# ![@lejooon Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::35702702.png) @lejooon Lukas

Lukas posts on X about som, att, det, har the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::35702702/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35702702/c:line/m:interactions.svg)

- [--] Week [-------] +3,278%
- [--] Month [-------] +127%
- [--] Months [-------] +475%
- [--] Year [-------] +443%

### Mentions: [--] [#](/creator/twitter::35702702/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35702702/c:line/m:posts_active.svg)

- [--] Months [--] -47%
- [--] Year [--] no change

### Followers: [-----] [#](/creator/twitter::35702702/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35702702/c:line/m:followers.svg)

- [--] Week [-----] +1.10%
- [--] Month [-----] +7.20%
- [--] Months [-----] +37%
- [--] Year [-----] +42%

### CreatorRank: [-------] [#](/creator/twitter::35702702/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::35702702/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[cryptocurrencies](/list/cryptocurrencies)  #6443 [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [finance](/list/finance)  [countries](/list/countries)  [gaming](/list/gaming)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands)  [travel destinations](/list/travel-destinations)  [social networks](/list/social-networks) 

**Social topic influence**
[som](/topic/som) #533, [att](/topic/att) #563, [det](/topic/det) #642, [har](/topic/har) #796, [kan](/topic/kan) #826, [$pdx](/topic/$pdx) #3, [dock](/topic/dock), [$ver](/topic/$ver) #1, [bara](/topic/bara) #1503, [$magi](/topic/$magi)

**Top accounts mentioned or mentioned by**
[@89olle](/creator/undefined) [@fintechdev](/creator/undefined) [@kalqyl](/creator/undefined) [@financeamir](/creator/undefined) [@10ch10](/creator/undefined) [@gnufs](/creator/undefined) [@janfer](/creator/undefined) [@tradewithmrp](/creator/undefined) [@dungeoninvest](/creator/undefined) [@pvoffcf](/creator/undefined) [@aktiehesten](/creator/undefined) [@loumannheim](/creator/undefined) [@saidaandersson](/creator/undefined) [@caaarli552](/creator/undefined) [@lakrixx](/creator/undefined) [@stckpkr](/creator/undefined) [@avanzamarkets](/creator/undefined) [@5hadowart](/creator/undefined) [@vardeinvestera](/creator/undefined) [@pcgh](/creator/undefined)

**Top assets mentioned**
[PDX Coin (PDX)](/topic/$pdx) [Synthetix (SNX)](/topic/$snx) [Evotec SE (EVO)](/topic/$evo) [Take-Two Interactive Software, Inc. (TTWO)](/topic/$ttwo) [IonQ, Inc. (IONQ)](/topic/$ionq) [MGIC Investment Corp. (MTG)](/topic/$mtg) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [Electronic Arts Inc. (EA)](/topic/$ea) [IBM (IBM)](/topic/ibm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Builders FirstSource, Inc. (BLDR)](/topic/$bldr) [Kasta (KASTA)](/topic/kasta) [Cloudflare, Inc. (NET)](/topic/cloudflare)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Piper Sandler conducted a semi-annual teen survey of [-----] teens. One of the main conclusions is that fewer teens identify as gamers and overall time spent gaming has fallen from peak levels. Now 30% of an average day is spent gaming (-4% y/y). $EMBRAC $ATVI $EA $TTWO"  
[X Link](https://x.com/lejooon/status/1445447541575884800)  2021-10-05T17:55Z [----] followers, [--] engagements


"@janfer_ Lets be real. $PEXIP has stuff to prove. Like - they can lower the churn going forward - actually hit their ARR goal for [--] which they arent close to doing right now the distance keeps increasing - hit profitability they have a huge number of personel incl sales"  
[X Link](https://x.com/lejooon/status/1469656978075041797)  2021-12-11T13:15Z [----] followers, [--] engagements


"@ValueTeddy The AIM listed stocks like $FDEV are not tradeable on Nordnet unfortunately"  
[X Link](https://x.com/lejooon/status/1536615150534504450)  2022-06-14T07:42Z [----] followers, [--] engagements


"@arankomatsuzaki Any idea how the theoretical distillation is affected when theres random noise input into the output like in GPT4 to increase the SD of the logits to seemingly prevent distillation"  
[X Link](https://x.com/lejooon/status/1653992224697327616)  2023-05-04T05:17Z [----] followers, [----] engagements


"Distillation and low-rank adaptation of transformer models is such a huge deal. But I'm wondering how much of an issue is GPT4s high SD of their logits to the theoretical quality of the distillation process"  
[X Link](https://x.com/lejooon/status/1654087866522140675)  2023-05-04T11:37Z [----] followers, [----] engagements


"En skillnad mellan bolag som $PDX och $EMBRAC har visat sig tydligt vara i kapitalallokering. Lars sa fljande vid en intervju med FNTV kring spel "investerar s mycket vi kan" och kommenterade att han vill att bolagen ska "gra av med s mycket pengar som mjligt" (ja citat)"  
[X Link](https://x.com/lejooon/status/1660981765085753344)  2023-05-23T12:11Z [----] followers, 26.4K engagements


"@aktiehesten @financeamir Wedbushs Ives pratade om EV/TAM efter $NVDA-rapporten igr. 🥰"  
[X Link](https://x.com/lejooon/status/1661841136330088455)  2023-05-25T21:06Z [----] followers, [--] engagements


"Are the the "new" OpenAI GPT [---] turbo models distilled Or how do they attain the inference speed Has anyone compared the distribution of logits and various evals on the different models"  
[X Link](https://x.com/lejooon/status/1668948630634479617)  2023-06-14T11:48Z [----] followers, [----] engagements


"Jefferies har kommit med en ny Q2-preview p $EVO"  
[X Link](https://x.com/lejooon/status/1671031627969961985)  2023-06-20T05:57Z [----] followers, 15.9K engagements


"Ca 10% sannolikhet enligt marknaden att uppkpet av $ATVI gr igenom vid utsatt tid den 18e juli baserat p sannolikheter givna frn optionsmarknaden. Att dealen gtt igenom brjan p nsta r r ca 25% sannolikt"  
[X Link](https://x.com/lejooon/status/1674143768373600256)  2023-06-28T19:52Z [----] followers, [--] engagements


"@predict_addict Problem with most of these "transformers are not what you need" papers is that they have too little data for the scale that's needed for them to perform well"  
[X Link](https://x.com/lejooon/status/1678682208033206272)  2023-07-11T08:27Z [----] followers, [---] engagements


"Senast $EVO vrderades till dessa multiplar var under perioden 2018-2020. D hade man frvntan p lng runway och vsentlig marginalexpansion. Vilka r drivarna nu Se poll nedan"  
[X Link](https://x.com/lejooon/status/1684902808959508485)  2023-07-28T12:25Z [----] followers, [--] engagements


"@bankertradetips @bankertradetips $IONQ works based on trapped ion quantum computing no That doesnt require superconductivity unlike the computers of $IBM or $GOOGL to my knowledge"  
[X Link](https://x.com/lejooon/status/1686454672813342729)  2023-08-01T19:11Z [----] followers, [---] engagements


"Do people that speculate on $IONQ (quantum computing) in the #LK99 hype realize that their technology of trapped ion quantum computing is not dependent on superconductance"  
[X Link](https://x.com/lejooon/status/1686466432513515521)  2023-08-01T19:58Z [----] followers, [----] engagements


"Commentary from Hasbro lead me to believe there might be roughly $6-15m USDbottom line result coming in from Lord of the Rings royalty fees and the recently released Magic the Gathering set with the same name in the FYQ2 quarter for $EMBRAC. Something I've not seen mentioned"  
[X Link](https://x.com/lejooon/status/1690771528869101568)  2023-08-13T17:05Z [----] followers, 25.5K engagements


"Central to models like ChatGPT is the Transformer neural network. One of the novelties of them was the use of an attention mechanism in parallel. It allows the model to attend parts the text given a query q and key k. I will describe how one can arrive at this expression"  
[X Link](https://x.com/lejooon/status/1698708784221126728)  2023-09-04T14:45Z [----] followers, [----] engagements


"@carot_little [--] AAA titles into production top [--] biggest franchise in gaming with movie coming up and decent back-catalog with also popular AA titles launching soon you think will go for under $1b Pitchford is no longer CEO of the Software unit"  
[X Link](https://x.com/lejooon/status/1701199890813014148)  2023-09-11T11:43Z [----] followers, [--] engagements


"At the end of summer [----] $BLDR was one of my favorite picks which I wrote about in comments asking for top picks for the coming year. But I also think its time if one hasnt already to close the longs and maybe even start building the shorts"  
[X Link](https://x.com/lejooon/status/1702006177960259745)  2023-09-13T17:07Z [----] followers, [----] engagements


"MS initiated on Ubisoft $UBI on 15th of September with a price target of [----]. Given near-term risks and a weak track record they want more confidence on delivery and initiate at equal weight"  
[X Link](https://x.com/lejooon/status/1709880699614822872)  2023-10-05T10:38Z [----] followers, [----] engagements


"Nedskrivning i $PDX Det oknda hr var allts: - Storleken p utvecklingskostnaden (ca 40% hgre n jag skissat) - Att man aggressivt vljer att skriva ner hela terstoden - Liten Gamepass-fee i frhllande till utvecklingskostnad Knda var: - Att spelet knappt slt ngot"  
[X Link](https://x.com/anyuser/status/1711855837319172604)  2023-10-10T21:26Z [--] followers, 32.3K engagements


"@laaaaangsiktig @Lou_Mannheim @Saidaandersson @Caaarli552 Ja han skriver att han ger betydligt mindre nu n tidigare i $EVO"  
[X Link](https://x.com/lejooon/status/1712036434004136088)  2023-10-11T09:24Z [----] followers, [----] engagements


