Link](https://x.com/hkeskiva/status/1645766647406538752)  2023-04-11T12:32Z 32.2K followers, [----] engagements


"In its IPO filing in [----] Google announced its intention to raise exactly $2718281828. Why That's euler's number. True geeks Page and Brin"  
[X Link](https://x.com/hkeskiva/status/1646600865292210179)  2023-04-13T19:46Z 32.2K followers, [----] engagements


"No one gets everything right all the time. Here's Francois Rochon (track 15+% for 30+ years) in [----] arguing why Google's capital allocation couldn't be more like IBM's 😅 2012-22 Invested capital per share $GOOG +$27 $IBM +$107 EBIT per share $GOOG +$4 $IBM -$10"  
[X Link](https://x.com/hkeskiva/status/1648302607473991680)  2023-04-18T12:29Z 32.2K followers, [----] engagements


"11/🧵 Next up pilgrimage within a pilgrimage; the home of Warren Buffett 5-bedroom house he purchased for $31500 in 1958"  
[X Link](https://x.com/hkeskiva/status/1654663262305230848)  2023-05-06T01:43Z 33K followers, 21.8K engagements


"12/🧵 Part of the trip is also obviously to get to know better first-hand some great American companies such as Chipotle $CMG. Gross margin 25% Net margin 10% ROA 15% EV/Sales [---] P/E 55"  
[X Link](https://x.com/hkeskiva/status/1654665003662802944)  2023-05-06T01:50Z 33K followers, 10.9K engagements


"Big fan of simplicity. Big fan of Lamb Weston's $LW slogan"  
[X Link](https://x.com/hkeskiva/status/1656208451150974977)  2023-05-10T08:04Z 32.2K followers, [----] engagements


"Home Depot $HD tulosvaroitus 1Q23-tuloksen yhteydess: - liikevoitto-% 14.5% = 14.0-14.3% - liikevaihto 0% = (-2)-(-5)% "We observed more broad-based pressure across the business compared to when we reported fourth quarter results a few months ago" https://ir.homedepot.com//media/Files/H/HomeDepot-IR/press-release/q1-2023-earning-release.pdf https://ir.homedepot.com//media/Files/H/HomeDepot-IR/press-release/q1-2023-earning-release.pdf"  
[X Link](https://x.com/hkeskiva/status/1658416708330168320)  2023-05-16T10:18Z 31.8K followers, 13.7K engagements


"Walmart $WMT shows why defensive businesses are called defensive. Note: defensive business defensive valuation"  
[X Link](https://x.com/hkeskiva/status/1659170114975985668)  2023-05-18T12:12Z 31.6K followers, [----] engagements


"Simply love it when company decides to break down such things as part of their earnings release. This one table by AutoZone $AZO explains the beauty of the business model"  
[X Link](https://x.com/hkeskiva/status/1661948532482363392)  2023-05-26T04:13Z 32K followers, [----] engagements


"@Raitziger Kiinnostunut ostomieless Sama tll en itsekn. Kuitenkin peilin laajempaan ilmin vaikuttaa aika seuraamisen arvoiselta"  
[X Link](https://x.com/hkeskiva/status/1665255575322542081)  2023-06-04T07:14Z 30K followers, [----] engagements


"VR headset Vision Pro $3499 $AAPL intraday move -$108 billion"  
[X Link](https://x.com/hkeskiva/status/1665802835345252352)  2023-06-05T19:28Z 31.8K followers, 30.7K engagements


"Disney $DIS Peak earnings per share $89 Current share price $887 Price to peak earnings [--] $DIS going on [--] years with 0% return (ignoring divvy) and its still not even really cheap on peak EBIT. $DIS going on [--] years with 0% return (ignoring divvy) and its still not even really cheap on peak EBIT"  
[X Link](https://x.com/hkeskiva/status/1673596777042423808)  2023-06-27T07:39Z 32K followers, 16.6K engagements


"EV manufacturer Lordstown Motors $RIDE went public only [--] years ago via SPAC deal hitting $400+ share price ($65+ bln market cap) in [----]. It had no revenues. And now it's bankrupt. I know you're all shocked"  
[X Link](https://x.com/hkeskiva/status/1673980962122743820)  2023-06-28T09:05Z 32K followers, 20.2K engagements


"Micron $MU with negative gross margins for both earnings (-18%) and guidance (-13%). CEO: "We believe that the memory industry has passed its trough in revenue and we expect margins to improve as industry supply-demand balance is gradually restored.""  
[X Link](https://x.com/hkeskiva/status/1674153944400945161)  2023-06-28T20:32Z 31.8K followers, 11.2K engagements


"Worlds largest semiconductor company Taiwan Semiconductor Manufacturing $TSM is kind enough to release monthly sales figures. Month of June out. https://pr.tsmc.com/english/news/3037 https://pr.tsmc.com/english/news/3037"  
[X Link](https://x.com/hkeskiva/status/1678283754970705920)  2023-07-10T06:03Z 31.8K followers, 23.7K engagements


"Bank of America $BAC 2Q23 - net income $7.4 bln up 19% yoy - consumer card spend $226 bln up 3% yoy Nearly all of net income eaten up by $106 bln in HTM unrealized losses +$6 bln from March vs. $190 bln Tier [--] equity. Wonder why HTM losses buried in supplemental info"  
[X Link](https://x.com/hkeskiva/status/1681263179555385348)  2023-07-18T11:22Z 31.7K followers, 17.7K engagements


"Charles Schwab $SCHW 2Q23: - net income $1.3 bln down -28% yoy - bank deposits -7% qoq -31% yoy - net interest yield improved from 1.67% year ago to 1.87% but asset base this yield is earned for down -40%"  
[X Link](https://x.com/hkeskiva/status/1681288857965195265)  2023-07-18T13:04Z 31.8K followers, [----] engagements


"Credit card company Discover Financial Services $DFS 2Q23 with delinquency rates doubling yoy -13% after hours"  
[X Link](https://x.com/hkeskiva/status/1681781213499912196)  2023-07-19T21:41Z 32K followers, [----] engagements


"$POOL worlds largest wholesale distributor of swimming pools providing some insight into the US housing market. Housing is less affordable but rich can still build their high-end houses which is maintaining demand. Anyone with a good source of data to validate"  
[X Link](https://x.com/hkeskiva/status/1683166584876023810)  2023-07-23T17:26Z 31.7K followers, [----] engagements


