#  @mavix_leon mavix mavix posts on X about $fqt, $leat, $slyg, $epsil the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1179327499559407616/interactions)  - [--] Week [-----] -90% - [--] Month [------] +71% - [--] Months [-------] +2% - [--] Year [-------] -29% ### Mentions: [--] [#](/creator/twitter::1179327499559407616/posts_active)  - [--] Month [--] -73% - [--] Months [---] +0.56% - [--] Year [---] +66% ### Followers: [------] [#](/creator/twitter::1179327499559407616/followers)  - [--] Week [-----] +0.08% - [--] Month [-----] +0.12% - [--] Months [-----] +1.50% - [--] Year [-----] +7.40% ### CreatorRank: [---------] [#](/creator/twitter::1179327499559407616/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [currencies](/list/currencies) [countries](/list/countries) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [automotive brands](/list/automotive-brands) [luxury brands](/list/luxury-brands) [exchanges](/list/exchanges) **Social topic influence** [$fqt](/topic/$fqt), [$leat](/topic/$leat), [$slyg](/topic/$slyg), [$epsil](/topic/$epsil), [$ysn](/topic/$ysn), [stocks](/topic/stocks), [$evo](/topic/$evo), [$idt](/topic/$idt), [$ldbmi](/topic/$ldbmi), [$trtl](/topic/$trtl) **Top assets mentioned** [Evotec SE (EVO)](/topic/$evo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Kaspi.kz Joint Stock Company (KSPI)](/topic/$kspi) [Booking Holdings Inc (BKNG)](/topic/$bkng) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Sea Limited (SE)](/topic/$se) [Alibaba Group (BABA)](/topic/$baba) [Monster Beverage Corp (MNST)](/topic/$mnst) [Mynaric AG (MYNA)](/topic/$myna) [Adobe, Inc. (ADBE)](/topic/$adbe) [Polkadot (DOT)](/topic/$dot) [Spotify Technology (SPOT)](/topic/$spot) [Ethereum (ETH)](/topic/$eth) [Bitcoin (BTC)](/topic/$btc) [IOTA (IOTA)](/topic/$iota) ### Top Social Posts Top posts by engagements in the last [--] hours "Portfolio end of January '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp. $IDT Lindbergh SpA $LDB.MI Gaming Innovation Group $GIG Centrotec $CEV.HM Kaspi $KSPI Secunet Security Networks $YSN Leatt $LEAT Transense Technologies $TRT.L Amazon $AMZN Neurosoft $NRST B3 Consulting Group $B3.ST Frequentis $FQT YOC $YOC New - Sold $SMSMED Portfolio end of December '23: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO Centrotec $CEV.HM IDT Corp $IDT Lindbergh $LDB.MI Gaming Innovation Group $GIG Kaspi $KSPI Leatt $LEAT" [X Link](https://x.com/mavix_leon/status/1752720294257569967) 2024-01-31T15:47Z [----] followers, 32.2K engagements "@GetBenchmarkCo $M0Y (Mynaric - Lasercommunication); $YSN (secunet - cybersecurity) $ST5 (Steico - ecological construction) $FAA (Fabasoft - eGov & Enterprise Search)" [X Link](https://x.com/mavix_leon/status/1338907319460098049) 2020-12-15T18:02Z [----] followers, [--] engagements "@GetBenchmarkCo $YSN - secunet security" [X Link](https://x.com/mavix_leon/status/1386027000935112705) 2021-04-24T18:39Z [----] followers, [--] engagements "@GetBenchmarkCo $KSPIq http://Kaspi.kz http://Kaspi.kz" [X Link](https://x.com/mavix_leon/status/1387684478101958659) 2021-04-29T08:25Z [----] followers, [--] engagements "@fatbabyfunds Its an amazing feeling. $YSN is already more than a tenbagger for me and they pay me a personal dividend yield of [--] %. Grow with your companies" [X Link](https://x.com/mavix_leon/status/1388095142297473029) 2021-04-30T11:37Z [----] followers, [--] engagements "AR-enabled phones will be the key driver for Augmented Reality in our everyday life. $U $U Unity reveals latest AR Companion app feature at Apple WWDC [--] Unity AR Companion app will include Object Capture to allow XR creators to scan real-world objects and generate 3D assets. Optionality π https://t.co/zeGMrHqyr7 $U Unity reveals latest AR Companion app feature at Apple WWDC [--] Unity AR Companion app will include Object Capture to allow XR creators to scan real-world objects and generate 3D assets. Optionality π https://t.co/zeGMrHqyr7" [X Link](https://x.com/mavix_leon/status/1402332256958623751) 2021-06-08T18:30Z [----] followers, [--] engagements "Awesome Deep Dive about $U. Im really looking forward to the 2nd part. Everyone interested in @unity3d should read it $U Re-defining reality (Part 1) The new article of the @TheDDNewsletter is out During the last month I researched Unity to see what it has to offer The deep dive is divided in two articles due to extensive length. Part [--] will come out tomorrow https://t.co/tftlJN1Avc $U Re-defining reality (Part 1) The new article of the @TheDDNewsletter is out During the last month I researched Unity to see what it has to offer The deep dive is divided in two articles due to extensive length." [X Link](https://x.com/mavix_leon/status/1412399237292253186) 2021-07-06T13:13Z [----] followers, [--] engagements "Great thread on Epic Games - the biggest competitor of $U. Would love to own both π Unfortunately Epic is still private. The metaverse will become reality and both Epic and Unity will be the picks and shovels for it. Epic Games - the story of how one man (Tim Sweeney) changed video games forever and created a trailblaiser in the gaming industry. A thread π§΅ [--] Background [--] Strategy [--] Unity Vs Unreal [--] Epic Games Store [--] Epic Games Publishing [--] Epic Online Services https://t.co/RMS2qMGqoT Epic Games - the story of how one man (Tim Sweeney) changed video games forever and created a trailblaiser" [X Link](https://x.com/mavix_leon/status/1420458430121320454) 2021-07-28T18:57Z [----] followers, [--] engagements "Portfolio End of July '21 (descending order) $YSN.DE $EVO $FB $FAA.DE $AMZN $ST5.DE $EPSIL $KSPI $NUMND $M0Y.DE $KAMBI $U $GOOGL $INPST $APM.DE $NGMS $LVC $NTNX $CLNK $BKNG $M8G.DE $SEYE $ETSY $AGC $GRVY $TCEHY $BABA $SE $NVDA Sold $FUTU $PU11.DE $SRNG New $EPSIL $SE $NVDA" [X Link](https://x.com/mavix_leon/status/1421489276878000129) 2021-07-31T15:13Z [----] followers, [--] engagements "secunet security networks AG today closed [---] . Its now a [--] bagger for me with a personal dividend yield of over [--] %. β find great companies β build high conviction β let winners run http://YSN.DE http://YSN.DE" [X Link](https://x.com/mavix_leon/status/1424759131521572864) 2021-08-09T15:47Z [----] followers, [--] engagements "Portfolio End of August '21 (descending order) $YSN.DE $EVO $FB $EPSIL $ST5.DE $AMZN $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $NTNX $KAMBI $BKNG $NGMS $LVC $CLNK $SEYE $AGC $TCEHY $GRVY $BABA $SE $NVDA Sold $ETSY New $M8G Portfolio End of July '21 (descending order) $YSN.DE $EVO $FB $FAA.DE $AMZN $ST5.DE $EPSIL $KSPI $NUMND $M0Y.DE $KAMBI $U $GOOGL $INPST $APM.DE $NGMS $LVC $NTNX $CLNK $BKNG $M8G.DE $SEYE $ETSY $AGC $GRVY $TCEHY $BABA $SE $NVDA Sold $FUTU $PU11.DE $SRNG New $EPSIL $SE $NVDA Portfolio End of July '21 (descending order) $YSN.DE $EVO $FB $FAA.DE $AMZN $ST5.DE" [X Link](https://x.com/mavix_leon/status/1434097469403668487) 2021-09-04T10:14Z [----] followers, [--] engagements "@at_growth $EVOs business is way more than video production π " [X Link](https://x.com/mavix_leon/status/1447581154262102017) 2021-10-11T15:13Z [----] followers, [--] engagements "New high-grade customer for @secunet_AG $YSN The Joint Research Centre (JRC) of the @EU_Commission decided to cooperate with secunet and implement components of the eID PKI Suite to create a high security infrastructure for the EU Laissez-Passer. https://t.co/590xGdAxAS #cybersecurity https://t.co/j8SiOieefH The Joint Research Centre (JRC) of the @EU_Commission decided to cooperate with secunet and implement components of the eID PKI Suite to create a high security infrastructure for the EU Laissez-Passer. https://t.co/590xGdAxAS #cybersecurity https://t.co/j8SiOieefH" [X Link](https://x.com/mavix_leon/status/1450067266150834183) 2021-10-18T11:52Z [----] followers, [--] engagements "Secunet border gear solutions are already implemented in Germany Austria Slowenia Iceland Swiss and now also in Bulgaria. More to come as countries need to fulfill the requirements of europeans Entry/Exit System. $YSN In cooperation with SSARM secunet has implemented a secure turnkey solution for #EES-compliant #bordercontrol at airports in Bulgaria. As one of the first EU countries Bulgaria has thus prepared its air borders for the European Entry/Exit System. https://t.co/vGxqaetHCh https://t.co/pywHWiIyDh In cooperation with SSARM secunet has implemented a secure turnkey solution for" [X Link](https://x.com/mavix_leon/status/1451466728312131639) 2021-10-22T08:33Z [----] followers, [--] engagements "Secunet Security Networks AG $YSN β‘ the prototype of a quality company: never cheap on casual multiples constantly overdelivering moat in a growing market trustworthy and conservative management high profile customers compounding machine" [X Link](https://x.com/mavix_leon/status/1455901700871573504) 2021-11-03T14:16Z [----] followers, [--] engagements "Now also disclosed by $KAMBI: β [---] year mobile sports wagering platform license for New York β fourth most populous state in US β strengthens partnership with $RSI" [X Link](https://x.com/mavix_leon/status/1458103816172326929) 2021-11-09T16:06Z [----] followers, [--] engagements "Biggest holding $YSN.DE today -23% after publishing guidance for next year that guides for zero/negative growth (which they do every year and then deliver another record year π€·β) I need the pain π₯°" [X Link](https://x.com/mavix_leon/status/1460183049019215873) 2021-11-15T09:49Z [----] followers, [--] engagements "Excerpt of the caolition contract of the new ample coalition in germany regarding digital government. Key Points: digital identity open secure cloud for the public admin Long time IT-partner of the government @secunet_AG $YSN has the perfect products for it: 1/x" [X Link](https://x.com/mavix_leon/status/1463617797070725129) 2021-11-24T21:17Z [----] followers, [--] engagements "Quick update: Added $EVO & $KSPI and $INPST (both some days earlier). Sold $FAA $NGMS $GRVY Reduced $NUMND" [X Link](https://x.com/mavix_leon/status/1463842852115464192) 2021-11-25T12:11Z [----] followers, [--] engagements "Portfolio Performance [----] (TTWROR) π Stocks Portfolio +34.25 % π²Crypto Portfolio +370.57 % Winner (stocks) π₯ $FUTU +142 % (sold) π₯ $EPSIL +127 % π₯ $LORL +92 % (sold) Loser (stocks) π₯ $BABA [---] % π₯ $KAMBI [---] % π₯ $APX [---] % (sold) crypto winner & loser" [X Link](https://x.com/mavix_leon/status/1476873183978569729) 2021-12-31T11:09Z [----] followers, [--] engagements "definitely not easy to achieve a similar performance again. Ill definitely continue to search for qualitative companies with secular growth trends at fair prices. And if i find one i will be happy to share my ideas & thoughts here with you. I wish you all a happy new year π" [X Link](https://x.com/mavix_leon/status/1476873201103822852) 2021-12-31T11:09Z [----] followers, [--] engagements "Last but not least here is my portfolio end of December 21: (descending order) stocks $YSN $EVO $EPSIL $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $INPST $GOOG $U $TRMR $APM $MBR $M0Y $KAMBI $BKNG $APPS $LVC $LEAT $SEYE $TCEHY $NVDA $BABA $SE New $LEAT $APPS Sold $NUMND $NTNX" [X Link](https://x.com/mavix_leon/status/1476873202529882112) 2021-12-31T11:09Z [----] followers, [--] engagements "$YSN Secunet preliminary FY [--] and Q4 results: FY Revenue +18 % FY EBIT +24 % New record-highs for Revenue & EBIT But: Q4 results below previous year (Revenue [----] % & EBIT [---] %) Tailwinds from public orders for Home-Office workstation due to Covid seems to slow down" [X Link](https://x.com/mavix_leon/status/1484425948720152577) 2022-01-21T07:21Z [----] followers, [--] engagements "Portfolio end of January '21 (descending order) stocks $EPSIL $YSN $EVO $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $MBR $GOOG $LEAT $TRMR $INPST $APPS $BKNG $U $KAMBI $HHR $MYNA $TCHY $SEYE $BABA $NVDA $SE New $HHR Sold $APM $LVC Last but not least here is my portfolio end of December 21: (descending order) stocks $YSN $EVO $EPSIL $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $INPST $GOOG $U $TRMR $APM $MBR $M0Y $KAMBI $BKNG $APPS $LVC $LEAT $SEYE $TCEHY $NVDA $BABA $SE New $LEAT $APPS Sold $NUMND $NTNX Last but not least here is my portfolio end of December 21: (descending order) stocks $YSN $EVO $EPSIL $MVRS" [X Link](https://x.com/mavix_leon/status/1488476940189286401) 2022-02-01T11:38Z [----] followers, [--] engagements "@CloneShameless @EnricoLaQuatra They already released preliminary results for Q4 / FY [----] ;) https://www.secunet.com/en/about-us/investors/article/vorlaeufige-geschaeftszahlen-2021-sehr-gutes-kerngeschaeft-und-pandemiebedingte-markteffekte-fuehren-zu-deutlichem-wachstum-bei-umsatz-und-ergebnis https://www.secunet.com/en/about-us/investors/article/vorlaeufige-geschaeftszahlen-2021-sehr-gutes-kerngeschaeft-und-pandemiebedingte-markteffekte-fuehren-zu-deutlichem-wachstum-bei-umsatz-und-ergebnis" [X Link](https://x.com/mavix_leon/status/1497134288503988257) 2022-02-25T09:00Z [----] followers, [--] engagements "Portofolio end of February (descending ordner) stocks $EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI $GOOG $MBR $TRMR $LEAT $APPS $META $U $IDT $BKNG $MYNA $KAMBI $INPST $SPACE.AT $TCEHY $NVDA $SEYE $BABA $SE New $IDT $SPACE.AT Sold $HHR $ENTER Portfolio end of January '21 (descending order) stocks $EPSIL $YSN $EVO $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $MBR $GOOG $LEAT $TRMR $INPST $APPS $BKNG $U $KAMBI $HHR $MYNA $TCHY $SEYE $BABA $NVDA $SE New $HHR Sold $APM $LVC Portfolio end of January '21 (descending order) stocks $EPSIL $YSN $EVO $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $MBR $GOOG $LEAT $TRMR $INPST" [X Link](https://x.com/mavix_leon/status/1498650820572815361) 2022-03-01T13:26Z [----] followers, [--] engagements "$YSN Secunet Security Networks announced a dividend of [----] (incl. a special dividend of 2.01). This is an increase of [---] % compared to previous year. For me this is a dividend yield of 21.5% on my cost basis π₯³ #BuyandHold" [X Link](https://x.com/mavix_leon/status/1501235543581016067) 2022-03-08T16:36Z [----] followers, [--] engagements "Portfolio end of March '22 (descending order) stocks $EPSIL $YSN $EVO $AMZN $M8G $META $ST5 $GOOG $LEAT $TRMR $GRN.WA $KSPI $APPS $BKNG $VOW.OL $MBR $U $IDT $MYNA $KAMBI $SEYE $TCEHY $NVDA $BABA $INPST $SE $ADBE $SPOT New $GRN.WA $VOW.OL $ADBE $SPOT Sold $SPACE.AT Portofolio end of February (descending ordner) stocks $EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI $GOOG $MBR $TRMR $LEAT $APPS $META $U $IDT $BKNG $MYNA $KAMBI $INPST $SPACE.AT $TCEHY $NVDA $SEYE $BABA $SE New $IDT $SPACE.AT Sold $HHR $ENTER Portofolio end of February (descending ordner) stocks $EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI" [X Link](https://x.com/mavix_leon/status/1509854496893067266) 2022-04-01T11:25Z [----] followers, [--] engagements "Portfolio end of April '22 (descending order) stocks $EPSIL $YSN $EVO $KSPI $AMZN $MDGIF(M8G) $ST5 $GRN.WA $GOOG $LEAT $META $TRMR $IDT $BKNG $MBR $APPS $MYNA $VOW.OL $PAS.WA $U $KAMBI $TCEHY $BABA $INPST $NVDA $SEYE $SE $SPOT $ADBE $MNST New $PAS.WA $MNST Sold - Portfolio end of March '22 (descending order) stocks $EPSIL $YSN $EVO $AMZN $M8G $META $ST5 $GOOG $LEAT $TRMR $GRN.WA $KSPI $APPS $BKNG $VOW.OL $MBR $U $IDT $MYNA $KAMBI $SEYE $TCEHY $NVDA $BABA $INPST $SE $ADBE $SPOT New $GRN.WA $VOW.OL $ADBE $SPOT Sold $SPACE.AT Portfolio end of March '22 (descending order) stocks $EPSIL $YSN $EVO" [X Link](https://x.com/mavix_leon/status/1520337105741922304) 2022-04-30T09:39Z [----] followers, [--] engagements "@BabisStonks Thanks will have a look at them ππ»" [X Link](https://x.com/mavix_leon/status/1527248296460406784) 2022-05-19T11:22Z [----] followers, [--] engagements "But [--] months is quite a short time so lets have a look at what Erik Norland found out for CME where he compared the Russel [----] & S&P [---]. He found out that small caps often outperformed during periods of economic distress" [X Link](https://x.com/mavix_leon/status/1529445429934542851) 2022-05-25T12:53Z [----] followers, [--] engagements "Portfolio end of May '22 (descending order) stocks $EPSIL $YSN $EVO $MDGIF $KSPI $AMZN $GRN.WA $META $LEAT $GOOG $IDT $TRMR $APPS $VOW.OL $BKNG $ST5 $KAMBI $PAS.WA $MYNA $U $TCEHY $INPST $NVDA $BABA $SE $ADBE $MNST $SPOT New - Sold $SEYE $MBR Portfolio end of April '22 (descending order) stocks $EPSIL $YSN $EVO $KSPI $AMZN $MDGIF(M8G) $ST5 $GRN.WA $GOOG $LEAT $META $TRMR $IDT $BKNG $MBR $APPS $MYNA $VOW.OL $PAS.WA $U $KAMBI $TCEHY $BABA $INPST $NVDA $SEYE $SE $SPOT $ADBE $MNST New $PAS.WA $MNST Sold - Portfolio end of April '22 (descending order) stocks $EPSIL $YSN $EVO $KSPI $AMZN" [X Link](https://x.com/mavix_leon/status/1531690396560105472) 2022-05-31T17:33Z [----] followers, [--] engagements "Portfolio end of June '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $KSPI $GRN.WA $AMZN $META $MDGIF $GOOG $CEV.HM $IDT $VOW.OL $APPS $TRMR $PAS.WA $BKNG $ST5 $KAMBI $MYNA $U $TCEHY $BABA $NVDA $SE $ADBE $MNST $SPOT New $CEV.HM Sold $INPST Portfolio end of May '22 (descending order) stocks $EPSIL $YSN $EVO $MDGIF $KSPI $AMZN $GRN.WA $META $LEAT $GOOG $IDT $TRMR $APPS $VOW.OL $BKNG $ST5 $KAMBI $PAS.WA $MYNA $U $TCEHY $INPST $NVDA $BABA $SE $ADBE $MNST $SPOT New - Sold $SEYE $MBR Portfolio end of May '22 (descending order) stocks $EPSIL $YSN $EVO $MDGIF $KSPI $AMZN $GRN.WA $META $LEAT" [X Link](https://x.com/mavix_leon/status/1542780237536264192) 2022-07-01T08:00Z [----] followers, [--] engagements "Portfolio end of July '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $AMZN $KSPI $GRN.WA $META $MDGIF $GOOG $IDT $APPS $TRMR $CEV.HM $VOW.OL $ST5 $BKNG $MYNA $PAS.WA $KAMBI $U $NVDA $TCEHY $BABA $SE $ADBE $MNST $SPOT New - Sold - Portfolio end of June '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $KSPI $GRN.WA $AMZN $META $MDGIF $GOOG $CEV.HM $IDT $VOW.OL $APPS $TRMR $PAS.WA $BKNG $ST5 $KAMBI $MYNA $U $TCEHY $BABA $NVDA $SE $ADBE $MNST $SPOT New $CEV.HM Sold $INPST Portfolio end of June '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $KSPI $GRN.WA $AMZN $META $MDGIF $GOOG" [X Link](https://x.com/mavix_leon/status/1553752708708016129) 2022-07-31T14:41Z [----] followers, [--] engagements "One would expect that $ABNB is leading in alternative accomodation but actually its $BKNG π§³π¨ 7/ GF CEO we saw the largest sequential net increase in alternative accommodation properties since [----] and we now have [---] million alternative accommodation listings on Booking .com. It should be also noted that $ABNB reported over [--] million of active listings in Q2 [----]. 