"Jag knner till hedgefondfrvaltare som tyckte det var komiskt hur analytikerna var "bullade" och hade fr optimistiska prognoser framgent fr ett r sen och fr tv r sen nu i efterhand var dom fr "bearish" visade det sig. Men en av teserna i $PDX r just att - man slpper nya "vertikaler" - uppdaterar de gamla med snabbare kadens kar investeringarna - kar publishing till att f liknande publishing-effekter som Devolver dr man kper in spel billigt tjnar p merfrsljning tack vare att mnga spelare fljer labeln Paradox med option att kunna kpa upp titlarna ifall de gr bra - extremt hg ROIIC - m.m Bolaget"  
[X Link](https://x.com/lejooon/status/1712054031370060216)  2023-10-11T10:34Z [----] followers, [----] engagements


"@Lou_Mannheim @GamerTrader1 @Lakrixx @aktielusen @Saidaandersson @Caaarli552 Med tanke p hur du skriver king $EVO samt hur defensiv du blir nu kanske det kommer som en shock fr dig att man kan ga en aktie och samtidigt utmana status quo/konsensus. Ffa nr konsensus idiotfrklarar alla som inte ser evig tillvxt och eviga hga marginaler"  
[X Link](https://x.com/lejooon/status/1712125159895711948)  2023-10-11T15:17Z [----] followers, [----] engagements


"In your DCF analysis you assume that the terminal value (which represents a whooping 83% of your whole value) is based on an EBITDA margin of 69%. Do you think is reasonable given that - much of the coming growth is in markets that require higher CapEx (for example growth in USA) - perhaps future competition Or do you think the company will boost 69% EBITDA margins in perpetuity and continue to never have bigger issues with the competition like it does today A discount rate of 10% is also very low for a company that operates under uncertain regulatory space. It would therefore seem like you"  
[X Link](https://x.com/lejooon/status/1712446255807299659)  2023-10-12T12:32Z [----] followers, [----] engagements


"$PDX [----] mSEK sales [----] Coffee Stain Publishing [----] mSEK sales 2022"  
[X Link](https://x.com/lejooon/status/1714999510265401829)  2023-10-19T13:38Z [----] followers, [----] engagements


"$PDX [---] anstllda med [---] mSEK EBIT med 39% marginal TTM. Coffee Stain ca [---] anstllda (2022) med [----] mSEK just. EBIT med 63% marginal TTM"  
[X Link](https://x.com/lejooon/status/1715007033668145283)  2023-10-19T14:08Z [----] followers, [----] engagements


"@stckpkr $KKR har var lnge en favorit blir ruskigt intressant hur dessa alts nu klarar sig"  
[X Link](https://x.com/lejooon/status/1715051761533169673)  2023-10-19T17:06Z [----] followers, [---] engagements


"Drop the live shows. Just do Baccarat. Its cleaner"  
[X Link](https://x.com/lejooon/status/1717543232001708431)  2023-10-26T14:06Z [----] followers, [----] engagements


"@Gullnaes @tradewithmrp Ja precis frdelningen ledde ju till en rejl squeeze p lngre nden. Sen frstr jag inte helt reaktionen p kortare nden dr kanske ni insatta har nn tanke"  
[X Link](https://x.com/lejooon/status/1720122979944735065)  2023-11-02T16:57Z [----] followers, [---] engagements


"Daybreak och Fireshine har CapEx inom spelutveckling som ungefr ter upp hela deras EBITDA samtidigt som de har avtagande tillvxt. All kassa genereras drmed genom Big Blue Bubble kad lnsamhet i kvartalet till fljd av just. upplupen bonus som en one-off. $EG7"  
[X Link](https://x.com/lejooon/status/1724336023646126288)  2023-11-14T07:58Z [----] followers, [----] engagements


"1 year ago people were complaining that OpenAI wasnt acting enough like a non-profit. Now when they adhere to their mission statement and valued they get totally overrun by silicon valley tech bros. The money/profit leg of OpenAI seems to be in actual control. Money talks"  
[X Link](https://x.com/lejooon/status/1726103920819441709)  2023-11-19T05:03Z [----] followers, [----] engagements


"@francoisfleuret The product people and tech bros of OpenAI have taken over. OpenAI is no longer a non-profit with their original mission statement but actually ran by their backers and investors and will turn into just another tech company"  
[X Link](https://x.com/lejooon/status/1726111823181586598)  2023-11-19T05:35Z [----] followers, [---] engagements


"@HankSweden Tldr: OpenAI har en tydlig non-profit mission statement om att AGI till fr mnskligheten. Sam har fokuserat fr mycket pp att skeppa produkter och frmodligen prioriterat hastighet fre annat i bakgrunden. Man r beroende av alla VC/Microsoft-pengar s det r dom som styr nu"  
[X Link](https://x.com/lejooon/status/1726124932008943846)  2023-11-19T06:27Z [----] followers, [--] engagements


"@avanzahaben @avanzabank @avanzamarkets @Nasdaq Vldigt kul Kan ni komma med ett stt att enkelt att flja ens utlndska innehav tex amerikanska i dess egna valuta Just nu ser vi bara allt i SEK"  
[X Link](https://x.com/lejooon/status/1728035661611987341)  2023-11-24T12:59Z [----] followers, [---] engagements


"Lsvrd sndagslsning om man vill f en verblick ver hur sljsidan p Morgan Stanley ser p hur maskininlrning/ generativ AI kan gra avtryck p spelsektorn. Hela dokumentet p ca [--] sidor finns p Gaming Invest-discorden:"  
[X Link](https://x.com/lejooon/status/1728778434879336843)  2023-11-26T14:11Z [----] followers, [---] engagements


"Har inte kommenterat dina tidigare uttalanden om P/E och $PDX samt VPA-utveckling ver tid d jag ser att du brjat lsa lite kring vrdering av aktier och tnkt att du kanske sjlv kommer omvrdera ett och annat. Har du ndrat uppfattning efter att du tex nu lser Expectations Investing En bra brjan nr du tittar p $PDX kan du titta p FCF och ROIC"  
[X Link](https://x.com/lejooon/status/1729428295337325046)  2023-11-28T09:13Z [----] followers, [---] engagements


"Olika niver av FinTwittInvestoooooor"  
[X Link](https://x.com/lejooon/status/1729454801216327915)  2023-11-28T10:58Z [----] followers, [----] engagements


"@BigLeagueBI Jag fr inte alls ihop det. Hur fr du det till att bli s lgt Vad innebr att de fortstter sin verksamhet som normalt Att de fortstter ha ver 20% CAGR i tillvxt senaste [--] ren som inte ens r nra att trenda ner och investerar CapEx till vldigt hg ROIC"  
[X Link](https://x.com/lejooon/status/1729611356351967406)  2023-11-28T21:20Z [----] followers, [---] engagements


"@PtrPomorski Never played [--] but gonna give this a try. Have high wxpectations"  
[X Link](https://x.com/lejooon/status/1731974615403020541)  2023-12-05T09:51Z [----] followers, [---] engagements


"@chlenning Att flja Professor P r alpha av ovan anledning"  
[X Link](https://x.com/lejooon/status/1733209394974712045)  2023-12-08T19:38Z [----] followers, [---] engagements


"@5hadowart Kul r det Stockholm eller USA har du egna index eller anvnder du ETFer Fr inte riktigt ihop faktorerna med hur varken USA eller Stockholm har utvecklat sig r det Nasdaqs definitioner av small/mid/large"  
[X Link](https://x.com/lejooon/status/1734227612593967350)  2023-12-11T15:04Z [----] followers, [---] engagements


"Frst nu som marknaden reagerar p att $EURSEK r kraftigt ner i $VIVA (Viva Wine Group)"  
[X Link](https://x.com/lejooon/status/1738196136542748928)  2023-12-22T13:53Z [----] followers, [---] engagements


"@vardeinvestera @89Olle VIE-risk dock lex Yahoo. Frutom risk i Prosus med vrdefrstring i vrigt"  
[X Link](https://x.com/lejooon/status/1738600033098871214)  2023-12-23T16:38Z [----] followers, [---] engagements


"@k3dberg @vardeinvestera @89Olle Menar du vad en VIE r eller vad risken med sna r Risken r att du inte ger det underliggande. Se hur det gick fr Yahoo vs Alibaba"  
[X Link](https://x.com/lejooon/status/1738618029091512617)  2023-12-23T17:50Z [----] followers, [--] engagements


"Har vldigt svrt att frst mig p en av de populraste p fintwitter @tradewithmrp. Hvdar att han r neutral till marknaden och bara observerar. Tycker ni att det stmmer verens med det ni utlser av honom"  
[X Link](https://x.com/lejooon/status/1740039832972485067)  2023-12-27T15:59Z [----] followers, [---] engagements


"Mr P: jag jagar bara breakouts drfr r jag neutral Ocks Mr P: skriver [---] noveller om makro och r vldigt vertygad om hans vldigt specifika syn. Ofta hur fel det r att brsen gr upp eller att X eller Y hnder. Verkar vara som mest vertygad p bottnar och toppar"  
[X Link](https://x.com/lejooon/status/1740044709387723139)  2023-12-27T16:19Z [----] followers, [---] engagements


"@VonSmellyshaft @tradewithmrp Drfr han tradear breakouts och sger att han kortar saker p botten samtidigt som han r megabaisse Du ser inte en koppling mellan hans makrosyn och hans trades Fr allt jag vet har han samma prickskerhet i sin tradingstrategi som Kavastu"  
[X Link](https://x.com/lejooon/status/1740086593489424550)  2023-12-27T19:05Z [----] followers, [---] engagements


"Brukar inte posta performance normalt men i r gick det s kasst att det var vrt att belysa. Boven i dramat r tradingldan. Personligen r jag medveten om flera flera saker som gick gick fel bst sammanfattas det med att man inte r en bra trader. God fortsttning"  
[X Link](https://x.com/lejooon/status/1740388964463485232)  2023-12-28T15:07Z [----] followers, [--] engagements


"Jag och min sambo bestmde fr att separera vi har tv barn med tillsammans. Samtidigt fick jag beskedet under jultiden att min far gtt bort. Frsker samla ihop mig efter att ha gtt snder i tusen bitar. Kommer drfr lggas minde energi p att bidra med tankar hr"  
[X Link](https://x.com/lejooon/status/1741822371458113727)  2024-01-01T14:03Z [----] followers, 11.5K engagements


