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Professor Kalkyl
Prof_Kalkyl
I've recently been obsessed w/ Ensemble Capital and their "modern day Buffett" style of investing - clear long term thinking around both competitive advantages & valuation. During these hectic times
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1/x Multiplar kan inte bara ställas mot varandra rakt av utan att ta hänsyn till bolagens marginaler. Det är t.ex enorm skillnad på att driva ett third party marketplace likt
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1/x Some additional thoughts on $CDON The more I think of it, the more interesting this whole situation becomes. For one, management's story ("Nordic Amazon", which has caught fire
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1/x Since I promised a few investors outside Sweden/Nordics to look deeper into $CDON, with my negative customer biases aside, here's a short thread;Let's first go through the negatives 2/x
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1/x Gillar du ekosystem-bolag likt $BABA, $SE, $MELI eller $AMZN? Nu har en rysk motsvarighet (alltså inte $YNDX) noterats, nämligen $OZON. Jag tänkte kika lite på deras S1 och göra
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