"Ferrari income statement is a thing of beauty. R&D 13% of revenues for a car company 🤌 $RACE"  
[X Link](https://x.com/hkeskiva/status/1686755944317718528)  2023-08-02T15:08Z 31.8K followers, 21.8K engagements


"AT&T $T has gone nowhere in [--] years. Cumulative numbers since 1993: - net income $241 bln - free cash flow $353 bln - dividends $223 bln - acquisitions $188 bln"  
[X Link](https://x.com/hkeskiva/status/1687076347288440832)  2023-08-03T12:22Z 30K followers, 13.9K engagements


"CEO of Cognex $CGNX business conditions we are experiencing continue to weaken further. .ongoing softness in e-commerce logistics and weaker demand from our factory automation customers particularly in the consumer electronics and semiconductor capital equipment markets.""  
[X Link](https://x.com/hkeskiva/status/1687181976560640001)  2023-08-03T19:21Z 32K followers, [----] engagements


"@EquiCompound Another excellent summary of $FND much appreciate these thank you"  
[X Link](https://x.com/hkeskiva/status/1689502898235842560)  2023-08-10T05:04Z 32.2K followers, [---] engagements


"9/🧵 Otetaan tst esimerkkein UnitedHealth ja Tenet Healthcare joilla molemmilla kirjoitushetkell karkeasti sama P/E 21-22. Oheinen taulukko vertaa tuloksia markkina-arvoihin sek nettovelat huomioiviin yritysarvoihin. Velat huomioivat tuotot eroavat valtavasti toisistaan"  
[X Link](https://x.com/hkeskiva/status/1690244527347453952)  2023-08-12T06:11Z 30.7K followers, [--] engagements


"17/🧵 Viimeisen tappiolliset yhtit joiden kanssa P/E menee tyystin mutkalle. Joskus taipaleensa alkuvaiheessa olevat yhtit eivt ole viel kntyneet kannattaviksi. Nm voivat silti olla erinomaisia sijoituskohteita kuten Qt ja sen tappiollinen [----] tilinpts osoittaa"  
[X Link](https://x.com/hkeskiva/status/1690244553847017473)  2023-08-12T06:11Z 31.6K followers, [--] engagements


"18/🧵 Yhtin tappiollisuus ei tietenkn ole mikn yleismaailmallinen hyve. Sijoittajia tuskin lmmitti ett shkautoyhti Lordstown Motors ei ikin tehnyt voittoa ennen vuoden [----] konkurssia"  
[X Link](https://x.com/hkeskiva/status/1690244556346798083)  2023-08-12T06:11Z 31.6K followers, [--] engagements


"Floor & Decor $FND lowered [----] existing home sales estimate by -12.5% from previous quarter: "We now expect to exit [----] around 4.1-4.3 mln units and remain near record lows. This unit level is below our previous [----] exit rate assumption of 4.7-4.9 mln units annualized.""  
[X Link](https://x.com/hkeskiva/status/1691530529844137986)  2023-08-15T19:21Z 32K followers, [----] engagements


"Thinking about the odds of this setup: - either Nasdaq valuations are too high and need to just - or real yields need to come down a lot (note inverse red axis) which would mean lower inflation and/or recession both of which would be bad for the E in Nasdaq P/E"  
[X Link](https://x.com/hkeskiva/status/1692154307183821081)  2023-08-17T12:40Z 30.7K followers, [----] engagements


"While Dick's Sporting Goods $DKS saw sales increase +3.5% year-on-year operating income saw a massive -32% drop year-on-year. If retailers slip into negative growth territory things can turn ugly fast"  
[X Link](https://x.com/hkeskiva/status/1694267984771162566)  2023-08-23T08:39Z 30K followers, [----] engagements


"Add Foot Locker $FL to the party: - Sales down 9.9% - Lowers [----] sales and earnings guidance - Pauses dividend "broadly in line with our expectations despite the still-tough consumer backdrop. However we did see a softening in trends in July" Stock -30%"  
[X Link](https://x.com/hkeskiva/status/1694433941397086668)  2023-08-23T19:38Z 30.7K followers, [----] engagements


"Citigroup $C around lowest levels since [----]. What are the headlines missing"  
[X Link](https://x.com/hkeskiva/status/1695165908119965822)  2023-08-25T20:07Z 30.7K followers, [----] engagements


"The only stablecoin I trust"  
[X Link](https://x.com/hkeskiva/status/1696496418670706999)  2023-08-29T12:14Z 30.7K followers, [----] engagements


"Dollar General $DG on track for another 10+% daily decline due to reduced outlook: "The macroeconomic environment is more challenging than previously anticipated which the Company believes is having a significant impact on customers spending levels and behaviors""  
[X Link](https://x.com/hkeskiva/status/1697244124779569608)  2023-08-31T13:45Z 31.8K followers, 11K engagements


"1/🧵 The Dean of Valuation Aswath Damodaran doubled his $META position around $90 (on Nov [--] 2022) because of compelling valuation. The stock is up more than +200% since then. Lets look at the set of assumptions he made to conclude the stock was undervalued. 🫖"  
[X Link](https://x.com/hkeskiva/status/1700175867450658888)  2023-09-08T15:54Z 32K followers, 46.1K engagements


"2/🧵 To start Damodaran is quick to point out that much of the downward pressure on the stock was attributable to dual class shares and the setups effective outcome: Facebook I argued is a corporate autocracy with Mark Zuckerberg at its helm"  
[X Link](https://x.com/hkeskiva/status/1700175870281863460)  2023-09-08T15:54Z 30.7K followers, [----] engagements


"12/🧵 Aswath Damodaran was not alone with his assessment. Bireme Capital ( @evantindell ) Nov [--] 2022: At current prices around $110 per share we think Meta Platforms is one of the best investment opportunities we have seen in our careers"  
[X Link](https://x.com/hkeskiva/status/1700175896945086729)  2023-09-08T15:54Z 30K followers, [----] engagements


"13/🧵 Its noteworthy that around same time Jim Cramer was crying over $META performance on CNBC"  
[X Link](https://x.com/hkeskiva/status/1700175899449004272)  2023-09-08T15:54Z 30.7K followers, [----] engagements


"15/🧵 If you want Damodaran to explain this all as a video lecture you may check it here"  
[X Link](https://x.com/hkeskiva/status/1700175905463713832)  2023-09-08T15:54Z 30.7K followers, [---] engagements