"@PCG_H @Borsdata Beror lite p hur den r trnad. Men med tanke p datan ni har och borde kunna skaffa p sikt knns det som vldigt mnga fler vldigt vrdeskapande tillmpningar r vldigt nra fr er. Satsar ni p snt"  
[X Link](https://x.com/anyuser/status/1744033005260194067)  2024-01-07T16:27Z [--] followers, [----] engagements


"@stckpkr Fljde med upp most shorted och interest rate sensitive upp kanske samma som drar ner den"  
[X Link](https://x.com/lejooon/status/1748032215580049863)  2024-01-18T17:18Z [----] followers, [----] engagements


"Varje gng blankare r ute och vevar lr jag mig ngot nytt. Det r sllsynt att f tillgng till djuplodande research. Ofta inom sektorer som varit utanfr ens egna komfortzon. Tack 🙏"  
[X Link](https://x.com/lejooon/status/1752009054535225550)  2024-01-29T16:41Z [----] followers, [--] engagements


"Tyvrr r spelutveckling en anstrngning som tar allt lngre tid och snittar p ca [--] fr ett AAA-spel. Om mnga brjade gasa 2021-2022 kommer vi inte se frukterna frn tidigast [----] och detta samtidigt. Kommer efterfrgan ka i motsvarande utstrckning fram till dess"  
[X Link](https://x.com/lejooon/status/1753350948636733540)  2024-02-02T09:33Z [----] followers, [--] engagements


"Hur mycket kompenserar alla nedstngda projekt och studios fr denna verproduktion Nr kommer efterfrgan och utbudet vara i linje igen inom sektorn Finns det rum att hja priserna p underhllningen mer n genom alla endless replayability/Live-modeller likt Fortnite"  
[X Link](https://x.com/lejooon/status/1753350950696132803)  2024-02-02T09:33Z [----] followers, [--] engagements


"@Lakrixx Japp fanns dock inte mycket mer n texten i nyheten att tillg"  
[X Link](https://x.com/lejooon/status/1757375211920396352)  2024-02-13T12:04Z [----] followers, [--] engagements


"Precis s. Titta p bolagets runrate p [--] EV/FCF baserat p H22023 och det ser inte lngre billigt ut nr tillvxten r negativ inom krnaffren. Studiosarna som hanterar nyutvecklingen av AAA-satsningarna r obeprvade och medfr en enorm exekveringsrisk"  
[X Link](https://x.com/lejooon/status/1757671749393506478)  2024-02-14T07:42Z [----] followers, [--] engagements


"@Orb__Ponderer @BenjiSales Where did you hear them being independent"  
[X Link](https://x.com/lejooon/status/1758182582137532425)  2024-02-15T17:32Z [----] followers, [--] engagements


"@89Olle Vad har ett bolags revidering av ml att gra med detta dock Menar du att genomsnittligt begvade anvnder bolagets ml som egen gissning Vad har hnt annars i bolaget i samband med nyheten"  
[X Link](https://x.com/lejooon/status/1773217006570877261)  2024-03-28T05:14Z [----] followers, [--] engagements


"Effekterna av transaktionerna i Gearbox och Saber i Embracer p nyckeltal"  
[X Link](https://x.com/lejooon/status/1773255331482632625)  2024-03-28T07:46Z [----] followers, 13.5K engagements


"Lars lyckas med att ro skutan i hamn med baktblickande ND incl EO/Adj EBIT till under [---]. Priset som han behvde betala fr rens frvrd (frdrv) var dock vldigt hgt och ca halva av vad konsensus lg p i vrdet av tillgngarna man slde"  
[X Link](https://x.com/lejooon/status/1773255334208922030)  2024-03-28T07:46Z [----] followers, [--] engagements


"Lite lsa observationer kring mnga vrdeinvesterare p Twitter och nyckeltal. Nyckeltal kommuniceras vldigt ofta som att det r anledningen till varfr man ska ga en aktie. Mnga ser optiskt billiga ut baserat p detta och jmfrs ofta utan nrmare analys med andra aktier"  
[X Link](https://x.com/lejooon/status/1775801401848758755)  2024-04-04T08:23Z [----] followers, [--] engagements


"@TapirenNet Det var ju dock inte p rapporten som "reaktionen" kom utan lngre tid efter"  
[X Link](https://x.com/lejooon/status/1777979164286390676)  2024-04-10T08:37Z [----] followers, [--] engagements


"@PCG_H Hur r datakvaliten hos FactSet jmfrt med S&P Global"  
[X Link](https://x.com/lejooon/status/1781230264296886563)  2024-04-19T07:56Z [----] followers, [--] engagements


"Lasse gr sin sista gambit och lser upp en SOTP-vrdering i $EMBRAC. Blir intressant att se hur den stora andelen blankare reagerar p detta"  
[X Link](https://x.com/lejooon/status/1782292070985601105)  2024-04-22T06:15Z [----] followers, [--] engagements


"Vldigt positivt i stort och ett sista erknnande att det var svrt att hitta synergier i ett stort och spretigt konglomerat. Men ett stort steg fr SOTP-kramare. Intressant i sammanhanget att $HAS har 4.6x EBIT-leverage jmfrt med Asmodees 3.9x. Och hela 14.6x EBIT-vrdrring"  
[X Link](https://x.com/lejooon/status/1782295511103361447)  2024-04-22T06:28Z [----] followers, [--] engagements


"Varit van vid att det inte varit mnga frgetecken nr jag kollar igenom $PDX balansrkning. Oftast snabba nedskrivningar och annat. Nu mste man tnka lnge fr att frst rrelserna. Detta kvartalet r ocks frsta dr OpCF understiger CapEx. Brjar man frskna"  
[X Link](https://x.com/lejooon/status/1783390903844868541)  2024-04-25T07:01Z [----] followers, [----] engagements


"Mnga frskringsbolag med flera hundra miljarder i pensionspengar allokerade vldigt tungt inom Private Equity under ren d rntorna var lga och man jagade avkastning. Vissa bolag ligger ver 30% i PE. Blir en intressant tid kommande ren att se vad detta fr fr effekt"  
[X Link](https://x.com/lejooon/status/1785199196632403991)  2024-04-30T06:47Z [----] followers, [--] engagements


"Min magknsla sger att $HAS r en short snart. Har inte underskt det nra varken kvalitativt eller kvantitativt men pattern recognition om vad som skulle kunna leda en nedgng och frn liknande case gr mig intresserad att gra lite mer research kring fljande:"  
[X Link](https://x.com/lejooon/status/1785414008352248069)  2024-04-30T21:00Z [----] followers, [--] engagements


"🎲 Vad r du villig att satsa p fljande spel Du fr en 12-sidig trning och betalar det den visar. Om du inte r njd kan du kasta tv 6-sidiga trningar istllet och f summan"  
[X Link](https://x.com/lejooon/status/1786263647880101888)  2024-05-03T05:16Z [----] followers, [--] engagements


"@GladerKalle r inte det s det ser ut p brsen Man tror att man har 80/20 p sin sida men i sjlva verket r det mnga sm beslut som r 55/45"  
[X Link](https://x.com/lejooon/status/1786283017306010074)  2024-05-03T06:33Z [----] followers, [--] engagements


"@J_Landstroem Har inte lst exakt den artikeln frut men mnga liknande kring CNNs applicerade p charts. Ser inget nytt dr som skulle gett alpha. Publicerade "alphas" r knda att ha noll applicerbarhet p verkliga vrlden. Finns mnga stt det kan g fel p nr man frsker applicera dom"  
[X Link](https://x.com/lejooon/status/1786313743141380440)  2024-05-03T08:35Z [----] followers, [--] engagements


"@Quartr_App Snyggt Det finns s otroligt mycket ni kan gra i AI-vg med den datan ni sitter p Har ni eget in-house-team Frn min lilla research s verkar det vara fine-tunead GPT-modell frn OpenAI ni anvnder er av. Tnkt p att ha egen baserad p en ppen"  
[X Link](https://x.com/lejooon/status/1786381875402936587)  2024-05-03T13:06Z [----] followers, [--] engagements


"@avanzamarkets har ni mjlighet att fixa trackers p Square Enix och Capcom p japanska brsen 8)"  
[X Link](https://x.com/lejooon/status/1789922834623439075)  2024-05-13T07:37Z [----] followers, [--] engagements


"Om du vill lsa ngot kring AI knner dig skeptisk till att det kommer leda ngonvart eller r verhypat ls d detta. Virtually nobody is pricing in what's coming in AI. I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs to the international situation and The Project. SITUATIONAL AWARENESS: The Decade Ahead https://t.co/8NWDkTprj5 Virtually nobody is pricing in what's coming in AI. I wrote an essay series on the AGI strategic picture: from the trendlines in deep learning and counting the OOMs to the international situation and The"  
[X Link](https://x.com/lejooon/status/1798058425215250797)  2024-06-04T18:25Z [----] followers, 13.1K engagements


"Feel the AGI"  
[X Link](https://x.com/lejooon/status/1798071972477469137)  2024-06-04T19:18Z [----] followers, [----] engagements


"@glomde @5hadowart @89Olle Pongen r nd fast AlphaZero/AlphaGo hade "sjlvklara ml" (hller ej med hr dock i varken praktik eller teori) s kunde den generalisera utanfr sample. Byggde p frstrkningslrande som skiljer sig ngot frn frtrningen som GPT baseras p men r nd konceptuellt likt"  
[X Link](https://x.com/lejooon/status/1798264503781740832)  2024-06-05T08:04Z [----] followers, [--] engagements


"@89Olle Relevant ifrgasttande och jag ska frska frklara min syn p varfr jag tror ett derivat av LLMs kommer kunna ta oss till AGI. En utbredd paradigm inom maskininlrning har varit i alla tider att ju fler dimensioner du infr desto strre risk fr veranpassning till data"  
[X Link](https://x.com/lejooon/status/1798264990983659726)  2024-06-05T08:05Z [----] followers, [--] engagements


