#  @kaladindz kaladindz kaladindz posts on X about $dlo, bahamas, money, asml the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours. ### Engagements: [---] [#](/creator/twitter::1214998238614429698/interactions)  - [--] Week [-----] -4.20% - [--] Month [-----] +26,953% - [--] Months [------] +946% ### Mentions: [--] [#](/creator/twitter::1214998238614429698/posts_active)  - [--] Month [--] no change - [--] Months [---] +212% ### Followers: [---] [#](/creator/twitter::1214998238614429698/followers)  - [--] Week [---] +4.50% - [--] Month [---] +7.20% - [--] Months [---] +318% ### CreatorRank: [---------] [#](/creator/twitter::1214998238614429698/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 21% [stocks](/list/stocks) 14% [countries](/list/countries) 12% [technology brands](/list/technology-brands) 10% [luxury brands](/list/luxury-brands) 1% [automotive brands](/list/automotive-brands) 1% [gaming](/list/gaming) 1% [currencies](/list/currencies) 1% [travel destinations](/list/travel-destinations) 1% [social networks](/list/social-networks) 1% **Social topic influence** [$dlo](/topic/$dlo) 10%, [bahamas](/topic/bahamas) 8%, [money](/topic/money) 8%, [asml](/topic/asml) 5%, [$int](/topic/$int) 5%, [$intst](/topic/$intst) 5%, [$stvn](/topic/$stvn) #5, [balance sheet](/topic/balance-sheet) 3%, [accounting](/topic/accounting) 3%, [$adyen](/topic/$adyen) 3% **Top accounts mentioned or mentioned by** [@simeonresearch](/creator/undefined) [@fedex774](/creator/undefined) [@unfixedincome](/creator/undefined) [@returnsjourney](/creator/undefined) [@3plantey2](/creator/undefined) [@stocklogging](/creator/undefined) [@svennordenstam](/creator/undefined) [@corporalcocopuf](/creator/undefined) [@sloppydave](/creator/undefined) [@zissoucapital](/creator/undefined) [@daveyjuice](/creator/undefined) [@dicoific](/creator/undefined) [@cloneshameless](/creator/undefined) [@roojoo3](/creator/undefined) [@h79sharesunder](/creator/undefined) [@michaelnitzan](/creator/undefined) [@realroseceline](/creator/undefined) [@kobayashim4ru](/creator/undefined) [@randomopinioncm](/creator/undefined) [@pronkdaniel](/creator/undefined) **Top assets mentioned** [DLocal Limited (DLO)](/topic/$dlo) [Stevanato Group S.p.A. (STVN)](/topic/$stvn) [West Pharmaceutical Services Inc. (WST)](/topic/$wst) [Netflix Inc (NFLX)](/topic/$nflx) [MercadoLibre Inc (MELI)](/topic/$meli) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Apple, Inc. (AAPL)](/topic/$aapl) [Sea Limited (SE)](/topic/$se) [Mastercard, Inc. (MA)](/topic/$ma) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spotify Technology (SPOT)](/topic/$spot) [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "Made a quick write-up to refresh the bull case in $STVN if anyones is interested link in bio (dont know why but no one actually links the substack post)" [X Link](https://x.com/anyuser/status/2019419355600286033) 2026-02-05T14:34Z [---] followers, [----] engagements "@SimeonResearch_ Any write up you can share Always wanted to get in the aereospace sector but everything is so expensive" [X Link](https://x.com/kaladindz/status/1991847735289373011) 2025-11-21T12:34Z [---] followers, [---] engagements "@realroseceline Dunno if you are interested but Exor NV (publicly traded family vehicle) holds 18B of Ferrari stock yet trades around $15B with 50% NAV discount. Youre technically diworsifying vs only buying Ferrari but at half the price. Question is whether buybacks continue and how so" [X Link](https://x.com/kaladindz/status/2015488595008643432) 2026-01-25T18:15Z [---] followers, [---] engagements "@ReturnsJourney @ReneSellmann It has hidden investments that appear on the balance sheet underapreciated. I think the Pokemon stake is reported to be around $2M in the balance sheet when its probably worth 1000x times that (they own 30%) but no one really knows so its speculation" [X Link](https://x.com/kaladindz/status/2019067806432555179) 2026-02-04T15:17Z [---] followers, [---] engagements "@ZissouCapital @noahpetey @Calvsams @Invesquotes @peter_mantas @Borlaug_ If you dont mind me asking: any idea what this comment from Schott management could be referring to Just being conservative Losing tirz share to STVN given they still havent expanded in the US Orals It seems a very weird comment to make" [X Link](https://x.com/kaladindz/status/2021599360342004156) 2026-02-11T14:57Z [---] followers, [---] engagements "@Lab_Inversion Yo creo que lo de $STVN es porque habr algn hedge fund que tenga info no oficial de que van a hacer un miss en Q4 porque si no no tiene sentido. Han dicho en todas las calls desde el CMD que los volmenes del capex hasta [----] estn contratados" [X Link](https://x.com/kaladindz/status/2019731798356644193) 2026-02-06T11:16Z [---] followers, [---] engagements "Although there has not been the call yet $1SXP Q4 [--] results look very good for $STVN: DCS growing 9.4% YoY. Although glass/polymer syringes (DDS) are weak it is due to a vaccine customer and GLPs are should be growing fast specially since they are ramping up capacity" [X Link](https://x.com/kaladindz/status/2021501395413647744) 2026-02-11T08:27Z [---] followers, [----] engagements "Both $wst and $1xsp both said that demand outstripped supply (glp and non-glp) seems like the headwinds are definitely over and in [----] all tailwinds should materialize. $stvn should be in a very good condition to capitalize given the capex spend" [X Link](https://x.com/kaladindz/status/2021942658562925027) 2026-02-12T13:41Z [---] followers, [---] engagements "@ReturnsJourney So they would be able to capture TAM while growing. It would end up being bad for $DLO dont get me wrong but I think there would be an reaction margin IMO" [X Link](https://x.com/kaladindz/status/1969097843433488580) 2025-09-19T17:54Z [--] followers, [--] engagements "@ReturnsJourney They could but it seems too far fetched from their ecosystem. It would also take them a lot of time require regulatory compliance and wouldnt draw people to their ecosystem" [X Link](https://x.com/kaladindz/status/1969140377748689326) 2025-09-19T20:43Z [--] followers, [--] engagements "@ReturnsJourney Also keep in mind that 70% of $DLOs revenue comes from its top [--] merchants. Normally this would be a weakness but in this case its a strength. They dont reveal the exact merchants but its probably PDD Shein GOOGL META AMZN SHOP NFLX MSFT etc" [X Link](https://x.com/kaladindz/status/1969140461135622464) 2025-09-19T20:44Z [--] followers, [---] engagements "@ReturnsJourney Many of them compete directly with $MELI in retail or ads so I dont think they would want to switch especially since $MELI s playbook seems to be expanding into more verticals. I could be wrong though its an interesting bear case that I havent given much thought to" [X Link](https://x.com/kaladindz/status/1969140645068488993) 2025-09-19T20:44Z [--] followers, [---] engagements "@ReturnsJourney If you listened to the video presentation/earnings call $DLO is planning to roll out physical POS for merchants which could potentially overlap with Mercado Pagos clients. However for now $DLO is much more focused on large merchants so well have to wait and see" [X Link](https://x.com/kaladindz/status/1969141153942405298) 2025-09-19T20:46Z [--] followers, [---] engagements "@3Plantey2 @KobayashiM4ru I agree with you on everything you said. Of course it is an inductive argument/filter. The problem and the point on which we differ is how much validity you give to each of the particular filters" [X Link](https://x.com/kaladindz/status/1969440658239713660) 2025-09-20T16:36Z [--] followers, [--] engagements "@3Plantey2 @KobayashiM4ru Probably [--] individual filters (EKN Deloitte Nordea new CFO CEO buying stock [--] years Henkel due diligence). It is a filter just not one that every company has to pass IMO especially not as hard as for Intellego" [X Link](https://x.com/kaladindz/status/1969441283379757452) 2025-09-20T16:39Z [--] followers, [---] engagements "@fedex774 Man if something