"16/🧵 For more $META content @borrowed_ideas provides great insights. https://x.com/borrowed_ideas/status/1620980960610390016s=20 $META 4Q'22 Update What a difference three months makes Meta stock almost doubled from late October to today [----] is suddenly the "Year of Efficiency" Zuck's tone was markedly different tonight. Here's my highlights from tonight's earnings call. https://x.com/borrowed_ideas/status/1620980960610390016s=20 $META 4Q'22 Update What a difference three months makes Meta stock almost doubled from late October to today [----] is suddenly the "Year of Efficiency" Zuck's tone"  
[X Link](https://x.com/hkeskiva/status/1700175907850186967)  2023-09-08T15:54Z 32.2K followers, [----] engagements


"@GordonJohnson19 From banks larger than $5 bln in market cap Citigroup $C stands out - and not in a good way"  
[X Link](https://x.com/hkeskiva/status/1700479147863068923)  2023-09-09T11:59Z 30.7K followers, [----] engagements


"Why are Citigroup $C assets priced so low Standing out from some questionable company of regionals"  
[X Link](https://x.com/hkeskiva/status/1701299819367506058)  2023-09-11T18:21Z 30.7K followers, [----] engagements


""What I can tell you is that we will always sell one car less than the market demand." - Ferrari CEO in Q2 earnings call $RACE"  
[X Link](https://x.com/hkeskiva/status/1701502152521449940)  2023-09-12T07:45Z 30.7K followers, 25.6K engagements


"When Apple $AAPL had China growth scare in [----] it was trading at EV/EBIT [--] real 10Y yields were zero and Buffett was loading the truck. Now 10Y real yields 2% and EV/EBIT 3x as much at [--]. Very different odds"  
[X Link](https://x.com/hkeskiva/status/1701659942288252944)  2023-09-12T18:12Z 31.8K followers, 14.8K engagements


"1/🧵 Aswath Damodaran recently estimated NVIDIA's stock fair value at $240 (today $455). He's owned NVIDIA stock since [----] but has now halved his position. Heres the valuation logic he applied in valuing this hugely popular AI company. 🫖"  
[X Link](https://x.com/hkeskiva/status/1701998976243847182)  2023-09-13T16:39Z 30.1K followers, [---] engagements


"6/🧵 To continue with the big picture: semiconductor companies have enjoyed long periods of glory interspersed with periods of pain in markets"  
[X Link](https://x.com/hkeskiva/status/1701998991192346979)  2023-09-13T16:39Z 32K followers, [----] engagements


"7/🧵 These cycles have meant volatile times for the leading companies: In the table below the top ten semiconductor companies in terms of revenues. Only two companies from the [----] list (Intel $INTX and Texas Instruments $TXN) have made the latest list"  
[X Link](https://x.com/hkeskiva/status/1701998993964781678)  2023-09-13T16:39Z 32K followers, [----] engagements


"8/🧵 Then time to move to $NVDA. Two impressive components: 1) maintained impressive growth even as the industry saw a slowing of revenue growth (well-timed bets on gaming and crypto) 2) growth accompanied not just with profits but with above-average profitability"  
[X Link](https://x.com/hkeskiva/status/1701998996670107730)  2023-09-13T16:39Z 30.7K followers, [--] engagements


"16/🧵 Profitability assumption: NVIDIA will deliver higher margins than its peer group. While my target R&D adjusted margin of 40% may look high it is worth remembering that the company delivered 42.5% as margin in [----] and 38.4% as margin in 2021"  
[X Link](https://x.com/hkeskiva/status/1701999021735243890)  2023-09-13T16:39Z 30.7K followers, [---] engagements


"17/🧵 Investment Efficiency: - In [----] generated $0.65 in revenues for every $ of capital invested (incl. investment in R&D) - With payoff from past investments sales to invested capital assumed to approach global industry median ($1.15 in revenues for every $ invested)"  
[X Link](https://x.com/hkeskiva/status/1701999024411234524)  2023-09-13T16:39Z 30K followers, [---] engagements


"Jinxing it since 1980s"  
[X Link](https://x.com/hkeskiva/status/1703770870932492587)  2023-09-18T14:00Z 30.7K followers, [----] engagements


"Quickly growing Swedish companies. Five-year average of free cash flow growth per share: Mips 95% Evolution 80% Prevas 72% Orron Energy 69% Sinch 65% Clas Ohlson 62% EQT 60% Swedencare 57% Ericsson 56% Sdiptech 54% Humana 50% NP3 Fastigheter 49% Stillfront Group 46% AcadeMedia 46% Teqnion 46% Karnov Group 45% Starbreeze 45% Lime Technologies 42% AddLife 41% Fortnox 40% Source: Gurufocus More listings 👉 follow @hkeskiva Wishes for lists 👉 comment below"  
[X Link](https://x.com/hkeskiva/status/1704082796430438828)  2023-09-19T10:39Z 30.7K followers, 24.6K engagements


"My Father's Business ( $DG origin story ): "Look out if you're about to hire somebody who plays golf. It takes too much time. And be careful if you're about to hire somebody who fishes. That takes too much time. And if you ever hire anybody who does both I will fire you.""  
[X Link](https://x.com/hkeskiva/status/1704556780833943803)  2023-09-20T18:03Z 31.8K followers, [----] engagements


"Soft landing actually took place in [----]. SP500 had then P/E of [--]. Now market pricing the same outcome with P/E [--]. It better come"  
[X Link](https://x.com/hkeskiva/status/1706285242095481171)  2023-09-25T12:31Z 30K followers, 13K engagements


"All the wealth creation since then and they were so close not buying it. "I almost blew the See's purchase. The seller was asking $30 million and I was adamant about not going above $25 million. Fortunately he caved." - Buffett in [----] shareholder letter"  
[X Link](https://x.com/hkeskiva/status/1706379037776511431)  2023-09-25T18:44Z 30K followers, 22.5K engagements


"What does he know"  
[X Link](https://x.com/hkeskiva/status/1706643278857429422)  2023-09-26T12:14Z 30.7K followers, 23.6K engagements


"Floor & Decor $FND year-on-year change in revenues (white) heavily led by existing home sales (blue)"  
[X Link](https://x.com/hkeskiva/status/1707100038508560576)  2023-09-27T18:29Z 32K followers, [----] engagements


"Just too funny that 44-year old man from Vantaa Finland is behind this AI-generated influencer. Also any influencer relying solely on his/her looks - thoughts and prayers"  
[X Link](https://x.com/hkeskiva/status/1708821129232859364)  2023-10-02T12:28Z 30K followers, 11.6K engagements