"@CoeusCap Ja jag tycker inte det hr r riktiga hedgefonder i bemrkelsen att dom frsker hitta ett litet tematiskt alpha och 10x det med hvstng/artificiellt. Fokuset som jag tolkar dom r lng aktieexponering med kortben som hvstng i form av kad exponering mot lngsidan"  
[X Link](https://x.com/lejooon/status/1798699197723787746)  2024-06-06T12:51Z [----] followers, [--] engagements


"@gynaeceum Bleu by Chanel och For Him av Narciso Rodriguez ffa. Jag vet att jag inte gillar spritigt r ingen dude dude som jag tnker mig att man r d s gissar mer tr/rkigt"  
[X Link](https://x.com/lejooon/status/1800956311909319046)  2024-06-12T18:20Z [----] followers, [--] engagements


"@stocksnchill Riktiga fantasisiffror i dom projektionerna dock oaktat dagens pressmeddelande"  
[X Link](https://x.com/lejooon/status/1802811972850782236)  2024-06-17T21:14Z [----] followers, [--] engagements


"Fem av fem kassa viktiga spelslpp frn $PDX senaste kvartalen. Shr fr det absolut inte vara fr ett premiumbolag. Personligen sg jag mellan fingrarna p att Lamplighters floppade. Men nr deras viktigaste Cities [--] var i s uselt skick skickades 🚩 utanfr vr galax"  
[X Link](https://x.com/lejooon/status/1802813417507758287)  2024-06-17T21:19Z [----] followers, [----] engagements


"Ngot r riktigt uselt mellan lederna om snt hr fr ske. Wester verkar ocks frbereda fr att Lilja ska ta ver VD-posten. Ingen bra signal"  
[X Link](https://x.com/lejooon/status/1802813670080065692)  2024-06-17T21:20Z [----] followers, [----] engagements


"Kper $PDX efter att Bloodlines floppar eller Wester lmnar ver VD-posten till Lilja"  
[X Link](https://x.com/lejooon/status/1802816499817779330)  2024-06-17T21:32Z [----] followers, [----] engagements


"You seem to be counting on very high growth solely based on the core Only [--] unknown games in the pipeline coming three years one of which is EU5 and one probably Stellaris [--]. Additional [--] in 3-5 years. But still you assume that there's a largely higher normalized level of both growth and steady state levels What take-aways did you take from Cities [--] or Victoria [--] in terms of sequels Low risk :) The prices for the DLCs have already been raised several times and the players reacted very negatively but you still think there is more room to increase there What is that based on"  
[X Link](https://x.com/lejooon/status/1803818557999812801)  2024-06-20T15:53Z [----] followers, [---] engagements


"Jag fick till en privat visning fick bra kontakt med mklaren. Lade ett bud direkt efter som jag sa var tidsbestmt till fre visningen. Glmde dock sga att budet var dolt (viktigt) och mklaren ringde direkt till en annan intressent som kade lite. Jag kade tillbaka och fick den. Mnaden efter gick en liknande lgenhet fast mindre fr 5% hgre pris"  
[X Link](https://x.com/lejooon/status/1804035216052281375)  2024-06-21T06:14Z [----] followers, [--] engagements


"De stora pengarna verkar dumpa p ngot rapportvolatilitet r inte ovanligt fr aktien men vad r oron Vad sger glaskulan"  
[X Link](https://x.com/lejooon/status/1814220852906344767)  2024-07-19T08:48Z [----] followers, [--] engagements


"@fintech_dev Very cool"  
[X Link](https://x.com/lejooon/status/1828371781930889263)  2024-08-27T09:59Z [----] followers, [---] engagements


"@fintech_dev Must be partly systematic given that Blackrock has such a large share"  
[X Link](https://x.com/lejooon/status/1829073986132611491)  2024-08-29T08:29Z [----] followers, [---] engagements


"@fintech_dev @ballertrades I was simply assuming 2m gross revenue in the image before comes from new copies sold. I was penciling roughly half of that myself"  
[X Link](https://x.com/lejooon/status/1829097109678588199)  2024-08-29T10:01Z [----] followers, [---] engagements


"@fintech_dev @ballertrades Yes and 2m gross in a week equals roughly 135k copies. Sounds way too high given the number of reviews and the GTS places last week. It would seem to me theres a lot weight put on CCU in this case Which consists of mostly returning players that already have the game"  
[X Link](https://x.com/lejooon/status/1829157573897121942)  2024-08-29T14:02Z [----] followers, [---] engagements


"@__paleologo With all due respect the analogy falls short. While Jim Simons' focus on profits transformed finance the stakes with AI/OpenAI are far greater. Were not just talking about markets but about potential seismic shifts in society ethics and the future of human life itself"  
[X Link](https://x.com/lejooon/status/1844300561786732676)  2024-10-10T08:54Z [----] followers, [---] engagements


"Varfr r $PDX s populr bland mindre norska investerare och small offices"  
[X Link](https://x.com/lejooon/status/1851910381192483261)  2024-10-31T08:53Z [----] followers, [----] engagements


"@dungeoninvest Point is that youre painting a negative growth into [----] while Asmodee have said to the contrary that growth is positive compared to last year"  
[X Link](https://x.com/lejooon/status/1861414445777346797)  2024-11-26T14:19Z [----] followers, [--] engagements


"@PVofFCF Do you realize how vacuous this post is from a finance math perspective Not because its possible/not possible. But youre saying that *if* the value increases by 10% each year then the value increases by 10% each year"  
[X Link](https://x.com/lejooon/status/1875143910424723546)  2025-01-03T11:35Z [----] followers, [----] engagements


"@PVofFCF Additionally a high regulatory and operational risk and low ESG stock like $EVO requires a much higher IRR than 10%"  
[X Link](https://x.com/lejooon/status/1875144417587372043)  2025-01-03T11:37Z [----] followers, [----] engagements


"@PVofFCF 8%*0.9 + 3% = [----] 10%. Yes. I mean you didnt have to go through all that Excel to arrive that conclusion in the calculation above"  
[X Link](https://x.com/lejooon/status/1875148312413909480)  2025-01-03T11:52Z [----] followers, [---] engagements


"Stor kning i blankning p $EMBRAC"  
[X Link](https://x.com/lejooon/status/1877367922651234813)  2025-01-09T14:52Z [----] followers, 26.6K engagements


"@fintech_dev Do you really think its the 400k copies sold Ive seen those estimates before and pretty sure its consensus too"  
[X Link](https://x.com/lejooon/status/1879477717797904886)  2025-01-15T10:36Z [----] followers, [---] engagements


"@R2Discovery It seems to be trending together with Civ [--] with EA and MHW which are two monster hits to be. Is that really bad https://x.com/lejooon/status/1885757227073515545s=46&t=PpUwLZslSrtDndPFTGDI4A Kingdom Come Deliverance [--] som slpps nsta vecka fljer Civilization [--] och Monster Hunter Wilds rtt nra p topplistorna infr slpp p Steam. Med tanke p att de andra tv slt mycket mer n KCD [--] Civ [--] har advance play s r nuvarande placering inte urusel. $EMBRAC https://t.co/3KyfqQzHZR https://x.com/lejooon/status/1885757227073515545s=46&t=PpUwLZslSrtDndPFTGDI4A Kingdom Come Deliverance [--] som slpps"  
[X Link](https://x.com/lejooon/status/1886093618370245083)  2025-02-02T16:45Z [----] followers, [----] engagements


"@HABA_USA HABA (games division) (Publisher DE) EV/S [--] on [--] M group rev = [--] M Insolvent in [----] with [---] layoffs distressed. Kids classics Animal Upon Animal & My Very First Games fits Asmodees family & preschool push with eco-friendly wooden"  
[X Link](https://x.com/lejooon/status/1925119019578798333)  2025-05-21T09:18Z [----] followers, [---] engagements


"@SteamforgedLtd Steamforged Games (Publisher UK) EV/S 3x on $17 M rev = [--] M Leverages video-game IPs (Dark Souls Horizon Zero Dawn Resident Evil Monster Hunter) powers Asmodees push into licensed miniatures & skirmish"  
[X Link](https://x.com/lejooon/status/1925119021323632797)  2025-05-21T09:18Z [----] followers, [---] engagements


"@QuackQuackCap @10_ch_10 I would like some source on that. Because steam keys usually come from CNY/USD game price arbitrage to start with. So why buy predominantly from key sites when risk"  
[X Link](https://x.com/lejooon/status/1944312340159115460)  2025-07-13T08:26Z [----] followers, [---] engagements


"Wuchang: Fallen Feathers r nu p plats #2 p GTS [--] dagar innan release. $DIB"  
[X Link](https://x.com/lejooon/status/1947576556982812722)  2025-07-22T08:36Z [----] followers, [----] engagements


"On the flip-side theres a substantially higher than expected cash-flow in FY25Q4 leading the company to guide for net debt of sub 20m from their 26m in the quarter before. Game pass from Blades of Fire If so the size gives a quite bullish outlook for Wuchang Game Pass deal"  
[X Link](https://x.com/lejooon/status/1947902259053896085)  2025-07-23T06:11Z [----] followers, [---] engagements


"Digital Bros is expected to grow back to an OpCF of 50m yearly assuming 2m copies of Wuchang sold. With EBITDA being roughly OpCF and EBIT roughly FCF with the CapEx and amortizations being at the same levels. A valuation of roughly 4x EBITDA/OpCf and 8x EBIT/FCF on FY26E"  
[X Link](https://x.com/lejooon/status/1947902262598156425)  2025-07-23T06:11Z [----] followers, [---] engagements


"A hyped Bloodstained [--] releasing in [----] builds on the success of Bloodstained [--] which has shown a remarkably long tail of engagement. An optionality of Assetto Corsa EVO gaining momentum after a shaky release. Wuchang presales are currently strong on Steam overlapping KCD2"  
[X Link](https://x.com/lejooon/status/1947902270320136235)  2025-07-23T06:11Z [----] followers, [----] engagements


"@PhilipJohanss13 Soulslike are not very popular among reviewers so thats a given. Lies of P Wukong Stellar on [--]. Khazan on [--]. It is still a slightly lower score than what I think bulls have hoped for. It wont lead to extra sales that come from a high rating"  
[X Link](https://x.com/lejooon/status/1947912237189906657)  2025-07-23T06:50Z [----] followers, [--] engagements