happens and Poland summons NATOs Article [--] the only thing worth being long are nuclear shelters" [X Link](https://x.com/kaladindz/status/1969801995092648424) 2025-09-21T16:32Z [--] followers, [--] engagements "@SvenNordenstam Correct me if I'm wrong but [--] [--] and [--] have already been answered with the available information right" [X Link](https://x.com/kaladindz/status/1969871488237867448) 2025-09-21T21:08Z [--] followers, [----] engagements "@SvenNordenstam If Intellego factored its AR with recourse you would normally expect to see a corresponding liability in the consolidated balance sheet" [X Link](https://x.com/kaladindz/status/1969871548875231354) 2025-09-21T21:09Z [--] followers, [---] engagements "@SvenNordenstam Q2" [X Link](https://x.com/kaladindz/status/1969871802446004652) 2025-09-21T21:10Z [--] followers, [---] engagements "@SvenNordenstam Page [--] for Q1 and page [--] for Q2. By the way Im assuming that if you do factoring without recourse the party guaranteeing the purchase of your receivables has conducted extensive due diligence. Maybe Im missing something" [X Link](https://x.com/kaladindz/status/1969872304617484518) 2025-09-21T21:12Z [--] followers, [---] engagements "@SvenNordenstam Yes but I meant that EKN (or whoever bought it without recourse) would have done the necessary due diligence or do they just buy the AR without investigating the parties involved After all they are assuming the risk" [X Link](https://x.com/kaladindz/status/1969876829625258054) 2025-09-21T21:30Z [--] followers, [---] engagements "@stock_logging What do you think what was the market expecting For the stock to be -25% I mean" [X Link](https://x.com/kaladindz/status/1970063628301725734) 2025-09-22T09:52Z [--] followers, [---] engagements "@dfk_7677 @stock_logging I dont agree. Nothing I know has changed since the end of Q2 at least for the worse. Whether we were wrong before or right regarding the company has not been decided in these last weeks" [X Link](https://x.com/kaladindz/status/1970074178964619763) 2025-09-22T10:34Z [--] followers, [---] engagements "@SimeonResearch_ You forgot the custom one for Intellego: Check if a Swedish CEO hasnt sold all his shares and bought a one way ticket to the Bahamas- Action ✅" [X Link](https://x.com/kaladindz/status/1970176939710390541) 2025-09-22T17:22Z [--] followers, [---] engagements "@Exclamotite69 @SimeonResearch_ Its a hedge: if I buy Intellego and Bahamas Airlines I cant lose the money will end up in one of them" [X Link](https://x.com/kaladindz/status/1970178660914082194) 2025-09-22T17:29Z [--] followers, [---] engagements "@SimeonResearch_ @Randomopinioncm @fedex774 @dicoific Until Claes is not in the Bahamas I will believe" [X Link](https://x.com/kaladindz/status/1970391388413104237) 2025-09-23T07:34Z [--] followers, [---] engagements "@SimeonResearch_ @fedex774 @Randomopinioncm @dicoific What do you think they could have done better" [X Link](https://x.com/kaladindz/status/1970409769409339502) 2025-09-23T08:47Z [--] followers, [--] engagements "@SimeonResearch_ Hey unrelated question given todays trading price action I assume theres been some positive news from the Q3 meeting of the Standing Committee on Biocidal Products. However I havent been able to find anything either on: or https://ec.europa.eu/transparency/comitology-register/screen/meetings/CMTD%282025%2937/consultlang=en https://eur-lex.europa.eu/search.htmllang=en&text=medetomidine&qid=1758803542896&type=quick&scope=EURLEX&sortOne=DD&sortOneOrder=desc https://ec.europa.eu/transparency/comitology-register/screen/meetings/CMTD%282025%2937/consultlang=en" [X Link](https://x.com/kaladindz/status/1971192008325857536) 2025-09-25T12:36Z [--] followers, [---] engagements "@stock_logging @YaronKeren Unrelated question: is there any detailed write up on the competition in chemical dosimeters" [X Link](https://x.com/kaladindz/status/1971240948899487819) 2025-09-25T15:50Z [--] followers, [---] engagements "@ReturnsJourney Stupid question but why would merchants bypass $DLO If the aggregator effect works they should be able to offer lower prices maybe not right now but potentially in the future. Also wouldnt the company have to hire a specialized team Am I tripping" [X Link](https://x.com/kaladindz/status/1971676741627490747) 2025-09-26T20:42Z [--] followers, [---] engagements "@SimeonResearch_ Not in Singapore or Japan it's Chinese. It's neither a microcap nor a midcap but Moutai (600519) is a very interesting play" [X Link](https://x.com/kaladindz/status/1973068733774958649) 2025-09-30T16:53Z [--] followers, [---] engagements "@stock_logging I don't really know but you can check their names here (and their historical shorts): The concern that most worries me at this point is customer concentration (or lacking information of it). https://shortregister.com/se/intellego-technologies-int https://shortregister.com/se/intellego-technologies-int" [X Link](https://x.com/kaladindz/status/1973661085799796973) 2025-10-02T08:07Z [--] followers, [---] engagements "@stock_logging @3Plantey2 Is there any info on this Of course you dont go from [---] DSO to a normal one so the SEK 500M being cash was always a bit optimistic but other than that is there any additional information" [X Link](https://x.com/kaladindz/status/1973711256940122443) 2025-10-02T11:26Z [--] followers, [---] engagements "@davey_juice Doesn't it depend on what you are looking for I believe that $ASML will be able to beat the market in the long term with less risk. This is not to say that other stocks like $NVDA $TSMC or other AI plays wont yield higher returns but they come with more risk imo" [X Link](https://x.com/kaladindz/status/1973716933716725995) 2025-10-02T11:49Z [--] followers, [---] engagements "@davey_juice Because Im probably looking [--] years into the future and in that time ASML wont get disrupted but I have no idea whether Nvidia will. Also I dont know if AI is going to stick in the short term but even if it doesnt ASML will still have a position in semiconductors" [X Link](https://x.com/kaladindz/status/1973759117404836043) 2025-10-02T14:36Z [--] followers, [--] engagements "@davey_juice Yeah in the sense that if AI ends up working I will get something through ASML (of course much less than with other companies) but if it does not I still have a company with a monopoly in a secular growth industry" [X Link](https://x.com/kaladindz/status/1973761972442452204) 2025-10-02T14:48Z [--] followers, [--] engagements "@shittysits How have you been proven right You may be right but nothing has meaningfully changed for the worse since your article. One could even argue the opposite: that a lot of things are getting better" [X Link](https://x.com/kaladindz/status/1974151972031717668) 2025-10-03T16:38Z [--] followers, [---] engagements "@fedex774 Dw if it goes to [--] I will say im long on $INT (the internet token) and not on $INT.ST (the swedish company) which I know NOTHING about and I have NOT donated all my money to a swedish guy in the Bahamas. Altough I dont see much future on the token either XDDD" [X Link](https://x.com/kaladindz/status/1974217136387018797) 2025-10-03T20:56Z [--] followers, [---] engagements "@PronkDaniel On what basis do you value it I think its cheap too but not that much" [X Link](https://x.com/kaladindz/status/1974230729295794253) 2025-10-03T21:50Z [---] followers, [----] engagements "@realroseceline Well thats better than my account which is 90% justifying why a Swedish man isnt going to take all my money and run off to the Bahamas with it" [X Link](https://x.com/kaladindz/status/1974242910901076172) 2025-10-03T22:39Z [--] followers, [--] engagements "@unfixed_income @SloppyDave @corporalCocoPuf @CloneShameless eah but according to sources @HugoNavarroPer2 article Deloitte brought their A team to check Intellegos accounting and everything else. One would think theyd know how to review AR and revenue recognition" [X Link](https://x.com/kaladindz/status/1974244392199159867) 2025-10-03T22:45Z [--] followers, [---] engagements "@unfixed_income @SloppyDave @corporalCocoPuf @CloneShameless I appreciate the information and the cordial discussion" [X Link](https://x.com/kaladindz/status/1974250840866058569) 2025-10-03T23:10Z [--] followers, [---] engagements "@unfixed_income @SloppyDave @corporalCocoPuf @CloneShameless Also @stock_logging has more info on this: its not about dosimeters its about the ink. Intellego spans [---] nm (Far UVC only chemical dosimeter I found at this wavelength) to [---] nm (horticulture) with precise mJ/cm and thats just on dosimeters" [X Link](https://x.com/kaladindz/status/1974254784807878939) 2025-10-03T23:26Z [--] followers, [---] engagements "@3Plantey2 For this to be false the CEO the new CFO and the board would have to be in on it. I am not an expert on Swedish law but Im pretty sure this would constitute the textbook definition of fraud. Even if they were committing fraud why would they risk being discovered in Q4 2025" [X Link](https://x.com/kaladindz/status/1974448488441339964) 2025-10-04T12:16Z [---] followers, [---] engagements "@3Plantey2 Both the Wirecard and Enron were ten times more complex than this alleged fraud which would be them literally creating recievables which the EKN Delloite Nordea all have/should have found out. It would be as easy as doing a DD in the parties who have to pay the AR" [X Link](https://x.com/kaladindz/status/1974450714945696151) 2025-10-04T12:25Z [---] followers, [---] engagements "@3Plantey2 Yeah and that is exactly why if Deloitte brought a forensic team it would be to say the least reasonable to expect that they could check the receivables. Or at least the guys who insures them would check it" [X Link](https://x.com/kaladindz/status/1974455244047417731) 2025-10-04T12:43Z [--] followers, [---] engagements "@3Plantey2 And when it comes to Intellego the product is real and Henkel experts said the product gives them 2-3x throughput when the parties got involved with Intellego everyone thought the co was a fraud and people that are lending money to the are stupid or smth" [X Link](https://x.com/kaladindz/status/1974457017160142939) 2025-10-04T12:50Z [---] followers, [---] engagements "@SharogradskyM @roojoo3 That is the new strategy: [--]. Let Claes scam you. [--]. Report Claes for more money than you lost. [--]. Profit. You can Hedge that bet longing Bahamas airline in case he does manage to run away" [X Link](https://x.com/kaladindz/status/1974492592566858217) 2025-10-04T15:11Z [--] followers, [---] engagements "@3Plantey2 @svane_christian They have not factored at least according to management. They definitely have not factored with recourse as there is no liability on the balance sheet" [X Link](https://x.com/kaladindz/status/1974807475275657689) 2025-10-05T12:02Z [--] followers, [--] engagements "@davey_juice $AAPL and $SE are customers of $DLO" [X Link](https://x.com/kaladindz/status/1974839995404898487) 2025-10-05T14:12Z [---] followers, [---] engagements "@fedex774 I have never understood this last argument: ASML who has the biggest moat of them all (AI couldn't if it were not for them) has 50% gross margin but not because they have a smaller moat than other companies it is because their machines cost 200M to make" [X Link](https://x.com/kaladindz/status/1974871310133334444) 2025-10-05T16:16Z [--] followers, [---] engagements "@fedex774 Now Intellego has propietary technology of a prouct that costs to make 0.05$ and it can sell for 1-5$ altough the % GM is bigger it is not the same case if ASML COGs were those of Intellego then they could have 99999% gross margin" [X Link](https://x.com/kaladindz/status/1974871921406947598) 2025-10-05T16:18Z [--] followers, [---] engagements "@fedex774 % are relations between numbers. I would bet you would rather have 1% of $10M USD than 99% of 1$" [X Link](https://x.com/kaladindz/status/1974874476220428568) 2025-10-05T16:29Z [--] followers, [---] engagements "@AbcpokerBI I have been personally been hired by Claes to defend Intellego 5$ per post+free trip to Bahamas when the stock dumps" [X Link](https://x.com/kaladindz/status/1974923663632929130) 2025-10-05T19:44Z [--] followers, [----] engagements "@unfixed_income @fedex774 I dont agree with competition at all. Find me one competitor that has dosimeters with the same quality and convenience as Intellegos but for a wavelength other than [---] nm. And from [--] to [----] mj/cm2 they have the R&D look the new product for Likang" [X Link](https://x.com/kaladindz/status/1974943028000465348) 2025-10-05T21:01Z [--] followers, [---] engagements "@unfixed_income @fedex774 Regarding warranty I cant think of anything specific for the dosimeters. According to management customers dont have the right to return products unless there are major quality issues. But if revenue recognition is done correctly they should still end up getting paid right" [X Link](https://x.com/kaladindz/status/1974946903705215350) 2025-10-05T21:16Z [---] followers, [--] engagements "@unfixed_income @fedex774 Of course the business is a lot worse since it ties up a ton of cash in working capital but at the current valuation you are not buying Mastercard" [X Link](https://x.com/kaladindz/status/1974947146739904568) 2025-10-05T21:17Z [--] followers, [--] engagements "@nonamestock @SleepWellTrung @stock_logging How fun will be when the have to announce Q3 guidance for Q4 (it should be around 450M so 100% QoQ) I think it will drop purely on that" [X Link](https://x.com/kaladindz/status/1975133397032063080) 2025-10-06T09:37Z [---] followers, [--] engagements "@unfixed_income This is all I have been able to find: https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D" [X Link](https://x.com/kaladindz/status/1975242761084477941) 2025-10-06T16:52Z [--] followers, [----] engagements "@unfixed_income Ok at this point it might be too much it looks like were stalking her. But where did you get that the head of R&D is based in Vienna Look at this comment she made: It seems like its at Stenna maybe in a nearby lab Im not sure. https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D" [X Link](https://x.com/kaladindz/status/1975244616518537375) 2025-10-06T16:59Z [--] followers, [---] engagements "@unfixed_income But although the profile is public. It still feels a bit weird to reach this level of scrutiny IMO. Specially for a person who should not be involved in the fraud allegations" [X Link](https://x.com/kaladindz/status/1975244929594257827) 2025-10-06T17:01Z [--] followers, [---] engagements "@h79sharesunder @unfixed_income Yes no maybe At this stage your guess is as good as mine; both seem reasonable. But I think that @unfixed_income is concerned on the strength of Intellego R&D my counterargument would be that they have partnerships and they seem to file patents at a good rate" [X Link](https://x.com/kaladindz/status/1975253772147294637) 2025-10-06T17:36Z [--] followers, [---] engagements "@h79sharesunder @unfixed_income Of course this is an indirect argument but I wouldnt be too worried about their R&D. I said this many times but just go to google scholar and type "Intellego Technologies" and try finding any competitors. I think is reasonable to conclude that they are fine in R&D" [X Link](https://x.com/kaladindz/status/1975254603953233980) 2025-10-06T17:39Z [--] followers, [---] engagements "@Vin79459389 @SloppyDave They should disclose a KPI so we know because right now we have no clue. But at this price as long as the company isnt a fraud it doesnt matter" [X Link](https://x.com/kaladindz/status/1975949553791905819) 2025-10-08T15:40Z [--] followers, [--] engagements "@SloppyDave @chrisbeeSA @h79sharesunder I dont know if they just admitted to financial fraud if the order wont be booked for [----] if Im about to be a millionaire or if Claes is going to take a vacation in the Bahamas. I read the press release twenty times btw" [X Link](https://x.com/kaladindz/status/1976000039651778759) 2025-10-08T19:01Z [--] followers, [---] engagements "@yetundiscovered Thank you Just in case: if this stock turns out to be a fraud Im referring here to Intelligo Technologies the Taiwanese company or $INT the cryptocurrency I will deny knowing anything about Sweden dosimeters UV or curing" [X Link](https://x.com/kaladindz/status/1976032053566312581) 2025-10-08T21:08Z [--] followers, [---] engagements "@yetundiscovered Let's hope the resolution doesn't involve the CEO using my money to go to the Bahamas" [X Link](https://x.com/kaladindz/status/1976032072415457348) 2025-10-08T21:08Z [--] followers, [---] engagements "@oystein_barmen I would appreciate before trashing on the product with no further proof if you took into account any of the following studies that rely on Intellego's product https://scholar.google.es/scholarhl=es&as_sdt=0%2C5&q=intellego+technologies&oq= https://scholar.google.es/scholarhl=es&as_sdt=0%2C5&q=intellego+technologies&oq=" [X Link](https://x.com/kaladindz/status/1976670694458192090) 2025-10-10T15:26Z [---] followers, [---] engagements "@oystein_barmen Not to speak that he fact of having Henkel and Likang as partners is telling enough for an industrial microcap B2B" [X Link](https://x.com/kaladindz/status/1976671634552680573) 2025-10-10T15:30Z [---] followers, [---] engagements "@SwissieChad From the business standpoint someone probably did a thorough analysis and decided they would lend them money. From a communication perspective its terrible though I think its more incompetence than malice. Other than what the company has shared I dont have any more info" [X Link](https://x.com/kaladindz/status/1978456771921420795) 2025-10-15T13:43Z [---] followers, [---] engagements "@SimeonResearch_ @PronkDaniel @Mindset4Money_X Not only that but I dont see why players like $ADYEN would be incentivized to enter smaller EM markets. They will surely focus on Mexico Brazil India Indonesia etc. while the smaller and medium markets will likely remain untouched for a while IMO" [X Link](https://x.com/kaladindz/status/1963632399771709932) 2025-09-04T15:57Z [---] followers, [---] engagements "@MichaelNitzan @ReturnsJourney But gross profit is calculated differently in $DLO and $ADYEN right I thought Dlocal starts calculating revenue from the total take rate and Adyen from the net take rate" [X Link](https://x.com/kaladindz/status/1967159855724318903) 2025-09-14T09:33Z [---] followers, [---] engagements "@MichaelNitzan @ReturnsJourney I think those are calculated very differently in both cases because if you take net revenue (total revenue processing costs) for DLO you get a 92% gross profit: [---] [---] = 312; (451 427) = 24; [---] [---] = 92% GP ($DLO)" [X Link](https://x.com/kaladindz/status/1967163659786092807) 2025-09-14T09:48Z [---] followers, [---] engagements "@MichaelNitzan @ReturnsJourney But Im not completely sure what exactly is in $ADYEN and $DLO GP. Also you have to take into account that according to their CEO $DLO is in an investment cycle" [X Link](https://x.com/kaladindz/status/1967164032538010060) 2025-09-14T09:50Z [---] followers, [---] engagements "@fedex774 @dicoific Also high margins are not that.weird $HACK.ST has even better margins" [X Link](https://x.com/kaladindz/status/1970371868495618114) 2025-09-23T06:17Z [---] followers, [---] engagements "@Vin79459389 Sorry that was a mistake then I was wondering why they didn't have at least some revenue from the Ecolab partnership and in [----] based on some LinkedIn posts. Thanks for sharing" [X Link](https://x.com/kaladindz/status/1978697296700186889) 2025-10-16T05:39Z [---] followers, [---] engagements "@SvenNordenstam No under IAS [-----] if factoring (or any other transaction) is significant to an understanding of the changes in the entitys financial position or performance since the last annual report it must be disclosed in the interim financial statements" [X Link](https://x.com/kaladindz/status/1978933340053893244) 2025-10-16T21:17Z [---] followers, [---] engagements "@roojoo3 @finnews15 @SharogradskyM Those communications already exist in the releases and earnings reports unless they are blatantly lying which I find highly unlikely to say the least" [X Link](https://x.com/kaladindz/status/1980309074131779937) 2025-10-20T16:24Z [---] followers, [--] engagements "@corporalCocoPuf So: the auditor is stupid because all of those AR have to be derecognized I dont know how you could miss that three years in a row. Also the distributors dont do any due diligence whatsoever And theyve been constantly selling them for years With a product with shelf life" [X Link](https://x.com/kaladindz/status/1982463795248218613) 2025-10-26T15:06Z [---] followers, [--] engagements "@3Plantey2 @corporalCocoPuf Don't get me wrong they could end up being fraudsters but the bet is not whether Intellego is a fraud of not the bet is with the available public information what % do you assign to Intellego being a fraud" [X Link](https://x.com/kaladindz/status/1983069724687671516) 2025-10-28T07:14Z [---] followers, [---] engagements "@3Plantey2 @corporalCocoPuf And other than net profit not matching with cash flow (which the trend as of right now is positive btw and everyone with basic accounting knowledge knows that) there are no more arguments. So I don't think I'm in the wrong here" [X Link](https://x.com/kaladindz/status/1983070981775302886) 2025-10-28T07:19Z [---] followers, [---] engagements "@fund1ngs3cured At 5x p/e fw as long as they are not frauds it doesnt matter if they build a pool with the money short term lol" [X Link](https://x.com/kaladindz/status/1983133352782663858) 2025-10-28T11:26Z [---] followers, [--] engagements "@SimeonResearch_ What makes you stay out of $dlo" [X Link](https://x.com/kaladindz/status/1983245037161881903) 2025-10-28T18:50Z [---] followers, [---] engagements "@SimeonResearch_ IMO I think due to the nature of the business (operating leverage+aggregation) there is going to be an inflection point altough very hard to say when exactly where the economic barrier itself (the take rate of other competitors) wont be able to compete with whoever wins" [X Link](https://x.com/kaladindz/status/1983246832290455866) 2025-10-28T18:57Z [---] followers, [---] engagements "@SimeonResearch_ And as of right now $DLO seems poised for just that especially with the management team and the TPV growth but I could be wrong and that inflection point might still be far away in the future for larger competitors" [X Link](https://x.com/kaladindz/status/1983247165087465478) 2025-10-28T18:59Z [---] followers, [---] engagements "@SimeonResearch_ I agree and disagree Id argue that the barriers to entry are higher than they appear both in terms of capital and time as well as licenses etc" [X Link](https://x.com/kaladindz/status/1983258048563920929) 2025-10-28T19:42Z [---] followers, [--] engagements "@SimeonResearch_ But assuming youre right I think weve seen great businesses come out of sectors with no barriers to entry (Spotify Netflix Uber) because of two factors: the technology platform which in $DLOs case we cant directly judge and the economics" [X Link](https://x.com/kaladindz/status/1983258091245220100) 2025-10-28T19:42Z [---] followers, [---] engagements "@SimeonResearch_ Lastly the technology layer itself such as fraud detection and acceptance rates improves as more data is processed which unlocks more TPV. For example if you increase approval rates by [--] percentage point then for every [---] TPV processed you would now process [--] "new" TPV" [X Link](https://x.com/kaladindz/status/1983258549397397876) 2025-10-28T19:44Z [---] followers, [--] engagements "@SimeonResearch_ So even if new competitors emerged at the same level as $DLO they wouldnt be able to compete based on unit economics alone. This of course if/when they get scale and relies entirely on proper execution" [X Link](https://x.com/kaladindz/status/1983259016173117447) 2025-10-28T19:46Z [---] followers, [---] engagements "@finphysnerd @roojoo3 There are also two separate statements by the