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Årets avkastning når inte alls upp till de förväntningar jag hade inför 2025.
Stor del av portföljens negativa avkastning kan härledas till ett signifikant innehav - ett innehav som har växt vartefter som kursen har dalat.
Fantastisk bok! 5⭐️
Visar att inte ens historiens störste investerare klarar av att alltid göra rationella beslut.
Warren gick verkligen från att vara en ruthless Investor till att driva ett trött konglomerat och bli en CEO han alltid förespråkade emot.
Läs!
In 2007, everyone laughed at Beckham for burying his career to chase American parties for $6.5 million a year. They just missed one line in the contract that made him over $1.3 billion.
“When I signed my contract, my manager Simon Fuller actually got a clause in the contract that enabled me to have a franchise at the end of my playing career.”
That’s Beckham himself, explaining it years later. The clause gave him the right to buy a future MLS expansion team for a fixed $25 million, whenever he decided to use it, more than double what Toronto had paid for its own franchise that same year but still a rounding error compared to what was coming.
By the time Beckham pushed his Miami bid through in 2014 and 2015, MLS was charging new investor groups $150 million to join the league. Other owners openly complained that Beckham’s partners were getting a franchise at a sixth of the going rate, riding a clause signed nearly a decade earlier.
Inter Miami kicked off in 2020 and struggled near the bottom of the table for years, even drawing a league-record fine for breaking roster rules. Then Lionel Messi signed in 2023, and the valuation curve went vertical. By 2026, Forbes had the club priced at $1.35 billion, the most valuable franchise in MLS history.
A $25 million number frozen into a contract in 2007 was now worth over 50 times what everyone else in the league had to pay just to get in.
Did Beckham out-negotiate an entire league before anyone understood what the clause was worth, or did MLS just finally pay him fairly for turning it into a billion-dollar business?
$STORY
Kanske inte kommer att tappa alla sina kunder till Spotify ändå…
JigCap retweeted
Finns ett gäng stockpickers i vårt avlånga land som jobbade som analytiker på 70-90-talet och vid sidan investerade privat i aktier. Idag är de mångmiljardärer men har medvetet aldrig funnits med i media eller på listor (förutom när vi hade förmögenhetsskatt < 2006).
JigCap retweeted
This is truly a great man. He has invested more in Ukraine than 185 countries combined.
Meet Howard Buffett, Warren Buffett’s middle son. He is 71 years old. He dropped out of college three times. He drinks Dr Pepper and looks for a McDonald’s wherever he travels.
Since the beginning of the war, his foundation has become the largest private donor to Ukraine: $1.4 billion.
Over four years, he has personally visited Ukraine 27 times.
In April 2022, he saw burned-out agricultural machinery and called the president of John Deere:
“How many combines are available in Europe?”
“Fifteen. All of them were supposed to go to Russia.”
“I’ll take them all.”
Then came all the available New Holland equipment in Europe. Altogether, more than 100 tractors and combines were provided to Ukrainian farmers.
He even tested demining equipment himself - on his own farm in Illinois, detonating explosives beneath rollers. When a Ukrainian deputy minister expressed doubts, Buffett told him:
“Stop counting my tractors. If necessary, I’ll blow up a thousand of them.”
Andriy Stavnitser initially asked him for $1 million for Superhumans. Buffett asked how much was needed to build the entire center.
“$14 million.”
“Okay. And what do you expect in return?”
“Nothing. Build it.”
Today, his support for Superhumans has reached $77 million, and the center has treated more than 1,700 patients.
But his largest area of spending is neither agricultural machinery nor prosthetics.
It is food: 642 million meals.
And that is only part of it:
* 344,000 windows replaced after Russian attacks;
* 9 bridges, 4 power plants, 2,500 generators, and 18 DNA laboratories;
* Much of Bucha rebuilt with his funding.
“I already have more friends in Ukraine than I do at home,” he says.
He celebrates birthdays in Ukraine, comes for Christmas, and even has a Ukrainian godson.
Friends, this is truly a great man - someone who understands that he cannot take all his money with him when he leaves this world.
I simply want to thank him and wish him well.
Whatever else one may say, this is real help from a person who had no personal obligation to Ukraine.
He simply chose to help.
Source: translated from the original text by Oleh Bairak.
”När ett bolags värde är helt frikopplat från aktiens pris så tenderar investerare att stirra mer på det senare. ”
$STORY
Kommer in högre än vad marknaden förväntade sig. Förväntar sig strak Q3. Höjd guidning för 2026
Tycker EV/EBIT 13 2026e är för billigt för denna typ av affärsmodell.
JigCap retweeted
Jag tror många nya är i samma situation och jag sympatiserar med tankegången pennypacker har. Här är mina tankar ifall det är till hjälp för fler:
JigCap retweeted
$kambi (sportboksleverantör) har länge varit en pendel fram och tillbaka med tvära kast. Sedan notering 2014 har Anders Ström bolag inte lyckats skapa aktieägarvärde, aktien har på 12 år gått ungefär som index. >>
JigCap retweeted
Hacksaw $HACK earnings call: "Under Q1 tecknades 79 nya avtal, 12 egenutvecklade spel lanserades och 15 tredjepartsreleaser (OpenRGS); OpenRGS omfattar nu 10 partnerstudior, där 15 releaser ses som en nuvarande basnivå och takten väntas öka när fler studior ansluter. Totalt antal lanserade titlar uppgick till 320 (jämfört med 236 för ett år sedan) och genomsnittligt antal dagliga spelomgångar ökade med 43 % jämfört med föregående år."
Hacksaw $HACK earnings call analys ligger uppe
"Over time our aim is to grow above 30%, which is higher than the market. We maintain that view, we haven’t changed anything from that."
Upprepar långsiktig tillväxtambition; ingen specifik prognos för räkenskapsåret 2026.
Christoffer Kallberg (CEO)
"What you can read into that comment is that we don’t see any worries on the horizon."
Om att gå in i Q2 med starkt momentum och tillförsikt.
Christoffer Kallberg (CEO)
app.quanor.com/og/meta/earni…
JigCap retweeted
Väldigt starkt och stabilt från Hacksaw trots tufft jämförelsekvartal… $HACK
Omsättning: +28 % (+37 %😳i konstant valuta) och +5 % q/q.
Rörelsemarginal: 82 %
Vinst per aktie: +49 %
🚀 🚀 🚀
JigCap retweeted
The wrong mindset - "I think the stock will be up/down 10% tomorrow, next week, next month."
The right mindset - "I don't care what the stock does tomorrow, next week, next month. I think the business will be worth considerably more in 2-3 years."
JigCap retweeted
Ökat på ordentligt i Hacksaw. För bra läge för att inte göra det. 50 öre på kronan. Blir inte förvånad om aktien dubblas inom ett år.