7/ GF CEO we saw the largest sequential net increase in alternative accommodation properties since [----] and we now have [---] million alternative accommodation listings on Booking .com. It should be also noted that $ABNB reported" [X Link](https://x.com/mavix_leon/status/1559474801571397635) 2022-08-16T09:39Z [----] followers, [--] engagements "Portfolio end of August '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $META $ABO.F $GOOG $GRN.WA $MDGIF $IDT $CEV.HM $APPS $VOW.OL $BKNG $ST5 $PAS.WA $U $KAMBI $MYNA $TCEHY $NVDA $BABA $ADBE $SE $SPOT $MNST New $ABO.F Sold $TRMR Portfolio end of July '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $AMZN $KSPI $GRN.WA $META $MDGIF $GOOG $IDT $APPS $TRMR $CEV.HM $VOW.OL $ST5 $BKNG $MYNA $PAS.WA $KAMBI $U $NVDA $TCEHY $BABA $SE $ADBE $MNST $SPOT New - Sold - Portfolio end of July '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $AMZN $KSPI $GRN.WA $META $MDGIF $GOOG" [X Link](https://x.com/mavix_leon/status/1565203998977687554) 2022-09-01T05:04Z [----] followers, [--] engagements "Epsilon Net $EPSIL H1 results: Revenue +72% (34% organic) EBITDA +73% (35% margin) EBT +72% OCF +50% negative net debt of [---] million despite acqu. Guidance confirmed (Revenue +50% at EBITDA-Margin of 30%) Mgmt expects start of a new growth cycle in Greece" [X Link](https://x.com/mavix_leon/status/1572126027475996673) 2022-09-20T07:30Z [----] followers, [--] engagements "Epsilon Net $EPSIL: International award for the "Epsilon Smart" family of applications within the "Global Innovation & Tech Excellence Awards WITSA [----]. In the near future Epsilon Smart subscr. will be offered [--] more important technological features of high added value: ππ»" [X Link](https://x.com/mavix_leon/status/1574688314157842432) 2022-09-27T09:12Z [----] followers, [--] engagements "Portfolio end of September '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $CEV.HM $ABOG $GRN.WA $MDGIF $VOW.OL $GOOG $IDT $APPS $ST5 $BKNG $PAS.WA $META $U $NVDA $MYNA $FQT $SE $ADBE $MNST $SPOT New $FQT Sold $KAMBI $BABA $TCEHY Portfolio end of August '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $META $ABO.F $GOOG $GRN.WA $MDGIF $IDT $CEV.HM $APPS $VOW.OL $BKNG $ST5 $PAS.WA $U $KAMBI $MYNA $TCEHY $NVDA $BABA $ADBE $SE $SPOT $MNST New $ABO.F Sold $TRMR Portfolio end of August '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $META $ABO.F" [X Link](https://x.com/mavix_leon/status/1575895308352905216) 2022-09-30T17:08Z [----] followers, [--] engagements "Epsilon Net $EPSIL has won the ICT Company of the Year Award at the BITE Awards [----] as a reward for the Groups high technological level and dynamic expansion. In total Epsilon received in the different categories: 4x π₯ 6x π₯ 2x π₯ Epsilon Net: "ICT company of the year" BITE Awards [----] #moneypress https://t.co/Z0EhPhH9J5 https://t.co/ntn4SutPcC Epsilon Net: "ICT company of the year" BITE Awards [----] #moneypress https://t.co/Z0EhPhH9J5 https://t.co/ntn4SutPcC" [X Link](https://x.com/mavix_leon/status/1577940302039490566) 2022-10-06T08:34Z [----] followers, [--] engagements "85% of all companies that participated in phase A of the implementetion of the 'Digital Work Card' have chosen Epsilon HR application. $EPSIL The Digital Work Card is the most significant reform in Greece. It was introduced in Phase A to [-------] employees. Phase B starts in Nov" [X Link](https://x.com/mavix_leon/status/1579394743314022400) 2022-10-10T08:53Z [----] followers, [--] engagements "The Epsilon Smart solution from $EPSIL now crossed the [------] subscriber mark while simultaniously expanding the ARPU with the offering of value added services. The growth slowed down but theyre still adding hundreds of new subscribers every week" [X Link](https://x.com/mavix_leon/status/1580575690478342146) 2022-10-13T15:06Z [----] followers, [--] engagements "Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $A4L $NVDA $U $META $FQT $ADBE $SPOT New $A4L Sold $SE $MYNA Portfolio end of September '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $CEV.HM $ABOG $GRN.WA $MDGIF $VOW.OL $GOOG $IDT $APPS $ST5 $BKNG $PAS.WA $META $U $NVDA $MYNA $FQT $SE $ADBE $MNST $SPOT New $FQT Sold $KAMBI $BABA $TCEHY Portfolio end of September '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $CEV.HM $ABOG $GRN.WA $MDGIF $VOW.OL" [X Link](https://x.com/mavix_leon/status/1587333982366072833) 2022-11-01T06:41Z [----] followers, [--] engagements "$YSN Secunet security networks 9m '22 results: Revenue -15% (EUR 213m) EBIT of EUR 23.9m vs. EUR 48.7m Main reasons for decline are [--] one-off effects in [----] and changes in product mix order book of EUR 168.6m vs. 174.9m previous guidance for [----] confirmed" [X Link](https://x.com/mavix_leon/status/1589879985661018113) 2022-11-08T07:18Z [----] followers, [--] engagements "MGI $MDGIF Q3 '22 results: Revenues +39% (23% organic) Adj. EBITDA +21% Adj. EBIT +24% Adj. net results +4% strong growth despite several headwinds in advertising market; ad spend on MGI platform grew by 54% Revenue Guidance raised to EUR 315m-325 (from 295-315) β " [X Link](https://x.com/mavix_leon/status/1592438072289161219) 2022-11-15T08:43Z [----] followers, [--] engagements "Epsilon Net $EPSIL signs MoU with National Bank Group (NBG) for a long-term excl. cooperation for the joint development of technological application & prod. in the field of Business Software Fintech electronic payments & integration of Epsil ERP into NBGs open banking platform" [X Link](https://x.com/mavix_leon/status/1592817684013776896) 2022-11-16T09:51Z [----] followers, [--] engagements "Epsilon Net $EPSIL 9M '22 results: Revenue +60% (55% organic) EBITDA +75% EBIT +90% EBIT-Margin of [--] % (vs. 20%) EBT +269% # of active customers 125k Partnership with NBG will lead to the creation of a unique for Greek standarts technological ecosystem" [X Link](https://x.com/mavix_leon/status/1594968184595120128) 2022-11-22T08:17Z [----] followers, [--] engagements "@lonewolvesfrank $LEAT $EPSIL.AT $A4L" [X Link](https://x.com/mavix_leon/status/1595057106037637120) 2022-11-22T14:10Z [----] followers, [--] engagements "New @MGI_SE research by @Edison_Inv_Res #M8G $MDGIF @MGI_SE - Ad tech credentials boosted by Google partnership. $M8G Update here: https://t.co/xCYtcUGdZJ @MGI_SE - Ad tech credentials boosted by Google partnership. $M8G Update here: https://t.co/xCYtcUGdZJ" [X Link](https://x.com/mavix_leon/status/1595097969866555398) 2022-11-22T16:52Z [----] followers, [--] engagements "@Invesquotes $EPSIL $EVO" [X Link](https://x.com/mavix_leon/status/1597318495209140224) 2022-11-28T19:56Z [----] followers, [--] engagements "Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $CEV.HM $A4L $VOW.OL $AMZN $GRN.WA $MDGIF $ABOG $IDT $GOOG $BKNG $APPS $ST5 $PAS.WA $NVDA $META $FQT $MNST $ADBE New - Sold $U $SPOT Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $A4L $NVDA $U $META $FQT $ADBE $SPOT New $A4L Sold $SE $MYNA Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS" [X Link](https://x.com/mavix_leon/status/1597955545075679233) 2022-11-30T14:07Z [----] followers, [--] engagements "Portfolio end of November '22 (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $CEV.HM $A4L $VOW.OL $AMZN $GRN.WA $MDGIF $ABOG $IDT $GOOG $BKNG $APPS $ST5 $PAS.WA $NVDA $META $FQT $MNST $ADBE New - Sold $U $SPOT Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $A4L $NVDA $U $META $FQT $ADBE $SPOT New $A4L Sold $SE $MYNA Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS" [X Link](https://x.com/mavix_leon/status/1597960070490624001) 2022-11-30T14:25Z [----] followers, [--] engagements "@Sense0fNonsense Now im curious to know which [--] π " [X Link](https://x.com/mavix_leon/status/1597961530704035841) 2022-11-30T14:31Z [----] followers, [--] engagements "@Sense0fNonsense Nice $FQT is surprising. Its quite unknown π" [X Link](https://x.com/mavix_leon/status/1597962431573405696) 2022-11-30T14:35Z [----] followers, [--] engagements "Frequentis $FQT upgrades aviation message handling of [--] African nations representing the first major infrastructure program in Africa for Frequentis. The region will benefit from harmonised state of the art airspace communication" [X Link](https://x.com/mavix_leon/status/1598601052860911617) 2022-12-02T08:52Z [----] followers, [--] engagements "$FQT to deliver largest military voice communications system in Middle East. The scope of the project includes over [---] controller working positions deployed on over [--] sites" [X Link](https://x.com/mavix_leon/status/1600176168048545792) 2022-12-06T17:11Z [----] followers, [--] engagements "$FQT enhances airspace safety in Spain with nationwide contingency voice communication system" [X Link](https://x.com/mavix_leon/status/1600529439351349250) 2022-12-07T16:35Z [----] followers, [--] engagements "$FQT provides Austro Control with ITbased Voice communication system for Vienna Airport. Frequentis is equipping [--] air traffic controller workstations with the latest Frequentis technology enabling location-independent data-centre operation" [X Link](https://x.com/mavix_leon/status/1603377379124068352) 2022-12-15T13:12Z [----] followers, [--] engagements "Frequentis $FQT supplies German Bundeswehr with IT equipment for national air defence State-of-the-art IT equipment for the National Air Defence command centre Efficient airspace protection in the event of aircraft hijackings or terrorist attacks Completion in 2025" [X Link](https://x.com/mavix_leon/status/1605257201832296449) 2022-12-20T17:41Z [----] followers, [----] engagements "Im now more confident than Ive ever been that Ill be able to invest successfully in the long term. Im thankful for all the conversations this year I had with so many great investors. Ive learned a lot from you and I will continue to do so. I wish you all a happy new year" [X Link](https://x.com/mavix_leon/status/1609098197703467008) 2022-12-31T08:04Z [----] followers, [---] engagements "Last but not least here is my portfolio end of December 22: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $CEV.HM $ABOG $MDGIF $VOW.OL $AMZN $IDT $GRN.WA $GOOG $BKNG $ST5 $APPS $PAS.WA $NVDA $META $MNST $FQT $ADBE New - Sold -" [X Link](https://x.com/mavix_leon/status/1609098201742692352) 2022-12-31T08:04Z [----] followers, 12.1K engagements "MGI - Media and Games Invest $MDGIF successfully relocated from Malta to Sweden" [X Link](https://x.com/mavix_leon/status/1609896792778317824) 2023-01-02T12:58Z [----] followers, [----] engagements "Good for $EPSIL as all these new companies will need some kind of invoicing software like Epsilon Smart to connect to A.A.D.E and the myDATA platform or a software for the Digital Job Card like Epsilon Ergani. Firm set-ups soared in Greece for [--] years in a row. https://t.co/Ashk1ebHFX Firm set-ups soared in Greece for [--] years in a row. https://t.co/Ashk1ebHFX" [X Link](https://x.com/mavix_leon/status/1610940703219060738) 2023-01-05T10:06Z [----] followers, [----] engagements "The greek IT-Market is expected to grow with a double-digit growth rate in [----] partly linker to the European Recovery Fund. The Prime Minister himself recently described the future of the Greek economy in strong digital terms. $EPSIL https://www.powergame.gr/start-ups-digital/368415/me-dipsifio-rythmo-anaptyxis-tha-trexei-to-2023-i-agora-it/ https://www.powergame.gr/start-ups-digital/368415/me-dipsifio-rythmo-anaptyxis-tha-trexei-to-2023-i-agora-it/" [X Link](https://x.com/mavix_leon/status/1612346954398179329) 2023-01-09T07:14Z [----] followers, [--] engagements "Secunet Security $YSN preliminary results '22: Record revenue achieved with EUR [---] million +2.2% yoy (guidance: [---] million) intensified procurements in Q4 led to high results in Q4: Rev. of EUR [---] million (+50% yoy) EBIT of EUR [--] million (+51%) FY EBIT below guidance" [X Link](https://x.com/mavix_leon/status/1617421603523989504) 2023-01-23T07:18Z [----] followers, [----] engagements "#5 of Under-Followed-Stocks is about Frequentis $FQT For a safer world hidden champion with 30+ years profitable growth recession & crisis resilient 90% governent customers who subsidize R&D cost insider ownership of 68% clean balance sheet LTM EV/EBIT of 12.8x 1/x" [X Link](https://x.com/mavix_leon/status/1617921808468152321) 2023-01-24T16:26Z [----] followers, 55.5K engagements "Portfolio end of January '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $ABO.F $CEV.HM $AMZN $VOW.OL $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $META $GRN.WA $MNST $FQT New - Sold $NVDA $ADBE Last but not least here is my portfolio end of December 22: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $CEV.HM $ABOG $MDGIF $VOW.OL $AMZN $IDT $GRN.WA $GOOG $BKNG $ST5 $APPS $PAS.WA $NVDA $META $MNST $FQT $ADBE New - Sold - Last but not least here is my portfolio end of December 22: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $CEV.HM $ABOG $MDGIF $VOW.OL" [X Link](https://x.com/mavix_leon/status/1620413338621706243) 2023-01-31T13:27Z [----] followers, 16.7K engagements "@IrrationalMrkts Epsilons Net $EPSIL Evolution $EVO Secunet Security Networks $YSN" [X Link](https://x.com/mavix_leon/status/1622130143236947969) 2023-02-05T07:08Z [----] followers, [---] engagements "Secunet Security $YSN released SINA Mobile to process sensitive data securely on the smartphone. SINA Mobile can be seamlessly connected to SINA infrastructures that already exist in many public authorities. Approval for the German classification level (VS-NfD) is aimed for. Die erfolgreiche IT-Sicherheitslsung SINA sichert ab sofort auch Smartphones ab. Dazu stellt #secunet die Applikationssuite SINA Mobile vor mit der sensible Daten auf handelsblichen mobilen Endgerten geschtzt bearbeitet und bertragen werden knnen. https://t.co/JHWkq6uRBU https://t.co/flX9N9L09i Die erfolgreiche" [X Link](https://x.com/mavix_leon/status/1622990774123077634) 2023-02-07T16:08Z [----] followers, [----] engagements "According to the $EPSIL CTO the new Pylon Hybrid solution is a game changer of digital innovation. The presentation of PYLON Hybrid marks the arrival of the new era in enterprise software Epsilon SingularLogic & . : https://t.co/LDewDQ4NR8 https://t.co/Inrd4siRzH Epsilon SingularLogic & . : https://t.co/LDewDQ4NR8 https://t.co/Inrd4siRzH" [X Link](https://x.com/mavix_leon/status/1622995876254826502) 2023-02-07T16:29Z [----] followers, [----] engagements "Great thread on current trends in Greece that makes one feel positive about the future of the country. $EPSIL [--] key trends that make me positive about Greece: - @TheEIU Democracy Index - @anticorruption Corruption Perception Index - @TheWJP Rule of Law Index - @EU_Commission EU Innovation Scoreboard https://t.co/kmUpYAZRHB [--] key trends that make me positive about Greece: - @TheEIU Democracy Index - @anticorruption Corruption Perception Index - @TheWJP Rule of Law Index - @EU_Commission EU Innovation Scoreboard https://t.co/kmUpYAZRHB" [X Link](https://x.com/mavix_leon/status/1625113010871181313) 2023-02-13T12:41Z [----] followers, [----] engagements "@paulcerro Frequentis $FQT https://twitter.com/mavix_leon/status/1617921808468152321s=46&t=vJkkPn6CBoGAZipChlvD-w https://twitter.com/mavix_leon/status/1617921808468152321s=46&t=vJkkPn6CBoGAZipChlvD-w" [X Link](https://x.com/mavix_leon/status/1629070416034648064) 2023-02-24T10:47Z [----] followers, [----] engagements "MGI $MDGIF Q4 '22 results: Revenue +16% (13% organic) Adj. EBITDA +36% EBITDA-Margin of 34% (vs. 29%) Adj. EBIT +45% Adj. Net result -78% due to high interest expenses OCF +1% before changes in WC +141% after Interest Coverage 4.0x Net Leverage reduced to 2.9x" [X Link](https://x.com/mavix_leon/status/1630467110831890432) 2023-02-28T07:17Z [----] followers, [----] engagements "Portfolio end of February '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $CEV.HM $LEAT $A4L $ABO.F $AMZN $IDT $BKNG $GOOG $ST5 $MDGIF $VOW.OL $META $PAS.WA $GRN.WA $FQT $B3.ST $MNST $YOC $WPR.WA New $YOC $WPR.WA $B3.ST Sold $APPS Portfolio end of January '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $ABO.F $CEV.HM $AMZN $VOW.OL $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $META $GRN.WA $MNST $FQT New - Sold $NVDA $ADBE Portfolio end of January '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $ABO.F $CEV.HM $AMZN $VOW.OL $MDGIF $IDT $GOOG $BKNG $ST5" [X Link](https://x.com/mavix_leon/status/1630917811907313665) 2023-03-01T13:08Z [----] followers, 15.6K engagements "Steico $ST5 was a target of a cyberattack today. It affects the production operations and the administration. Bad for Steico but good for secunet $YSN π " [X Link](https://x.com/mavix_leon/status/1630959493335986178) 2023-03-01T15:53Z [----] followers, [----] engagements "Epsilon Net $EPSIL [----] results: Revenue +48.7% EBITDA +66% EBITDA-Margin of 33.3% (vs. 29.9%) Net Profit +69.8% [-------] active customers increased net cash despite significant acquisitions and investments Management estimates that growth will continue in 2023" [X Link](https://x.com/mavix_leon/status/1633018016802766849) 2023-03-07T08:13Z [----] followers, [----] engagements "$EPSIL I also want a PM if you know something similar ππ»π This trading at 12-14x P/E on [----] numbers: If anyone in my twitter feed knows of anything like this please PM me :) https://t.co/3x5Wr4hgKh This trading at 12-14x P/E on [----] numbers: If anyone in my twitter feed knows of anything like this please PM me :) https://t.co/3x5Wr4hgKh" [X