CEO that mention exact numbers and they were approved by the CFOs. What is the rationale for the CFOs allowing the CEO to lie Im pretty sure they would be liable for a lawsuit" [X Link](https://x.com/kaladindz/status/1983434158342087037) 2025-10-29T07:22Z [---] followers, [---] engagements "@stock_logging Completely agree" [X Link](https://x.com/kaladindz/status/1988161520908595624) 2025-11-11T08:26Z [---] followers, [---] engagements "My humble contribution to the discussion: "Whoever does not consider important any revolution that is neither noisy nor material may be said not yet to have attained the vision of the history of humanity." -Schlegel" [X Link](https://x.com/kaladindz/status/1972704897067102605) 2025-09-29T16:47Z [---] followers, [----] engagements "$INT $INT.ST The dismantle of the short reports & my thoughts on the Intellego chronicles : a [---] page free report: :) https://drive.google.com/file/d/1KL51JErG0s3AEFQINhHslKQJLtswzJYm/viewusp=drivesdk https://drive.google.com/file/d/1KL51JErG0s3AEFQINhHslKQJLtswzJYm/viewusp=drivesdk" [X Link](https://x.com/anyuser/status/1978339154451706260) 2025-10-15T05:56Z [---] followers, 42.1K engagements "Correction: In page [--] when I explain what is the proccess of accounting for capital equipment under lease I quote IFRS 16: [--] [--] and [--]. Those apply to the lessee not to the lessor. For the lessor applies IFRS 16: [--] 1/X" [X Link](https://x.com/kaladindz/status/1978709283421249769) 2025-10-16T06:27Z [---] followers, [---] engagements "Which states: "A lessor shall present underlying assets subject to operating leases in its statement of financial position according to the nature of the underlying asset." Source (Source: The conclusion is the same the explanation is different. 2/2 https://www.ifrs.org/content/dam/ifrs/publications/pdf-standards/english/2024/issued/part-a/ifrs-16-leases.pdfbypass=on https://www.ifrs.org/content/dam/ifrs/publications/pdf-standards/english/2024/issued/part-a/ifrs-16-leases.pdfbypass=on" [X Link](https://x.com/kaladindz/status/1978710054476870045) 2025-10-16T06:30Z [---] followers, [---] engagements "Was the $INT.ST $INT bear case that they were frauds or that they had terrible capital allocation Just saying someone could have told me the real bear case was the awful capital allocation before I wrote a [---] page report answering every short report" [X Link](https://x.com/anyuser/status/1982919301935018449) 2025-10-27T21:16Z [---] followers, [----] engagements "Just in case I change my mind after this Im out no matter the loss when the stock opens tomorrow $INT.ST. It sucks I dont know if theyre fraudulent at this point but they sure dont make it easy to be shareholders" [X Link](https://x.com/anyuser/status/1987937503563940225) 2025-11-10T17:36Z [---] followers, [----] engagements "A few of my mistakes on Intellego $INT $INT.ST https://drive.google.com/file/d/1PQoXuYCUZ6ezORI3hWjK9anNM1W5T9k0/viewusp=sharing https://drive.google.com/file/d/1PQoXuYCUZ6ezORI3hWjK9anNM1W5T9k0/viewusp=sharing" [X Link](https://x.com/anyuser/status/1988342736089424016) 2025-11-11T20:27Z [---] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@kaladindz kaladindz
kaladindz posts on X about $dlo, bahamas, money, asml the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [-----] -4.20%
- [--] Month [-----] +26,953%
- [--] Months [------] +946%
Mentions: [--] #
- [--] Month [--] no change
- [--] Months [---] +212%
Followers: [---] #
- [--] Week [---] +4.50%
- [--] Month [---] +7.20%
- [--] Months [---] +318%
CreatorRank: [---------] #
Social Influence
Social category influence finance 21% stocks 14% countries 12% technology brands 10% luxury brands 1% automotive brands 1% gaming 1% currencies 1% travel destinations 1% social networks 1%
Social topic influence $dlo 10%, bahamas 8%, money 8%, asml 5%, $int 5%, $intst 5%, $stvn #5, balance sheet 3%, accounting 3%, $adyen 3%
Top accounts mentioned or mentioned by @simeonresearch @fedex774 @unfixedincome @returnsjourney @3plantey2 @stocklogging @svennordenstam @corporalcocopuf @sloppydave @zissoucapital @daveyjuice @dicoific @cloneshameless @roojoo3 @h79sharesunder @michaelnitzan @realroseceline @kobayashim4ru @randomopinioncm @pronkdaniel
Top assets mentioned DLocal Limited (DLO) Stevanato Group S.p.A. (STVN) West Pharmaceutical Services Inc. (WST) Netflix Inc (NFLX) MercadoLibre Inc (MELI) NVIDIA Corp. (NVDA) Apple, Inc. (AAPL) Sea Limited (SE) Mastercard, Inc. (MA) Alphabet Inc Class A (GOOGL) Spotify Technology (SPOT) Uber Technologies, Inc. (UBER)
Top Social Posts
Top posts by engagements in the last [--] hours
"Made a quick write-up to refresh the bull case in $STVN if anyones is interested link in bio (dont know why but no one actually links the substack post)"
X Link 2026-02-05T14:34Z [---] followers, [----] engagements
"@SimeonResearch_ Any write up you can share Always wanted to get in the aereospace sector but everything is so expensive"
X Link 2025-11-21T12:34Z [---] followers, [---] engagements
"@realroseceline Dunno if you are interested but Exor NV (publicly traded family vehicle) holds 18B of Ferrari stock yet trades around $15B with 50% NAV discount. Youre technically diworsifying vs only buying Ferrari but at half the price. Question is whether buybacks continue and how so"
X Link 2026-01-25T18:15Z [---] followers, [---] engagements
"@ReturnsJourney @ReneSellmann It has hidden investments that appear on the balance sheet underapreciated. I think the Pokemon stake is reported to be around $2M in the balance sheet when its probably worth 1000x times that (they own 30%) but no one really knows so its speculation"
X Link 2026-02-04T15:17Z [---] followers, [---] engagements
"@ZissouCapital @noahpetey @Calvsams @Invesquotes @peter_mantas @Borlaug_ If you dont mind me asking: any idea what this comment from Schott management could be referring to Just being conservative Losing tirz share to STVN given they still havent expanded in the US Orals It seems a very weird comment to make"
X Link 2026-02-11T14:57Z [---] followers, [---] engagements
"@Lab_Inversion Yo creo que lo de $STVN es porque habr algn hedge fund que tenga info no oficial de que van a hacer un miss en Q4 porque si no no tiene sentido. Han dicho en todas las calls desde el CMD que los volmenes del capex hasta [----] estn contratados"
X Link 2026-02-06T11:16Z [---] followers, [---] engagements
"Although there has not been the call yet $1SXP Q4 [--] results look very good for $STVN: DCS growing 9.4% YoY. Although glass/polymer syringes (DDS) are weak it is due to a vaccine customer and GLPs are should be growing fast specially since they are ramping up capacity"
X Link 2026-02-11T08:27Z [---] followers, [----] engagements
"Both $wst and $1xsp both said that demand outstripped supply (glp and non-glp) seems like the headwinds are definitely over and in [----] all tailwinds should materialize. $stvn should be in a very good condition to capitalize given the capex spend"
X Link 2026-02-12T13:41Z [---] followers, [---] engagements
"@ReturnsJourney So they would be able to capture TAM while growing. It would end up being bad for $DLO dont get me wrong but I think there would be an reaction margin IMO"
X Link 2025-09-19T17:54Z [--] followers, [--] engagements
"@ReturnsJourney They could but it seems too far fetched from their ecosystem. It would also take them a lot of time require regulatory compliance and wouldnt draw people to their ecosystem"
X Link 2025-09-19T20:43Z [--] followers, [--] engagements
"@ReturnsJourney Also keep in mind that 70% of $DLOs revenue comes from its top [--] merchants. Normally this would be a weakness but in this case its a strength. They dont reveal the exact merchants but its probably PDD Shein GOOGL META AMZN SHOP NFLX MSFT etc"
X Link 2025-09-19T20:44Z [--] followers, [---] engagements
"@ReturnsJourney Many of them compete directly with $MELI in retail or ads so I dont think they would want to switch especially since $MELI s playbook seems to be expanding into more verticals. I could be wrong though its an interesting bear case that I havent given much thought to"