"Some large companies ($10+ bln) trading well below their 52-week highs: Dollar General $DG -60% Adyen -56% Estee Lauder -50% Delivery Hero -50% Sea -50% Orsted -47% NIBE -44% Charles Schwab $SCHW -40% Target $TGT -40% Neste -38% Dollar Tree $DLTR -37% Vestas Wind -32% CVS -32%"  
[X Link](https://x.com/hkeskiva/status/1712341585294229645)  2023-10-12T05:37Z 32.6K followers, 12.2K engagements


"JPMorgan's daily candle to strong results $JPM"  
[X Link](https://x.com/hkeskiva/status/1713531827804110866)  2023-10-15T12:26Z 31.6K followers, 13.5K engagements


"U.S. micro caps $IWC trading at levels reached first time in late 2017"  
[X Link](https://x.com/hkeskiva/status/1714701961952453073)  2023-10-18T17:56Z 33.6K followers, [----] engagements


"Tesla 3Q23 yoy Revenue +9% Gross income -22% Opex +43% Ebit -52% Net income -44% P/S [--] 🫡"  
[X Link](https://x.com/hkeskiva/status/1714744926242505033)  2023-10-18T20:47Z 29.9K followers, 21.4K engagements


"Weird how glad I am that Buffett & Munger have stayed around to witness post-ZIRP world. Buffett on negative interest rates: They puzzle me but they don't scare me"  
[X Link](https://x.com/hkeskiva/status/1715308192693920062)  2023-10-20T10:05Z 30K followers, [----] engagements


"NVIDIA CEO Jensen in Acquired podcast about whether he'd do it again start the company: "I wouldnt do it. The reason why I wouldnt do it and it goes back to why its so hard is building a company and building Nvidia turned out to have been a million times harder than I expected it to be any of us expected it to be. At that time if we realized the pain and suffering just how vulnerable youre going to feel and the challenges that youre going to endure the embarrassment and the shame and the list of all the things that go wrong I dont think anybody would start a company. Nobody in their right"  
[X Link](https://x.com/hkeskiva/status/1715372610408554796)  2023-10-20T14:21Z 29.9K followers, [----] engagements


"2/🧵 Den hr versttningen har gjorts frn den ursprungliga finska trden med hjlp av ChatGPT. Denna trd r inspirerad av denna utmrkta trd - se till att flja @SleepwellCap Men nu till saken"  
[X Link](https://x.com/hkeskiva/status/1715627020967702597)  2023-10-21T07:12Z 30K followers, [----] engagements


"3/🧵 Enzo Ferrari grundade racingstallet "Scuderia Ferrari" [----]. Den officiella bildandet av biltillverkaren i Maranello Italien gde rum [----]. Fretaget var lnge familjegt men sttte p ekonomiska problem p 1960-talet. Enzo var tvungen att slja 50% av gandet till Fiat"  
[X Link](https://x.com/hkeskiva/status/1715627024314765771)  2023-10-21T07:12Z 30K followers, [---] engagements


"12/🧵 Investorerna underskattade det centrala i Ferrari (lyxprodukt inte bara en bil). Ferrari-chefen Montezemolo: "We don't sell a car we sell a dream. We are Italy's national team. There are many great soccer teams in our country but there is only one Ferrari.""  
[X Link](https://x.com/hkeskiva/status/1715627056308912490)  2023-10-21T07:12Z 30.7K followers, [---] engagements


"More like dominating the inventory (days of supply up +100% yoy)"  
[X Link](https://x.com/hkeskiva/status/1716060671639441762)  2023-10-22T11:55Z 30K followers, 18K engagements


"Thought tech earnings would be the treat of the evening but no"  
[X Link](https://x.com/hkeskiva/status/1716913167484514608)  2023-10-24T20:22Z 30K followers, [----] engagements


"@EquiCompound Huge thanks again for quality post We both seem to like many companies Francois Rochon likes 😅 Regarding peers recent spinoff of MasterBrand $MBC is also interesting"  
[X Link](https://x.com/hkeskiva/status/1717750509895856239)  2023-10-27T03:50Z 30.7K followers, [---] engagements


"Bank of America $BAC a bank with $3+ trillion of assets on balance sheet casually nearing [----] trough (held-to-maturity unrealized losses $130+ bln)"  
[X Link](https://x.com/hkeskiva/status/1717991086738559230)  2023-10-27T19:46Z 30K followers, 15.6K engagements


"@lostKeysBlameH Bank of America has US treasuries in its balance sheet called held to maturity. Since rates have risen the value of these have declined - in total $130+ bln. Due to accounting rules this is not reflected in reported results"  
[X Link](https://x.com/hkeskiva/status/1718007196015821026)  2023-10-27T20:50Z 30K followers, [---] engagements


"@lostKeysBlameH Treasuries produce yield that is attached to them as long as maturity is there. If they are sold before maturity reached then that loss is realized and has an impact on balance sheet. As it currently stands a sale would result in $130 bln loss"  
[X Link](https://x.com/hkeskiva/status/1718178424945041484)  2023-10-28T08:10Z 30K followers, [---] engagements


"Is this a problem "Some 88.9% of CMBS loans associated with office properties defaulted at their maturity in Septemberwhile 11.1% were paid off during the month and none were extended or modified according to Moody's Analytics.""  
[X Link](https://x.com/hkeskiva/status/1718358245541081250)  2023-10-28T20:05Z 30.1K followers, 18.6K engagements


"1/🧵 Its a common belief that share buybacks lead to an automatic increase in earnings per share (EPS). But thats by no means always true. Ill tell you why by using Apple $AAPL as an example. 🫖"  
[X Link](https://x.com/anyuser/status/1718568502691233908)  2023-10-29T10:00Z 34.4K followers, 148K engagements


"11/🧵 Of course the opposite is also true. @mjmauboussin: "When the earnings yield is higher than the after-tax rate buybacks lift EPS. Research shows that when the cost of debt is low companies are more likely to issue debt and buy back stock.""  
[X Link](https://x.com/hkeskiva/status/1718570554389582331)  2023-10-29T10:08Z 30K followers, [----] engagements


"As if Charlie Munger on a podcast wasn't enough for today we got new 30-min fireside chat from Druckenmiller and Tudor Jones too"  
[X Link](https://x.com/hkeskiva/status/1719073304009457900)  2023-10-30T19:26Z 30.1K followers, 21.5K engagements


"In case you missed it here's Charlie Munger podcast"  
[X Link](https://x.com/hkeskiva/status/1719074594995179932)  2023-10-30T19:31Z 30K followers, [----] engagements


"This earnings season is quite something if expectations not met"  
[X Link](https://x.com/hkeskiva/status/1720353663435084157)  2023-11-03T08:14Z 32.5K followers, 24.4K engagements