Link](https://x.com/mavix_leon/status/1633022761147719683) 2023-03-07T08:32Z [----] followers, [----] engagements "Frequentis $FQT & LVNL extend integrated tower solution at Amsterdam Schiphol airport. In addition Frequentis and Avinor have won the Overall Excellence Air Traffic Management Award for demonstrating safe operation of drones and air ambulance" [X Link](https://x.com/mavix_leon/status/1633921239482789893) 2023-03-09T20:02Z [----] followers, [----] engagements "Epsilon Net $EPSIL acquires 80% of Orosimo Software which specializes in impl. of complex IT projects and development of special software. Epsilon pays 1.36m Orosimo '22 turnover of 1.4m EBT of [---] thousand [--] thousand net debt Founders will stay with 20%" [X Link](https://x.com/mavix_leon/status/1635566788707532800) 2023-03-14T09:01Z [----] followers, [----] engagements "Epsilon Net $EPSIL received [--] awards at the 25th Greek ICT Forum personal honor to CEO Ioannis Michos for his 25y contribution in the field of IT innovation and entrpreneurship ICT jubilee award for its successful and multi-year activity in greek IT market EPSILON NET: 25o Greek ICT Forum Greek ICT Award & ICT Jubilee # #Epsilon https://t.co/txbu38hBcB EPSILON NET: 25o Greek ICT Forum Greek ICT Award & ICT Jubilee # #Epsilon https://t.co/txbu38hBcB" [X Link](https://x.com/mavix_leon/status/1640400016186527744) 2023-03-27T17:06Z [----] followers, [----] engagements "Portfolio end of March '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $IDT $ABO.F $BKNG $GOOG $B3.ST $META $VOW.OL $ST5 $PAS.WA $FQT $MNST $YOC $WPR.WA $CLFD New $CLFD Sold $GRN.WA $MDGIF Portfolio end of February '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $CEV.HM $LEAT $A4L $ABO.F $AMZN $IDT $BKNG $GOOG $ST5 $MDGIF $VOW.OL $META $PAS.WA $GRN.WA $FQT $B3.ST $MNST $YOC $WPR.WA New $YOC $WPR.WA $B3.ST Sold $APPS Portfolio end of February '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $CEV.HM $LEAT $A4L $ABO.F $AMZN $IDT $BKNG $GOOG $ST5 $MDGIF" [X Link](https://x.com/mavix_leon/status/1642039747433361408) 2023-04-01T05:42Z [----] followers, 18K engagements "Frequentis $FQT acquires Frafos to strengthen its cybersecurity competence. Frafos provides important security components for Frequentis communication solutions in all safety critical domains. Frafos is certified by the German central certification body for IT system security" [X Link](https://x.com/mavix_leon/status/1643864412921495554) 2023-04-06T06:33Z [----] followers, [----] engagements "Here is my write-up for more information about Frequentis $FQT https://underfollowedstocks.substack.com/p/5-frequentis-ag https://underfollowedstocks.substack.com/p/5-frequentis-ag" [X Link](https://x.com/mavix_leon/status/1643864415719096320) 2023-04-06T06:33Z [----] followers, [---] engagements "$EPSIL #Greece Economy. Recovery Fund: Investment plans with a total budget of more than [--] billion euros have been submitted and over [---] billion euros have already been disbursed. #Greece Economy. Recovery Fund: Investment plans with a total budget of more than [--] billion euros have been submitted and over [---] billion euros have already been disbursed" [X Link](https://x.com/mavix_leon/status/1644999665555845120) 2023-04-09T09:44Z [----] followers, [----] engagements "NASA's Johnson Space Center awarded Frequentis USA a contract to replace the existing Mission Operations Voice Enhancement systems with a technology refresh. Frequentis USA has worked with NASA on mission-critical voice communication for more than [--] years. $FQT" [X Link](https://x.com/mavix_leon/status/1646025281583431682) 2023-04-12T05:39Z [----] followers, [----] engagements "Frequentis $FQT FY '22 results: Revenues +15.7% EBIT -13.7% EBIT-Margin of 6.5% (vs. 8.7%) EPS -6.2% Order intake +21.5% (highest ever) Proposed dividend increased by 10% Outlook: *Increase Revenues & order intake *EBIT-Margin between 6-8%" [X Link](https://x.com/mavix_leon/status/1646088795043815425) 2023-04-12T09:52Z [----] followers, [----] engagements "Epsilon Net competitor Entersoft $ENTER exceeded expectations in Q1 driven by new customers from the Recovery & Resilience plan in Greece and it is expected to continue in coming quarters with launch of new EU Cohesion Fund projects. $EPSIL will also benefit from these tailwinds" [X Link](https://x.com/mavix_leon/status/1647586450865549312) 2023-04-16T13:03Z [----] followers, [----] engagements "Great thread about $EPSIL I promised to prepare short thread π§΅ about my visit of $Epsil few weeks ago and how I see the future. I visited Epsilon Net (EPSIL) in Greece a few weeks ago. We had the pleasure to visit the Thessaloniki offices in a very nice location @Assaf_Nathan @pbcinc I promised to prepare short thread π§΅ about my visit of $Epsil few weeks ago and how I see the future. I visited Epsilon Net (EPSIL) in Greece a few weeks ago. We had the pleasure to visit the Thessaloniki offices in a very nice location @Assaf_Nathan @pbcinc" [X Link](https://x.com/mavix_leon/status/1648307634796212225) 2023-04-18T12:48Z [----] followers, [----] engagements "Frequentis $FQT modernises the communication systems of the Korean Airport Cooperation (KAC) with a new message handling system. The Frequentis solution will support international cooperation as it is also used by most neighbouring countries with direct data connections" [X Link](https://x.com/mavix_leon/status/1648917911182901250) 2023-04-20T05:14Z [----] followers, [---] engagements "Epsilon Net $EPSIL just announced that revenue grew by 47% in Q1 '23 π₯³ More details and guidance for [----] will be release on 30th May" [X Link](https://x.com/mavix_leon/status/1649084367271084034) 2023-04-20T16:15Z [----] followers, [----] engagements "You can find the Epsilon Net presentation of the analyst briefing yesterday now online $EPSIL https://ir.epsilonnet.gr/assets/articles/pdfs/epsilonnet-analyst-briefing-20_04_2023.pdf https://ir.epsilonnet.gr/assets/articles/pdfs/epsilonnet-analyst-briefing-20_04_2023.pdf" [X Link](https://x.com/mavix_leon/status/1649318479005114369) 2023-04-21T07:45Z [----] followers, [----] engagements "Portfolio end of April '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $ABO.G $IDT $BKNG $B3.ST $ST5 $PAS.WA $VOW.OL $FQT $YOC $WPR.WA New - Sold $CLFD $MNST $GOOG $META Portfolio end of March '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $IDT $ABO.F $BKNG $GOOG $B3.ST $META $VOW.OL $ST5 $PAS.WA $FQT $MNST $YOC $WPR.WA $CLFD New $CLFD Sold $GRN.WA $MDGIF Portfolio end of March '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $IDT $ABO.F $BKNG $GOOG $B3.ST $META $VOW.OL $ST5 $PAS.WA $FQT $MNST $YOC" [X Link](https://x.com/mavix_leon/status/1651629980172918790) 2023-04-27T16:50Z [----] followers, 17.9K engagements "$EPSIL acquires 60% of IT company NETERA which provides IT solutions for businesses in the hotel sector. Sales of NETERA in FY '22 has been [-------] with a net profit margin of 75%. Epsilon will pay [-------] for the 60% stake. The founder will keep the remaining 40%" [X Link](https://x.com/mavix_leon/status/1653329971027271682) 2023-05-02T09:25Z [----] followers, [----] engagements "SNCF Networks has selected Frequentis $FQT to develop and supply a customised communication system for the entire French rail network which includes the roll-out of [-----] end devices and up to [------] mobile app. Frequentis will open a new location in Lille" [X Link](https://x.com/mavix_leon/status/1657291230605131776) 2023-05-13T07:46Z [----] followers, [----] engagements "Not sure why $EVO should do this and as I shareholder I hope they wont do it π " [X Link](https://x.com/mavix_leon/status/1661619031663624193) 2023-06-29T00:44Z [----] followers, [----] engagements "Epsilon Net $EPSIL Q1 '23 results: Revenue +47 % (76% organic) EBITDA +58.2 % EBITDA-Margin of 35.9% (vs. 33.4%) EBT +59.5 % Net cash of EUR 10m (vs. 2.3m) Outlook 23: *significant growth in turnover and customer base through organic growth & acquisitions" [X Link](https://x.com/mavix_leon/status/1663445418640830466) 2023-05-30T07:21Z [----] followers, [----] engagements "$EPSIL acquires 60% of DIGINET which is specialized in development distribution & technical support of modern tax & cash systems Epsilon pays EUR [---] million + earn out [----] turnover of Diginet was EUR 2.1m Net profit of EUR [----] million Net cash of EUR [-----] m" [X Link](https://x.com/mavix_leon/status/1663831091591933952) 2023-05-31T08:53Z [----] followers, [----] engagements "Portfolio end of May '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $LEAT $AMZN $ABOG $B3 $IDT $GIGSEK $PAS.WA $ST5 $VOW.OL $FQT $YOC $WPR.WA New $GIGSEK Sold $BKNG Portfolio end of April '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $ABO.G $IDT $BKNG $B3.ST $ST5 $PAS.WA $VOW.OL $FQT $YOC $WPR.WA New - Sold $CLFD $MNST $GOOG $META Portfolio end of April '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $ABO.G $IDT $BKNG $B3.ST $ST5 $PAS.WA $VOW.OL $FQT $YOC $WPR.WA New - Sold $CLFD $MNST $GOOG $META" [X Link](https://x.com/mavix_leon/status/1663920247743606786) 2023-05-31T14:47Z [----] followers, 17.5K engagements "@FortuneJonny I havent sold i bought $GIGSEK" [X Link](https://x.com/mavix_leon/status/1663984322913681418) 2023-05-31T19:02Z [----] followers, [---] engagements "Frequentis $FQT will implement their drone management solution in Lithuania and further support the Nordics and Baltics emerging drone market. The project will provide shared situational awareness and drone flight approval services for both air traffic controllers & drone pilots" [X Link](https://x.com/mavix_leon/status/1666322778532765698) 2023-06-07T05:54Z [----] followers, [----] engagements "$GIGSEK extends Betsson relationship with Rizk launch in Germany Our award-winning platform is now powering long-term partner Betsson Group with the release of their Rizk brand in Germany further extending our excellent relationship. $GiG https://t.co/vFm1Pk6RGO Our award-winning platform is now powering long-term partner Betsson Group with the release of their Rizk brand in Germany further extending our excellent relationship. $GiG https://t.co/vFm1Pk6RGO" [X Link](https://x.com/mavix_leon/status/1669333580802080770) 2023-06-15T13:18Z [----] followers, [----] engagements "Portfolio review: Time to sell Big Tech / Large Caps $ADBE $MNST $NVDA $META $GOOG via @JoinCommonstock" [X Link](https://x.com/mavix_leon/status/1669425687436972044) 2023-06-15T19:24Z [----] followers, [--] engagements "Epsilon Net $EPSIL: 2nd place in Best Workplaces Hellas [----] & 9th consecutive year at the top It is the 13th distinction of the Group in Best workplaces which include: [--] national awards [--] pan-European distinctions [--] distinction at Best Workplaces for Women EPSILON NET: [--] Best Workplaces Hellas [----] & [--] # #Epsilon https://t.co/2jrQEyapLf EPSILON NET: [--] Best Workplaces Hellas [----] & [--] # #Epsilon https://t.co/2jrQEyapLf" [X Link](https://x.com/mavix_leon/status/1671221719506223104) 2023-06-20T18:21Z [----] followers, [----] engagements "$EPSIL Epsilon Net has won three Gold awards at the Cloud Awards [----] in the following categories: π Hospitality & Tourism SaaS Product for HR ERP & Payroll In addition they have won two silver awards at the Supply Chain Awards [----] in the following categories: π₯ Robotics & Intelligent Automation in Warehouses Supply Chain Transformation" [X Link](https://x.com/mavix_leon/status/1671895621148770305) 2023-06-22T14:59Z [----] followers, [----] engagements "Good overview and comparison of the $EVO & Pragmatic Play games" [X Link](https://x.com/mavix_leon/status/1673033642048716804) 2023-06-25T18:31Z [----] followers, [----] engagements "Portfolio end of June '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT.L $LEAT $AMZN $B3.ST $ABO.G $IDT $FQT $GIGSEK $PAS.WA $NRS.MI $VOW.OL $YOC $WPR.WA New $NRST.MI $TRT.L Sold $ST5 Portfolio end of May '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $LEAT $AMZN $ABOG $B3 $IDT $GIGSEK $PAS.WA $ST5 $VOW.OL $FQT $YOC $WPR.WA New $GIGSEK Sold $BKNG Portfolio end of May '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $LEAT $AMZN $ABOG $B3 $IDT $GIGSEK $PAS.WA $ST5 $VOW.OL $FQT $YOC $WPR.WA New $GIGSEK Sold $BKNG" [X Link](https://x.com/mavix_leon/status/1674730093233446912) 2023-06-30T10:42Z [----] followers, 15.7K engagements "Crypto $ETH $BTC $LTC $MIOTA $ADA $DOT $ENJIN $BCH $YGG + wikifolio Zukunftsbranchen" [X Link](https://x.com/mavix_leon/status/1674730095435554817) 2023-06-30T10:42Z [----] followers, [--] engagements "$EPSIL expects to double its sales in the three-year period 2023-2025 (compared to [----] sales) to EUR [---] million at an EBITDA-Margin of more than 30% π₯" [X Link](https://x.com/mavix_leon/status/1674780028905877505) 2023-06-30T14:00Z [----] followers, [----] engagements "This article describes quite good the [--] axes of growth for $EPSIL Digital Transformation of Greek economy increase final income per customer by providing all-in-one solutions Expansion abroad (Romania / Cyprus) Strategic cooperation with NBG "Embedded Finance) Acquisitions : Epsilon Net [--] [---] . (pics) newmoney https://t.co/Amy14DC9qe : Epsilon Net [--] [---] . (pics) newmoney https://t.co/Amy14DC9qe" [X Link](https://x.com/mavix_leon/status/1675038399642624002) 2023-07-01T07:07Z [----] followers, [----] engagements "Frequentis $FQT acquires Norwegian software company GuardREC ATC to strengthen recorder competence in all segments. Frequentis recording solution DIVOS and GuardREC ATC will merge to become one superior product" [X Link](https://x.com/mavix_leon/status/1676173807722061825) 2023-07-04T10:19Z [----] followers, [----] engagements "$GIGSEK is now live in Mendoza Argentina with its award winning platform. GiGs powerful proprietary platform and Sportsbook have helped Bplay experience spectacular growth in Argentina multiplying GGR by over four times in the [--] months between May [----] and May [----]. Building on the back of our original deal our excellent relationship with the Boldt Group in Latin America highlights the very best of our award winning Platform. #iGaming #OnlineCasino #Platform #Sportsbook #sportbetting https://t.co/OEjgcO5ed7 Building on the back of our original deal our excellent relationship with the Boldt" [X Link](https://x.com/mavix_leon/status/1676571041026523138) 2023-07-05T12:37Z [----] followers, [----] engagements "Epsilon Net $EPSIL was awarded [--] awards at the Education Leaders Awards 2023: π₯Gold award in the Human Resources section as an Educational Unit that invests in the attraction & development of the best human resources π₯Silver award in the informatics section for the certification of Epsilon Training as Microsoft Certified Technical Learning Partner EPSILON NET Education Leaders Awards [----] https://t.co/YD5bGeLQzK EPSILON NET Education Leaders Awards [----] https://t.co/YD5bGeLQzK" [X Link](https://x.com/mavix_leon/status/1676975854591660032) 2023-07-06T15:26Z [----] followers, [----] engagements "Awesome documentation about the Orbea Leatt Speed Company Racing Team with Lukas Baum & Georg Egger $LEAT https://youtu.be/0_mVjgWc_fU https://youtu.be/0_mVjgWc_fU" [X Link](https://x.com/mavix_leon/status/1678026622849384448) 2023-07-09T13:01Z [----] followers, [----] engagements "Serious competition incoming for $EVO und US π€ $EVVTY" [X Link](https://x.com/mavix_leon/status/1678706291215069184) 2023-07-11T10:23Z [----] followers, [----] engagements "$GIGSEK $GIG I am happy to finally announce that our family became the biggest shareholders in @GIG_online with 1108% stake. We strongly believe that this company is among the most undervalued names in the industry taking into consideration the quality of the team and it's future prospects. https://t.co/m5HJOSDvkU I am happy to finally announce that our family became the biggest shareholders in @GIG_online with 1108% stake. We strongly believe that this company is among the most undervalued names in the industry taking into consideration the quality of the team and it's future prospects." [X Link](https://x.com/mavix_leon/status/1678737738504208386) 2023-07-11T12:07Z [----] followers, [----] engagements "Epsilon Net $EPSIL announces the acquisition of all minority shares of Epsilon HR. Epsilon buys the reaming 35% from the minority shareholders for [--] million. In [----] the companys turnover amounted to [-----] million with EBITDA of [----] million. The Digital Work Card is expected to have an significant impact on the companies revenues" [X Link](https://x.com/mavix_leon/status/1680891356619632640) 2023-07-17T10:45Z [----] followers, [----] engagements "$EVO Q2 '23 results: Revenue +28.2% *Live +33.5% *RNG +5.8% EBITDA +30.8% EBITDA-Margin of 70.7% (69.3%) *highest EBITDA-Margin ever Profit +31.5% OCF +25.8% Share of regulated markets of 40% (vs. 43%)" [X Link](https://x.com/mavix_leon/status/1682275850606067712) 2023-07-21T06:26Z [----] followers, [----] engagements "Frequentis $FQT and Europol continue to demonstrate trusted partnership" [X Link](https://x.com/mavix_leon/status/1683427750688837632) 2023-07-24T10:43Z [----] followers, [----] engagements "Epsilon Net $EPSIL announces its participation in a new company called GJVS Holding with a 40% stake. The company was created to form a broad alliance in the field of hospitality sector. The other shareholders are Aquerdo Software (30%) MITSIS PC (20%) & Panadvert (10%). The share capital amounted to EUR [---] thousand" [X Link](https://x.com/mavix_leon/status/1683870991334637568) 2023-07-25T16:05Z [----] followers, [----] engagements "Epsilon Net acquires 60% of SCAN S.A. which is active in the field of technology systems & specialized business solutions where esp. for the Digital Work Card is remarkable growth expected. $EPSIL pays [--] million for its stake while the remaining 40% will stay with the existing shareholders. In H1 [--] the companys turnover amounted to [----] million (+59.3%) with EBITDA of [----] million (+64.8%) and net cash of [----] million. Assuming similar numbers for H2 the EV/EBITDA multiple would be about 5.7x but as mentioned further growth is expected with the full roll-out of the Digital Work Card" [X Link](https://x.com/mavix_leon/status/1684118492750966785) 2023-07-26T08:28Z [----] followers, [----] engagements "Canadian ADM Aroports de Montral selected Frequentis $FQT innovative X10 voice communication system. This is the first Frequentis X10 VCS in the Americas" [X Link](https://x.com/mavix_leon/status/1684542164573773824) 2023-07-27T12:32Z [----] followers, [----] engagements "Portfolio end of July '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT $LEAT $AMZN $ABO.G $B3 $IDT $FQT $VOW.OL $GIGSEK $PAS.WA $NRST $YOC $WPR.WA Sold - New - Portfolio end of June '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT.L $LEAT $AMZN $B3.ST $ABO.G $IDT $FQT $GIGSEK $PAS.WA $NRS.MI $VOW.OL $YOC $WPR.WA New $NRST.MI $TRT.L Sold $ST5 Portfolio end of June '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT.L $LEAT $AMZN $B3.ST $ABO.G $IDT $FQT $GIGSEK $PAS.WA $NRS.MI $VOW.OL $YOC $WPR.WA New $NRST.MI $TRT.L Sold $ST5" [X Link](https://x.com/mavix_leon/status/1686249700473618432) 2023-08-01T05:37Z [----] followers, 20.7K engagements "Frequentis $FQT transforms West Yorkshire Fire & Rescue service with cloud-based mobilisation communication and incident solution. The new Integrated Control Room solution moves Frequentis a step closer to becoming a leading authority in Control Centres" [X Link](https://x.com/mavix_leon/status/1686297921002614784) 2023-08-01T08:48Z [----] followers, [----] engagements "Frequentis $FQT provides Airways New Zeeland with airspace safety enhancement. The new message handlung system supports the latest standards and enables better performance in virtual environment. Airways controls all domestic and international air traffic within New Zeeland" [X Link](https://x.com/mavix_leon/status/1689188997182951424) 2023-08-09T08:16Z [----] followers, [----] engagements "Secunet $YSN Q2 '23 results: Revenue +37% EBIT +59% order backlog +20% guidance confirmed accelerated business momentum in the Public Sector segment" [X Link](https://x.com/mavix_leon/status/1689520723130191872) 2023-08-10T06:15Z [----] followers, [----] engagements "I love the reactions of micro caps on earnings π Yesterday directly after the earnings release: [---] % Today no additional news: +12 %" [X Link](https://x.com/mavix_leon/status/1690034833567756290) 2023-08-11T16:17Z [----] followers, [----] engagements "Gaming Innovation Group $GIGSEK appoints Richard Carter as Platform & Sportsbook CEO. Mr Carter has strong experience from the iGaming industry being CEO of SBTech for close to five years where he led the companys merger with $DKNG" [X Link](https://x.com/mavix_leon/status/1691027887380426753) 2023-08-14T10:04Z [----] followers, 26.4K engagements "Gaming Innovation Group $GIGSEK Q2 '23 results: Revenue +40% *Media +47% (20% organic) *Platform & Sportsbook +27% EBIT +173% EBIT-Margin of 21.1% (vs. 10.8) Profit +197% EPS of EUR [----] (vs. 0.01) All-time high in revenues" [X Link](https://x.com/mavix_leon/status/1691693561908166855) 2023-08-16T06:09Z [----] followers, [----] engagements "Frequentis $FQT H1 '23 results: Revenue +11.7% (organic 11.5%) Order intake +29.1% Orders on hand +9.8% EBITDA -3.5% EBIT of EUR [----] million (vs. -0.5) Half-year results typically negative due to seasonality (project acceptance are mostly a year-end)" [X Link](https://x.com/mavix_leon/status/1691705837503283503) 2023-08-16T06:57Z [----] followers, [----] engagements "The split of the Media Segment and the Sportsbook & Platform Segment into two independent publicly listed companies is expected for H1 [----] $GIG $GIGSEK" [X Link](https://x.com/mavix_leon/status/1691708666628415738) 2023-08-16T07:09Z [----] followers, [----] engagements "Gaming Innovation Group $GIGSEK signs platform deal with Mooir eGamint Ltd. for the provision of GiGs award winning casino platform solution helping to power their new brand operating under an Isle of Man operator license. https://www.gig.com/news/gaming-innovation-group-signs-platform-deal-with-mooir-egaming-ltd/ https://www.gig.com/news/gaming-innovation-group-signs-platform-deal-with-mooir-egaming-ltd/" [X Link](https://x.com/mavix_leon/status/1694263788386578550) 2023-08-23T08:22Z [----] followers, [----] engagements "Frequentis $FQT to ensure greater airspace safety and capacity for Eurocontrol Maastricht Uppera Area Controll (MUAC) fallback operations. Based on the Frequentis OneATM user interface framework ODS Open Platform the CWP ensures resilient operations even at high traffic volumes" [X Link](https://x.com/mavix_leon/status/1696830886988136858) 2023-08-30T10:23Z [----] followers, [----] engagements "$GIG $GIGSEK Gaming Innovation Group extends partnership with Merkur https://t.co/dWsvgkmU3G Gaming Innovation Group extends partnership with Merkur https://t.co/dWsvgkmU3G" [X Link](https://x.com/mavix_leon/status/1696960448321516002) 2023-08-30T18:57Z [----] followers, [----] engagements "Portfolio end of August '23 (descending order) stocks $EPSIL $SLYG (previously $A4L) $CEV.HM $EVO $KSPI $YSN $LEAT $TRT.L $GIGSEK $AMZN $NRST $IDT $B3.ST $ABOG $FQT $PAS.WA $YOC $WPR.WA New - Sold $VOW.OL Portfolio end of July '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT $LEAT $AMZN $ABO.G $B3 $IDT $FQT $VOW.OL $GIGSEK $PAS.WA $NRST $YOC $WPR.WA Sold - New - Portfolio end of July '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT $LEAT $AMZN $ABO.G $B3 $IDT $FQT $VOW.OL $GIGSEK $PAS.WA $NRST $YOC $WPR.WA Sold - New -" [X Link](https://x.com/mavix_leon/status/1697273764252209497) 2023-08-31T15:42Z [----] followers, 29.5K engagements "Great write-up about Gaming Innovation Group $GIG $GIGSEK Betting on iGaming industry. Gaming Innovation Group Inc. at a glance. $GIG $GIGSEK https://t.co/yMzQMFqGWO Betting on iGaming industry. Gaming Innovation Group Inc. at a glance. $GIG $GIGSEK https://t.co/yMzQMFqGWO" [X Link](https://x.com/mavix_leon/status/1699667184908112225) 2023-09-07T06:13Z [----] followers, [----] engagements "$EVO $EVVTY" [X Link](https://x.com/mavix_leon/status/1699857618603253868) 2023-09-07T18:50Z [----] followers, [----] engagements "NRS Insights August '23 Retail same-store sales: [------] terminals (+37% yoy) [------] retail stores (+34%) same-store sales +6.5% # of items sold +5.3% # of transactions +3.6% $-weighted average of prices +3.8%" [X Link](https://x.com/mavix_leon/status/1700014426215080277) 2023-09-08T05:13Z [----] followers, [----] engagements "@TomSmith839 @LogicalThesis @FundasyInvestor Its not only about the taxes regarding gambling its also about the 15% minimum corporate tax they will have to pay from [----] if the rules are implemented then" [X Link](https://x.com/mavix_leon/status/1700036283928629563) 2023-09-08T06:40Z [----] followers, [--] engagements "Frequentis $FQT provides Norway with network solution for efficient airspace management. Real-tine performance monitoring will strengthen overall security of Avinor's operations. More information about Frequentis: http://www.underfollowedstocks.de http://www.underfollowedstocks.de" [X Link](https://x.com/mavix_leon/status/1701919562604683522) 2023-09-13T11:23Z [----] followers, [---] engagements "@Boersenhaendler $LEAT https://underfollowedstocks.substack.com/p/3-leatt-corporation https://underfollowedstocks.substack.com/p/3-leatt-corporation" [X Link](https://x.com/mavix_leon/status/1704025519488934164) 2023-09-19T06:51Z [----] followers, [---] engagements "Norway has selected Frequentis $FQT to transform emergency medical communications with a centralized countrywide communication solution. The software based solution will reduce operating and management costs. http://www.underfollowedstocks.de http://www.underfollowedstocks.de" [X Link](https://x.com/mavix_leon/status/1704070967465533519) 2023-09-19T09:52Z [----] followers, [---] engagements "Epsilon Net $EPSIL has to correct its [----] results due to a reassessment of the accounting application of IFRS [--] regarding the Stock Option Plan. Profit before tax for [----] is reduced by [---] million (from 21.4m to 15.7m) while there is no change in the total amount of equity and there is no cash impact. The fair value presentation and related adjustments will take place at the presentation of the H1 '23 results at 26th September 2023" [X Link](https://x.com/mavix_leon/status/1704569585658179668) 2023-09-20T18:53Z [----] followers, 29.1K engagements "Lindbergh $LDB.MI H1 '23 results: Revenues +19.5% *Italy +26.5% *France +15% EBITDA +29.5% EBIT +39.4 % Net profit +40% Revenue growth for the rest of the year is expected to be in line with the trend in H1 Good growth prospects in Waste Management" [X Link](https://x.com/mavix_leon/status/1704902991579373936) 2023-09-21T16:58Z [----] followers, 13.2K engagements "Epsilon Net $EPSIL acquires the remaining shares (39.97%) of Epsilon SingularLogic from Space Hellas for [----] million. At the same time Epsilon Net sells its shares in Singularlogic SA (39.93%) to Space Hellas for [---] million. The cooperation between Epsilon Net & Space Hellas is expected to continue on a commercial & technological level" [X Link](https://x.com/mavix_leon/status/1705125357299404903) 2023-09-22T07:42Z [----] followers, [----] engagements "Shelly $SLYG enters into a ground-breaking partnership with Vodafone. Shelly will equip all Vodafone sites in Africa with Shelly Pro devices. The partnership will initially give Shelly access to all [--] African countries where Vodafone is active + [--] partner networks. The activities in Africa are only the first step on the way to a global rollout" [X Link](https://x.com/mavix_leon/status/1706183319971303846) 2023-09-25T05:46Z [----] followers, 12.4K engagements "Estonia revolutionises drone flying as Frequentis $FQT state-of-the art Uncrewed Traffic Management (UTM) suite is put into operation that allows secure data exchange and access to UTM services and supports police and military operations to enable drone missions" [X Link](https://x.com/mavix_leon/status/1706240311490396546) 2023-09-25T09:32Z [----] followers, [----] engagements "Epsilon Net $EPSIL H1 '23 results: (including IFRS 2) Revenue +35.34% EBITDA +89.72% EBT +141.42% (11.2m) Net Cash of 14.3m (excluding IFRS 2) EBT +45.19% (12.5m) = 1.3m impact on earnings EBT impact in H2 '23 of 0.59m EBT impact in H1 '24 of 0.39m" [X Link](https://x.com/mavix_leon/status/1706576798287364180) 2023-09-26T07:49Z [----] followers, [----] engagements "@martimj10 I think they mean that 77% of the total revenue growth is organic" [X Link](https://x.com/mavix_leon/status/1706593524018241646) 2023-09-26T08:56Z [----] followers, [---] engagements "Shelly Group $SLYG Co-Founder Svetlin Todorov (Head of Shellys US Business) has sold appr. 2% of the companys share capital (previously owned 32%) to institutional lnvestors through private placement at a price above the average of the last [--] months (19). Shelly continues to strive for inclusion in XETRA trading" [X Link](https://x.com/mavix_leon/status/1707053851226915211) 2023-09-27T15:25Z [----] followers, [----] engagements "Portfolio end of September '23: (descending order) stocks $SLYG $EPSIL $CEV.HM $EVO $KSPI $LDB.MI $YSN $TRT.L $LEAT $GIGSEK $AMZN $NRST $IDT $B3.ST $YOC $FQT New $LDB.MI Sold $WPR.WA $PAS.WA $ABOG Portfolio end of August '23 (descending order) stocks $EPSIL $SLYG (previously $A4L) $CEV.HM $EVO $KSPI $YSN $LEAT $TRT.L $GIGSEK $AMZN $NRST $IDT $B3.ST $ABOG $FQT $PAS.WA $YOC $WPR.WA New - Sold $VOW.OL Portfolio end of August '23 (descending order) stocks $EPSIL $SLYG (previously $A4L) $CEV.HM $EVO $KSPI $YSN $LEAT $TRT.L $GIGSEK $AMZN $NRST $IDT $B3.ST $ABOG $FQT $PAS.WA $YOC $WPR.WA New - Sold" [X Link](https://x.com/mavix_leon/status/1708090794282778951) 2023-09-30T12:05Z [----] followers, 34.3K engagements "ITS ONLY STREAMING POKER EVERYONE CAN DO THAT1111 $EVO $EVVTY" [X Link](https://x.com/mavix_leon/status/1708417931523035510) 2023-10-01T09:45Z [----] followers, [----] engagements "Kaspi $KSPI was named the main Transformer of the Year for the popularization and integration of government and other digital services into lives of Kazakhstanis. Today Kazakhstan is one of the most developed countries in the world in providing government services online" [X Link](https://x.com/mavix_leon/status/1708789578700673296) 2023-10-02T10:22Z [----] followers, [----] engagements "Gaming Innovation Group powering Goldenpark expansion with its award winning platform. $GIG $GIGSEK" [X Link](https://x.com/mavix_leon/status/1709141136361525666) 2023-10-03T09:39Z [----] followers, [----] engagements "Frequentis $FQT has developed a traffic management system for the safe integration of drones into the Austrian airspace" [X Link](https://x.com/mavix_leon/status/1709217779172114554) 2023-10-03T14:44Z [----] followers, [----] engagements "@mascarosergi @ragcnvx Most of the complains I see in the support groups are regarding the new app. So I wouldnt expect too much from it for now" [X Link](https://x.com/mavix_leon/status/1709972715078037550) 2023-10-05T16:43Z [----] followers, [---] engagements "As always great takes about $LEAT by @TheLazyBeavers ππ»" [X Link](https://x.com/mavix_leon/status/1710940519289729278) 2023-10-08T08:49Z [----] followers, [----] engagements "$IDT Q4 and FY '23 results: Q4: Revenues -8% *NRS +4% *net2phone +19% *Fintech +33% *Traditional -13% Adj. EBITDA -25% *NRS -66% *net2phone +325% *Fintech +7% *Traditional -9% net income -54% accelerated stock repurchases" [X Link](https://x.com/mavix_leon/status/1712701032189264070) 2023-10-13T05:25Z [----] followers, [----] engagements "NRS Highlights Record high new POS terminals of [-----] in Q4 Record high new payment accounts of [-----] in Q4 Recurring revenue with merchant services +79% Recurring revenue with SaaS Fees +44% Advertising & Data -40% but back in growth mode with +7% qoq Merchant services + SaaS now account for 67% of recurring revenue which are not dependent of the ad market" [X Link](https://x.com/mavix_leon/status/1712701038933750185) 2023-10-13T05:25Z [----] followers, [---] engagements "Epsilon Net $EPSIL has elected Mr. Dimitros Gkinoglou as a new member of the Audit Committee and an Independent Non-Executive Member of the Board of Directors. He has many years of professional administrative & academic experience and extremely rich authorship. He was until his retirement Professor of Financial Accounting at the University of Macedonia with a vast experience in the fields of IFRS and Internal Audit. Additional for a significant period he was also President and Deputy President of the Department of Accounting and Finance of the University" [X Link](https://x.com/mavix_leon/status/1712712956062892317) 2023-10-13T06:12Z [----] followers, [----] engagements "Ill be on vacation the next two weeks so dont expect company updates in a timely manner. Its good that we have Quartr where I can listen to all the calls I will miss. Im excited to offer you all a 20% discount for Quartr Core with the code: MAVIX20 Or the link belowππ»" [X Link](https://x.com/mavix_leon/status/1713134227959493027) 2023-10-14T10:06Z [----] followers, [----] engagements "Epsilon Net $EPSIL and National Bank of Greece announce Epsilon Pay: the new integrated collections service. This is the first part of services developed under the cooperation agreement with NBG" [X Link](https://x.com/mavix_leon/status/1713900995820888466) 2023-10-16T12:53Z [----] followers, [----] engagements "Frequentis $FQT expands presence in Asia with new Singapore Office which will act as a hub for Frequentis Asia reflecting the company goal to become world leader in control center solutions" [X Link](https://x.com/mavix_leon/status/1714408256964018469) 2023-10-17T22:29Z [----] followers, [----] engagements "$KSPI Q3 '23 results: Revenue +51% *Payments +41% *Marketplace +85% *Fintech +39% Net income +40% *Payments +47% *Marketplace +64% *Fintech +17% Dividend of KZT850/GDR proposed & new share buyback program SEC registration process for US listing started" [X Link](https://x.com/mavix_leon/status/1716467114461049215) 2023-10-23T14:50Z [----] followers, 14K engagements "$EVO Q3 '23 results: Revenues +19.6% *Live 24.3% *RNG -1.9% EBIT +21.5% EBIT-Margin of 63.4% (vs. 62.4%) EPS +22.9% OCF +44.3% 40% share of regulated markets" [X Link](https://x.com/mavix_leon/status/1717507457977663901) 2023-10-26T11:44Z [----] followers, [----] engagements "Frequentis $FQT C4I and Lockheed Martin strengthen Australian national security with a Voice solution for zu Royal Australian Airforce" [X Link](https://x.com/mavix_leon/status/1717630664298656014) 2023-10-26T19:53Z [----] followers, [----] engagements "Profit warning by Secunet $YSN. Instead of an EBIT of EUR [--] million they now expect only EUR [--] million. Similar levels are expected for 2024" [X Link](https://x.com/mavix_leon/status/1717999467838730609) 2023-10-27T20:19Z [----] followers, [----] engagements "Frequentis $FQT to deliver one of the worlds largest Air Traffic Control deployments with X10 communication system across Canada with over [-----] operator working positions" [X Link](https://x.com/mavix_leon/status/1719036787824242703) 2023-10-30T17:01Z [----] followers, [----] engagements "Shelly Group $SLYG expands production capacity with two new production lines at its partner factory in China which will provide capacity for planned growth in [----]. The two new production lines represent a potential revenue contribution of up to EUR30 million per year" [X Link](https://x.com/mavix_leon/status/1719291840506056950) 2023-10-31T09:54Z [----] followers, [----] engagements "Portfolio end of October '23: (descending order) Shelly Group $SLYG Epsilon Net $EPSIL Transense Technologies $TRT.L Centrotec $CEV.HM Kaspi $KSPI Evolution $EVO Lindbgergh $LDB.MI Leatt $LEAT IDT Corp. $IDT Amazon $AMZN Secunet Security $YSN Gaming Innovation Group $GIGSEK Neurosoft $NRST B3 