X Link 2025-09-19T20:44Z [--] followers, [---] engagements
"@ReturnsJourney If you listened to the video presentation/earnings call $DLO is planning to roll out physical POS for merchants which could potentially overlap with Mercado Pagos clients. However for now $DLO is much more focused on large merchants so well have to wait and see"
X Link 2025-09-19T20:46Z [--] followers, [---] engagements
"@3Plantey2 @KobayashiM4ru I agree with you on everything you said. Of course it is an inductive argument/filter. The problem and the point on which we differ is how much validity you give to each of the particular filters"
X Link 2025-09-20T16:36Z [--] followers, [--] engagements
"@3Plantey2 @KobayashiM4ru Probably [--] individual filters (EKN Deloitte Nordea new CFO CEO buying stock [--] years Henkel due diligence). It is a filter just not one that every company has to pass IMO especially not as hard as for Intellego"
X Link 2025-09-20T16:39Z [--] followers, [---] engagements
"@fedex774 Man if something happens and Poland summons NATOs Article [--] the only thing worth being long are nuclear shelters"
X Link 2025-09-21T16:32Z [--] followers, [--] engagements
"@SvenNordenstam Correct me if I'm wrong but [--] [--] and [--] have already been answered with the available information right"
X Link 2025-09-21T21:08Z [--] followers, [----] engagements
"@SvenNordenstam If Intellego factored its AR with recourse you would normally expect to see a corresponding liability in the consolidated balance sheet"
X Link 2025-09-21T21:09Z [--] followers, [---] engagements
"@SvenNordenstam Q2"
X Link 2025-09-21T21:10Z [--] followers, [---] engagements
"@SvenNordenstam Page [--] for Q1 and page [--] for Q2. By the way Im assuming that if you do factoring without recourse the party guaranteeing the purchase of your receivables has conducted extensive due diligence. Maybe Im missing something"
X Link 2025-09-21T21:12Z [--] followers, [---] engagements
"@SvenNordenstam Yes but I meant that EKN (or whoever bought it without recourse) would have done the necessary due diligence or do they just buy the AR without investigating the parties involved After all they are assuming the risk"
X Link 2025-09-21T21:30Z [--] followers, [---] engagements
"@stock_logging What do you think what was the market expecting For the stock to be -25% I mean"
X Link 2025-09-22T09:52Z [--] followers, [---] engagements
"@dfk_7677 @stock_logging I dont agree. Nothing I know has changed since the end of Q2 at least for the worse. Whether we were wrong before or right regarding the company has not been decided in these last weeks"
X Link 2025-09-22T10:34Z [--] followers, [---] engagements
"@SimeonResearch_ You forgot the custom one for Intellego: Check if a Swedish CEO hasnt sold all his shares and bought a one way ticket to the Bahamas- Action ✅"
X Link 2025-09-22T17:22Z [--] followers, [---] engagements
"@Exclamotite69 @SimeonResearch_ Its a hedge: if I buy Intellego and Bahamas Airlines I cant lose the money will end up in one of them"
X Link 2025-09-22T17:29Z [--] followers, [---] engagements
"@SimeonResearch_ @Randomopinioncm @fedex774 @dicoific Until Claes is not in the Bahamas I will believe"
X Link 2025-09-23T07:34Z [--] followers, [---] engagements
"@SimeonResearch_ @fedex774 @Randomopinioncm @dicoific What do you think they could have done better"
X Link 2025-09-23T08:47Z [--] followers, [--] engagements
"@SimeonResearch_ Hey unrelated question given todays trading price action I assume theres been some positive news from the Q3 meeting of the Standing Committee on Biocidal Products. However I havent been able to find anything either on: or https://ec.europa.eu/transparency/comitology-register/screen/meetings/CMTD%282025%2937/consultlang=en https://eur-lex.europa.eu/search.htmllang=en&text=medetomidine&qid=1758803542896&type=quick&scope=EURLEX&sortOne=DD&sortOneOrder=desc https://ec.europa.eu/transparency/comitology-register/screen/meetings/CMTD%282025%2937/consultlang=en"
X Link 2025-09-25T12:36Z [--] followers, [---] engagements
"@stock_logging @YaronKeren Unrelated question: is there any detailed write up on the competition in chemical dosimeters"
X Link 2025-09-25T15:50Z [--] followers, [---] engagements
"@ReturnsJourney Stupid question but why would merchants bypass $DLO If the aggregator effect works they should be able to offer lower prices maybe not right now but potentially in the future. Also wouldnt the company have to hire a specialized team Am I tripping"
X Link 2025-09-26T20:42Z [--] followers, [---] engagements
"@SimeonResearch_ Not in Singapore or Japan it's Chinese. It's neither a microcap nor a midcap but Moutai (600519) is a very interesting play"
X Link 2025-09-30T16:53Z [--] followers, [---] engagements
"@stock_logging I don't really know but you can check their names here (and their historical shorts): The concern that most worries me at this point is customer concentration (or lacking information of it). https://shortregister.com/se/intellego-technologies-int https://shortregister.com/se/intellego-technologies-int"
X Link 2025-10-02T08:07Z [--] followers, [---] engagements
"@stock_logging @3Plantey2 Is there any info on this Of course you dont go from [---] DSO to a normal one so the SEK 500M being cash was always a bit optimistic but other than that is there any additional information"
X Link 2025-10-02T11:26Z [--] followers, [---] engagements
"@davey_juice Doesn't it depend on what you are looking for I believe that $ASML will be able to beat the market in the long term with less risk. This is not to say that other stocks like $NVDA $TSMC or other AI plays wont yield higher returns but they come with more risk imo"
X Link 2025-10-02T11:49Z [--] followers, [---] engagements
"@davey_juice Because Im probably looking [--] years into the future and in that time ASML wont get disrupted but I have no idea whether Nvidia will. Also I dont know if AI is going to stick in the short term but even if it doesnt ASML will still have a position in semiconductors"
X Link 2025-10-02T14:36Z [--] followers, [--] engagements
"@davey_juice Yeah in the sense that if AI ends up working I will get something through ASML (of course much less than with other companies) but if it does not I still have a company with a monopoly in a secular growth industry"
X Link 2025-10-02T14:48Z [--] followers, [--] engagements
"@shittysits How have you been proven right You may be right but nothing has meaningfully changed for the worse since your article. One could even argue the opposite: that a lot of things are getting better"
X Link 2025-10-03T16:38Z [--] followers, [---] engagements
"@fedex774 Dw if it goes to [--] I will say im long on $INT (the internet token) and not on $INT.ST (the swedish company) which I know NOTHING about and I have NOT donated all my money to a swedish guy in the Bahamas. Altough I dont see much future on the token either XDDD"
X Link 2025-10-03T20:56Z [--] followers, [---] engagements
"@PronkDaniel On what basis do you value it I think its cheap too but not that much"
X Link 2025-10-03T21:50Z [---] followers, [----] engagements
"@realroseceline Well thats better than my account which is 90% justifying why a Swedish man isnt going to take all my money and run off to the Bahamas with it"
X Link 2025-10-03T22:39Z [--] followers, [--] engagements
"@unfixed_income @SloppyDave @corporalCocoPuf @CloneShameless eah but according to sources @HugoNavarroPer2 article Deloitte brought their A team to check Intellegos accounting and everything else. One would think theyd know how to review AR and revenue recognition"
X Link 2025-10-03T22:45Z [--] followers, [---] engagements
"@unfixed_income @SloppyDave @corporalCocoPuf @CloneShameless I appreciate the information and the cordial discussion"
X Link 2025-10-03T23:10Z [--] followers, [---] engagements