"Berkshire Hathaway (Buffett et al.) nettomyyjn tmn vuoden (huom. konteksti pasiassa Yhdysvallat)"  
[X Link](https://x.com/hkeskiva/status/1721074600707035466)  2023-11-05T07:58Z 30.7K followers, 16.5K engagements


"Siis hetkinen Tokmanni 😀 ei pysty kuvaamaan ostokohteen kehityst Unfortunately dont have the historical figures available for Dollarstore in the same quality"  
[X Link](https://x.com/hkeskiva/status/1725579833680285817)  2023-11-17T18:21Z 30.1K followers, 19.3K engagements


"@compound248 Yo what the heck 😅"  
[X Link](https://x.com/hkeskiva/status/1726340744880021620)  2023-11-19T20:44Z 30.1K followers, [---] engagements


"Vaikka korkojen vaikutus jenkkitalouteen on hidas ja monimutkainen talomyynti on hiljaisinta [--] vuoteen. Vuositasolla myyntimrt [---] miljoonaa (existing home sales). Vuonna [----] luku yli [--] miljoonaa"  
[X Link](https://x.com/hkeskiva/status/1726999531873796236)  2023-11-21T16:22Z 30.1K followers, [----] engagements


"Mikli tm valtava valopallo Las Vegasissa kiinnostaa se lytyy markkinalta mys omana listattuna yhtinn. Mahdollisuus pst osille potentiaalisesta menestyksest tai vaikeuksista. Sphere Entertainment $SPHR"  
[X Link](https://x.com/hkeskiva/status/1732673297274315049)  2023-12-07T08:08Z 30.2K followers, [----] engagements


"Like so many on fintwit been eyeing the underperformers in retail sector - like Dollar General $DG. Not that this makes or breaks case but interesting insight into dollar store concept not fully visible through numbers. John Oliver on dollar stores: https://m.youtube.com/watchv=p4QGOHahiVM https://m.youtube.com/watchv=p4QGOHahiVM"  
[X Link](https://x.com/hkeskiva/status/1733150864959746254)  2023-12-08T15:45Z 31.6K followers, [----] engagements


"25/🧵 [----] - on successful investing "Investing is not that complicated. Real key to investment success is to have the right mindset with a temperament compatible with those principles. As long as you stay within your circle of competence you will do fine.""  
[X Link](https://x.com/hkeskiva/status/1740076194098516384)  2023-12-27T18:24Z 30.7K followers, [----] engagements


"Laughing at competition doesnt have a great track record * Nokia left the chat * * Blockbuster left the chat *"  
[X Link](https://x.com/anyuser/status/1740644058433778064)  2023-12-29T08:00Z [--] followers, 17K engagements


"@SauliVilen Being that wrong and becoming as rich as Bill Gates. Idol"  
[X Link](https://x.com/hkeskiva/status/1740652233954640379)  2023-12-29T08:33Z 30K followers, [----] engagements


"26/🧵 [----] - on catastrophes "Too many insurers make the mistake of underwriting based on experience rather than exposure.""  
[X Link](https://x.com/hkeskiva/status/1740837819160187090)  2023-12-29T20:50Z 30.7K followers, [----] engagements


"@Prof_Kalkyl Tack fr delningen och grattis fr utmrkta resultat under hela perioden Dock hade jag aldrig ngon tvekan. Till nsta r 🫡"  
[X Link](https://x.com/hkeskiva/status/1741073578315898955)  2023-12-30T12:27Z 30.7K followers, [--] engagements


"Executives pulling off marketing stunts. Here's then-president of Volvo Trucks Claes Nilsson"  
[X Link](https://x.com/hkeskiva/status/1742832944492790037)  2024-01-04T08:58Z 30.7K followers, 17K engagements


"Luksusmerkit aiemmista huipuista / Luxury brands from earlier highs Ferrari -9% Hermes -10% LVMH -23% Moncler -24% Prada -29% Burberry -49% Kering -52%"  
[X Link](https://x.com/hkeskiva/status/1742940366960001280)  2024-01-04T16:05Z 30.7K followers, [----] engagements


"Prssishk tnn jopa [----] EUR/MWh. Monen kodin kulutuskohteita asioiden suhteuttamiseksi: Omakotitalon shklmmitys 24h; [---] kWh; [---] EUR Sauna 2h; [--] kWh; [--] EUR Uuni 2h; [--] kWh; [--] EUR Suihku 6min; [--] kWh; [--] EUR Jkaappipakastin 24h; [--] kWh; [--] EUR Pyttietokone 5h; [--] kWh; [--] EUR Astianpesukone 2h; [--] kWh; [--] EUR Pyykinpesukone 2h; [--] kWh; [--] EUR Shkliesi 30min; [--] kWh; [--] EUR Induktioliesi 30min; [--] kWh; [--] EUR LED-valo 24h; [--] kWh; [--] EUR LED-TV 3h; [--] kWh; [--] EUR Kannettava tietokone 5h; [---] kWh; [--] EUR Kahvinkeitin 10min; [--] kWh; [--] EUR Vedenkeitin 5min; [--] kWh; [--] EUR Leivnpaahdin 10min; [--] kWh; [--] EUR"  
[X Link](https://x.com/anyuser/status/1743171010386419845)  2024-01-05T07:22Z 34.4K followers, 142.2K engagements


"@TRothovius @MikkoIsotalo @Pro_Finland Onko lailla estetty ettet voisi perustaa yrityst joka tuottaisi shk markkinalle"  
[X Link](https://x.com/anyuser/status/1743656508712214816)  2024-01-06T15:31Z [--] followers, [--] engagements


"Burberry's $BRBY stock has apparently barely budged in more than [--] years. Snapshot of the underlying change"  
[X Link](https://x.com/hkeskiva/status/1744647699637686624)  2024-01-09T09:10Z 32.8K followers, 11.4K engagements


"Moni kuullut NVIDIA:sta ensimmist kertaa viime vuosina mutta yhtit on rakennettu nykyhetkeen vuosikymmeni. Korpitaivaltakin ollut ajoittain. Auttaa aikalailla ett johdolla ninkin oikeansuuntaiset nkymt tulevasta jo [--] vuotta sitten. Just pulled the [----] Nvidia Annual Report. Look at what Jensen was saying about phones and the future [--] years ago. Instead I was buying Blackberry lol $NVDA closed the year at 3.46$ https://t.co/Hj4ax0XhAd Just pulled the [----] Nvidia Annual Report. Look at what Jensen was saying about phones and the future [--] years ago. Instead I was buying Blackberry lol $NVDA"  
[X Link](https://x.com/hkeskiva/status/1745331410552991831)  2024-01-11T06:26Z 30.1K followers, [----] engagements