Consulting $B3.ST YOC AG $YOC Frequentis $FQT New - Sold - Portfolio end of September '23: (descending order) stocks $SLYG $EPSIL $CEV.HM $EVO $KSPI $LDB.MI $YSN $TRT.L $LEAT $GIGSEK $AMZN $NRST $IDT $B3.ST $YOC $FQT New $LDB.MI Sold $WPR.WA $PAS.WA $ABOG Portfolio end of September '23: (descending" [X Link](https://x.com/mavix_leon/status/1719747175276491251) 2023-11-01T16:04Z [----] followers, 37.6K engagements "Crypto $ETH $BTC $LTC $ADA $MIOTA $DOT $ENJN $BCH $YGG +wikifolio Zukunftsbranchen" [X Link](https://x.com/mavix_leon/status/1719747177738649669) 2023-11-01T16:04Z [----] followers, [---] engagements "@ToffCap Shelly Group $SLYG & Epsilon Net $EPSIL" [X Link](https://x.com/mavix_leon/status/1720095935374774409) 2023-11-02T15:10Z [----] followers, [----] engagements "$GIG $GIGSEK Gaming Innovation Group (GiG) has announced former SBTech and DraftKings executive Andrew Cochrane as chief business officer for its recently established Platform & Sportsbook division https://t.co/kBUtan9UUL https://t.co/A3L8fDrsiE Gaming Innovation Group (GiG) has announced former SBTech and DraftKings executive Andrew Cochrane as chief business officer for its recently established Platform & Sportsbook division https://t.co/kBUtan9UUL https://t.co/A3L8fDrsiE" [X Link](https://x.com/mavix_leon/status/1720140188075040948) 2023-11-02T18:05Z [----] followers, [----] engagements "The growth strategy of @GIG_online Media segment looks promising to me. Will investors finally realize how good this business really is when the segments are splitted π $GIG $GIGSEK" [X Link](https://x.com/mavix_leon/status/1722290009338737098) 2023-11-08T16:28Z [----] followers, [----] engagements "Secunet Security $YSN Q3 '23 results: Revenue of EUR [----] million (+13%) EBIT of EUR [---] million (-36%) increased investments in a highly secure cloud infrastructure unfavorable product mix compared to previous year order backlog +17% After this phase of investment and transformation we aim to return to the margins of the past" [X Link](https://x.com/mavix_leon/status/1722513530539118741) 2023-11-09T07:16Z [----] followers, [----] engagements "Secunet $YSN is expecting positive news regarding the frist approval of a cloud stack for classified information by the German Federal Office for Information Security (BSI) & a test certificate according to BSIs C5 criteria catalogue" [X Link](https://x.com/mavix_leon/status/1722613970518097977) 2023-11-09T13:55Z [----] followers, [----] engagements "The National Air Navigstion Services of Egypt will implement Frequentis Voice communication systems at several important air traffic management facilities. $FQT" [X Link](https://x.com/mavix_leon/status/1723937615785681248) 2023-11-13T05:35Z [----] followers, [----] engagements "Shelly Group $SLYG 9M '23 results: Revenue +49.3% EBIT +68.6% Net Profit +65.6% OCF of EUR [---] million (vs. -2.5m) cloud user base +62.5% Outlook confirmed: *Revenue growth of 51% *EBIT growth of more than 63.5%" [X Link](https://x.com/mavix_leon/status/1724163822909349982) 2023-11-13T20:34Z [----] followers, [----] engagements "Frequentis $FQT teams up with Saudi aviation company NERa to advance Air Traffic Management (ATM) solutions in the Middle East" [X Link](https://x.com/mavix_leon/status/1724902296033923170) 2023-11-15T21:28Z [----] followers, [----] engagements "Great essay on Investing in Small Caps by @iancassel" [X Link](https://x.com/mavix_leon/status/1728748342748885074) 2023-11-26T12:11Z [----] followers, 12.9K engagements "Frequentis $FQT has realized an innovative drone project in cooperation with Austro Control and BB. From now on drone garages will be distributed along the BBs rail network to provide valuable support in case of rockfall and storm damage on a railway. Depending on the case the use of drones will result in a huge amount of time saved therefore minimising line closures" [X Link](https://x.com/mavix_leon/status/1729557451026911352) 2023-11-28T17:46Z [----] followers, [----] engagements "@InvestRoiss @MikeFritzell Looking at inflation in Kazakhstan the growth is somewhat relativized" [X Link](https://x.com/mavix_leon/status/1729572731329347628) 2023-11-28T18:47Z [----] followers, [---] engagements "How many games developed by $EVO can you spot in teh Top [--] :) Top Game Shows Week [--] Find out more at: https://t.co/kxcXGDvBnh #livecasino $EVO.ST $EVVTY $EVO $PTEC https://t.co/usGC5WMhO6 Top Game Shows Week [--] Find out more at: https://t.co/kxcXGDvBnh #livecasino $EVO.ST $EVVTY $EVO $PTEC https://t.co/usGC5WMhO6" [X Link](https://x.com/mavix_leon/status/1729766293304160744) 2023-11-29T07:36Z [----] followers, [----] engagements "@maxeo5596280 Nah. They own the Monopoly Game Show but they dont have a monopoly in game shows ;)" [X Link](https://x.com/mavix_leon/status/1729791859734478926) 2023-11-29T09:18Z [----] followers, [--] engagements "Crypto $ETH $BTC $LTC $ADA $DOT $ENJN $MIOTA $BCH $YGG +wikifolio Zukunftsbranchen" [X Link](https://x.com/mavix_leon/status/1730535691614835120) 2023-12-01T10:33Z [----] followers, [---] engagements "Epsilon Net $EPSIL announces Epsilon Smart Cyprus to enter the cypriot market with more specific requirements of Cypriot entrepreneurship. The Epsilon Smart series has already exceeded [-------] subscriptions" [X Link](https://x.com/mavix_leon/status/1731696393247432813) 2023-12-04T15:26Z [----] followers, [----] engagements "Frequentis $FQT will work together with Verizon to transition the US National Airspace System (NAS) to a modern IP network" [X Link](https://x.com/mavix_leon/status/1732997341940994092) 2023-12-08T05:35Z [----] followers, [----] engagements "Very interesting and detailled write-up about $KSPI ππ»" [X Link](https://x.com/mavix_leon/status/1736084476747300991) 2023-12-16T18:02Z [----] followers, [----] engagements "Interesting interview with @laurence_hulse from @DowgateWealth where they also talk about Transense Technologies @TransenseTech (24:50) $TRT.L" [X Link](https://x.com/mavix_leon/status/1736317244509139308) 2023-12-17T09:27Z [----] followers, [----] engagements "Epsilon Smart has now officially exceeded [-------] subscriptions $EPSIL To . - π https://t.co/9SZcUNiBsr https://t.co/dyH8mnAy3l To . - π https://t.co/9SZcUNiBsr https://t.co/dyH8mnAy3l" [X Link](https://x.com/mavix_leon/status/1737137459278782750) 2023-12-19T15:46Z [----] followers, [----] engagements "Vielen Dank an @Abilitato_de fr den kuschligen Pulli π₯° Genau das was man bei diesem Ekelwetter hier in Deutschland braucht π Einfach hervorragend was @JonNeuscheler alles fr die deutsche Finanz- und Aktienkultur tut. Ich kann jedem nur empfehlen mal bei @Abilitato_de vorbeizuschauen :)" [X Link](https://x.com/mavix_leon/status/1738177353228882128) 2023-12-22T12:39Z [----] followers, [--] engagements "$GIG $GIGSEK Gaming Innovation Group (GiG) extends partnership with Merkur - Affiverse https://t.co/IFX2NjB5yL Gaming Innovation Group (GiG) extends partnership with Merkur - Affiverse https://t.co/IFX2NjB5yL" [X Link](https://x.com/mavix_leon/status/1739946347216744908) 2023-12-27T09:48Z [----] followers, [----] engagements "@aktieblogg I think its good to choose that style of investing that fits the best to your personality and risk tolerance. I dont think its a good idea to chase for some more % in IRR when you cant sleep well at night ;)" [X Link](https://x.com/anyuser/status/1740094116065882122) 2023-12-27T19:35Z [--] followers, [---] engagements "Boss Money a $IDT subsidiary reports strong remittance topline increase over the Christmas holiday season. Revenues increased by 56% during the eleven days compared to previous year. The transaction volumes increased by 39%" [X Link](https://x.com/mavix_leon/status/1740834164130157036) 2023-12-29T20:36Z [----] followers, [----] engagements "Portfolio Performance [----] (TTWROR) π Stocks Portfolio +20.7 % π²Crypto Portfolio +90.5 % Winner (stocks) π₯ Shelly Group $SLYG +112 % π₯ META $META +92 % (sold) π₯ Amazon $AMZN +77 % Loser (stocks) π₯ Woodpecker $WPR.WA [---] % (sold) π₯ Passus SA $PAS.WA [---] % (sold) π₯ Secunet $YSN.DE [---] % It's funny that [--] of my biggest winners this year are mega caps while I would say that one of my learnings in [----] is that I have now enough confidence in my investment skills to focus on small/micro/nano caps which is truly my passion. In the past various large caps were part of my portfolio which" [X Link](https://x.com/mavix_leon/status/1741018515421696130) 2023-12-30T08:48Z [----] followers, 22.8K engagements "Portfolio end of December '23: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO Centrotec $CEV.HM IDT Corp $IDT Lindbergh $LDB.MI Gaming Innovation Group $GIG Kaspi $KSPI Leatt $LEAT Transense Technologies $TRT.L Secunet Security $YSN.DE Amazon $AMZN B3 Consulting Group $B3.ST Neurosoft $NRST YOC $YOC Frequentis $FQT.DE Scandinavian Medical Solution $SMSMED" [X Link](https://x.com/mavix_leon/status/1741018518470959476) 2023-12-30T08:48Z [----] followers, 23.3K engagements "crypto $ETH $BTC $LTC $ADA $DOT $ENJN $MIOTA $BCH $YGG" [X Link](https://x.com/mavix_leon/status/1741018520207454319) 2023-12-30T08:48Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@mavix_leon mavixmavix posts on X about $fqt, $leat, $slyg, $epsil the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance currencies countries stocks cryptocurrencies technology brands travel destinations automotive brands luxury brands exchanges
Social topic influence $fqt, $leat, $slyg, $epsil, $ysn, stocks, $evo, $idt, $ldbmi, $trtl
Top assets mentioned Evotec SE (EVO) Amazon.com, Inc. (AMZN) Kaspi.kz Joint Stock Company (KSPI) Booking Holdings Inc (BKNG) NVIDIA Corp. (NVDA) Alphabet Inc Class A (GOOGL) Metadium (META) Sea Limited (SE) Alibaba Group (BABA) Monster Beverage Corp (MNST) Mynaric AG (MYNA) Adobe, Inc. (ADBE) Polkadot (DOT) Spotify Technology (SPOT) Ethereum (ETH) Bitcoin (BTC) IOTA (IOTA)
Top posts by engagements in the last [--] hours
"Portfolio end of January '24: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO IDT Corp. $IDT Lindbergh SpA $LDB.MI Gaming Innovation Group $GIG Centrotec $CEV.HM Kaspi $KSPI Secunet Security Networks $YSN Leatt $LEAT Transense Technologies $TRT.L Amazon $AMZN Neurosoft $NRST B3 Consulting Group $B3.ST Frequentis $FQT YOC $YOC New - Sold $SMSMED Portfolio end of December '23: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO Centrotec $CEV.HM IDT Corp $IDT Lindbergh $LDB.MI Gaming Innovation Group $GIG Kaspi $KSPI Leatt $LEAT"
X Link 2024-01-31T15:47Z [----] followers, 32.2K engagements
"@GetBenchmarkCo $M0Y (Mynaric - Lasercommunication); $YSN (secunet - cybersecurity) $ST5 (Steico - ecological construction) $FAA (Fabasoft - eGov & Enterprise Search)"
X Link 2020-12-15T18:02Z [----] followers, [--] engagements
"@GetBenchmarkCo $YSN - secunet security"
X Link 2021-04-24T18:39Z [----] followers, [--] engagements
"@GetBenchmarkCo $KSPIq http://Kaspi.kz http://Kaspi.kz"
X Link 2021-04-29T08:25Z [----] followers, [--] engagements
"@fatbabyfunds Its an amazing feeling. $YSN is already more than a tenbagger for me and they pay me a personal dividend yield of [--] %. Grow with your companies"
X Link 2021-04-30T11:37Z [----] followers, [--] engagements
"AR-enabled phones will be the key driver for Augmented Reality in our everyday life. $U $U Unity reveals latest AR Companion app feature at Apple WWDC [--] Unity AR Companion app will include Object Capture to allow XR creators to scan real-world objects and generate 3D assets. Optionality π https://t.co/zeGMrHqyr7 $U Unity reveals latest AR Companion app feature at Apple WWDC [--] Unity AR Companion app will include Object Capture to allow XR creators to scan real-world objects and generate 3D assets. Optionality π https://t.co/zeGMrHqyr7"
X Link 2021-06-08T18:30Z [----] followers, [--] engagements
"Awesome Deep Dive about $U. Im really looking forward to the 2nd part. Everyone interested in @unity3d should read it $U Re-defining reality (Part 1) The new article of the @TheDDNewsletter is out During the last month I researched Unity to see what it has to offer The deep dive is divided in two articles due to extensive length. Part [--] will come out tomorrow https://t.co/tftlJN1Avc $U Re-defining reality (Part 1) The new article of the @TheDDNewsletter is out During the last month I researched Unity to see what it has to offer The deep dive is divided in two articles due to extensive length."
X Link 2021-07-06T13:13Z [----] followers, [--] engagements
"Great thread on Epic Games - the biggest competitor of $U. Would love to own both π Unfortunately Epic is still private. The metaverse will become reality and both Epic and Unity will be the picks and shovels for it. Epic Games - the story of how one man (Tim Sweeney) changed video games forever and created a trailblaiser in the gaming industry. A thread π§΅ [--] Background [--] Strategy [--] Unity Vs Unreal [--] Epic Games Store [--] Epic Games Publishing [--] Epic Online Services https://t.co/RMS2qMGqoT Epic Games - the story of how one man (Tim Sweeney) changed video games forever and created a trailblaiser"
X Link 2021-07-28T18:57Z [----] followers, [--] engagements
"Portfolio End of July '21 (descending order) $YSN.DE $EVO $FB $FAA.DE $AMZN $ST5.DE $EPSIL $KSPI $NUMND $M0Y.DE $KAMBI $U $GOOGL $INPST $APM.DE $NGMS $LVC $NTNX $CLNK $BKNG $M8G.DE $SEYE $ETSY $AGC $GRVY $TCEHY $BABA $SE $NVDA Sold $FUTU $PU11.DE $SRNG New $EPSIL $SE $NVDA"
X Link 2021-07-31T15:13Z [----] followers, [--] engagements
"secunet security networks AG today closed [---] . Its now a [--] bagger for me with a personal dividend yield of over [--] %. β
find great companies β
build high conviction β
let winners run http://YSN.DE http://YSN.DE"
X Link 2021-08-09T15:47Z [----] followers, [--] engagements
"Portfolio End of August '21 (descending order) $YSN.DE $EVO $FB $EPSIL $ST5.DE $AMZN $KSPI $NUMND $U $M8G $M0Y.DE $GOOGL $APM.DE $INPST $FAA.DE $NTNX $KAMBI $BKNG $NGMS $LVC $CLNK $SEYE $AGC $TCEHY $GRVY $BABA $SE $NVDA Sold $ETSY New $M8G Portfolio End of July '21 (descending order) $YSN.DE $EVO $FB $FAA.DE $AMZN $ST5.DE $EPSIL $KSPI $NUMND $M0Y.DE $KAMBI $U $GOOGL $INPST $APM.DE $NGMS $LVC $NTNX $CLNK $BKNG $M8G.DE $SEYE $ETSY $AGC $GRVY $TCEHY $BABA $SE $NVDA Sold $FUTU $PU11.DE $SRNG New $EPSIL $SE $NVDA Portfolio End of July '21 (descending order) $YSN.DE $EVO $FB $FAA.DE $AMZN $ST5.DE"
X Link 2021-09-04T10:14Z [----] followers, [--] engagements
"@at_growth $EVOs business is way more than video production π
"
X Link 2021-10-11T15:13Z [----] followers, [--] engagements
"New high-grade customer for @secunet_AG $YSN The Joint Research Centre (JRC) of the @EU_Commission decided to cooperate with secunet and implement components of the eID PKI Suite to create a high security infrastructure for the EU Laissez-Passer. https://t.co/590xGdAxAS #cybersecurity https://t.co/j8SiOieefH The Joint Research Centre (JRC) of the @EU_Commission decided to cooperate with secunet and implement components of the eID PKI Suite to create a high security infrastructure for the EU Laissez-Passer. https://t.co/590xGdAxAS #cybersecurity https://t.co/j8SiOieefH"
X Link 2021-10-18T11:52Z [----] followers, [--] engagements
"Secunet border gear solutions are already implemented in Germany Austria Slowenia Iceland Swiss and now also in Bulgaria. More to come as countries need to fulfill the requirements of europeans Entry/Exit System. $YSN In cooperation with SSARM secunet has implemented a secure turnkey solution for #EES-compliant #bordercontrol at airports in Bulgaria. As one of the first EU countries Bulgaria has thus prepared its air borders for the European Entry/Exit System. https://t.co/vGxqaetHCh https://t.co/pywHWiIyDh In cooperation with SSARM secunet has implemented a secure turnkey solution for"
X Link 2021-10-22T08:33Z [----] followers, [--] engagements
"Secunet Security Networks AG $YSN β‘ the prototype of a quality company: never cheap on casual multiples constantly overdelivering moat in a growing market trustworthy and conservative management high profile customers compounding machine"
X Link 2021-11-03T14:16Z [----] followers, [--] engagements
"Now also disclosed by $KAMBI: β
[---] year mobile sports wagering platform license for New York β
fourth most populous state in US β
strengthens partnership with $RSI"
X Link 2021-11-09T16:06Z [----] followers, [--] engagements
"Biggest holding $YSN.DE today -23% after publishing guidance for next year that guides for zero/negative growth (which they do every year and then deliver another record year π€·β) I need the pain π₯°"
X Link 2021-11-15T09:49Z [----] followers, [--] engagements
"Excerpt of the caolition contract of the new ample coalition in germany regarding digital government. Key Points: digital identity open secure cloud for the public admin Long time IT-partner of the government @secunet_AG $YSN has the perfect products for it: 1/x"
X Link 2021-11-24T21:17Z [----] followers, [--] engagements
"Quick update: Added $EVO & $KSPI and $INPST (both some days earlier). Sold $FAA $NGMS $GRVY Reduced $NUMND"
X Link 2021-11-25T12:11Z [----] followers, [--] engagements
"Portfolio Performance [----] (TTWROR) π Stocks Portfolio +34.25 % π²Crypto Portfolio +370.57 % Winner (stocks) π₯ $FUTU +142 % (sold) π₯ $EPSIL +127 % π₯ $LORL +92 % (sold) Loser (stocks) π₯ $BABA [---] % π₯ $KAMBI [---] % π₯ $APX [---] % (sold) crypto winner & loser"
X Link 2021-12-31T11:09Z [----] followers, [--] engagements
"definitely not easy to achieve a similar performance again. Ill definitely continue to search for qualitative companies with secular growth trends at fair prices. And if i find one i will be happy to share my ideas & thoughts here with you. I wish you all a happy new year π"
X Link 2021-12-31T11:09Z [----] followers, [--] engagements
"Last but not least here is my portfolio end of December 21: (descending order) stocks $YSN $EVO $EPSIL $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $INPST $GOOG $U $TRMR $APM $MBR $M0Y $KAMBI $BKNG $APPS $LVC $LEAT $SEYE $TCEHY $NVDA $BABA $SE New $LEAT $APPS Sold $NUMND $NTNX"