"@unfixed_income @SloppyDave @corporalCocoPuf @CloneShameless Also @stock_logging has more info on this: its not about dosimeters its about the ink. Intellego spans [---] nm (Far UVC only chemical dosimeter I found at this wavelength) to [---] nm (horticulture) with precise mJ/cm and thats just on dosimeters"
X Link 2025-10-03T23:26Z [--] followers, [---] engagements
"@3Plantey2 For this to be false the CEO the new CFO and the board would have to be in on it. I am not an expert on Swedish law but Im pretty sure this would constitute the textbook definition of fraud. Even if they were committing fraud why would they risk being discovered in Q4 2025"
X Link 2025-10-04T12:16Z [---] followers, [---] engagements
"@3Plantey2 Both the Wirecard and Enron were ten times more complex than this alleged fraud which would be them literally creating recievables which the EKN Delloite Nordea all have/should have found out. It would be as easy as doing a DD in the parties who have to pay the AR"
X Link 2025-10-04T12:25Z [---] followers, [---] engagements
"@3Plantey2 Yeah and that is exactly why if Deloitte brought a forensic team it would be to say the least reasonable to expect that they could check the receivables. Or at least the guys who insures them would check it"
X Link 2025-10-04T12:43Z [--] followers, [---] engagements
"@3Plantey2 And when it comes to Intellego the product is real and Henkel experts said the product gives them 2-3x throughput when the parties got involved with Intellego everyone thought the co was a fraud and people that are lending money to the are stupid or smth"
X Link 2025-10-04T12:50Z [---] followers, [---] engagements
"@SharogradskyM @roojoo3 That is the new strategy: [--]. Let Claes scam you. [--]. Report Claes for more money than you lost. [--]. Profit. You can Hedge that bet longing Bahamas airline in case he does manage to run away"
X Link 2025-10-04T15:11Z [--] followers, [---] engagements
"@3Plantey2 @svane_christian They have not factored at least according to management. They definitely have not factored with recourse as there is no liability on the balance sheet"
X Link 2025-10-05T12:02Z [--] followers, [--] engagements
"@davey_juice $AAPL and $SE are customers of $DLO"
X Link 2025-10-05T14:12Z [---] followers, [---] engagements
"@fedex774 I have never understood this last argument: ASML who has the biggest moat of them all (AI couldn't if it were not for them) has 50% gross margin but not because they have a smaller moat than other companies it is because their machines cost 200M to make"
X Link 2025-10-05T16:16Z [--] followers, [---] engagements
"@fedex774 Now Intellego has propietary technology of a prouct that costs to make 0.05$ and it can sell for 1-5$ altough the % GM is bigger it is not the same case if ASML COGs were those of Intellego then they could have 99999% gross margin"
X Link 2025-10-05T16:18Z [--] followers, [---] engagements
"@fedex774 % are relations between numbers. I would bet you would rather have 1% of $10M USD than 99% of 1$"
X Link 2025-10-05T16:29Z [--] followers, [---] engagements
"@AbcpokerBI I have been personally been hired by Claes to defend Intellego 5$ per post+free trip to Bahamas when the stock dumps"
X Link 2025-10-05T19:44Z [--] followers, [----] engagements
"@unfixed_income @fedex774 I dont agree with competition at all. Find me one competitor that has dosimeters with the same quality and convenience as Intellegos but for a wavelength other than [---] nm. And from [--] to [----] mj/cm2 they have the R&D look the new product for Likang"
X Link 2025-10-05T21:01Z [--] followers, [---] engagements
"@unfixed_income @fedex774 Regarding warranty I cant think of anything specific for the dosimeters. According to management customers dont have the right to return products unless there are major quality issues. But if revenue recognition is done correctly they should still end up getting paid right"
X Link 2025-10-05T21:16Z [---] followers, [--] engagements
"@unfixed_income @fedex774 Of course the business is a lot worse since it ties up a ton of cash in working capital but at the current valuation you are not buying Mastercard"
X Link 2025-10-05T21:17Z [--] followers, [--] engagements
"@nonamestock @SleepWellTrung @stock_logging How fun will be when the have to announce Q3 guidance for Q4 (it should be around 450M so 100% QoQ) I think it will drop purely on that"
X Link 2025-10-06T09:37Z [---] followers, [--] engagements
"@unfixed_income This is all I have been able to find: https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D"
X Link 2025-10-06T16:52Z [--] followers, [----] engagements
"@unfixed_income Ok at this point it might be too much it looks like were stalking her. But where did you get that the head of R&D is based in Vienna Look at this comment she made: It seems like its at Stenna maybe in a nearby lab Im not sure. https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D https://www.linkedin.com/jobs/view/4282824406/refId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D&trackingId=1ghs9ChhDAGSHvIHSvsDqA%3D%3D"
X Link 2025-10-06T16:59Z [--] followers, [---] engagements
"@unfixed_income But although the profile is public. It still feels a bit weird to reach this level of scrutiny IMO. Specially for a person who should not be involved in the fraud allegations"
X Link 2025-10-06T17:01Z [--] followers, [---] engagements
"@h79sharesunder @unfixed_income Yes no maybe At this stage your guess is as good as mine; both seem reasonable. But I think that @unfixed_income is concerned on the strength of Intellego R&D my counterargument would be that they have partnerships and they seem to file patents at a good rate"
X Link 2025-10-06T17:36Z [--] followers, [---] engagements
"@h79sharesunder @unfixed_income Of course this is an indirect argument but I wouldnt be too worried about their R&D. I said this many times but just go to google scholar and type "Intellego Technologies" and try finding any competitors. I think is reasonable to conclude that they are fine in R&D"
X Link 2025-10-06T17:39Z [--] followers, [---] engagements
"@Vin79459389 @SloppyDave They should disclose a KPI so we know because right now we have no clue. But at this price as long as the company isnt a fraud it doesnt matter"
X Link 2025-10-08T15:40Z [--] followers, [--] engagements
"@SloppyDave @chrisbeeSA @h79sharesunder I dont know if they just admitted to financial fraud if the order wont be booked for [----] if Im about to be a millionaire or if Claes is going to take a vacation in the Bahamas. I read the press release twenty times btw"
X Link 2025-10-08T19:01Z [--] followers, [---] engagements
"@yetundiscovered Thank you Just in case: if this stock turns out to be a fraud Im referring here to Intelligo Technologies the Taiwanese company or $INT the cryptocurrency I will deny knowing anything about Sweden dosimeters UV or curing"
X Link 2025-10-08T21:08Z [--] followers, [---] engagements
"@yetundiscovered Let's hope the resolution doesn't involve the CEO using my money to go to the Bahamas"
X Link 2025-10-08T21:08Z [--] followers, [---] engagements
"@oystein_barmen I would appreciate before trashing on the product with no further proof if you took into account any of the following studies that rely on Intellego's product https://scholar.google.es/scholarhl=es&as_sdt=0%2C5&q=intellego+technologies&oq= https://scholar.google.es/scholarhl=es&as_sdt=0%2C5&q=intellego+technologies&oq="
X Link 2025-10-10T15:26Z [---] followers, [---] engagements
"@oystein_barmen Not to speak that he fact of having Henkel and Likang as partners is telling enough for an industrial microcap B2B"
X Link 2025-10-10T15:30Z [---] followers, [---] engagements
"@SwissieChad From the business standpoint someone probably did a thorough analysis and decided they would lend them money. From a communication perspective its terrible though I think its more incompetence than malice. Other than what the company has shared I dont have any more info"
X Link 2025-10-15T13:43Z [---] followers, [---] engagements