"@JohnHuber72 Combine that with massive margin of safety from the owned retail space in the balance sheet to protect downside at the prices he bought. An amazing learning opportunity. Thanks for sharing"  
[X Link](https://x.com/anyuser/status/1748232874657038509)  2024-01-19T06:36Z [--] followers, [---] engagements


"Testasin mielenkiinnosta aamusta likimain samaa sislt samaan aikaan linkill ja ilman. Eptieteelliset tulokset ohessa. Selkesti vahvistui aiempi oletus ett alustalta pois ohjaavat linkit levivt heikommin"  
[X Link](https://x.com/hkeskiva/status/1748351459802980682)  2024-01-19T14:27Z 30.7K followers, [--] engagements


"On May [--] [----] Dutch colonist Peter Minuit paid $24 for Manhattan. At 7% annual return that money would be today $12 trillion or more than 1/4 of U.S. stock market"  
[X Link](https://x.com/hkeskiva/status/1749768944779469013)  2024-01-23T12:20Z 30K followers, [----] engagements


"I like businesses where the underlying business fundamentals are getting better before they show up on the income statement - @FocusedCompound / Geoff Gannon"  
[X Link](https://x.com/hkeskiva/status/1749870640784396662)  2024-01-23T19:04Z 30.8K followers, [----] engagements


"Teledyne $TDY on marine sector in 4Q23 call: "Overall record orders exceeded sales in every business segment but were particularly strong in our marine and defensebusinesses.""  
[X Link](https://x.com/hkeskiva/status/1750397169272488000)  2024-01-25T05:56Z 32.8K followers, [----] engagements


"Vasemmalla Teslan tulosjulkistus kolmannella kvartaalila. Oikealla tulosjulkistus neljnnell. Jotain puuttuu 🧐 Kun kehityssuunta ei miellyt niin tiedot vaan pois ja toivotaan ettei sijoittajat huomaa"  
[X Link](https://x.com/hkeskiva/status/1752946241426641004)  2024-02-01T06:45Z 30.7K followers, [--] engagements


"Someone has to pay for AI components. Google parent Alphabet saw +45% CAPEX increase in Q4 and this level expected to increase meaningfully in [----] - i.e. annualized to more than $45 billion. Due to this dynamics Alphabet's free cash flow -50% in Q4"  
[X Link](https://x.com/hkeskiva/status/1752987150239371471)  2024-02-01T09:28Z 30.7K followers, [----] engagements


"Insane that this traded at less than EV/EBIT [--] in 2011"  
[X Link](https://x.com/hkeskiva/status/1753116148705464533)  2024-02-01T18:00Z 30.7K followers, [----] engagements


"@JukkaLepikko Hnell on kyll tapana osua mainiosti lankulle case Meta ja tuplaus @ $90 😅 "The professor of valuation" Aswath Damodaran doubled his $META position around $90 (on Nov [--] 2022) because of compelling valuation. He opens his detailed logic in three-part article. Educational read even for non-meta-fans like me. https://t.co/dVgXsbgdfE https://t.co/z9jPcTlf4N "The professor of valuation" Aswath Damodaran doubled his $META position around $90 (on Nov [--] 2022) because of compelling valuation. He opens his detailed logic in three-part article. Educational read even for non-meta-fans like"  
[X Link](https://x.com/hkeskiva/status/1753302139688944087)  2024-02-02T06:19Z 30.7K followers, [----] engagements


"Meta reaches all-time high after 4Q23 earnings. Stock now up 5x since Damodaran doubled his position in less than [---] years"  
[X Link](https://x.com/hkeskiva/status/1753303149228462155)  2024-02-02T06:23Z 30.7K followers, [----] engagements


"Once a customer returned a set of tires to The Home Depot and requested a refund. The stores had never sold them. EVP of operations Mercer opened the cash register gave a full refund and hung the tires over the service desk to remind everybody: "The customer is always right""  
[X Link](https://x.com/hkeskiva/status/1753326888813220274)  2024-02-02T07:58Z 30.7K followers, [----] engagements


"3/🧵 Ajatellaan kaksi yhtit joilla molemmilla on sama [---] MEUR vapaa kassavirta. Molemmat yhtit arvotetaan viisitoistakertaisesti vapaan kassavirran verran eli molempien hinta [--] [---] MEUR. [--] x [---] MEUR = [--] [---] MEUR Molemmat yht hyvi eik vain"  
[X Link](https://x.com/hkeskiva/status/1753681410752208961)  2024-02-03T07:26Z 30.7K followers, [--] engagements


"4/🧵 Muistutuksena jatkon kannalta viel keskeiset termit: Vapaa kassavirta = liiketoiminnan rahavirta investoinnit Free Cash Flow = Operating Cash Flow Capital Expenditures FCF = OCF CAPEX"  
[X Link](https://x.com/hkeskiva/status/1753681412987728355)  2024-02-03T07:26Z 30.7K followers, [--] engagements


"14/🧵 Katsotaan seuraavaksi milt eri markkinat nyttvt tunnusluvun OCF/CAPEX kautta. Nasdaq100: [---] SP500: [---] OMXH25: [---] DAX30: [---] (yhtiiden mediaani) Erinomaisesti prjvill markkinoilla tunnusluku selkesti korkeampi taustalla mm. vallalla olevat sektorit"  
[X Link](https://x.com/hkeskiva/status/1753681438371618999)  2024-02-03T07:26Z 30.7K followers, [--] engagements


"15/🧵 Linkitetn tm harjoitus viel parhaiten tuottaneisiin yhdysvaltalaisosakkeisiin. Seuraavat nelj enemmn tai vhemmn tunnettua yhtit ovat tuottaneet yli 30% vuodessa yli [--] vuoden ajan: Apple $AAPL NVIDIA $NVDA Intuitive Surgical $ISRG Monster Beverage $MNST"  
[X Link](https://x.com/hkeskiva/status/1753681440703668385)  2024-02-03T07:26Z 30.7K followers, [--] engagements


"16/🧵 Tuskin tulee ylltyksen ett yhtiiden kahden vuosikymmenen liiketoiminnan rahavirran ja investointien vlinen suhde on psntisesti muuta markkinaa selvsti korkeampi. OCF/CAPEX: Apple [---] NVIDIA [---] Intuitive Surgical [---] Monster Beverage [----] Painotettuna 7.5"  
[X Link](https://x.com/hkeskiva/status/1753681442935029867)  2024-02-03T07:26Z 30.7K followers, [--] engagements