X Link 2021-12-31T11:09Z [----] followers, [--] engagements
"$YSN Secunet preliminary FY [--] and Q4 results: FY Revenue +18 % FY EBIT +24 % New record-highs for Revenue & EBIT But: Q4 results below previous year (Revenue [----] % & EBIT [---] %) Tailwinds from public orders for Home-Office workstation due to Covid seems to slow down"
X Link 2022-01-21T07:21Z [----] followers, [--] engagements
"Portfolio end of January '21 (descending order) stocks $EPSIL $YSN $EVO $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $MBR $GOOG $LEAT $TRMR $INPST $APPS $BKNG $U $KAMBI $HHR $MYNA $TCHY $SEYE $BABA $NVDA $SE New $HHR Sold $APM $LVC Last but not least here is my portfolio end of December 21: (descending order) stocks $YSN $EVO $EPSIL $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $INPST $GOOG $U $TRMR $APM $MBR $M0Y $KAMBI $BKNG $APPS $LVC $LEAT $SEYE $TCEHY $NVDA $BABA $SE New $LEAT $APPS Sold $NUMND $NTNX Last but not least here is my portfolio end of December 21: (descending order) stocks $YSN $EVO $EPSIL $MVRS"
X Link 2022-02-01T11:38Z [----] followers, [--] engagements
"@CloneShameless @EnricoLaQuatra They already released preliminary results for Q4 / FY [----] ;) https://www.secunet.com/en/about-us/investors/article/vorlaeufige-geschaeftszahlen-2021-sehr-gutes-kerngeschaeft-und-pandemiebedingte-markteffekte-fuehren-zu-deutlichem-wachstum-bei-umsatz-und-ergebnis https://www.secunet.com/en/about-us/investors/article/vorlaeufige-geschaeftszahlen-2021-sehr-gutes-kerngeschaeft-und-pandemiebedingte-markteffekte-fuehren-zu-deutlichem-wachstum-bei-umsatz-und-ergebnis"
X Link 2022-02-25T09:00Z [----] followers, [--] engagements
"Portofolio end of February (descending ordner) stocks $EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI $GOOG $MBR $TRMR $LEAT $APPS $META $U $IDT $BKNG $MYNA $KAMBI $INPST $SPACE.AT $TCEHY $NVDA $SEYE $BABA $SE New $IDT $SPACE.AT Sold $HHR $ENTER Portfolio end of January '21 (descending order) stocks $EPSIL $YSN $EVO $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $MBR $GOOG $LEAT $TRMR $INPST $APPS $BKNG $U $KAMBI $HHR $MYNA $TCHY $SEYE $BABA $NVDA $SE New $HHR Sold $APM $LVC Portfolio end of January '21 (descending order) stocks $EPSIL $YSN $EVO $MVRS $KSPI $AMZN $ST5 $M8G $ENTER $MBR $GOOG $LEAT $TRMR $INPST"
X Link 2022-03-01T13:26Z [----] followers, [--] engagements
"$YSN Secunet Security Networks announced a dividend of [----] (incl. a special dividend of 2.01). This is an increase of [---] % compared to previous year. For me this is a dividend yield of 21.5% on my cost basis π₯³ #BuyandHold"
X Link 2022-03-08T16:36Z [----] followers, [--] engagements
"Portfolio end of March '22 (descending order) stocks $EPSIL $YSN $EVO $AMZN $M8G $META $ST5 $GOOG $LEAT $TRMR $GRN.WA $KSPI $APPS $BKNG $VOW.OL $MBR $U $IDT $MYNA $KAMBI $SEYE $TCEHY $NVDA $BABA $INPST $SE $ADBE $SPOT New $GRN.WA $VOW.OL $ADBE $SPOT Sold $SPACE.AT Portofolio end of February (descending ordner) stocks $EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI $GOOG $MBR $TRMR $LEAT $APPS $META $U $IDT $BKNG $MYNA $KAMBI $INPST $SPACE.AT $TCEHY $NVDA $SEYE $BABA $SE New $IDT $SPACE.AT Sold $HHR $ENTER Portofolio end of February (descending ordner) stocks $EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI"
X Link 2022-04-01T11:25Z [----] followers, [--] engagements
"Portfolio end of April '22 (descending order) stocks $EPSIL $YSN $EVO $KSPI $AMZN $MDGIF(M8G) $ST5 $GRN.WA $GOOG $LEAT $META $TRMR $IDT $BKNG $MBR $APPS $MYNA $VOW.OL $PAS.WA $U $KAMBI $TCEHY $BABA $INPST $NVDA $SEYE $SE $SPOT $ADBE $MNST New $PAS.WA $MNST Sold - Portfolio end of March '22 (descending order) stocks $EPSIL $YSN $EVO $AMZN $M8G $META $ST5 $GOOG $LEAT $TRMR $GRN.WA $KSPI $APPS $BKNG $VOW.OL $MBR $U $IDT $MYNA $KAMBI $SEYE $TCEHY $NVDA $BABA $INPST $SE $ADBE $SPOT New $GRN.WA $VOW.OL $ADBE $SPOT Sold $SPACE.AT Portfolio end of March '22 (descending order) stocks $EPSIL $YSN $EVO"
X Link 2022-04-30T09:39Z [----] followers, [--] engagements
"@BabisStonks Thanks will have a look at them ππ»"
X Link 2022-05-19T11:22Z [----] followers, [--] engagements
"But [--] months is quite a short time so lets have a look at what Erik Norland found out for CME where he compared the Russel [----] & S&P [---]. He found out that small caps often outperformed during periods of economic distress"
X Link 2022-05-25T12:53Z [----] followers, [--] engagements
"Portfolio end of May '22 (descending order) stocks $EPSIL $YSN $EVO $MDGIF $KSPI $AMZN $GRN.WA $META $LEAT $GOOG $IDT $TRMR $APPS $VOW.OL $BKNG $ST5 $KAMBI $PAS.WA $MYNA $U $TCEHY $INPST $NVDA $BABA $SE $ADBE $MNST $SPOT New - Sold $SEYE $MBR Portfolio end of April '22 (descending order) stocks $EPSIL $YSN $EVO $KSPI $AMZN $MDGIF(M8G) $ST5 $GRN.WA $GOOG $LEAT $META $TRMR $IDT $BKNG $MBR $APPS $MYNA $VOW.OL $PAS.WA $U $KAMBI $TCEHY $BABA $INPST $NVDA $SEYE $SE $SPOT $ADBE $MNST New $PAS.WA $MNST Sold - Portfolio end of April '22 (descending order) stocks $EPSIL $YSN $EVO $KSPI $AMZN"
X Link 2022-05-31T17:33Z [----] followers, [--] engagements
"Portfolio end of June '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $KSPI $GRN.WA $AMZN $META $MDGIF $GOOG $CEV.HM $IDT $VOW.OL $APPS $TRMR $PAS.WA $BKNG $ST5 $KAMBI $MYNA $U $TCEHY $BABA $NVDA $SE $ADBE $MNST $SPOT New $CEV.HM Sold $INPST Portfolio end of May '22 (descending order) stocks $EPSIL $YSN $EVO $MDGIF $KSPI $AMZN $GRN.WA $META $LEAT $GOOG $IDT $TRMR $APPS $VOW.OL $BKNG $ST5 $KAMBI $PAS.WA $MYNA $U $TCEHY $INPST $NVDA $BABA $SE $ADBE $MNST $SPOT New - Sold $SEYE $MBR Portfolio end of May '22 (descending order) stocks $EPSIL $YSN $EVO $MDGIF $KSPI $AMZN $GRN.WA $META $LEAT"
X Link 2022-07-01T08:00Z [----] followers, [--] engagements
"Portfolio end of July '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $AMZN $KSPI $GRN.WA $META $MDGIF $GOOG $IDT $APPS $TRMR $CEV.HM $VOW.OL $ST5 $BKNG $MYNA $PAS.WA $KAMBI $U $NVDA $TCEHY $BABA $SE $ADBE $MNST $SPOT New - Sold - Portfolio end of June '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $KSPI $GRN.WA $AMZN $META $MDGIF $GOOG $CEV.HM $IDT $VOW.OL $APPS $TRMR $PAS.WA $BKNG $ST5 $KAMBI $MYNA $U $TCEHY $BABA $NVDA $SE $ADBE $MNST $SPOT New $CEV.HM Sold $INPST Portfolio end of June '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $KSPI $GRN.WA $AMZN $META $MDGIF $GOOG"
X Link 2022-07-31T14:41Z [----] followers, [--] engagements
"One would expect that $ABNB is leading in alternative accomodation but actually its $BKNG π§³π¨ 7/ GF CEO we saw the largest sequential net increase in alternative accommodation properties since [----] and we now have [---] million alternative accommodation listings on Booking .com. It should be also noted that $ABNB reported over [--] million of active listings in Q2 [----]. 7/ GF CEO we saw the largest sequential net increase in alternative accommodation properties since [----] and we now have [---] million alternative accommodation listings on Booking .com. It should be also noted that $ABNB reported"
X Link 2022-08-16T09:39Z [----] followers, [--] engagements
"Portfolio end of August '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $META $ABO.F $GOOG $GRN.WA $MDGIF $IDT $CEV.HM $APPS $VOW.OL $BKNG $ST5 $PAS.WA $U $KAMBI $MYNA $TCEHY $NVDA $BABA $ADBE $SE $SPOT $MNST New $ABO.F Sold $TRMR Portfolio end of July '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $AMZN $KSPI $GRN.WA $META $MDGIF $GOOG $IDT $APPS $TRMR $CEV.HM $VOW.OL $ST5 $BKNG $MYNA $PAS.WA $KAMBI $U $NVDA $TCEHY $BABA $SE $ADBE $MNST $SPOT New - Sold - Portfolio end of July '22 (descending order) stocks $EPSIL $YSN $EVO $LEAT $AMZN $KSPI $GRN.WA $META $MDGIF $GOOG"
X Link 2022-09-01T05:04Z [----] followers, [--] engagements
"Epsilon Net $EPSIL H1 results: Revenue +72% (34% organic) EBITDA +73% (35% margin) EBT +72% OCF +50% negative net debt of [---] million despite acqu. Guidance confirmed (Revenue +50% at EBITDA-Margin of 30%) Mgmt expects start of a new growth cycle in Greece"
X Link 2022-09-20T07:30Z [----] followers, [--] engagements
"Epsilon Net $EPSIL: International award for the "Epsilon Smart" family of applications within the "Global Innovation & Tech Excellence Awards WITSA [----]. In the near future Epsilon Smart subscr. will be offered [--] more important technological features of high added value: ππ»"
X Link 2022-09-27T09:12Z [----] followers, [--] engagements
"Portfolio end of September '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $CEV.HM $ABOG $GRN.WA $MDGIF $VOW.OL $GOOG $IDT $APPS $ST5 $BKNG $PAS.WA $META $U $NVDA $MYNA $FQT $SE $ADBE $MNST $SPOT New $FQT Sold $KAMBI $BABA $TCEHY Portfolio end of August '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $META $ABO.F $GOOG $GRN.WA $MDGIF $IDT $CEV.HM $APPS $VOW.OL $BKNG $ST5 $PAS.WA $U $KAMBI $MYNA $TCEHY $NVDA $BABA $ADBE $SE $SPOT $MNST New $ABO.F Sold $TRMR Portfolio end of August '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $META $ABO.F"
X Link 2022-09-30T17:08Z [----] followers, [--] engagements
"Epsilon Net $EPSIL has won the ICT Company of the Year Award at the BITE Awards [----] as a reward for the Groups high technological level and dynamic expansion. In total Epsilon received in the different categories: 4x π₯ 6x π₯ 2x π₯ Epsilon Net: "ICT company of the year" BITE Awards [----] #moneypress https://t.co/Z0EhPhH9J5 https://t.co/ntn4SutPcC Epsilon Net: "ICT company of the year" BITE Awards [----] #moneypress https://t.co/Z0EhPhH9J5 https://t.co/ntn4SutPcC"
X Link 2022-10-06T08:34Z [----] followers, [--] engagements
"85% of all companies that participated in phase A of the implementetion of the 'Digital Work Card' have chosen Epsilon HR application. $EPSIL The Digital Work Card is the most significant reform in Greece. It was introduced in Phase A to [-------] employees. Phase B starts in Nov"
X Link 2022-10-10T08:53Z [----] followers, [--] engagements
"The Epsilon Smart solution from $EPSIL now crossed the [------] subscriber mark while simultaniously expanding the ARPU with the offering of value added services. The growth slowed down but theyre still adding hundreds of new subscribers every week"
X Link 2022-10-13T15:06Z [----] followers, [--] engagements
"Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $A4L $NVDA $U $META $FQT $ADBE $SPOT New $A4L Sold $SE $MYNA Portfolio end of September '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $CEV.HM $ABOG $GRN.WA $MDGIF $VOW.OL $GOOG $IDT $APPS $ST5 $BKNG $PAS.WA $META $U $NVDA $MYNA $FQT $SE $ADBE $MNST $SPOT New $FQT Sold $KAMBI $BABA $TCEHY Portfolio end of September '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $AMZN $CEV.HM $ABOG $GRN.WA $MDGIF $VOW.OL"
X Link 2022-11-01T06:41Z [----] followers, [--] engagements
"$YSN Secunet security networks 9m '22 results: Revenue -15% (EUR 213m) EBIT of EUR 23.9m vs. EUR 48.7m Main reasons for decline are [--] one-off effects in [----] and changes in product mix order book of EUR 168.6m vs. 174.9m previous guidance for [----] confirmed"
X Link 2022-11-08T07:18Z [----] followers, [--] engagements
"MGI $MDGIF Q3 '22 results: Revenues +39% (23% organic) Adj. EBITDA +21% Adj. EBIT +24% Adj. net results +4% strong growth despite several headwinds in advertising market; ad spend on MGI platform grew by 54% Revenue Guidance raised to EUR 315m-325 (from 295-315) β
"
X Link 2022-11-15T08:43Z [----] followers, [--] engagements
"Epsilon Net $EPSIL signs MoU with National Bank Group (NBG) for a long-term excl. cooperation for the joint development of technological application & prod. in the field of Business Software Fintech electronic payments & integration of Epsil ERP into NBGs open banking platform"
X Link 2022-11-16T09:51Z [----] followers, [--] engagements
"Epsilon Net $EPSIL 9M '22 results: Revenue +60% (55% organic) EBITDA +75% EBIT +90% EBIT-Margin of [--] % (vs. 20%) EBT +269% # of active customers 125k Partnership with NBG will lead to the creation of a unique for Greek standarts technological ecosystem"
X Link 2022-11-22T08:17Z [----] followers, [--] engagements
"@lonewolvesfrank $LEAT $EPSIL.AT $A4L"
X Link 2022-11-22T14:10Z [----] followers, [--] engagements
"New @MGI_SE research by @Edison_Inv_Res #M8G $MDGIF @MGI_SE - Ad tech credentials boosted by Google partnership. $M8G Update here: https://t.co/xCYtcUGdZJ @MGI_SE - Ad tech credentials boosted by Google partnership. $M8G Update here: https://t.co/xCYtcUGdZJ"
X Link 2022-11-22T16:52Z [----] followers, [--] engagements
"@Invesquotes $EPSIL $EVO"
X Link 2022-11-28T19:56Z [----] followers, [--] engagements
"Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $CEV.HM $A4L $VOW.OL $AMZN $GRN.WA $MDGIF $ABOG $IDT $GOOG $BKNG $APPS $ST5 $PAS.WA $NVDA $META $FQT $MNST $ADBE New - Sold $U $SPOT Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $A4L $NVDA $U $META $FQT $ADBE $SPOT New $A4L Sold $SE $MYNA Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS"
X Link 2022-11-30T14:07Z [----] followers, [--] engagements
"Portfolio end of November '22 (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $CEV.HM $A4L $VOW.OL $AMZN $GRN.WA $MDGIF $ABOG $IDT $GOOG $BKNG $APPS $ST5 $PAS.WA $NVDA $META $FQT $MNST $ADBE New - Sold $U $SPOT Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $A4L $NVDA $U $META $FQT $ADBE $SPOT New $A4L Sold $SE $MYNA Portfolio end of October '22 (descending order) stocks $EPSIL $EVO $YSN $LEAT $KSPI $CEV.HM $AMZN $VOW.OL $ABOG $GRN.WA $MDGIF $IDT $GOOG $BKNG $ST5 $APPS"
X Link 2022-11-30T14:25Z [----] followers, [--] engagements
"@Sense0fNonsense Now im curious to know which [--] π
"
X Link 2022-11-30T14:31Z [----] followers, [--] engagements
"@Sense0fNonsense Nice $FQT is surprising. Its quite unknown π"
X Link 2022-11-30T14:35Z [----] followers, [--] engagements
"Frequentis $FQT upgrades aviation message handling of [--] African nations representing the first major infrastructure program in Africa for Frequentis. The region will benefit from harmonised state of the art airspace communication"
X Link 2022-12-02T08:52Z [----] followers, [--] engagements
"$FQT to deliver largest military voice communications system in Middle East. The scope of the project includes over [---] controller working positions deployed on over [--] sites"
X Link 2022-12-06T17:11Z [----] followers, [--] engagements
"$FQT enhances airspace safety in Spain with nationwide contingency voice communication system"
X Link 2022-12-07T16:35Z [----] followers, [--] engagements
"$FQT provides Austro Control with ITbased Voice communication system for Vienna Airport. Frequentis is equipping [--] air traffic controller workstations with the latest Frequentis technology enabling location-independent data-centre operation"
X Link 2022-12-15T13:12Z [----] followers, [--] engagements
"Frequentis $FQT supplies German Bundeswehr with IT equipment for national air defence State-of-the-art IT equipment for the National Air Defence command centre Efficient airspace protection in the event of aircraft hijackings or terrorist attacks Completion in 2025"
X Link 2022-12-20T17:41Z [----] followers, [----] engagements
"Im now more confident than Ive ever been that Ill be able to invest successfully in the long term. Im thankful for all the conversations this year I had with so many great investors. Ive learned a lot from you and I will continue to do so. I wish you all a happy new year"
X Link 2022-12-31T08:04Z [----] followers, [---] engagements
"Last but not least here is my portfolio end of December 22: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $CEV.HM $ABOG $MDGIF $VOW.OL $AMZN $IDT $GRN.WA $GOOG $BKNG $ST5 $APPS $PAS.WA $NVDA $META $MNST $FQT $ADBE New - Sold -"
X Link 2022-12-31T08:04Z [----] followers, 12.1K engagements
"MGI - Media and Games Invest $MDGIF successfully relocated from Malta to Sweden"
X Link 2023-01-02T12:58Z [----] followers, [----] engagements
"Good for $EPSIL as all these new companies will need some kind of invoicing software like Epsilon Smart to connect to A.A.D.E and the myDATA platform or a software for the Digital Job Card like Epsilon Ergani. Firm set-ups soared in Greece for [--] years in a row. https://t.co/Ashk1ebHFX Firm set-ups soared in Greece for [--] years in a row. https://t.co/Ashk1ebHFX"
X Link 2023-01-05T10:06Z [----] followers, [----] engagements
"The greek IT-Market is expected to grow with a double-digit growth rate in [----] partly linker to the European Recovery Fund. The Prime Minister himself recently described the future of the Greek economy in strong digital terms. $EPSIL https://www.powergame.gr/start-ups-digital/368415/me-dipsifio-rythmo-anaptyxis-tha-trexei-to-2023-i-agora-it/ https://www.powergame.gr/start-ups-digital/368415/me-dipsifio-rythmo-anaptyxis-tha-trexei-to-2023-i-agora-it/"
X Link 2023-01-09T07:14Z [----] followers, [--] engagements
"Secunet Security $YSN preliminary results '22: Record revenue achieved with EUR [---] million +2.2% yoy (guidance: [---] million) intensified procurements in Q4 led to high results in Q4: Rev. of EUR [---] million (+50% yoy) EBIT of EUR [--] million (+51%) FY EBIT below guidance"
X Link 2023-01-23T07:18Z [----] followers, [----] engagements
"#5 of Under-Followed-Stocks is about Frequentis $FQT For a safer world hidden champion with 30+ years profitable growth recession & crisis resilient 90% governent customers who subsidize R&D cost insider ownership of 68% clean balance sheet LTM EV/EBIT of 12.8x 1/x"
X Link 2023-01-24T16:26Z [----] followers, 55.5K engagements
"Portfolio end of January '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $ABO.F $CEV.HM $AMZN $VOW.OL $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $META $GRN.WA $MNST $FQT New - Sold $NVDA $ADBE Last but not least here is my portfolio end of December 22: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $CEV.HM $ABOG $MDGIF $VOW.OL $AMZN $IDT $GRN.WA $GOOG $BKNG $ST5 $APPS $PAS.WA $NVDA $META $MNST $FQT $ADBE New - Sold - Last but not least here is my portfolio end of December 22: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $CEV.HM $ABOG $MDGIF $VOW.OL"