"@SimeonResearch_ @PronkDaniel @Mindset4Money_X Not only that but I dont see why players like $ADYEN would be incentivized to enter smaller EM markets. They will surely focus on Mexico Brazil India Indonesia etc. while the smaller and medium markets will likely remain untouched for a while IMO"
X Link 2025-09-04T15:57Z [---] followers, [---] engagements
"@MichaelNitzan @ReturnsJourney But gross profit is calculated differently in $DLO and $ADYEN right I thought Dlocal starts calculating revenue from the total take rate and Adyen from the net take rate"
X Link 2025-09-14T09:33Z [---] followers, [---] engagements
"@MichaelNitzan @ReturnsJourney I think those are calculated very differently in both cases because if you take net revenue (total revenue processing costs) for DLO you get a 92% gross profit: [---] [---] = 312; (451 427) = 24; [---] [---] = 92% GP ($DLO)"
X Link 2025-09-14T09:48Z [---] followers, [---] engagements
"@MichaelNitzan @ReturnsJourney But Im not completely sure what exactly is in $ADYEN and $DLO GP. Also you have to take into account that according to their CEO $DLO is in an investment cycle"
X Link 2025-09-14T09:50Z [---] followers, [---] engagements
"@fedex774 @dicoific Also high margins are not that.weird $HACK.ST has even better margins"
X Link 2025-09-23T06:17Z [---] followers, [---] engagements
"@Vin79459389 Sorry that was a mistake then I was wondering why they didn't have at least some revenue from the Ecolab partnership and in [----] based on some LinkedIn posts. Thanks for sharing"
X Link 2025-10-16T05:39Z [---] followers, [---] engagements
"@SvenNordenstam No under IAS [-----] if factoring (or any other transaction) is significant to an understanding of the changes in the entitys financial position or performance since the last annual report it must be disclosed in the interim financial statements"
X Link 2025-10-16T21:17Z [---] followers, [---] engagements
"@roojoo3 @finnews15 @SharogradskyM Those communications already exist in the releases and earnings reports unless they are blatantly lying which I find highly unlikely to say the least"
X Link 2025-10-20T16:24Z [---] followers, [--] engagements
"@corporalCocoPuf So: the auditor is stupid because all of those AR have to be derecognized I dont know how you could miss that three years in a row. Also the distributors dont do any due diligence whatsoever And theyve been constantly selling them for years With a product with shelf life"
X Link 2025-10-26T15:06Z [---] followers, [--] engagements
"@3Plantey2 @corporalCocoPuf Don't get me wrong they could end up being fraudsters but the bet is not whether Intellego is a fraud of not the bet is with the available public information what % do you assign to Intellego being a fraud"
X Link 2025-10-28T07:14Z [---] followers, [---] engagements
"@3Plantey2 @corporalCocoPuf And other than net profit not matching with cash flow (which the trend as of right now is positive btw and everyone with basic accounting knowledge knows that) there are no more arguments. So I don't think I'm in the wrong here"
X Link 2025-10-28T07:19Z [---] followers, [---] engagements
"@fund1ngs3cured At 5x p/e fw as long as they are not frauds it doesnt matter if they build a pool with the money short term lol"
X Link 2025-10-28T11:26Z [---] followers, [--] engagements
"@SimeonResearch_ What makes you stay out of $dlo"
X Link 2025-10-28T18:50Z [---] followers, [---] engagements
"@SimeonResearch_ IMO I think due to the nature of the business (operating leverage+aggregation) there is going to be an inflection point altough very hard to say when exactly where the economic barrier itself (the take rate of other competitors) wont be able to compete with whoever wins"
X Link 2025-10-28T18:57Z [---] followers, [---] engagements
"@SimeonResearch_ And as of right now $DLO seems poised for just that especially with the management team and the TPV growth but I could be wrong and that inflection point might still be far away in the future for larger competitors"
X Link 2025-10-28T18:59Z [---] followers, [---] engagements
"@SimeonResearch_ I agree and disagree Id argue that the barriers to entry are higher than they appear both in terms of capital and time as well as licenses etc"
X Link 2025-10-28T19:42Z [---] followers, [--] engagements
"@SimeonResearch_ But assuming youre right I think weve seen great businesses come out of sectors with no barriers to entry (Spotify Netflix Uber) because of two factors: the technology platform which in $DLOs case we cant directly judge and the economics"
X Link 2025-10-28T19:42Z [---] followers, [---] engagements
"@SimeonResearch_ Lastly the technology layer itself such as fraud detection and acceptance rates improves as more data is processed which unlocks more TPV. For example if you increase approval rates by [--] percentage point then for every [---] TPV processed you would now process [--] "new" TPV"
X Link 2025-10-28T19:44Z [---] followers, [--] engagements
"@SimeonResearch_ So even if new competitors emerged at the same level as $DLO they wouldnt be able to compete based on unit economics alone. This of course if/when they get scale and relies entirely on proper execution"
X Link 2025-10-28T19:46Z [---] followers, [---] engagements
"@finphysnerd @roojoo3 There are also two separate statements by the CEO that mention exact numbers and they were approved by the CFOs. What is the rationale for the CFOs allowing the CEO to lie Im pretty sure they would be liable for a lawsuit"
X Link 2025-10-29T07:22Z [---] followers, [---] engagements
"@stock_logging Completely agree"
X Link 2025-11-11T08:26Z [---] followers, [---] engagements
"My humble contribution to the discussion: "Whoever does not consider important any revolution that is neither noisy nor material may be said not yet to have attained the vision of the history of humanity." -Schlegel"
X Link 2025-09-29T16:47Z [---] followers, [----] engagements
"$INT $INT.ST The dismantle of the short reports & my thoughts on the Intellego chronicles : a [---] page free report: :) https://drive.google.com/file/d/1KL51JErG0s3AEFQINhHslKQJLtswzJYm/viewusp=drivesdk https://drive.google.com/file/d/1KL51JErG0s3AEFQINhHslKQJLtswzJYm/viewusp=drivesdk"
X Link 2025-10-15T05:56Z [---] followers, 42.1K engagements
"Correction: In page [--] when I explain what is the proccess of accounting for capital equipment under lease I quote IFRS 16: [--] [--] and [--]. Those apply to the lessee not to the lessor. For the lessor applies IFRS 16: [--] 1/X"
X Link 2025-10-16T06:27Z [---] followers, [---] engagements
"Which states: "A lessor shall present underlying assets subject to operating leases in its statement of financial position according to the nature of the underlying asset." Source (Source: The conclusion is the same the explanation is different. 2/2 https://www.ifrs.org/content/dam/ifrs/publications/pdf-standards/english/2024/issued/part-a/ifrs-16-leases.pdfbypass=on https://www.ifrs.org/content/dam/ifrs/publications/pdf-standards/english/2024/issued/part-a/ifrs-16-leases.pdfbypass=on"
X Link 2025-10-16T06:30Z [---] followers, [---] engagements
"Was the $INT.ST $INT bear case that they were frauds or that they had terrible capital allocation Just saying someone could have told me the real bear case was the awful capital allocation before I wrote a [---] page report answering every short report"
X Link 2025-10-27T21:16Z [---] followers, [----] engagements
"Just in case I change my mind after this Im out no matter the loss when the stock opens tomorrow $INT.ST. It sucks I dont know if theyre fraudulent at this point but they sure dont make it easy to be shareholders"
X Link 2025-11-10T17:36Z [---] followers, [----] engagements
"A few of my mistakes on Intellego $INT $INT.ST https://drive.google.com/file/d/1PQoXuYCUZ6ezORI3hWjK9anNM1W5T9k0/viewusp=sharing https://drive.google.com/file/d/1PQoXuYCUZ6ezORI3hWjK9anNM1W5T9k0/viewusp=sharing"
X Link 2025-11-11T20:27Z [---] followers, [----] engagements
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