"The release of Wuchang by $DIB has gotten off to a bad start. With Chinese reviewers having a 10% approval rating on Steam. The issues seem to be mainly directed towards pricing errors (lower pricing in South American and Asia) and reward errors. Judging from Chinese reviews. https://t.co/NZudi8Qubc https://t.co/NZudi8Qubc"  
[X Link](https://x.com/lejooon/status/1948369956157964705)  2025-07-24T13:09Z [----] followers, [----] engagements


"Of [-----] Chinese Steam reviews only 38% bought directly on Steam; 62% used thirdparty key sellers. That implies the reported 250300k Steam preorders could be matched by a similar number of key activations though this is an inference from a sample"  
[X Link](https://x.com/lejooon/status/1948369959492473206)  2025-07-24T13:09Z [----] followers, [---] engagements


"@dungeoninvest @10_ch_10 62% of chinese reviewers bought keys externally and cant refund. It should have sold 1m already. Even though it has these China related problems of standard getting deluxe edition rewards and regional pricing which upset the chinese. https://x.com/lejooon/status/1948369959492473206s=46&t=PpUwLZslSrtDndPFTGDI4A Of [-----] Chinese Steam reviews only 38% bought directly on Steam; 62% used thirdparty key sellers. That implies the reported 250300k Steam preorders could be matched by a similar number of key activations though this is an inference from a sample."  
[X Link](https://x.com/lejooon/status/1948724856603709497)  2025-07-25T12:39Z [----] followers, [--] engagements


"@dungeoninvest @10_ch_10 The "refunds" speculation seems also possibly baseless. Based on all reviews the refund rate is below 4% (that is based on those who are more likely to refund ie the ones with negative reviews) on Steam"  
[X Link](https://x.com/lejooon/status/1948752347087183931)  2025-07-25T14:29Z [----] followers, [--] engagements


"@scaling01 What was the context window before for plus users"  
[X Link](https://x.com/lejooon/status/1953708083609223478)  2025-08-08T06:41Z [----] followers, [---] engagements


"@sama What about thw context window"  
[X Link](https://x.com/lejooon/status/1954608178861400503)  2025-08-10T18:17Z [----] followers, [---] engagements


"@TheZvi Is this your model picker What about 32k context only for Plus"  
[X Link](https://x.com/lejooon/status/1954647134713647176)  2025-08-10T20:52Z [----] followers, [---] engagements


"@TomSmith839 No you must look at external revenues for DSP not intersegment. It's misleading to say that there is growth in DSP when Q2 DPS was 7.0m (again external and before acquisition of Jun) because almost all external DSP was acquired with Jun. Q2 **external** is lower than Q1"  
[X Link](https://x.com/lejooon/status/1956307327180497341)  2025-08-15T10:49Z [----] followers, [---] engagements


"How do people bypass Cloudflare Bot Protection from [----] when scraping Preferably at scale"  
[X Link](https://x.com/lejooon/status/1962188781563314530)  2025-08-31T16:20Z [----] followers, [----] engagements


"@molloxx Intressant hur kommer dom fram till: . research suggests crypto provides the critical infrastructure to 50% of EVOs EBITDA . . 30% of unregulated GGR is driven by crypto gambling "  
[X Link](https://x.com/lejooon/status/1962868781539099125)  2025-09-02T13:22Z [----] followers, [---] engagements


"@KomfyKatto 13% * 10/30 =00433 4.3%"  
[X Link](https://x.com/lejooon/status/1962905133877969063)  2025-09-02T15:47Z [----] followers, [---] engagements


"@FjordAlpha I like reading your thoughts but I miss some mentions regarding the margins in US compared to the rest of $EVO. Do you know if todays legislation requires human dealers"  
[X Link](https://x.com/lejooon/status/1970434186180784398)  2025-09-23T10:24Z [----] followers, [----] engagements


"Vissa av dessa mnster r systematiska och sjlvfrstrkande och drfr frdelaktiga att blanka. Se en intervju med honom nedan Expert Tips for Catching Fraud (4 frn botten). Borde ing i Avanzas aktiekrkort. https://www.law.berkeley.edu/research/business/events/previous-events/events-2019/fraud-in-the-bull-market-2/fraud-in-the-bull-market-videos/ https://www.law.berkeley.edu/research/business/events/previous-events/events-2019/fraud-in-the-bull-market-2/fraud-in-the-bull-market-videos/"  
[X Link](https://x.com/lejooon/status/1978328831476797892)  2025-10-15T05:15Z [----] followers, [----] engagements


"it is basically a UW Control deck splashing Kaya's Guile Plague Engineer and of course Esper Charm. I don't know the original creator but this is a slightly modified GP Top [--] Barcelona list. Kaya should probably be another Narset or a Spell Snare. https://www.mtggoldfish.com/deck/2161645#online https://www.mtggoldfish.com/deck/2161645#online"  
[X Link](https://x.com/lejooon/status/1159356776552292353)  2019-08-08T06:52Z [----] followers, [--] engagements


"@HedgeyeChina According to what metric is $TIGR 60% higher than $FUTU"  
[X Link](https://x.com/lejooon/status/1402596313548701698)  2021-06-09T11:59Z [----] followers, [--] engagements


"@janfer_ I mean theres a reason why it is trading so low its not like their guidance and profitability is guaranteed. Far from. And even if it was its uncertain what the steady state is for the company let alone growth profile"  
[X Link](https://x.com/lejooon/status/1469657270992707584)  2021-12-11T13:16Z [----] followers, [--] engagements


"@janfer_ They havent announced a new CEO either which is a bit of a black box for the market. There just doesnt seem to be a rush to get into $PEXIP right now and it is my guess that many investors are show me before they do get in"  
[X Link](https://x.com/lejooon/status/1469657715463147525)  2021-12-11T13:17Z [----] followers, [--] engagements


"-15.5b net debt -1b leasing -12b earn-outs -28.5b skulder 1259m aktier [-----] SEK kurs 26.6b brsvrde"  
[X Link](https://x.com/lejooon/status/1661740317866074114)  2023-05-25T14:25Z [----] followers, [----] engagements


"@gnufs Do you think Playtechs margins will improve or worsen from here all other things equal"  
[X Link](https://x.com/lejooon/status/1725104878450594102)  2023-11-16T10:53Z [----] followers, [----] engagements


"Which M&A targets could $ASMDEE (@Asmodee_USA) be eyeing after Embracers [---] M equity injection with their buy the IP and own the channel and bolt-on acquisition playbook Here are some candidates:"  
[X Link](https://x.com/lejooon/status/1925119007947997319)  2025-05-21T09:18Z [----] followers, [----] engagements


"@bernhardsson @modal @Lux_Capital @Redpoint @AmplifyPartners Erik nr kommer nsta blogpost Jokes aside congrats"  
[X Link](https://x.com/lejooon/status/1972882208164868513)  2025-09-30T04:32Z [----] followers, [----] engagements


"@gnufs The discovery will be both ways. $PTEC will be able to dig dirt that will see light om $EVO too"  
[X Link](https://x.com/lejooon/status/1980978271492706718)  2025-10-22T12:43Z [----] followers, [----] engagements


"VD-ordsmorgon"  
[X Link](https://x.com/lejooon/status/1981238986787213524)  2025-10-23T05:59Z [----] followers, 14.3K engagements


"So there was a call order book sweep at 17:21 for [---] contracts up to a minute later stock bid up. This is not unusual because even *retail* algos try to participate in these types of trades (this is probably what you actually see in the stock movement retail algos trading on a "sweep call"). I'm fairly confident a MM won't just insta-bid the stock orderbook due to slippage and impact. There's a reason why HFT do big money on these things and it's not because they act carelessly in the order book. I really think there's little edge for retails to try to guess if it's bullish (someone buying"  
[X Link](https://x.com/lejooon/status/1996538617037025339)  2025-12-04T11:14Z [----] followers, [---] engagements


"@gilmourkh Option market in US is dramatically different than in Sweden though. And I don't know if I agree with TIGO being low volatility AT&T has half the IV and XLC has 1/3 of TIGO"  
[X Link](https://x.com/lejooon/status/1996583805449130476)  2025-12-04T14:14Z [----] followers, [---] engagements


"Interesting. The documents I work with are not really that stable as legal texts I would guess Having a taxonomy that is general and useful (at the same time) seems very difficult. But there's still some structure in types of sections and thats when I can have some breadcrumb trails (is this what you call path algebra). My precision needed is not that of legal documents I think. It's adjacent though: sometimes I do need retrieval of exact keywords and not only similar. A simple example: EBIT and EBITDA are similar in vector land but I need precision at times hence the BM25 + vector. I do"  
[X Link](https://x.com/lejooon/status/1997779777424425252)  2025-12-07T21:26Z [----] followers, [---] engagements


"@shittysits Do you manually decide the taxonomy is this what you call ontology Or is it some form of metadata you assign algorithmically"  
[X Link](https://x.com/lejooon/status/1997783637157171385)  2025-12-07T21:41Z [----] followers, [---] engagements


"I believe what youre pointing at is compression. Knowledge coupled with understanding often results in being able to compress thoughts understand a gist and also expand on that at length. Or otherwise stated: knowledge is compressable and understanding lets you compress this knowledge without adding much noise. But for that to translate into written or spoken words also require communication skills. Poor communication skills often adds noise. But to me that bundle of knowledge understanding and communication skills are often observed together in good writers but not often implying"  
[X Link](https://x.com/lejooon/status/2012248842364653676)  2026-01-16T19:41Z [----] followers, [---] engagements


"$FDEV med ny trading update. Kan sl ett slag fr Gaming Invest-discorden dr Jesper och @10_ch_10 lnge haft positiv syn p caset. https://discord.gg/5VSXWeDy https://discord.gg/5VSXWeDy"  
[X Link](https://x.com/lejooon/status/1787747737686954265)  2024-05-07T07:34Z [----] followers, [----] engagements


