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Saesch (@SaeschInv) profile picture

Saesch

@SaeschInv

Investing is like Poker, it's all about managing odds and biases. Stay humble. Currently on an A-Z journey in UK Equity Markets.

increasingodds.substack.com/
Joined September 2021
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  • Followers2.1K
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Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)Photo by Saesch (@SaeschInv)
I've been using @Journalytic on and off for the last few years, but in an age of AI, the value of recording all your investment decisions is incredibly high and is compounding at higher rates. My prediction is that in 10 years, if you don't have good data on your past decisions, you'll become obsolete. Why? Because other people who have will be able to gett much better outputs from an AI workflow. Thanks to @atomicalcapital for opening my eyes to this. My interview with him will be out in a month or so, and I believe it will be extremely helpful for most serious investors.
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jefke (@jefke00) profile picture
jefke
@jefke00Sep 23
Another UK value stonk bites the dust Ashtead Technology #AT: Potential bid at 615p (Unfortunately I lost my patience with this one and don't hold anymore. )
Image from jefke (@jefke00)
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James (@1James1n1) profile picture
James@1James1n1Sep 3
#VLX - FTSE250 Promotion ✅Confirmed as being promoted to the FTSE250 from start of trading on 21 September. ✅On a separate topic, Zeus upgrades #VLX today, raising its conservative TP from 650p to 700p.
Image from James (@1James1n1)
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James (@1James1n1) profile picture
James@1James1n1Aug 27
#MACF - Interims ➡️1H Rev up 2%, adj PBT down 9%, divi held flat. ➡️Net debt up to £17.9m - "investment in inventory" ➡️£6m buyback beginning in October from debt. ➡️FY trading in line & outlook runs through conditional activity that will deliver results.
Image from James (@1James1n1)
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James@1James1n1Aug 25
#VLX - AGM TU ✅Another upgrade as "the Board now expects FY27 adj op profit to be ahead of current market expectations" ✅YTD Rev up 28.0%, albeit the company guides monthly sequential trading YTD up 8% vs 2H FY26. ✅Data Centre demand sustained at elevated exit rate of FY26.
Image from James (@1James1n1)
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It seems like to board of $CARD.L want to keep their job. Finally a buyback... At current price that will be super acretative.
Image from Iggy on Investing (@IggyOnInvesting)
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James (@1James1n1) profile picture
James@1James1n1Feb 13
#SDI - Acquisition Back on the acquisition trail this morning, strengthening its position in the aerospace & defence sectors by buying PRP Optoelectronics. ➡️Paying £9.3m net. PRP had FY25 Rev of £5.99m & EBIT of £1.54m. ➡️Purchase funded from debt facilities.
Image from James (@1James1n1)
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#ANX - Cancellation of shares Shafting of shareholders continues as takeover vehicle controlled by DBAY & Chair & his wife will vote to delist & own 75.8% of shares. Independent non-exec's should hang their heads in shame at their conduct in approving this sorry episode.
Image from James (@1James1n1)
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LTG (@Ikkenospes) profile picture
LTG@Ikkenospes12 Jun 2025
Can't stop, won't stop has been the mantra of $NORBT the last year. I've learned a ton since my original deep dive in May 24, so it was time to revisit. In this piece we go through: 1. ROIIC 2. Growth Investments 3. Acquisitions 4. Growth and expected returns
Image from LTG (@Ikkenospes)
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Kri-Kri $KRI.AT a bit under my estimates, margin guidance lower than expected but very nice revenue growth in q1. Hoping for further weakness to add. krikri.gr/dyn/em_news/pdf/%C…
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LTG (@Ikkenospes) profile picture
LTG@Ikkenospes11 Apr 2025
Just read Norbit's annual report - what a gem! They're entering the year with plenty of cash and low leverage. Well-positioned for market turbulence and actively looking for acquisition targets. $NORBT Not a lot of news, just a great report. Let me break down my thoughts 👇
Image from LTG (@Ikkenospes)
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Deep dive (#5) on SDI Group plc $SDI.L, now published! This 39-page report offers an in-depth analysis of SDI's niche manufacturing businesses, acquisition history, financial performance, management, and valuation. Click the link below to read more.
Image from Fairway Research (@FairwayResearch)
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$KSPI Q4 '22 results: ▫️Revenue +40% *Payments +53% *Marketplace +67% *Fintech +27% ▫️net income +37% *Payments +60% *Marketplace +68% *Fintech +7% ▫️Dividend of KZT 600 & further share buybacks ▫️Guidance 2023: *adj. net income +25%
Image from mavix (@mavix_leon)
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Are you familiar with 🇬🇧 $SDI.L? SDI Group is a ~£170M serial acquirer that mainly operates in the digital imaging and sensing & control industry. 10-year CAGRs: Revenue +22% EBIT +43% FCF +53% ROIC (avg) 14%
Image from Quartr (@Quartr_App)
Image from Quartr (@Quartr_App)
Image from Quartr (@Quartr_App)
Image from Quartr (@Quartr_App)
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Could be huge for $APPS as they recently made a strategic invest in Aptoide, one of the largest independent app stores. Can they create a „Shopify for App Stores“?
Image from mavix (@mavix_leon)
Mark Gurman (@markgurman) profile pictureMark Gurman
@markgurman13 Dec 2022
New story: Apple is preparing to allow alternative app stores and side-loading on iOS — along with a slew of other changes to make the iPhone more open — in response to new European Union requirements arriving in 2024. bloomberg.com/news/articles/…
Apple to Allow Outside App Stores in Overhaul Spurred by EU Laws

Apple to Allow Outside App Stores in Overhaul Spurred by EU Laws

Apple Inc. is preparing to allow alternative app stores on its iPhones and iPads, part of a sweeping overhaul aimed at complying with strict European Union requirements coming in 2024.

bloomberg.com
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$KSPI Juma breaks all records again: ▫️items purchased +128% (compared to Juma in July) ▫️GMV +47% ▫️Participating consumers +53% and merchants +18% ▫️E-Commerce deliveries +75% benefitting from free delivery ▫️Kaspi Postomat accounted for 24% of deliveries up from 10%
Image from mavix (@mavix_leon)
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$APPS Q2 FY '23 results: ▫️Revenue -7 % yoy *On Device -16% *App growth +6% ▫️adj. EBITDA +1% ▫️GAAP net income $0.11 per share vs. $-0.06 ▫️FCF of $22m vs. 39m ▫️Outlook Q3: *Rev. $180m-190m *adj. EBITDA $53m-57m *adj. EPS $0.36-$0.39
Image from mavix (@mavix_leon)
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$KSPI Q3 '22 results: ▫️Revenue +39% *Payments +51% *Marketplace +63% *Fintech +28% ▫️Net income +30% *Payments +51% *Marketplace +59% *Fintech +5% ▫️Guidance raised ✅ ▫️Quarterly dividend raised ✅ ▫️new share repurchase program ✅
Image from mavix (@mavix_leon)
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You like $ISRG, $JNJ, $MDT or are a Healthcare/Medtech investor? $SUS Surgical Science is quietly building one of the most exciting software companies in Medtech and is set to grow exponentially over the next decade! 🧵 Find out why you should know about $SUS $SUS.ST 👇👇
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Proud of everyone @Xometry for delivering another strong quarter -- our best yet. We are delivering on our mission of building the leading global #marketplace for #manufacturing, creating locally resilient #supplychains, driving #innovation & championing #manufacturers.
Image from Randy Altschuler (@randy_alt)
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