X Link 2023-01-31T13:27Z [----] followers, 16.7K engagements
"@IrrationalMrkts Epsilons Net $EPSIL Evolution $EVO Secunet Security Networks $YSN"
X Link 2023-02-05T07:08Z [----] followers, [---] engagements
"Secunet Security $YSN released SINA Mobile to process sensitive data securely on the smartphone. SINA Mobile can be seamlessly connected to SINA infrastructures that already exist in many public authorities. Approval for the German classification level (VS-NfD) is aimed for. Die erfolgreiche IT-Sicherheitslsung SINA sichert ab sofort auch Smartphones ab. Dazu stellt #secunet die Applikationssuite SINA Mobile vor mit der sensible Daten auf handelsblichen mobilen Endgerten geschtzt bearbeitet und bertragen werden knnen. https://t.co/JHWkq6uRBU https://t.co/flX9N9L09i Die erfolgreiche"
X Link 2023-02-07T16:08Z [----] followers, [----] engagements
"According to the $EPSIL CTO the new Pylon Hybrid solution is a game changer of digital innovation. The presentation of PYLON Hybrid marks the arrival of the new era in enterprise software Epsilon SingularLogic & . : https://t.co/LDewDQ4NR8 https://t.co/Inrd4siRzH Epsilon SingularLogic & . : https://t.co/LDewDQ4NR8 https://t.co/Inrd4siRzH"
X Link 2023-02-07T16:29Z [----] followers, [----] engagements
"Great thread on current trends in Greece that makes one feel positive about the future of the country. $EPSIL [--] key trends that make me positive about Greece: - @TheEIU Democracy Index - @anticorruption Corruption Perception Index - @TheWJP Rule of Law Index - @EU_Commission EU Innovation Scoreboard https://t.co/kmUpYAZRHB [--] key trends that make me positive about Greece: - @TheEIU Democracy Index - @anticorruption Corruption Perception Index - @TheWJP Rule of Law Index - @EU_Commission EU Innovation Scoreboard https://t.co/kmUpYAZRHB"
X Link 2023-02-13T12:41Z [----] followers, [----] engagements
"@paulcerro Frequentis $FQT https://twitter.com/mavix_leon/status/1617921808468152321s=46&t=vJkkPn6CBoGAZipChlvD-w https://twitter.com/mavix_leon/status/1617921808468152321s=46&t=vJkkPn6CBoGAZipChlvD-w"
X Link 2023-02-24T10:47Z [----] followers, [----] engagements
"MGI $MDGIF Q4 '22 results: Revenue +16% (13% organic) Adj. EBITDA +36% EBITDA-Margin of 34% (vs. 29%) Adj. EBIT +45% Adj. Net result -78% due to high interest expenses OCF +1% before changes in WC +141% after Interest Coverage 4.0x Net Leverage reduced to 2.9x"
X Link 2023-02-28T07:17Z [----] followers, [----] engagements
"Portfolio end of February '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $CEV.HM $LEAT $A4L $ABO.F $AMZN $IDT $BKNG $GOOG $ST5 $MDGIF $VOW.OL $META $PAS.WA $GRN.WA $FQT $B3.ST $MNST $YOC $WPR.WA New $YOC $WPR.WA $B3.ST Sold $APPS Portfolio end of January '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $ABO.F $CEV.HM $AMZN $VOW.OL $MDGIF $IDT $GOOG $BKNG $ST5 $APPS $PAS.WA $META $GRN.WA $MNST $FQT New - Sold $NVDA $ADBE Portfolio end of January '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $LEAT $A4L $ABO.F $CEV.HM $AMZN $VOW.OL $MDGIF $IDT $GOOG $BKNG $ST5"
X Link 2023-03-01T13:08Z [----] followers, 15.6K engagements
"Steico $ST5 was a target of a cyberattack today. It affects the production operations and the administration. Bad for Steico but good for secunet $YSN π
"
X Link 2023-03-01T15:53Z [----] followers, [----] engagements
"Epsilon Net $EPSIL [----] results: Revenue +48.7% EBITDA +66% EBITDA-Margin of 33.3% (vs. 29.9%) Net Profit +69.8% [-------] active customers increased net cash despite significant acquisitions and investments Management estimates that growth will continue in 2023"
X Link 2023-03-07T08:13Z [----] followers, [----] engagements
"$EPSIL I also want a PM if you know something similar ππ»π This trading at 12-14x P/E on [----] numbers: If anyone in my twitter feed knows of anything like this please PM me :) https://t.co/3x5Wr4hgKh This trading at 12-14x P/E on [----] numbers: If anyone in my twitter feed knows of anything like this please PM me :) https://t.co/3x5Wr4hgKh"
X Link 2023-03-07T08:32Z [----] followers, [----] engagements
"Frequentis $FQT & LVNL extend integrated tower solution at Amsterdam Schiphol airport. In addition Frequentis and Avinor have won the Overall Excellence Air Traffic Management Award for demonstrating safe operation of drones and air ambulance"
X Link 2023-03-09T20:02Z [----] followers, [----] engagements
"Epsilon Net $EPSIL acquires 80% of Orosimo Software which specializes in impl. of complex IT projects and development of special software. Epsilon pays 1.36m Orosimo '22 turnover of 1.4m EBT of [---] thousand [--] thousand net debt Founders will stay with 20%"
X Link 2023-03-14T09:01Z [----] followers, [----] engagements
"Epsilon Net $EPSIL received [--] awards at the 25th Greek ICT Forum personal honor to CEO Ioannis Michos for his 25y contribution in the field of IT innovation and entrpreneurship ICT jubilee award for its successful and multi-year activity in greek IT market EPSILON NET: 25o Greek ICT Forum Greek ICT Award & ICT Jubilee # #Epsilon https://t.co/txbu38hBcB EPSILON NET: 25o Greek ICT Forum Greek ICT Award & ICT Jubilee # #Epsilon https://t.co/txbu38hBcB"
X Link 2023-03-27T17:06Z [----] followers, [----] engagements
"Portfolio end of March '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $IDT $ABO.F $BKNG $GOOG $B3.ST $META $VOW.OL $ST5 $PAS.WA $FQT $MNST $YOC $WPR.WA $CLFD New $CLFD Sold $GRN.WA $MDGIF Portfolio end of February '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $CEV.HM $LEAT $A4L $ABO.F $AMZN $IDT $BKNG $GOOG $ST5 $MDGIF $VOW.OL $META $PAS.WA $GRN.WA $FQT $B3.ST $MNST $YOC $WPR.WA New $YOC $WPR.WA $B3.ST Sold $APPS Portfolio end of February '23: (descending order) stocks $EPSIL $EVO $YSN $KSPI $CEV.HM $LEAT $A4L $ABO.F $AMZN $IDT $BKNG $GOOG $ST5 $MDGIF"
X Link 2023-04-01T05:42Z [----] followers, 18K engagements
"Frequentis $FQT acquires Frafos to strengthen its cybersecurity competence. Frafos provides important security components for Frequentis communication solutions in all safety critical domains. Frafos is certified by the German central certification body for IT system security"
X Link 2023-04-06T06:33Z [----] followers, [----] engagements
"Here is my write-up for more information about Frequentis $FQT https://underfollowedstocks.substack.com/p/5-frequentis-ag https://underfollowedstocks.substack.com/p/5-frequentis-ag"
X Link 2023-04-06T06:33Z [----] followers, [---] engagements
"$EPSIL #Greece Economy. Recovery Fund: Investment plans with a total budget of more than [--] billion euros have been submitted and over [---] billion euros have already been disbursed. #Greece Economy. Recovery Fund: Investment plans with a total budget of more than [--] billion euros have been submitted and over [---] billion euros have already been disbursed"
X Link 2023-04-09T09:44Z [----] followers, [----] engagements
"NASA's Johnson Space Center awarded Frequentis USA a contract to replace the existing Mission Operations Voice Enhancement systems with a technology refresh. Frequentis USA has worked with NASA on mission-critical voice communication for more than [--] years. $FQT"
X Link 2023-04-12T05:39Z [----] followers, [----] engagements
"Frequentis $FQT FY '22 results: Revenues +15.7% EBIT -13.7% EBIT-Margin of 6.5% (vs. 8.7%) EPS -6.2% Order intake +21.5% (highest ever) Proposed dividend increased by 10% Outlook: *Increase Revenues & order intake *EBIT-Margin between 6-8%"
X Link 2023-04-12T09:52Z [----] followers, [----] engagements
"Epsilon Net competitor Entersoft $ENTER exceeded expectations in Q1 driven by new customers from the Recovery & Resilience plan in Greece and it is expected to continue in coming quarters with launch of new EU Cohesion Fund projects. $EPSIL will also benefit from these tailwinds"
X Link 2023-04-16T13:03Z [----] followers, [----] engagements
"Great thread about $EPSIL I promised to prepare short thread π§΅ about my visit of $Epsil few weeks ago and how I see the future. I visited Epsilon Net (EPSIL) in Greece a few weeks ago. We had the pleasure to visit the Thessaloniki offices in a very nice location @Assaf_Nathan @pbcinc I promised to prepare short thread π§΅ about my visit of $Epsil few weeks ago and how I see the future. I visited Epsilon Net (EPSIL) in Greece a few weeks ago. We had the pleasure to visit the Thessaloniki offices in a very nice location @Assaf_Nathan @pbcinc"
X Link 2023-04-18T12:48Z [----] followers, [----] engagements
"Frequentis $FQT modernises the communication systems of the Korean Airport Cooperation (KAC) with a new message handling system. The Frequentis solution will support international cooperation as it is also used by most neighbouring countries with direct data connections"
X Link 2023-04-20T05:14Z [----] followers, [---] engagements
"Epsilon Net $EPSIL just announced that revenue grew by 47% in Q1 '23 π₯³ More details and guidance for [----] will be release on 30th May"
X Link 2023-04-20T16:15Z [----] followers, [----] engagements
"You can find the Epsilon Net presentation of the analyst briefing yesterday now online $EPSIL https://ir.epsilonnet.gr/assets/articles/pdfs/epsilonnet-analyst-briefing-20_04_2023.pdf https://ir.epsilonnet.gr/assets/articles/pdfs/epsilonnet-analyst-briefing-20_04_2023.pdf"
X Link 2023-04-21T07:45Z [----] followers, [----] engagements
"Portfolio end of April '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $ABO.G $IDT $BKNG $B3.ST $ST5 $PAS.WA $VOW.OL $FQT $YOC $WPR.WA New - Sold $CLFD $MNST $GOOG $META Portfolio end of March '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $IDT $ABO.F $BKNG $GOOG $B3.ST $META $VOW.OL $ST5 $PAS.WA $FQT $MNST $YOC $WPR.WA $CLFD New $CLFD Sold $GRN.WA $MDGIF Portfolio end of March '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $IDT $ABO.F $BKNG $GOOG $B3.ST $META $VOW.OL $ST5 $PAS.WA $FQT $MNST $YOC"
X Link 2023-04-27T16:50Z [----] followers, 17.9K engagements
"$EPSIL acquires 60% of IT company NETERA which provides IT solutions for businesses in the hotel sector. Sales of NETERA in FY '22 has been [-------] with a net profit margin of 75%. Epsilon will pay [-------] for the 60% stake. The founder will keep the remaining 40%"
X Link 2023-05-02T09:25Z [----] followers, [----] engagements
"SNCF Networks has selected Frequentis $FQT to develop and supply a customised communication system for the entire French rail network which includes the roll-out of [-----] end devices and up to [------] mobile app. Frequentis will open a new location in Lille"
X Link 2023-05-13T07:46Z [----] followers, [----] engagements
"Not sure why $EVO should do this and as I shareholder I hope they wont do it π
"
X Link 2023-06-29T00:44Z [----] followers, [----] engagements
"Epsilon Net $EPSIL Q1 '23 results: Revenue +47 % (76% organic) EBITDA +58.2 % EBITDA-Margin of 35.9% (vs. 33.4%) EBT +59.5 % Net cash of EUR 10m (vs. 2.3m) Outlook 23: *significant growth in turnover and customer base through organic growth & acquisitions"
X Link 2023-05-30T07:21Z [----] followers, [----] engagements
"$EPSIL acquires 60% of DIGINET which is specialized in development distribution & technical support of modern tax & cash systems Epsilon pays EUR [---] million + earn out [----] turnover of Diginet was EUR 2.1m Net profit of EUR [----] million Net cash of EUR [-----] m"
X Link 2023-05-31T08:53Z [----] followers, [----] engagements
"Portfolio end of May '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $LEAT $AMZN $ABOG $B3 $IDT $GIGSEK $PAS.WA $ST5 $VOW.OL $FQT $YOC $WPR.WA New $GIGSEK Sold $BKNG Portfolio end of April '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $ABO.G $IDT $BKNG $B3.ST $ST5 $PAS.WA $VOW.OL $FQT $YOC $WPR.WA New - Sold $CLFD $MNST $GOOG $META Portfolio end of April '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $LEAT $A4L $AMZN $ABO.G $IDT $BKNG $B3.ST $ST5 $PAS.WA $VOW.OL $FQT $YOC $WPR.WA New - Sold $CLFD $MNST $GOOG $META"
X Link 2023-05-31T14:47Z [----] followers, 17.5K engagements
"@FortuneJonny I havent sold i bought $GIGSEK"
X Link 2023-05-31T19:02Z [----] followers, [---] engagements
"Frequentis $FQT will implement their drone management solution in Lithuania and further support the Nordics and Baltics emerging drone market. The project will provide shared situational awareness and drone flight approval services for both air traffic controllers & drone pilots"
X Link 2023-06-07T05:54Z [----] followers, [----] engagements
"$GIGSEK extends Betsson relationship with Rizk launch in Germany Our award-winning platform is now powering long-term partner Betsson Group with the release of their Rizk brand in Germany further extending our excellent relationship. $GiG https://t.co/vFm1Pk6RGO Our award-winning platform is now powering long-term partner Betsson Group with the release of their Rizk brand in Germany further extending our excellent relationship. $GiG https://t.co/vFm1Pk6RGO"
X Link 2023-06-15T13:18Z [----] followers, [----] engagements
"Portfolio review: Time to sell Big Tech / Large Caps $ADBE $MNST $NVDA $META $GOOG via @JoinCommonstock"
X Link 2023-06-15T19:24Z [----] followers, [--] engagements
"Epsilon Net $EPSIL: 2nd place in Best Workplaces Hellas [----] & 9th consecutive year at the top It is the 13th distinction of the Group in Best workplaces which include: [--] national awards [--] pan-European distinctions [--] distinction at Best Workplaces for Women EPSILON NET: [--] Best Workplaces Hellas [----] & [--] # #Epsilon https://t.co/2jrQEyapLf EPSILON NET: [--] Best Workplaces Hellas [----] & [--] # #Epsilon https://t.co/2jrQEyapLf"
X Link 2023-06-20T18:21Z [----] followers, [----] engagements
"$EPSIL Epsilon Net has won three Gold awards at the Cloud Awards [----] in the following categories: π
Hospitality & Tourism SaaS Product for HR ERP & Payroll In addition they have won two silver awards at the Supply Chain Awards [----] in the following categories: π₯ Robotics & Intelligent Automation in Warehouses Supply Chain Transformation"
X Link 2023-06-22T14:59Z [----] followers, [----] engagements
"Good overview and comparison of the $EVO & Pragmatic Play games"
X Link 2023-06-25T18:31Z [----] followers, [----] engagements
"Portfolio end of June '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT.L $LEAT $AMZN $B3.ST $ABO.G $IDT $FQT $GIGSEK $PAS.WA $NRS.MI $VOW.OL $YOC $WPR.WA New $NRST.MI $TRT.L Sold $ST5 Portfolio end of May '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $LEAT $AMZN $ABOG $B3 $IDT $GIGSEK $PAS.WA $ST5 $VOW.OL $FQT $YOC $WPR.WA New $GIGSEK Sold $BKNG Portfolio end of May '23: (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $LEAT $AMZN $ABOG $B3 $IDT $GIGSEK $PAS.WA $ST5 $VOW.OL $FQT $YOC $WPR.WA New $GIGSEK Sold $BKNG"
X Link 2023-06-30T10:42Z [----] followers, 15.7K engagements
"Crypto $ETH $BTC $LTC $MIOTA $ADA $DOT $ENJIN $BCH $YGG + wikifolio Zukunftsbranchen"
X Link 2023-06-30T10:42Z [----] followers, [--] engagements
"$EPSIL expects to double its sales in the three-year period 2023-2025 (compared to [----] sales) to EUR [---] million at an EBITDA-Margin of more than 30% π₯"
X Link 2023-06-30T14:00Z [----] followers, [----] engagements
"This article describes quite good the [--] axes of growth for $EPSIL Digital Transformation of Greek economy increase final income per customer by providing all-in-one solutions Expansion abroad (Romania / Cyprus) Strategic cooperation with NBG "Embedded Finance) Acquisitions : Epsilon Net [--] [---] . (pics) newmoney https://t.co/Amy14DC9qe : Epsilon Net [--] [---] . (pics) newmoney https://t.co/Amy14DC9qe"
X Link 2023-07-01T07:07Z [----] followers, [----] engagements
"Frequentis $FQT acquires Norwegian software company GuardREC ATC to strengthen recorder competence in all segments. Frequentis recording solution DIVOS and GuardREC ATC will merge to become one superior product"
X Link 2023-07-04T10:19Z [----] followers, [----] engagements
"$GIGSEK is now live in Mendoza Argentina with its award winning platform. GiGs powerful proprietary platform and Sportsbook have helped Bplay experience spectacular growth in Argentina multiplying GGR by over four times in the [--] months between May [----] and May [----]. Building on the back of our original deal our excellent relationship with the Boldt Group in Latin America highlights the very best of our award winning Platform. #iGaming #OnlineCasino #Platform #Sportsbook #sportbetting https://t.co/OEjgcO5ed7 Building on the back of our original deal our excellent relationship with the Boldt"
X Link 2023-07-05T12:37Z [----] followers, [----] engagements
"Epsilon Net $EPSIL was awarded [--] awards at the Education Leaders Awards 2023: π₯Gold award in the Human Resources section as an Educational Unit that invests in the attraction & development of the best human resources π₯Silver award in the informatics section for the certification of Epsilon Training as Microsoft Certified Technical Learning Partner EPSILON NET Education Leaders Awards [----] https://t.co/YD5bGeLQzK EPSILON NET Education Leaders Awards [----] https://t.co/YD5bGeLQzK"
X Link 2023-07-06T15:26Z [----] followers, [----] engagements
"Awesome documentation about the Orbea Leatt Speed Company Racing Team with Lukas Baum & Georg Egger $LEAT https://youtu.be/0_mVjgWc_fU https://youtu.be/0_mVjgWc_fU"
X Link 2023-07-09T13:01Z [----] followers, [----] engagements
"Serious competition incoming for $EVO und US π€ $EVVTY"
X Link 2023-07-11T10:23Z [----] followers, [----] engagements
"$GIGSEK $GIG I am happy to finally announce that our family became the biggest shareholders in @GIG_online with 1108% stake. We strongly believe that this company is among the most undervalued names in the industry taking into consideration the quality of the team and it's future prospects. https://t.co/m5HJOSDvkU I am happy to finally announce that our family became the biggest shareholders in @GIG_online with 1108% stake. We strongly believe that this company is among the most undervalued names in the industry taking into consideration the quality of the team and it's future prospects."
X Link 2023-07-11T12:07Z [----] followers, [----] engagements
"Epsilon Net $EPSIL announces the acquisition of all minority shares of Epsilon HR. Epsilon buys the reaming 35% from the minority shareholders for [--] million. In [----] the companys turnover amounted to [-----] million with EBITDA of [----] million. The Digital Work Card is expected to have an significant impact on the companies revenues"
X Link 2023-07-17T10:45Z [----] followers, [----] engagements
"$EVO Q2 '23 results: Revenue +28.2% *Live +33.5% *RNG +5.8% EBITDA +30.8% EBITDA-Margin of 70.7% (69.3%) *highest EBITDA-Margin ever Profit +31.5% OCF +25.8% Share of regulated markets of 40% (vs. 43%)"
X Link 2023-07-21T06:26Z [----] followers, [----] engagements
"Frequentis $FQT and Europol continue to demonstrate trusted partnership"
X Link 2023-07-24T10:43Z [----] followers, [----] engagements
"Epsilon Net $EPSIL announces its participation in a new company called GJVS Holding with a 40% stake. The company was created to form a broad alliance in the field of hospitality sector. The other shareholders are Aquerdo Software (30%) MITSIS PC (20%) & Panadvert (10%). The share capital amounted to EUR [---] thousand"
X Link 2023-07-25T16:05Z [----] followers, [----] engagements
"Epsilon Net acquires 60% of SCAN S.A. which is active in the field of technology systems & specialized business solutions where esp. for the Digital Work Card is remarkable growth expected. $EPSIL pays [--] million for its stake while the remaining 40% will stay with the existing shareholders. In H1 [--] the companys turnover amounted to [----] million (+59.3%) with EBITDA of [----] million (+64.8%) and net cash of [----] million. Assuming similar numbers for H2 the EV/EBITDA multiple would be about 5.7x but as mentioned further growth is expected with the full roll-out of the Digital Work Card"
X Link 2023-07-26T08:28Z [----] followers, [----] engagements
"Canadian ADM Aroports de Montral selected Frequentis $FQT innovative X10 voice communication system. This is the first Frequentis X10 VCS in the Americas"
X Link 2023-07-27T12:32Z [----] followers, [----] engagements
"Portfolio end of July '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT $LEAT $AMZN $ABO.G $B3 $IDT $FQT $VOW.OL $GIGSEK $PAS.WA $NRST $YOC $WPR.WA Sold - New - Portfolio end of June '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT.L $LEAT $AMZN $B3.ST $ABO.G $IDT $FQT $GIGSEK $PAS.WA $NRS.MI $VOW.OL $YOC $WPR.WA New $NRST.MI $TRT.L Sold $ST5 Portfolio end of June '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT.L $LEAT $AMZN $B3.ST $ABO.G $IDT $FQT $GIGSEK $PAS.WA $NRS.MI $VOW.OL $YOC $WPR.WA New $NRST.MI $TRT.L Sold $ST5"
X Link 2023-08-01T05:37Z [----] followers, 20.7K engagements
"Frequentis $FQT transforms West Yorkshire Fire & Rescue service with cloud-based mobilisation communication and incident solution. The new Integrated Control Room solution moves Frequentis a step closer to becoming a leading authority in Control Centres"
X Link 2023-08-01T08:48Z [----] followers, [----] engagements
"Frequentis $FQT provides Airways New Zeeland with airspace safety enhancement. The new message handlung system supports the latest standards and enables better performance in virtual environment. Airways controls all domestic and international air traffic within New Zeeland"
X Link 2023-08-09T08:16Z [----] followers, [----] engagements
"Secunet $YSN Q2 '23 results: Revenue +37% EBIT +59% order backlog +20% guidance confirmed accelerated business momentum in the Public Sector segment"
X Link 2023-08-10T06:15Z [----] followers, [----] engagements
"I love the reactions of micro caps on earnings π Yesterday directly after the earnings release: [---] % Today no additional news: +12 %"
X Link 2023-08-11T16:17Z [----] followers, [----] engagements
"Gaming Innovation Group $GIGSEK appoints Richard Carter as Platform & Sportsbook CEO. Mr Carter has strong experience from the iGaming industry being CEO of SBTech for close to five years where he led the companys merger with $DKNG"
X Link 2023-08-14T10:04Z [----] followers, 26.4K engagements
"Gaming Innovation Group $GIGSEK Q2 '23 results: Revenue +40% *Media +47% (20% organic) *Platform & Sportsbook +27% EBIT +173% EBIT-Margin of 21.1% (vs. 10.8) Profit +197% EPS of EUR [----] (vs. 0.01) All-time high in revenues"
X Link 2023-08-16T06:09Z [----] followers, [----] engagements
"Frequentis $FQT H1 '23 results: Revenue +11.7% (organic 11.5%) Order intake +29.1% Orders on hand +9.8% EBITDA -3.5% EBIT of EUR [----] million (vs. -0.5) Half-year results typically negative due to seasonality (project acceptance are mostly a year-end)"
X Link 2023-08-16T06:57Z [----] followers, [----] engagements
"The split of the Media Segment and the Sportsbook & Platform Segment into two independent publicly listed companies is expected for H1 [----] $GIG $GIGSEK"
X Link 2023-08-16T07:09Z [----] followers, [----] engagements
"Gaming Innovation Group $GIGSEK signs platform deal with Mooir eGamint Ltd. for the provision of GiGs award winning casino platform solution helping to power their new brand operating under an Isle of Man operator license. https://www.gig.com/news/gaming-innovation-group-signs-platform-deal-with-mooir-egaming-ltd/ https://www.gig.com/news/gaming-innovation-group-signs-platform-deal-with-mooir-egaming-ltd/"
X Link 2023-08-23T08:22Z [----] followers, [----] engagements
"Frequentis $FQT to ensure greater airspace safety and capacity for Eurocontrol Maastricht Uppera Area Controll (MUAC) fallback operations. Based on the Frequentis OneATM user interface framework ODS Open Platform the CWP ensures resilient operations even at high traffic volumes"
X Link 2023-08-30T10:23Z [----] followers, [----] engagements
"$GIG $GIGSEK Gaming Innovation Group extends partnership with Merkur https://t.co/dWsvgkmU3G Gaming Innovation Group extends partnership with Merkur https://t.co/dWsvgkmU3G"
X Link 2023-08-30T18:57Z [----] followers, [----] engagements
"Portfolio end of August '23 (descending order) stocks $EPSIL $SLYG (previously $A4L) $CEV.HM $EVO $KSPI $YSN $LEAT $TRT.L $GIGSEK $AMZN $NRST $IDT $B3.ST $ABOG $FQT $PAS.WA $YOC $WPR.WA New - Sold $VOW.OL Portfolio end of July '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT $LEAT $AMZN $ABO.G $B3 $IDT $FQT $VOW.OL $GIGSEK $PAS.WA $NRST $YOC $WPR.WA Sold - New - Portfolio end of July '23 (descending order) stocks $EPSIL $EVO $CEV.HM $YSN $KSPI $A4L $TRT $LEAT $AMZN $ABO.G $B3 $IDT $FQT $VOW.OL $GIGSEK $PAS.WA $NRST $YOC $WPR.WA Sold - New -"
X Link 2023-08-31T15:42Z [----] followers, 29.5K engagements
"Great write-up about Gaming Innovation Group $GIG $GIGSEK Betting on iGaming industry. Gaming Innovation Group Inc. at a glance. $GIG $GIGSEK https://t.co/yMzQMFqGWO Betting on iGaming industry. Gaming Innovation Group Inc. at a glance. $GIG $GIGSEK https://t.co/yMzQMFqGWO"
X Link 2023-09-07T06:13Z [----] followers, [----] engagements
"$EVO $EVVTY"
X Link 2023-09-07T18:50Z [----] followers, [----] engagements
"NRS Insights August '23 Retail same-store sales: [------] terminals (+37% yoy) [------] retail stores (+34%) same-store sales +6.5% # of items sold +5.3% # of transactions +3.6% $-weighted average of prices +3.8%"
X Link 2023-09-08T05:13Z [----] followers, [----] engagements
"@TomSmith839 @LogicalThesis @FundasyInvestor Its not only about the taxes regarding gambling its also about the 15% minimum corporate tax they will have to pay from [----] if the rules are implemented then"
X Link 2023-09-08T06:40Z [----] followers, [--] engagements
"Frequentis $FQT provides Norway with network solution for efficient airspace management. Real-tine performance monitoring will strengthen overall security of Avinor's operations. More information about Frequentis: http://www.underfollowedstocks.de http://www.underfollowedstocks.de"
X Link 2023-09-13T11:23Z [----] followers, [---] engagements
"@Boersenhaendler $LEAT https://underfollowedstocks.substack.com/p/3-leatt-corporation https://underfollowedstocks.substack.com/p/3-leatt-corporation"
X Link 2023-09-19T06:51Z [----] followers, [---] engagements
"Norway has selected Frequentis $FQT to transform emergency medical communications with a centralized countrywide communication solution. The software based solution will reduce operating and management costs. http://www.underfollowedstocks.de http://www.underfollowedstocks.de"
X Link 2023-09-19T09:52Z [----] followers, [---] engagements
"Epsilon Net $EPSIL has to correct its [----] results due to a reassessment of the accounting application of IFRS [--] regarding the Stock Option Plan. Profit before tax for [----] is reduced by [---] million (from 21.4m to 15.7m) while there is no change in the total amount of equity and there is no cash impact. The fair value presentation and related adjustments will take place at the presentation of the H1 '23 results at 26th September 2023"
X Link 2023-09-20T18:53Z [----] followers, 29.1K engagements
"Lindbergh $LDB.MI H1 '23 results: Revenues +19.5% *Italy +26.5% *France +15% EBITDA +29.5% EBIT +39.4 % Net profit +40% Revenue growth for the rest of the year is expected to be in line with the trend in H1 Good growth prospects in Waste Management"
X Link 2023-09-21T16:58Z [----] followers, 13.2K engagements
"Epsilon Net $EPSIL acquires the remaining shares (39.97%) of Epsilon SingularLogic from Space Hellas for [----] million. At the same time Epsilon Net sells its shares in Singularlogic SA (39.93%) to Space Hellas for [---] million. The cooperation between Epsilon Net & Space Hellas is expected to continue on a commercial & technological level"
X Link 2023-09-22T07:42Z [----] followers, [----] engagements
"Shelly $SLYG enters into a ground-breaking partnership with Vodafone. Shelly will equip all Vodafone sites in Africa with Shelly Pro devices. The partnership will initially give Shelly access to all [--] African countries where Vodafone is active + [--] partner networks. The activities in Africa are only the first step on the way to a global rollout"
X Link 2023-09-25T05:46Z [----] followers, 12.4K engagements
"Estonia revolutionises drone flying as Frequentis $FQT state-of-the art Uncrewed Traffic Management (UTM) suite is put into operation that allows secure data exchange and access to UTM services and supports police and military operations to enable drone missions"
X Link 2023-09-25T09:32Z [----] followers, [----] engagements
"Epsilon Net $EPSIL H1 '23 results: (including IFRS 2) Revenue +35.34% EBITDA +89.72% EBT +141.42% (11.2m) Net Cash of 14.3m (excluding IFRS 2) EBT +45.19% (12.5m) = 1.3m impact on earnings EBT impact in H2 '23 of 0.59m EBT impact in H1 '24 of 0.39m"
X Link 2023-09-26T07:49Z [----] followers, [----] engagements
"@martimj10 I think they mean that 77% of the total revenue growth is organic"
X Link 2023-09-26T08:56Z [----] followers, [---] engagements
"Shelly Group $SLYG Co-Founder Svetlin Todorov (Head of Shellys US Business) has sold appr. 2% of the companys share capital (previously owned 32%) to institutional lnvestors through private placement at a price above the average of the last [--] months (19). Shelly continues to strive for inclusion in XETRA trading"
X Link 2023-09-27T15:25Z [----] followers, [----] engagements
"Portfolio end of September '23: (descending order) stocks $SLYG $EPSIL $CEV.HM $EVO $KSPI $LDB.MI $YSN $TRT.L $LEAT $GIGSEK $AMZN $NRST $IDT $B3.ST $YOC $FQT New $LDB.MI Sold $WPR.WA $PAS.WA $ABOG Portfolio end of August '23 (descending order) stocks $EPSIL $SLYG (previously $A4L) $CEV.HM $EVO $KSPI $YSN $LEAT $TRT.L $GIGSEK $AMZN $NRST $IDT $B3.ST $ABOG $FQT $PAS.WA $YOC $WPR.WA New - Sold $VOW.OL Portfolio end of August '23 (descending order) stocks $EPSIL $SLYG (previously $A4L) $CEV.HM $EVO $KSPI $YSN $LEAT $TRT.L $GIGSEK $AMZN $NRST $IDT $B3.ST $ABOG $FQT $PAS.WA $YOC $WPR.WA New - Sold"
X Link 2023-09-30T12:05Z [----] followers, 34.3K engagements
"ITS ONLY STREAMING POKER EVERYONE CAN DO THAT1111 $EVO $EVVTY"
X Link 2023-10-01T09:45Z [----] followers, [----] engagements
"Kaspi $KSPI was named the main Transformer of the Year for the popularization and integration of government and other digital services into lives of Kazakhstanis. Today Kazakhstan is one of the most developed countries in the world in providing government services online"
X Link 2023-10-02T10:22Z [----] followers, [----] engagements
"Gaming Innovation Group powering Goldenpark expansion with its award winning platform. $GIG $GIGSEK"
X Link 2023-10-03T09:39Z [----] followers, [----] engagements
"Frequentis $FQT has developed a traffic management system for the safe integration of drones into the Austrian airspace"
X Link 2023-10-03T14:44Z [----] followers, [----] engagements
"@mascarosergi @ragcnvx Most of the complains I see in the support groups are regarding the new app. So I wouldnt expect too much from it for now"
X Link 2023-10-05T16:43Z [----] followers, [---] engagements
"As always great takes about $LEAT by @TheLazyBeavers ππ»"
X Link 2023-10-08T08:49Z [----] followers, [----] engagements
"$IDT Q4 and FY '23 results: Q4: Revenues -8% *NRS +4% *net2phone +19% *Fintech +33% *Traditional -13% Adj. EBITDA -25% *NRS -66% *net2phone +325% *Fintech +7% *Traditional -9% net income -54% accelerated stock repurchases"
X Link 2023-10-13T05:25Z [----] followers, [----] engagements
"NRS Highlights Record high new POS terminals of [-----] in Q4 Record high new payment accounts of [-----] in Q4 Recurring revenue with merchant services +79% Recurring revenue with SaaS Fees +44% Advertising & Data -40% but back in growth mode with +7% qoq Merchant services + SaaS now account for 67% of recurring revenue which are not dependent of the ad market"
X Link 2023-10-13T05:25Z [----] followers, [---] engagements
"Epsilon Net $EPSIL has elected Mr. Dimitros Gkinoglou as a new member of the Audit Committee and an Independent Non-Executive Member of the Board of Directors. He has many years of professional administrative & academic experience and extremely rich authorship. He was until his retirement Professor of Financial Accounting at the University of Macedonia with a vast experience in the fields of IFRS and Internal Audit. Additional for a significant period he was also President and Deputy President of the Department of Accounting and Finance of the University"
X Link 2023-10-13T06:12Z [----] followers, [----] engagements
"Ill be on vacation the next two weeks so dont expect company updates in a timely manner. Its good that we have Quartr where I can listen to all the calls I will miss. Im excited to offer you all a 20% discount for Quartr Core with the code: MAVIX20 Or the link belowππ»"
X Link 2023-10-14T10:06Z [----] followers, [----] engagements
"Epsilon Net $EPSIL and National Bank of Greece announce Epsilon Pay: the new integrated collections service. This is the first part of services developed under the cooperation agreement with NBG"
X Link 2023-10-16T12:53Z [----] followers, [----] engagements
"Frequentis $FQT expands presence in Asia with new Singapore Office which will act as a hub for Frequentis Asia reflecting the company goal to become world leader in control center solutions"
X Link 2023-10-17T22:29Z [----] followers, [----] engagements
"$KSPI Q3 '23 results: Revenue +51% *Payments +41% *Marketplace +85% *Fintech +39% Net income +40% *Payments +47% *Marketplace +64% *Fintech +17% Dividend of KZT850/GDR proposed & new share buyback program SEC registration process for US listing started"
X Link 2023-10-23T14:50Z [----] followers, 14K engagements
"$EVO Q3 '23 results: Revenues +19.6% *Live 24.3% *RNG -1.9% EBIT +21.5% EBIT-Margin of 63.4% (vs. 62.4%) EPS +22.9% OCF +44.3% 40% share of regulated markets"
X Link 2023-10-26T11:44Z [----] followers, [----] engagements
"Frequentis $FQT C4I and Lockheed Martin strengthen Australian national security with a Voice solution for zu Royal Australian Airforce"
X Link 2023-10-26T19:53Z [----] followers, [----] engagements
"Profit warning by Secunet $YSN. Instead of an EBIT of EUR [--] million they now expect only EUR [--] million. Similar levels are expected for 2024"
X Link 2023-10-27T20:19Z [----] followers, [----] engagements
"Frequentis $FQT to deliver one of the worlds largest Air Traffic Control deployments with X10 communication system across Canada with over [-----] operator working positions"
X Link 2023-10-30T17:01Z [----] followers, [----] engagements
"Shelly Group $SLYG expands production capacity with two new production lines at its partner factory in China which will provide capacity for planned growth in [----]. The two new production lines represent a potential revenue contribution of up to EUR30 million per year"
X Link 2023-10-31T09:54Z [----] followers, [----] engagements
"Portfolio end of October '23: (descending order) Shelly Group $SLYG Epsilon Net $EPSIL Transense Technologies $TRT.L Centrotec $CEV.HM Kaspi $KSPI Evolution $EVO Lindbgergh $LDB.MI Leatt $LEAT IDT Corp. $IDT Amazon $AMZN Secunet Security $YSN Gaming Innovation Group $GIGSEK Neurosoft $NRST B3 Consulting $B3.ST YOC AG $YOC Frequentis $FQT New - Sold - Portfolio end of September '23: (descending order) stocks $SLYG $EPSIL $CEV.HM $EVO $KSPI $LDB.MI $YSN $TRT.L $LEAT $GIGSEK $AMZN $NRST $IDT $B3.ST $YOC $FQT New $LDB.MI Sold $WPR.WA $PAS.WA $ABOG Portfolio end of September '23: (descending"
X Link 2023-11-01T16:04Z [----] followers, 37.6K engagements
"Crypto $ETH $BTC $LTC $ADA $MIOTA $DOT $ENJN $BCH $YGG +wikifolio Zukunftsbranchen"
X Link 2023-11-01T16:04Z [----] followers, [---] engagements
"@ToffCap Shelly Group $SLYG & Epsilon Net $EPSIL"
X Link 2023-11-02T15:10Z [----] followers, [----] engagements
"$GIG $GIGSEK Gaming Innovation Group (GiG) has announced former SBTech and DraftKings executive Andrew Cochrane as chief business officer for its recently established Platform & Sportsbook division https://t.co/kBUtan9UUL https://t.co/A3L8fDrsiE Gaming Innovation Group (GiG) has announced former SBTech and DraftKings executive Andrew Cochrane as chief business officer for its recently established Platform & Sportsbook division https://t.co/kBUtan9UUL https://t.co/A3L8fDrsiE"
X Link 2023-11-02T18:05Z [----] followers, [----] engagements
"The growth strategy of @GIG_online Media segment looks promising to me. Will investors finally realize how good this business really is when the segments are splitted π
$GIG $GIGSEK"
X Link 2023-11-08T16:28Z [----] followers, [----] engagements
"Secunet Security $YSN Q3 '23 results: Revenue of EUR [----] million (+13%) EBIT of EUR [---] million (-36%) increased investments in a highly secure cloud infrastructure unfavorable product mix compared to previous year order backlog +17% After this phase of investment and transformation we aim to return to the margins of the past"
X Link 2023-11-09T07:16Z [----] followers, [----] engagements
"Secunet $YSN is expecting positive news regarding the frist approval of a cloud stack for classified information by the German Federal Office for Information Security (BSI) & a test certificate according to BSIs C5 criteria catalogue"
X Link 2023-11-09T13:55Z [----] followers, [----] engagements
"The National Air Navigstion Services of Egypt will implement Frequentis Voice communication systems at several important air traffic management facilities. $FQT"
X Link 2023-11-13T05:35Z [----] followers, [----] engagements
"Shelly Group $SLYG 9M '23 results: Revenue +49.3% EBIT +68.6% Net Profit +65.6% OCF of EUR [---] million (vs. -2.5m) cloud user base +62.5% Outlook confirmed: *Revenue growth of 51% *EBIT growth of more than 63.5%"
X Link 2023-11-13T20:34Z [----] followers, [----] engagements
"Frequentis $FQT teams up with Saudi aviation company NERa to advance Air Traffic Management (ATM) solutions in the Middle East"
X Link 2023-11-15T21:28Z [----] followers, [----] engagements
"Great essay on Investing in Small Caps by @iancassel"
X Link 2023-11-26T12:11Z [----] followers, 12.9K engagements
"Frequentis $FQT has realized an innovative drone project in cooperation with Austro Control and BB. From now on drone garages will be distributed along the BBs rail network to provide valuable support in case of rockfall and storm damage on a railway. Depending on the case the use of drones will result in a huge amount of time saved therefore minimising line closures"
X Link 2023-11-28T17:46Z [----] followers, [----] engagements
"@InvestRoiss @MikeFritzell Looking at inflation in Kazakhstan the growth is somewhat relativized"
X Link 2023-11-28T18:47Z [----] followers, [---] engagements
"How many games developed by $EVO can you spot in teh Top [--] :) Top Game Shows Week [--] Find out more at: https://t.co/kxcXGDvBnh #livecasino $EVO.ST $EVVTY $EVO $PTEC https://t.co/usGC5WMhO6 Top Game Shows Week [--] Find out more at: https://t.co/kxcXGDvBnh #livecasino $EVO.ST $EVVTY $EVO $PTEC https://t.co/usGC5WMhO6"
X Link 2023-11-29T07:36Z [----] followers, [----] engagements
"@maxeo5596280 Nah. They own the Monopoly Game Show but they dont have a monopoly in game shows ;)"
X Link 2023-11-29T09:18Z [----] followers, [--] engagements
"Crypto $ETH $BTC $LTC $ADA $DOT $ENJN $MIOTA $BCH $YGG +wikifolio Zukunftsbranchen"
X Link 2023-12-01T10:33Z [----] followers, [---] engagements
"Epsilon Net $EPSIL announces Epsilon Smart Cyprus to enter the cypriot market with more specific requirements of Cypriot entrepreneurship. The Epsilon Smart series has already exceeded [-------] subscriptions"
X Link 2023-12-04T15:26Z [----] followers, [----] engagements
"Frequentis $FQT will work together with Verizon to transition the US National Airspace System (NAS) to a modern IP network"
X Link 2023-12-08T05:35Z [----] followers, [----] engagements
"Very interesting and detailled write-up about $KSPI ππ»"
X Link 2023-12-16T18:02Z [----] followers, [----] engagements
"Interesting interview with @laurence_hulse from @DowgateWealth where they also talk about Transense Technologies @TransenseTech (24:50) $TRT.L"
X Link 2023-12-17T09:27Z [----] followers, [----] engagements
"Epsilon Smart has now officially exceeded [-------] subscriptions $EPSIL To . - π https://t.co/9SZcUNiBsr https://t.co/dyH8mnAy3l To . - π https://t.co/9SZcUNiBsr https://t.co/dyH8mnAy3l"
X Link 2023-12-19T15:46Z [----] followers, [----] engagements
"Vielen Dank an @Abilitato_de fr den kuschligen Pulli π₯° Genau das was man bei diesem Ekelwetter hier in Deutschland braucht π Einfach hervorragend was @JonNeuscheler alles fr die deutsche Finanz- und Aktienkultur tut. Ich kann jedem nur empfehlen mal bei @Abilitato_de vorbeizuschauen :)"
X Link 2023-12-22T12:39Z [----] followers, [--] engagements
"$GIG $GIGSEK Gaming Innovation Group (GiG) extends partnership with Merkur - Affiverse https://t.co/IFX2NjB5yL Gaming Innovation Group (GiG) extends partnership with Merkur - Affiverse https://t.co/IFX2NjB5yL"
X Link 2023-12-27T09:48Z [----] followers, [----] engagements
"@aktieblogg I think its good to choose that style of investing that fits the best to your personality and risk tolerance. I dont think its a good idea to chase for some more % in IRR when you cant sleep well at night ;)"
X Link 2023-12-27T19:35Z [--] followers, [---] engagements
"Boss Money a $IDT subsidiary reports strong remittance topline increase over the Christmas holiday season. Revenues increased by 56% during the eleven days compared to previous year. The transaction volumes increased by 39%"
X Link 2023-12-29T20:36Z [----] followers, [----] engagements
"Portfolio Performance [----] (TTWROR) π Stocks Portfolio +20.7 % π²Crypto Portfolio +90.5 % Winner (stocks) π₯ Shelly Group $SLYG +112 % π₯ META $META +92 % (sold) π₯ Amazon $AMZN +77 % Loser (stocks) π₯ Woodpecker $WPR.WA [---] % (sold) π₯ Passus SA $PAS.WA [---] % (sold) π₯ Secunet $YSN.DE [---] % It's funny that [--] of my biggest winners this year are mega caps while I would say that one of my learnings in [----] is that I have now enough confidence in my investment skills to focus on small/micro/nano caps which is truly my passion. In the past various large caps were part of my portfolio which"
X Link 2023-12-30T08:48Z [----] followers, 22.8K engagements
"Portfolio end of December '23: (descending order) stocks Shelly Group $SLYG Epsilon Net $EPSIL Evolution $EVO Centrotec $CEV.HM IDT Corp $IDT Lindbergh $LDB.MI Gaming Innovation Group $GIG Kaspi $KSPI Leatt $LEAT Transense Technologies $TRT.L Secunet Security $YSN.DE Amazon $AMZN B3 Consulting Group $B3.ST Neurosoft $NRST YOC $YOC Frequentis $FQT.DE Scandinavian Medical Solution $SMSMED"
X Link 2023-12-30T08:48Z [----] followers, 23.3K engagements
"crypto $ETH $BTC $LTC $ADA $DOT $ENJN $MIOTA $BCH $YGG"
X Link 2023-12-30T08:48Z [----] followers, [----] engagements
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/creator/x::mavix_leon