"Too many employees too low profitability in $FDEV even in a normalized good scenario. Would dilute $PDX profiability and ROIC. Paradox $PDX should just pay up for $FDEV. They will get a broader portfolio a much needed pipeline increase and an internal studio than can develop a competent city builder and more. Margins down mid time but galaxy brain move long time. Paradox $PDX should just pay up for $FDEV. They will get a broader portfolio a much needed pipeline increase and an internal studio than can develop a competent city builder and more. Margins down mid time but galaxy brain move long"  
[X Link](https://x.com/lejooon/status/1816212013670084922)  2024-07-24T20:41Z [----] followers, [----] engagements


"Alleima AB knoppades av frn Sandvik [----]. [--] Augusti var sista handelsdagen cum rights och det var ca [--] SEK skillnad mellan ppning/stngning pfljande dag. Med 5:1 i cum/ex-rights borde det ge vrde p ca [--] SEK. Men Alleima ppnade p [--] och stngde p [--] SEK 31a. Varfr"  
[X Link](https://x.com/lejooon/status/1863588852524273715)  2024-12-02T14:19Z [----] followers, [----] engagements


"Gr tungt fr Crozzle frn MAG Interactive just nu 2.4% market share (downloads) mellan deras huvudkonkurrenter from Easybrain och Playsimple. Istllet s har Crossword Go gasat p senaste tiden. Crozzle has samtidigt minskat UAC i USA rejlt och fokuserat p svenska marknaden"  
[X Link](https://x.com/lejooon/status/1995428564196552839)  2025-12-01T09:43Z [----] followers, [----] engagements


"Easybrain visar att de har en gedigen tech stack genom att Crossword Masters [--] strsta lnder bara utgr 50% av dess share. De lyckas skala sina spel p andra marknader ven med vldigt sprkberoende spel som i denna kategori vldigt ltt. Ngot som r svrare fr mindre $MAGI"  
[X Link](https://x.com/lejooon/status/1995434400222495216)  2025-12-01T10:06Z [----] followers, [----] engagements


"@financeamir @Matematikern3 Du verkar ju inte tycka det r OK nr ngon kommenterar innehav du har och tror dessutom per automatik att Twitter-inlgg handlar om dig. Hittar inte lngre din poll dr du frgar fldet om du ska sluta med trdar nr det skrevs om $DELIA. Det hr med dmjukhet r intressant"  
[X Link](https://x.com/lejooon/status/2021257584653508959)  2026-02-10T16:18Z [----] followers, [----] engagements


""I linje med vra estimat". Om vi justerar bort en ospecificerad engngspost. Riktiga storyn ligger i dom lgre marginalerna och varfr dom r s lga trots medvindar frn inkpssidan. Ls nedan. Pminn mig igen vad bolaget vrderas till https://x.com/lejooon/status/1986391261666848938s=20 Premium Snacks Q425: Nettoomsttningen inkommer +94% ver vra estimat. Nytt frsljningsrekord. EBITA justerat fr engngsposter uppgick till [--] MSEk. I linje med vra estimat. https://t.co/viyQmEroKa https://x.com/lejooon/status/1986391261666848938s=20 Premium Snacks Q425: Nettoomsttningen inkommer +94% ver vra estimat. Nytt"  
[X Link](https://x.com/anyuser/status/2022211831339855980)  2026-02-13T07:30Z [----] followers, 13.7K engagements


"Det r bara hgt vrderade bolag som tvingas frsvara en vrdering som mste justera bort saker likt SNX gjort senaste kvartalen. Nr det slr t andra sidan lyfts det inte fram. Med ml om 10% tillvxt och 6-8% marginal ligger man lngt under vad betalda analysen ligger p"  
[X Link](https://x.com/anyuser/status/2022214792963060006)  2026-02-13T07:42Z [----] followers, [----] engagements


"Har skrivit tidigare att allt handlar om marginalerna i $SNX. @financeamir och @kalqyl skissade upp till 8.5% i EBITA-marginal fr [----] i november. Ls trden nedan och annan kommunikation jag delgivit kring $SNX dr jag sger att marginalen varit verskattad. Frstr folk att EBITA-marginalen kan vara ner upp mot ca [---] procentenheter r ver r i $SNX nu i Q3 om man rensar fr externa effekter dvs sdant som inte r operativt nd extrapolerar vissa en 8.5% EBITA-marginal fr [----] Trots att Coop-affren har lngre marginal n Frstr folk att EBITA-marginalen kan vara ner upp mot ca [---] procentenheter r ver r i"  
[X Link](https://x.com/anyuser/status/2022253807795667219)  2026-02-13T10:17Z [----] followers, 25.2K engagements


"Vad har finanstwitter fr KPIer ni fljer i realtid fr $VER som visar p bolagets faktiska utveckling"  
[X Link](https://x.com/lejooon/status/1934889493250576851)  2025-06-17T08:22Z [----] followers, [----] engagements


"$HEM: Marknaden r fortf. seg volymproblem tonas ned. Antal publ. bostder fll rejlt men sljarna frsker vrka ut dyrare paket. Fokus p nya produkter istllet fr krna: Hemnet Max gr live pay-on-sale och Insights obs min tolkning. Inga hrda KPI-ml utan nd optimism. Man landar p -6.7% och -7.6% mot konsensus p top line och EBITDA marginal marginellt ner pga bra mix. ARPL var [----] SEK mot [----] SEK vntat (-7%). https://twitter.com/i/web/status/1981257908110106678 https://twitter.com/i/web/status/1981257908110106678"  
[X Link](https://x.com/lejooon/status/1981257908110106678)  2025-10-23T07:14Z [----] followers, [----] engagements


"Senaste kvartalet fr Verve Group $VRV visade p svag kassafldesutveckling operationellt. Man hamnade p ynka +5m mot fregende rs +54m (alla belopp nedan r i EUR). I noter frsker de frklara det som icke-operativt. Det finns dock ugglor i mossen i deras frklaringar som jag inte riktigt frstr. Sllan man lser s frvirrande noter. Verve Group (ticker $VER) ger bolaget Verve AR LLC som ej konsolideras in gruppen som man sljer sina kundfordringar till. Det gr att kundfordringarna kommer in direkt i operativa kassafldet istllet fr rrelsekapital. https://t.co/0TwxoooGmD Verve Group (ticker $VER) ger"  
[X Link](https://x.com/lejooon/status/1991091002946252901)  2025-11-19T10:27Z [----] followers, 35.9K engagements


"@FCFContrarian @furupilen Dvs hade marknaden haft tilltro att man kan frvrva sig ur Turkiet p ett vrdeskapande stt hade multiplarna varit hgre"  
[X Link](https://x.com/lejooon/status/2007775325313528149)  2026-01-04T11:25Z [----] followers, [----] engagements


"En strre gare har dumpat hgt gande bland smsparare. Lgg p guidning som med fri tolkning kan tolkas negativt s krver ocks en ny garbas ngon skerhet. Rtt eller fel vet jag inte"  
[X Link](https://x.com/lejooon/status/2021578548763410761)  2026-02-11T13:34Z [----] followers, [----] engagements


"PDT r kvantare med ML-metoder som brukar ha trades p mellan dagar till veckor enda publika blankare n s lnge kom in igr"  
[X Link](https://x.com/anyuser/status/2021583568909070399)  2026-02-11T13:54Z [----] followers, [----] engagements


"Jag kanske kommer vara riktigt opopulr nr jag lyfter detta men @kalqyl fr allts handla otroligt fritt trots att dom har betalanalyser p bolagen dom tcker. I fallet $SNX fr dom dessutom en lng intervju med VD lngt fre marknaden i bolag som har otroligt dlig disclosure. Anledningen till att mlen skickades ut igr var fr att det r under marknadens (som styrs till stora delar av @kalqyl) frvntningar p bde tillvxt svl som marginal enligt MAR. Anledningen till att mlen skickades ut igr var fr att det r under marknadens (som styrs till stora delar av @kalqyl) frvntningar p bde tillvxt svl som"  
[X Link](https://x.com/lejooon/status/2022248488638238835)  2026-02-13T09:56Z [----] followers, [----] engagements


"Remco VDn fr $VER (Verge Group) har en historik av att scamma. Nr han inte lngre kunde det p tyska retails gick han till First North och insg att det var lttare med Media and Games Invest. https://www.finance-magazin.de/finanzierungen/kapitalmarkt/gamigo-die-dreisteste-abzocke-seit-langem-26947/ https://www.finance-magazin.de/finanzierungen/kapitalmarkt/gamigo-die-dreisteste-abzocke-seit-langem-26947/"  
[X Link](https://x.com/lejooon/status/1927683225888936443)  2025-05-28T11:07Z [----] followers, 34.1K engagements


"Jag har nog aldrig sett ett bolag med shr mnga betalda analyser frut. Allt fr att "kontrollera" hur konsensus lgger sig. Nr man ocks har slj sida som fr in corp-jobb samt betalda analyser s kommer alla lgga sig nra bolagets guidance. Rd flagga fr Verve Group $VER"  
[X Link](https://x.com/lejooon/status/1935636241648619949)  2025-06-19T09:50Z [----] followers, 47.3K engagements


"Man vill visa att tillvxten sker organiskt och lyfter fram den p EBITDA-niv (ngot som svljs av betalda analyser) men gmmer att man kper tillvxt som gms i CapEx och utspdningar"  
[X Link](https://x.com/lejooon/status/1935647325042749615)  2025-06-19T10:34Z [----] followers, [----] engagements


"Ser ut som att $MAGI har investerat rtt kraftigt i Crozzle. Hur mycket mjligtvis i kvartalet"  
[X Link](https://x.com/lejooon/status/1937153937573888256)  2025-06-23T14:21Z [----] followers, [----] engagements


"$MAGI har brjat accelerera uppskalningen av Crozzle. Under sista veckorna i juni r UA ungefr [--] med genomsnittet av Q3. Spelet sgs vara det tredje strsta sett till intkter i juni och den har redan gtt om Ruzzle och r pvg att g om Wordzee frhoppnings vis till Q4"  
[X Link](https://x.com/lejooon/status/1938230158252544068)  2025-06-26T13:37Z [----] followers, 49.4K engagements


