$1,000 follows their calls into $826
Stock.Logging@stock_loggingPortfolio Update June 2026 📊 Performance 06/2026*: +6.34 % 📊 Performance YTD 2026*: +27.89 % *(measured as TTWROR in EUR) ➡️ Holdings: $URGN $HROW $196A.T $ELS.AX $458870.KQ $NURS.V $SMSH.TA $SOFW.TA $undisclosed European microcap $NRXS $9337.T $LODE $3496.T h
Stock.Logging@stock_logging$SMSH $SMSH.TA I significantly increased my position in Smart Shooter on Monday, the stock now represents >10% of my portfolio. From my point of view, the R/R has probably never been as good since the IPO as it is right now. Here is my napkin math for FY 2027: ➢ Revenue from
Stock.Logging@stock_logging$SMSH $SMSH.TA 🚨Fresh news from this morning: Smart Shooter has entered into a framework contract as a sole contractor with the U.S. Department of War with a financial ceiling of $150m. The framework runs through JIATF 401, which is a task force dedicated to countering small
Stock.Logging@stock_loggingPortfolio Update September 2026 📊 Performance 09/2026*: +0.02 % 📊 Performance YTD 2026*: + 20.22 % *(measured as TTWROR in EUR) ➡️ Holdings: $458870.KQ $URGN $277A.T $SMSH.TA $HROW $NURS.V $196A.T $undisclosed European microcap $479A.T $SOFW.TA $NRXS $618A.T h
Stock.Logging@stock_loggingThe quick pitch for Kompeito would be: B2B food service provider that regularly supplies SMEs (for whom an in-house cafeteria doesn't make sense) with salads, fruit, and healthy pre-cooked meals (fresh and/or frozen). The model operates via smart fridges and freezers that
Stock.Logging@stock_logging$SMSH $SMSH.TA 🚨Fresh news from this morning: Smart Shooter has entered into a framework contract as a sole contractor with the U.S. Department of War with a financial ceiling of $150m. The framework runs through JIATF 401, which is a task force dedicated to countering small
Stock.Logging@stock_logging$SMSH $SMSH.TA Q2 earnings from Smart Shooter (from Aug 25), which triggered a sharp sell-off in the stock. ➢ Revenue $9.7m, +28.8% YoY ➢ Gross profit $4.8m, +13.7% YoY (GM: 49.7% vs. 56.3% in Q2/25) ➢ Operating profit $0.2m, -69.5% (OM: 2.5% vs. 10.4% in Q2/25) 🎯 Main
Stock.Logging@stock_loggingHere are 4 stocks I like at their current prices, which is why I have been adding to them over the past 2 weeks: 1. Seers $458870.KQ ➢ 69% GM ➢ 40% OM ➢ 75% ROCE 💵 2026e: 16x PE, 16x EV/EBIT 💵 2027e: 12x PE, 10x EV/EBIT 🎯 My base case: 35% revenue CAGR from 2026 – 2030,
Stock.Logging@stock_logging$277A.T Globe-Ing グロービング Opened a position today, cost average ¥1,811. Wanted to share some hard facts and further thoughts regarding FY 2026 + guidance. ➢ Revenue 3Y CAGR: 64.1% ➢ EBIT 3Y CAGR: 77.9% ➢ Gross Margin: 67.2% ➢ EBIT margin: 36.0% ➢ ROCE: 50.1% ➢