"@returnoncap Started to think which companies clearly aim at opportunistic buybacks Copart $CPRT $FICO Burberry Berkshire $BRK quickly come to mind. Others"  
[X Link](https://x.com/hkeskiva/status/1753845241214341139)  2024-02-03T18:17Z 31.4K followers, [----] engagements


"21/🧵 Jatketaan viel sen verran ett katsotaan mist ketjussa keskustellut asiat lytyvt. Otetaan esimerkiksi Cargotecin kassavirtalaskelma (EN&FI). Vuosina 2022-23 liiketoiminnan rahavirta (OCF) [----] MEUR ja investoinnit (CAPEX) [----] MEUR. Nin ollen OCF/CAPEX = 40"  
[X Link](https://x.com/hkeskiva/status/1754065349455085662)  2024-02-04T08:52Z 30.8K followers, [--] engagements


"Kytt jenkeiss $100 huoltoasemalla. Mihin rahasi menee - $75 polttoaineeseen - $25 tavaroihin ja ruokaan Huoltoaseman myyntikate - $7.6 polttoaineesta - $7.8 tavaroista ja ruoasta (luvut huoltoasemayhtiilt Murphy USA $MUSA Alimentation Couche-Tard $ATD Casey's $CASY)"  
[X Link](https://x.com/hkeskiva/status/1754410781012312086)  2024-02-05T07:45Z 30.7K followers, [--] engagements


"Aswath Damodaran bought Tesla few weeks ago at $180. Link to his valuation Excel below"  
[X Link](https://x.com/hkeskiva/status/1755080806215631310)  2024-02-07T04:07Z 30.8K followers, 19.9K engagements


"22/🧵 Ohessa vastaavat laskelmat kuluttajatuoteyhti Procter & Gamblelle $PG. Vuosille 2022-23 yhteenlaskettuna liiketoiminnan rahavirta (OCF) oli [---] BUSD ja investoinnit (CAPEX) [--] BUSD. Nin ollen OCF/CAPEX = 54"  
[X Link](https://x.com/hkeskiva/status/1755834411789000864)  2024-02-09T06:02Z 30.8K followers, [--] engagements


"3/🧵 @KoyfinCharts on yksi parhaista kansainvlisist ilmaisista yritystietopalveluista. Helppokyttinen ja laaja palvelu sislt keskeisi tietoja mys pohjoismaisista yrityksist kuten suomalaisesta @valmetir jonka tuloslaskelman lukuja ohessa"  
[X Link](https://x.com/hkeskiva/status/1758760967997948323)  2024-02-17T07:51Z 30.8K followers, [--] engagements


"4/🧵 Ennen sijoitusptst on hyv tarkastaa pitkn aikavlin taloustiedot. Yhdysvaltalaisyhtiille vuosikymmenien aikasarjat ovat saatavilla palvelussa @roic_ai. Tss esimerkki Applen $AAPL taloustiedoista vuodesta 2008:"  
[X Link](https://x.com/hkeskiva/status/1758760971965767992)  2024-02-17T07:51Z 30.8K followers, [--] engagements


"14/🧵 Arvonmrityksen professori @AswathDamodaran tarjoaa verkkosivuillaan hurjat mrt tietoa yritysten voitoista kassavirroista riskipreemioista pomatarpeista ja -tehokkuudesta marginaaleista ja paljon muusta"  
[X Link](https://x.com/hkeskiva/status/1758761005935415461)  2024-02-17T07:51Z 30.9K followers, [--] engagements


"15/🧵 Mikli kassavirtamallinnus kiinnostaa @AswathDamodaran tarjoaa mys siihen valmiin pohjan. Tss esimerkkin hnen viimeisimpi ostoksiaan eli Tesla $TSLA"  
[X Link](https://x.com/hkeskiva/status/1758761009068515345)  2024-02-17T07:51Z 30.9K followers, [--] engagements


"Ennen ja jlkeen. Kahdeksankertainen vipu taikoi ensin +100000% tuotot kuukaudessa ja sitten pyyhki kaiken nollaan pivss. Super Micro Computer Inc. ja vivun kahdet kasvot"  
[X Link](https://x.com/hkeskiva/status/1759584587057918212)  2024-02-19T14:23Z 31.1K followers, [--] engagements


"Booking $BKNG initiates a dividend. Nothing remains the same"  
[X Link](https://x.com/hkeskiva/status/1760775262449377684)  2024-02-22T21:15Z 31.2K followers, [----] engagements


"Vkisinkin Floor'n'Decorin $FND tulosta katsellessa ajattelee ett myynnill ollut kovat kannustimet pihitt juuri edellisvuoden Q4-liikevaihto. Miljardiliikevaihdossa [--] tonnin (0005%) ylitys"  
[X Link](https://x.com/hkeskiva/status/1760895644334428478)  2024-02-23T05:13Z 31.1K followers, [--] engagements


"19/🧵 Ja mikli twiittailut osakesijoittamisen maailmasta kiinnostaa niin ehdottomasti seuraavat viel alle [----] seuraajan (pitisi olla enemmn) tilit seurantaan: @sijoituskasti / @ArhiKivilahti / @Sijoittajalokas / @gaktus2 / @kevinvandesse1 / @teemuliila / @IikkaNumminen"  
[X Link](https://x.com/hkeskiva/status/1761277789213249612)  2024-02-24T06:32Z 31.1K followers, [--] engagements


"Kuulin ett kiinteistvlittjien mukaan asuntohinnat lhtevt toukokuussa kuulemma nousuun"  
[X Link](https://x.com/hkeskiva/status/1761997773543768456)  2024-02-26T06:13Z 31.1K followers, [--] engagements


"Harvian maaliskuun lopussa poistuva johtoryhmn jsen ja EOS Groupin vetj Rainer Kunz myynyt yhtin osakkeita: [--] [---] osaketta [-----] EUR keskiarvohinta [---] [---] EUR yhteissumma"  
[X Link](https://x.com/hkeskiva/status/1762037549747380364)  2024-02-26T08:51Z 31.1K followers, [--] engagements


"Bill Gates knows Berkshire quite well; has served on its Board and is close friends with Warren Buffett. Gates has reduced Berkshire stake by -11.6% while the stock trades at P/B 1.6"  
[X Link](https://x.com/hkeskiva/status/1762175444282184042)  2024-02-26T17:59Z 31.1K followers, 12.6K engagements