"Enligt Appmagic ligger RpD fr Crozzle p $0.89 redan jmf med $0.46 fr QuizDuel $1.14 fr Ruzzle och $3.11 fr Wordzee. Detta trots den r i brjan av sin cykel. Man kommenterar ytterligare att ARPDAU har dubblats sedan softlaunch och r nu den hgsta av alla spel dom slppt"  
[X Link](https://x.com/lejooon/status/1938230161125564557)  2025-06-26T13:37Z [----] followers, [----] engagements


"Hur kan Crozzle pverka $MAGI's intjning och resultat kommande kvartal Vi behver gra ngra antagaden ROAS/LTV kommer frn riktlinjer frn CFO. Installs kommer som antagande baserat p tidigare spel frn MAGI samt nuvarande utveckling enligt Appmagic. UA := CPI * installs"  
[X Link](https://x.com/lejooon/status/1938230163273085205)  2025-06-26T13:37Z [----] followers, [----] engagements


"P CMD fr Verve Group $VER lgger VDn en kommentar att "Liberation day" var en bidragande orsak till att annonsmarknaden varit svagare under Q2. Ngot som gr emot datat som jag kommer komma in p senare frn andra peers rapporter men ven datat han sjlv citerar ()"  
[X Link](https://x.com/lejooon/status/1957734707120025922)  2025-08-19T09:21Z [----] followers, 16.2K engagements


"Notera att han anvnder denna PPI fr att pvisa softness i annonsmarknaden. Dock verkar de ha **klippt bort allt efter mars 2025** d PPI terhmtade sig i april som syns p datats klla. Annonsmarknaden hade allts terhmtat sig efter Q1 i sjlva verket. Vad i hela"  
[X Link](https://x.com/lejooon/status/1957734709632393286)  2025-08-19T09:21Z [----] followers, [----] engagements


"Shr vxer peers p jmfrbar basis QoQ mellan Q2 och Q1: - Amazon Ads 13% - AppLovin 9% (ads) - TTD 13% (open-internet DSP) - Unity Ad 15% (ad network) - Pinterest 17% (walled garden/retail) - Magnite 11% (SSP open internet) - Digital Turbine 10% (mobile) Hur gick $VER"  
[X Link](https://x.com/lejooon/status/1957734713184932147)  2025-08-19T09:21Z [----] followers, [----] engagements


"Verve Group (ticker $VER) ger bolaget Verve AR LLC som ej konsolideras in gruppen som man sljer sina kundfordringar till. Det gr att kundfordringarna kommer in direkt i operativa kassafldet istllet fr rrelsekapital"  
[X Link](https://x.com/lejooon/status/1958396579020517614)  2025-08-21T05:11Z [----] followers, 123.3K engagements


"@PeterStenstrm @Snaljapen Nr det kommer till finansiell riskhantering finns det mer att sga n standardavvikelser p avkastning. Kan jag lova"  
[X Link](https://x.com/lejooon/status/1961007523642618264)  2025-08-28T10:06Z [----] followers, [----] engagements


"Det kom en fin signal igr och idag betrffande Crozzle frn MAG Interactive. Den visas p **top bannern** p position [--] inom Games-kategorin p bde iPhone och iPad i USA. Denna placering r allts bttre n vad Wordzee eller QuizDuel haft tidigare vad jag kan se. $MAGI $MAGI har brjat accelerera uppskalningen av Crozzle. Under sista veckorna i juni r UA ungefr [--] med genomsnittet av Q3. Spelet sgs vara det tredje strsta sett till intkter i juni och den har redan gtt om Ruzzle och r pvg att g om Wordzee frhoppnings vis till Q4. $MAGI har brjat accelerera uppskalningen av Crozzle. Under sista veckorna i"  
[X Link](https://x.com/lejooon/status/1966462585454182730)  2025-09-12T11:23Z [----] followers, 38.2K engagements


"Brukar sllan skriva om annat n Twitter-aktier. Tar grna emot frslag p bolag ni skulle vilja se analyserade. Extra kul om ni misstnker att jag r ovan inom en viss sektor. d kan jag gra en trd dr jag utforskar ppet om det finns intresse. Gillar missfrstdda case"  
[X Link](https://x.com/lejooon/status/1971619507321164050)  2025-09-26T16:54Z [----] followers, 15.1K engagements


"Det har sett trkigt ut fr $MAGI och deras satsning i Crozzle senaste mnaden. Man kan se att UA minskat rejlt ngon gng i september tillsammans med grossing. Anledningen till detta behver man inte leta eftrr srskilt lngt utan hos $MTG och deras Playsimple frn Indien"  
[X Link](https://x.com/lejooon/status/1978831434983805350)  2025-10-16T14:32Z [----] followers, [----] engagements


"Playsimple utvecklar Crossword Go som konkurrerar med $MAGI. Tittar man p tredjeparts-data kan man tydligt se hur Crozzle squeezas p downloads. Dvs det lnar sig inte fr $MAGI att satsa p UA nr konkurrenterna gasar"  
[X Link](https://x.com/lejooon/status/1978831444085465375)  2025-10-16T14:32Z [----] followers, [----] engagements


"Kan nmnas att Playsimple (som $MTG ser ver fr spin-off) har ca [--] gnger $MAGIs lnsamhet p R12 samt lanserar spel i raskt tempo. Det krvs ett stort maskineri fr att kunna tvla inom mobilt och det verkas som $MAGI inte riktigt hnger med i den tekniska utvecklingen just nu"  
[X Link](https://x.com/lejooon/status/1978831453275189557)  2025-10-16T14:32Z [----] followers, [----] engagements


"Skapa en likaviktad korg av fem nordiska aktier som du tror kommer underperforma kommande tre mnaderna"  
[X Link](https://x.com/lejooon/status/1980707636619440154)  2025-10-21T18:47Z [----] followers, [----] engagements


"$HUH1V: Mjukt kvartal p topline drivet av valutamotvind och lgre volymer. Prishjningar och mix gav drygt tio p EBIT-marginal. Stark kost.disciplin efter slutfrt program om 100m EUR. Kapacitet och footprint trimmas via omstrukt. inom frpackningar samt ny ledning"  
[X Link](https://x.com/lejooon/status/1981250210203394049)  2025-10-23T06:43Z [----] followers, [----] engagements


"Fokus p fortsatt turnaround och kostnadsdriv i en frsiktig efterfrgemilj. Blandat mot konsensus top line soft och EBIT ngot ver. Capex-disciplin. $PDX: Svagt kvartal prglat av f slpp. Frsiktig optimism i utsikten med fokus p att tervinna momentum via Q4 och DLC"  
[X Link](https://x.com/lejooon/status/1981250632188117321)  2025-10-23T06:45Z [----] followers, [---] engagements


"$NELLY: Bttre kvartal med lnsamhet upp p mix och pris egna varum. lyfter marg. Kapacitet och varumrke strks genom automatiserat lager och ny fysisk butik som stdjer digital frsljning. Strategin att vxa selektivt i nyckelkategorier och utvalda mark. ger balanserat positiv utsikt. Man landar p [---] mSEK och [----] mSEK p top line och EBIT. Konsensus p [---] MSEK och [--] MSEK p Pintpoint"  
[X Link](https://x.com/lejooon/status/1981254624691593240)  2025-10-23T07:01Z [----] followers, [----] engagements


"$ESSITY: Volymerna str och stampar men marginaler hlls uppe tack vare prishjningaro ch kostnadsbesparningar. Tillvxten uteblir i Europa men Nordamerika gr bttre. Fokus p pressa kostnader och prisdisciplin snarare n CapEx. Man landar p +0.4% och 3.9% ver top line och just. EBITA. Organisk tillvxt [--] p.e under frvntan. https://twitter.com/i/web/status/1981256070891704504 https://twitter.com/i/web/status/1981256070891704504"  
[X Link](https://x.com/lejooon/status/1981256070891704504)  2025-10-23T07:07Z [----] followers, [----] engagements


"Dr kom den. Tror det nd r ett non-event. Kanske rent av positivt d balansrkningen nu r renare. $PDX"  
[X Link](https://x.com/lejooon/status/1993767646920356190)  2025-11-26T19:43Z [----] followers, 21.5K engagements


"$COFFEE handlas frsta dagen idag efter avknoppningen frn $EMBRAC. Det r ett bolag som har jmfrts med $PDX och deras mer terkommande intkter i form av en krnportflj med kontinuerliga DLCs. Kadensen hos Coffee Stain r dock vsentligt lgre"  
[X Link](https://x.com/lejooon/status/1999052258789761301)  2025-12-11T09:42Z [----] followers, 13.4K engagements


"Spaning med n=1 gllande $DELIA mango: P min ldstas skola brukade barnen f med sig torkad mango som mellanml varje dag samt som mellanml till dansklasser och annat. Nu mot slutet p ret har i princip alla slutat med det d det skrivits i frldragruppen att det r godis"  
[X Link](https://x.com/lejooon/status/2002369597878522246)  2025-12-20T13:24Z [----] followers, 51.9K engagements


"Tnkte avsluta mina rants kring $DELIA fr stunden med att notera fljande: - Bulls liknar det vid Monster/energidrycker/dadlar/Apple och mycket mer - Folk rknar inte med att marginalerna var mjligen artificiellt hga under [----] - Att man ska blicka p bland annat UK Spaning med n=1 gllande $DELIA mango: P min ldstas skola brukade barnen f med sig torkad mango som mellanml varje dag samt som mellanml till dansklasser och annat. Nu mot slutet p ret har i princip alla slutat med det d det skrivits i frldragruppen att det r godis. https://t.co/i8wrymbj4P Spaning med n=1 gllande $DELIA mango: P min"  
[X Link](https://x.com/lejooon/status/2002848045273416056)  2025-12-21T21:05Z [----] followers, 22.1K engagements


