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[@R2Discovery](/creator/twitter/R2Discovery)
"Explains well why we can find German smallcaps from very trendy and high growth industries at strange valuations.They should be mainly followed and bought by local investors who are not there Examples: Serviceware $SJJ Servicenow $NOW from Germany with XX% SaaS growth at 1.5x Sales while such things trade on markets closer to 10x Sales. Or my favorite Ceotronics $CEK defense name communication for army trading at 11x EBIT such companies are trading 20-40x everywhere with direct competitor in Sweden Invisio $IVSO where investing is much popular at 40x now"  
[X Link](https://x.com/R2Discovery/status/1978880913950876083) [@R2Discovery](/creator/x/R2Discovery) 2025-10-16T17:49Z 1333 followers, XXX engagements


"Explains well why we can find exciting German smallcaps from very trendy and high growth industries at strange valuations.They should be mainly followed and bought by local investors who are not there. Graph below show that really well. Examples: Serviceware $SJJ Servicenow $NOW from Germany with XX% SaaS growth supportrd by AI and LLM deployments at 1.5x Sales while such things trade on markets closer to 10x Sales. Or my favorite Ceotronics $CEK defense name communication for army trading at 11x EBIT such companies are trading 20-40x everywhere with direct competitor in Sweden Invisio $IVSO"  
[X Link](https://x.com/R2Discovery/status/1978881464600015336) [@R2Discovery](/creator/x/R2Discovery) 2025-10-16T17:51Z 1333 followers, 1394 engagements


"Exail $EXA Q2 revenues +52% yoy to 126m. Driven by defense sales of course. Just as a reminder analyst expectations were approx. 100m here Very strong release but with stock +470% YTD probably it takes a flawless execution and probably more beat & raises (and strong CF) for more room to rerate. Not for value investors anymore for sure"  
[X Link](https://x.com/R2Discovery/status/1948074270736724203) [@R2Discovery](/creator/x/R2Discovery) 2025-07-23T17:34Z 1333 followers, 2788 engagements


"German newspaper Die Welt published on the evening a very detailed article about new pending procurement plans from Bundeswehr: X. Over XXX armoured vehicles: Radpanzer X. Contract with General Dynamics for reconnaissance and scout vehicles initially XXX units 35b with an option for XX more. X. Another contract for XXX Schakal wheeled infantry fighting armored soldier vehicles worth approx. 34b via Artec GmbH (a joint venture of KNDS and Rheinmetall $RHM). An option for up to XXX additional units is included. Deliveries are planned to begin between 2027 and 2028. Hensoldt $HAG is mentioned as"  
[X Link](https://x.com/R2Discovery/status/1977854363537178629) [@R2Discovery](/creator/x/R2Discovery) 2025-10-13T21:50Z 1333 followers, XXX engagements


"I know some investors still wonder why Serviceware $SJJ has XX% y/y SaaS growth. Check @TechInvestor123 note on $NOW and $CRM: companies are turning to application vendors for AI and LLM implementations. Yes that's basically Serviceware story too. Especially in Germany. Very rare case for European stock. See second row in the Exhibit (picture below)"  
[X Link](https://x.com/R2Discovery/status/1978572577900540099) [@R2Discovery](/creator/x/R2Discovery) 2025-10-15T21:23Z 1333 followers, 1583 engagements


"Interesting point as gaming valuations are very depressed ex. few large caps in US and Asia. Now approximately $15b from $EA will go to EU entities. Will it help depressed gaming valuations in EU Thinking about Remedy $REMEDY Frontier Developments $FDEV or even UBISOFT $UBI or CD Projekt $CDR. Not so many independent left on the markets"  
[X Link](https://x.com/R2Discovery/status/1978898989807198242) [@R2Discovery](/creator/x/R2Discovery) 2025-10-16T19:00Z 1333 followers, XXX engagements


"Just wondering here when will Wallix get acquired When do you think it will happen Poll below Seems to be backend problem on X with launching last poll in the last post but it should be working now"  
[X Link](https://x.com/R2Discovery/status/1979171792322228244) [@R2Discovery](/creator/x/R2Discovery) 2025-10-17T13:05Z 1333 followers, XXX engagements


"Nah this isn't that easy at all in my opinion it requires a lot of attention of other aspects. Check some structural and completely undiscovered plays that are heavily unfolding their stories currently: X. Ceotronics $CEK / Germany defense critical communication supplier for army and special forces 12x EV/EBIT 2025/26. X. Wallix $ALLIX / France small CyberArk $CYBR in Europe ARR +30% yoy 4x EV/Sales 2025"  
[X Link](https://x.com/R2Discovery/status/1979438677844451675) [@R2Discovery](/creator/x/R2Discovery) 2025-10-18T06:45Z 1333 followers, XX engagements


"@LTVresearch @TheIcahnist @OrlandoBravoTB Thank you That is really great interview and I believe in his view on SailPoint which is very relevant for PAM software from Wallix $ALLIX too and I believe was strategically driving Palo Alto Networks $PANW acquistion of $CYBR CyberArk now at 20x Sales"  
[X Link](https://x.com/R2Discovery/status/1976054525942431877) [@R2Discovery](/creator/x/R2Discovery) 2025-10-08T22:38Z 1333 followers, XXX engagements


"On smaller high quality smaller software players would check these completely undiscovered plays that are heavily unfolding their stories currently: Wallix $ALLIX / small CyberArk $CYBR of Europe growing substantially (30% ARR growth). Serviceware $SJJ small Servicenow of EU $NOW also growing substantially XX% SaaS growth in Q2. Note also that both of these cases are extraordinarly well positioned to benefit from the AI race"  
[X Link](https://x.com/R2Discovery/status/1979845982759141531) [@R2Discovery](/creator/x/R2Discovery) 2025-10-19T09:44Z 1333 followers, XXX engagements