"Bruce Berkowitz's portfolio is 82% invested in St. $JOE He elaborated the investment on the latest Richer Wiser Happier podcast episode: "You could buy a company and you buy it at $2500 an acre its not that hard of a stretch to think about [----] an acre [-----] [-----] a hundred a million dollars an acre. It just takes time. Were seeing it now. If you go through the tax rolls you go to the county assessors of Walton County or Bay County you could see the transaction prices and whats going on there. Its quite its quite good.""  
[X Link](https://x.com/hkeskiva/status/1762202460418871515)  2024-02-26T19:46Z 31.1K followers, [----] engagements


"Berkshire Hathaway's insurance float is recorded in the books as a liability but is actually better than equity (they get paid for holding capital) Hence a reasonable proxy for the company value is (float + equity)"  
[X Link](https://x.com/hkeskiva/status/1762377638050439295)  2024-02-27T07:22Z 31.6K followers, [----] engagements


"Here's comparison of Berkshire Hathaway market cap to (float+equity). Now reached levels of 1998-1999"  
[X Link](https://x.com/hkeskiva/status/1762543620316705116)  2024-02-27T18:22Z 31.1K followers, [----] engagements


"@Matematikern3 @Prof_Kalkyl Ser hemtrevligt ut 🔥"  
[X Link](https://x.com/hkeskiva/status/1763987996456505412)  2024-03-02T18:01Z 31.1K followers, [--] engagements


"Kryptosijoittajat ovat kernneet miltei $700000 saadakseen Las Vegas Spheren mainoskuulaan Shiba Inu -koiran pinkiss hatussa. Tmn inspiroiman meemikolikon "Dogwifhat" hinta saavuttanut kaikkien aikojen huipun. Sentimenttitsekki pttyy"  
[X Link](https://x.com/hkeskiva/status/1768311174947357113)  2024-03-14T16:20Z 31.2K followers, [--] engagements


"Taannoisessa haastattelussa Elon Musk arvioi tekolybuumille keskeisi pullonkauloja joista yksi oli taajuusmuuttajat. Sijoittaja voisi hyty tst mutta miten Uusi kirjoitus julkaistaan ennakkoon blogimuodossa"  
[X Link](https://x.com/hkeskiva/status/1771426179557290288)  2024-03-23T06:38Z 31.2K followers, [--] engagements


"Taannoisessa haastattelussa Elon Musk arvioi tekolybuumille keskeisi pullonkauloja joista yksi oli taajuusmuuntajat. Sijoittaja voisi hyty tst mutta miten Uusi kirjoitus julkaistaan ennakkoon blogimuodossa"  
[X Link](https://x.com/hkeskiva/status/1771430353850519697)  2024-03-23T06:54Z 31.2K followers, [--] engagements


"1/🧵 Taannoisessa haastattelussa Elon Musk arvioi tekolybuumille keskeisi pullonkauloja joista yksi oli muuntajat. Sijoittaja voisi hyty tst mutta miten Kydn tss ketjussa lpi kuinka sijoittaja voi lyt yhtiit uudelta itselle kiinnostavalta alalta. 🫖"  
[X Link](https://x.com/anyuser/status/1771799451054538759)  2024-03-24T07:21Z 34.4K followers, 67.5K engagements


"10/🧵 Powell Industries $POWL oli esimerkki tehdessni itsellekin aiemmin tuntematon yhti. Heti osui ja upposi Nin lytyi uusi tuttavuus muuntajien maailmasta. Kymll lpi muita hakutuloksia voi helposti lyt lis alan toimijoita"  
[X Link](https://x.com/hkeskiva/status/1771799482595738065)  2024-03-24T07:21Z 31.2K followers, [--] engagements


"11/🧵 Olisipa Elon Musk vinkannut muuntajista jo aiemmin; Powell Industries $POWL on nimittin noussut vuodessa yli +200%"  
[X Link](https://x.com/hkeskiva/status/1771799486190305480)  2024-03-24T07:21Z 31.2K followers, [--] engagements


"14/🧵 Klikkaamalla jokaista nhdn miss asiayhteydess maininta on. Nopeasti selvi ett Super Micro Computer $SMCI palvelee suoraan NVIDIA:n kasvua. Tmn suhteen on kuitenkin jokseenkin valitettavan myhist koska yhti on jo yli 10-kertaistunut vuodessa"  
[X Link](https://x.com/hkeskiva/status/1771799499196801184)  2024-03-24T07:21Z 31.8K followers, [--] engagements


"15/🧵 Otetaan viel kolmas esimerkki: datakeskusten vaatima jhdytys. Tll rintamalla ilmajhdytteiset jrjestelmt ovat siirtymss nestejhdytykseen (liquid cooling) jonka etuja Super Micro Computers $SMCI korostaa tss materiaalissa"  
[X Link](https://x.com/hkeskiva/status/1771799503424618631)  2024-03-24T07:21Z 31.8K followers, [--] engagements


"NVIDIA on kasvanut [--] viikossa enemmn kuin kaikki listassa mustan palkin alla olevat firmat ovat ylipns arvoltaan. Jos hurjuus ei lopu se saa luvan jatkua"  
[X Link](https://x.com/hkeskiva/status/1772532942402638127)  2024-03-26T07:56Z 31.2K followers, [--] engagements


"Excess CAPE yield by Shiller = 10-year earnings yield real 10-year interest rate"  
[X Link](https://x.com/hkeskiva/status/1778339706821902804)  2024-04-11T08:30Z 31.3K followers, [----] engagements


"Plan for the next week Douro Valley Portugal and The Essays of Warren Buffett"  
[X Link](https://x.com/hkeskiva/status/1779443626390478982)  2024-04-14T09:36Z 31.4K followers, 19.3K engagements


"Chart crime so much chart crime $VRT Vertiv"  
[X Link](https://x.com/hkeskiva/status/1783254297733464454)  2024-04-24T21:58Z 32.6K followers, [----] engagements


"1/🧵 Aamu alkaa kahvilla Berkshire Hathaway -mukista tietenkin. Tnn nimittin alkaa matka Nebraskan Omahaan jossa Buffett isnni jlleen legendaarista yhtikokousta. Ensimmist kertaa ilman Mungeria. Kern ketjuun vinkkej ja kokemuksia matkasta kiinnostuneille"  
[X Link](https://x.com/anyuser/status/1785705904454668329)  2024-05-01T16:20Z 34.4K followers, 50.8K engagements

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