"Den hr terkommande hrskartekniken skadar smsparare och jag vill hvda att den kostat mnga vldigt mycket under 2021-2023 i $EVO samt senast $VERV bland annat. Det r inget konstigt att lyfta frgetecken och risker kring bolag nr de ofta mlas med bred pensel offentligt. Hur orkar somliga stndigt sitta och kritisera case som de inte begriper Hur orkar somliga stndigt sitta och kritisera case som de inte begriper"  
[X Link](https://x.com/lejooon/status/2003392514263556477)  2025-12-23T09:09Z [----] followers, 91.1K engagements


"Nr man tappar topline p hgmarginalaffren i Turkiet med 80-90% inkrementell marginal s mste man utfrda vinstvarning. $BETS. Det r populrt att "gissa" hur mycket vinst som kommer frn Turkiet. Det finns mycket dr ute som nd missas. Jag landar p ca 65% EBITDA-marginal frn B2B/Turkiet med 80-90% inkrementell. Baserat p Realms redovisning CEO och matematisk ansats p senaste [--] ren. Det r populrt att "gissa" hur mycket vinst som kommer frn Turkiet. Det finns mycket dr ute som nd missas. Jag landar p ca 65% EBITDA-marginal frn B2B/Turkiet med 80-90% inkrementell. Baserat p Realms redovisning CEO och"  
[X Link](https://x.com/lejooon/status/2012104727572693396)  2026-01-16T10:08Z [----] followers, 54.5K engagements


"Hur frklarar man att kassafldet inte existerar fr Verve $VER Tittar man p kommentarerna i Q3 s sades det att Q4 sg ut att bli vldigt starkt och att man r sker p att landa inom guidance plattformen hade vnt positivt. Samt att man frvntade sig mycket kassaflde"  
[X Link](https://x.com/lejooon/status/2016123149427880343)  2026-01-27T12:16Z [----] followers, 16.9K engagements


"Det r inte spel som GTA [--] som kommer kommer hotas av AI-genererade spel. Utan spreadsheet simulators likt spel frn $PDX. Dessa tv gjordes i stort av en person under ngra dagar i december som exempel. $TTWO $U https://iso-coaster.com https://iso-city.com https://iso-coaster.com https://iso-city.com"  
[X Link](https://x.com/lejooon/status/2017266893858406500)  2026-01-30T16:01Z [----] followers, 17.8K engagements


"Fler frgor n svar efter denna nya uppdelning av omsttning frn $EVO. Dom flesta har vl licenser p Malta ven om dom erbjuder spel primrt tex mot Turkiet eller annat oreglerat. r det licensen som avgr eller ngot annat"  
[X Link](https://x.com/lejooon/status/2019328964708430087)  2026-02-05T08:35Z [----] followers, [----] engagements


"@gnufs Was no additional ring fencing in Europe naturally leads to Turkey bans being the culprit behind the Europe drop"  
[X Link](https://x.com/lejooon/status/2019348536811483310)  2026-02-05T09:53Z [----] followers, [---] engagements


"Varfr ska fondfrvaltare allokera brett mot smbolag nr fldena r ngon annanstans Smbolagens r kommer har mnga sagt i tre r. Vgar du vara fr tidig och missa avkastning dr fldena finns idag Man kan frska resonera med fundamenta men det missar pongen"  
[X Link](https://x.com/anyuser/status/2021548478665838728)  2026-02-11T11:34Z [----] followers, [----] engagements


"Mnga som tycker att det r idiotiskt att $SNX $CHEF och andra aktier sljer av p $NELLY-rapporten. Jag tycker att ur detta perspektivet s r det rationellt. Aktrer p olika sidor i orderboken kan ha rtt samtidigt med olika tidsperspektiv teser och s vidare"  
[X Link](https://x.com/anyuser/status/2021548480511066138)  2026-02-11T11:34Z [----] followers, [----] engagements


"@aktiehesten @kalqyl Har inte nmnt dig hr @aktiehesten utan bara @kalqyl. Nej att eventuell information kan lcka ven om det inte var avsiktligt indirekt. Har du ngot emot att jag lyfter fram att era nu tidigare handelsregler som ni sjlva ndrat p men inte uppdaterat i texterna"  
[X Link](https://x.com/lejooon/status/2022258635007467658)  2026-02-13T10:36Z [----] followers, [----] engagements


"Har skrivit tidigare att allt handlar om marginalerna i $SNX. @financeamir och @kalqyl skissade upp till 8.5% i EBITA-marginal fr [----] i november. Ls trden nedan och annan kommunikation jag delgivit kring $SNX dr jag sger att marginalen varit verskattad. Frstr folk att EBITA-marginalen kan vara ner upp mot ca [---] procentenheter r ver r i $SNX nu i Q3 om man rensar fr externa effekter dvs sdant som inte r operativt nd extrapolerar vissa en 8.5% EBITA-marginal fr [----] Trots att Coop-affren har lngre marginal n Frstr folk att EBITA-marginalen kan vara ner upp mot ca [---] procentenheter r ver r i"  
[X Link](https://x.com/anyuser/status/2022253807795667219)  2026-02-13T10:17Z [----] followers, 25.2K engagements


"Frstr folk att EBITA-marginalen kan vara ner upp mot ca [---] procentenheter r ver r i $SNX nu i Q3 om man rensar fr externa effekter dvs sdant som inte r operativt nd extrapolerar vissa en 8.5% EBITA-marginal fr [----] Trots att Coop-affren har lngre marginal n sell-in av listingen av psfrpackat och chips som kom i Q2 i r"  
[X Link](https://x.com/anyuser/status/1986391261666848938)  2025-11-06T11:12Z [----] followers, 24.7K engagements


"Nu pltsligt reviderar han ner det till 7%. Det var ju s enkel Man skalar kostnader Hur mycket r 1.5% i ndrad marginal vrt fr ett bolag som detta r det en liten ndring p marginalen Nej det r vrt ca 25% av nuvarande EV ()"  
[X Link](https://x.com/anyuser/status/2022253810903576672)  2026-02-13T10:17Z [----] followers, [----] engagements


"Var frsiktiga med att justera bort "engngskostnader" nr det kommer till bolag som dessa om ni inte samtidigt ocks justerar uppsida. Framfrallt om marginalresan r sjlva storyn"  
[X Link](https://x.com/anyuser/status/2022254285447196787)  2026-02-13T10:19Z [----] followers, [----] engagements


""I linje med vra estimat". Om vi justerar bort en ospecificerad engngspost. Riktiga storyn ligger i dom lgre marginalerna och varfr dom r s lga trots medvindar frn inkpssidan. Ls nedan. Pminn mig igen vad bolaget vrderas till https://x.com/lejooon/status/1986391261666848938s=20 Premium Snacks Q425: Nettoomsttningen inkommer +94% ver vra estimat. Nytt frsljningsrekord. EBITA justerat fr engngsposter uppgick till [--] MSEk. I linje med vra estimat. https://t.co/viyQmEroKa https://x.com/lejooon/status/1986391261666848938s=20 Premium Snacks Q425: Nettoomsttningen inkommer +94% ver vra estimat. Nytt"  
[X Link](https://x.com/anyuser/status/2022211831339855980)  2026-02-13T07:30Z [----] followers, 13.7K engagements


"Premium Snacks Q425: Nettoomsttningen inkommer +94% ver vra estimat. Nytt frsljningsrekord. EBITA justerat fr engngsposter uppgick till [--] MSEk. I linje med vra estimat. Imorgon rapporterar Premium Snacks Nordic fr Q4'25. Vi estimerar en nettoomsttning om [----] MSEK motsvarande en tillvxt om [--] %. EBITA prognosticerar vi till [--] MSEK en EBITA-marginal om [--] %. Detta motsvarar en nettoomsttning om [---] MSEK fr helret [----] en tillvxt https://t.co/mdaecruEO2 Imorgon rapporterar Premium Snacks Nordic fr Q4'25. Vi estimerar en nettoomsttning om [----] MSEK motsvarande en tillvxt om [--] %. EBITA"  
[X Link](https://x.com/anyuser/status/2022205654166036534)  2026-02-13T07:06Z 15.3K followers, 30.4K engagements


"Det r bara hgt vrderade bolag som tvingas frsvara en vrdering som mste justera bort saker likt SNX gjort senaste kvartalen. Nr det slr t andra sidan lyfts det inte fram. Med ml om 10% tillvxt och 6-8% marginal ligger man lngt under vad betalda analysen ligger p"  
[X Link](https://x.com/anyuser/status/2022214792963060006)  2026-02-13T07:42Z [----] followers, [----] engagements


"Anledningen till att mlen skickades ut igr var fr att det r under marknadens (som styrs till stora delar av @kalqyl) frvntningar p bde tillvxt svl som marginal enligt MAR"  
[X Link](https://x.com/anyuser/status/2022215022978752950)  2026-02-13T07:43Z [----] followers, [----] engagements


"Frst smbolag. Sen storbolag"  
[X Link](https://x.com/anyuser/status/2021992202139054345)  2026-02-12T16:58Z [----] followers, 13K engagements


"Verisure rapporterade idag. Ska bli intressant att flja hur detta hyperfrisserade och kostnadsmssigt svultna PE-bolag kommer utvecklas kommande tiden efter att nu alla strre fondbolag gtt lng. Misstnker att den aggressiva kundanskaffningen (bde operationellt och redovisningsmssigt) kommer visa Ska bli intressant att flja hur detta hyperfrisserade och kostnadsmssigt svultna PE-bolag kommer utvecklas kommande tiden efter att nu alla strre fondbolag gtt lng. Misstnker att den aggressiva kundanskaffningen (bde operationellt och redovisningsmssigt) kommer visa"  
[X Link](https://x.com/anyuser/status/2021911413825139094)  2026-02-12T11:37Z [----] followers, [----] engagements


"Ska bli intressant att flja hur detta hyperfrisserade och kostnadsmssigt svultna PE-bolag kommer utvecklas kommande tiden efter att nu alla strre fondbolag gtt lng. Misstnker att den aggressiva kundanskaffningen (bde operationellt och redovisningsmssigt) kommer visa sprickor kommande r. Nu nr nstan 15% ner sen stnget p 7.5% vid indexomviktning. Bara +5% sedan notering"  
[X Link](https://x.com/anyuser/status/1996608083976405336)  2025-12-04T15:50Z [----] followers, 16K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing