Kristian @nocap445
Trying to build intuition from my own curiosity Oslo, Norge Joined July 2020-
Tweets340
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Followers319
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Following233
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Likes2K
Cannot wrap my head around $GLXY. Stock trading at ~1x current book value (~41k BTC). Seems like they're much more robust now, as compared to a couple years ago (although they fumbled BitGo). What's a fair P/NAV multiple at current levels? 2 - 2,5x times?
$VOLUE dømt til å betale opp mot 44M NOK i erstatning i en voldgiftssak - nedjusterer guidingen for '23. Skyldtes prosedyrefeil på Volues side, dommen er endelig og kan ikke ankes. Børsmelding lørdag ettermiddag sjelden godt tegn, kjøpsmulighet mandag? mfn.se/ob/a/volue/vol…
Ulf Huse @ulf_huse
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10 Followers 615 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.Make money easily @PxS3JK8500D76F
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25 Followers 1K Following 💰#Crypto #Trading 📚Technical Analysis Educator 🚜 Homesteading 💪🏻 Fitness 📺YouTube Streamer 📱VIP Trading Group ⤵️⤵️ https://t.co/u9lUAedTALAngela Brown @AngelaBrow14135
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200 Followers 240 Following IFK Göteborg. Fotboll. Football Manager. FMSweden Discord: https://t.co/uWQiPCJtnebyrådirektör H.K. B.. @investerartyko
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18K Followers 426 Following Swedish small cap investor since 2013 (beginner), full-time since 2021. Concentrated value. No advice.Thomas Nielsen @Th__Nielsen
16K Followers 522 Following Jobber i FIRST Fondene og forvalter FIRST Veritas og FIRST Nordic Real Estate, men twitrer personlige skråblikk på finans og aksjerLaBull @LaBulll
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8K Followers 200 Following Fintwit. Deleier i AS (hvor jeg jobber). Utbytter➡️100% i globalt indeksfond. FIRE mål: 35 mill (ex. bolig). Tålmodig. 100% investert 100% av tiden. ❓➡️4️⃣2️⃣Peter C. Warren @PeterCWarren
22K Followers 68 Following Ex-soldier and hedge fund manager; now investor, advisor and public speaker. «If you think like everyone else, you'll perform like everyone else.»Olle Qvarnström @Snaljapen
23K Followers 167 Following Företagande snorsportare. Räknar på allt som rör sig. Vd på @svenskamedaljab.ValueGARP @ValueGARP
19K Followers 298 Following Full-time private investor. Holdings: Integrum, MAG Interactive, Nepa, Sozap, Awardit, Unibap, Bonesupport Not investment adviceAxel Karlsson @NordnetAxel
32K Followers 453 Following Svarar på dina frågor om Nordnet, trading, börsen, och sparande. Min DM är alltid öppen.Bullseye 🇸🇪 @10_till_10
9K Followers 276 Following https://t.co/f66Jg0jsO3, Finance. Cash equity trader på köpsidan i 7 år. Nu anställd aktieanalytiker. Jag har arbete som livsstil med målet att stå upp när jag dör.Adolfsson @adolfsson_v
11K Followers 895 Following Högt värde, hög tillväxt, hög avkastning, high five!Not Hari Seldon @HariSeldomRight
4K Followers 1K Following Jr doc/researcher | Amateur microcapper | Lucky picks $LEAT 8x (2020-22) $EPSIL 5x (2021-22) $CPH.TO 3x (2022-24) - apparently getting worse | 6y CAGR 41%AktieEntreprenören @Aktieprenoren
35K Followers 174 Following Livsnjutande techentreprenör runt 35. Grundat två bolag: VD för ena, sålt andra. Långsiktig koncentrerad portfölj (öppen, länk 👇), ~1000% sen 2015-01-01Andreas Steno Larsen @AndreasSteno
227K Followers 2K Following CEO at Steno Research. Macro, investing and geopolitics. Host @ Real Vision and Weekly "Macro Sunday" and “Store Penge” podcasts.Pнαηтαѕ @PhantasTrader
8K Followers 115 Following Heltidsinvesterare sedan 2016. Gillar att analysera & gärna i mindre oupptäckta bolag. (handla inget på vad du läser här)Carl-Philip Silwersk�.. @silwerskold
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9K Followers 604 Following No recommendations provided. Always do your own homework so that your conviction doesn’t blow away with the wind.Isaac @ValueIsaac2002
542 Followers 451 Following Student | Passionate Learner | Investing since 2018Henrik Stang Hefferme.. @Barong74026917
1K Followers 624 Following PM at Praxis Capital in Oslo, Norway. I run systematic equity strategies. Tweets are not marketing or advice. https://t.co/wAnakSPBXOViceroy @viceroyresearch
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7K Followers 3K Following CEO of @K33HQ, a research lead crypto brokerage operating out of Norway and @ArcarioAB, listed on Nasdaq FN Stockholm.Byzantine General @ByzGeneral
188K Followers 378 Following Cartoon tiger pressing buttons. Ambassador @vertex_protocol Ambassador @MetisL2 Advisor @VeloDataAsierisPharma @asierispharma
36 Followers 1 Following Asieris Pharmaceuticals is a global innovative pharma company specializing in new drugs for the treatment of genitourinary tumors and other major diseases.Fred Krueger @dotkrueger
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134 Followers 88 FollowingKAI @KalqylAI
2K Followers 6 Following KAI (Kalqyl AI) är ett AI-baserat verktyg som bevakar utvalda bolag, och sammanställer relevanta nyheter från dessa i realtid. KAI är en del av @Kalqyl.Martin Bruteig @aksjefokus
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2K Followers 3K Following Commodities & Charts Gold. Silver. Copper. Uranium BTC. ETH. Bitcoin miners. Crypto stocks. No financial advice bc1qe4vyszjjcrnvn7r42y38rxavs2mau9wxvz3lh7Alex Thorn @intangiblecoins
35K Followers 990 Following Head of Research at $GLXY @galaxyhq @glxyresearch Prev @AvonVentures @Fidelity 🎙️https://t.co/C0Vf35sWm9 Patron @pubkey_nyc @bitcoinpark_ disclaim https://t.co/d3XsJEzT4uKelly Greer @kellyjgreer
4K Followers 1K Following @GalaxyHQ, personal opinions and not financial adviceAnders @Snafl80
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6K Followers 198 Following PhD in Financial Accounting/Finance (Analysis/Valuation). Quantitative Research e.g. valuation, capital market reactions, cost of capital. My own thoughtsSelander Savings @SelanderSavings
4K Followers 393 Following Svensk i Norge 🇸🇪🇸🇯 | Improve Earth Miljöinvesterare med lång tidshorisont ♻️Bonesupport: Rapporterar idag ytterligare ett kvartal med stark tillväxt. Net Sales uppgår till 184,4m i Q124, motsvarande en tillväxt, Y/Y, om +54%. 93% bruttomarginal och en inkrementell rörelsemarginal på 55%. Just Cerament It!
Bonesupport: På torsdag presenteras Q124, där Net Sales & EBIT om 184m resp. 24m förväntas. Net Sales per Q samt Key Events 👇🏻
Babe, wake up, new Maboussin paper just dropped. morganstanley.com/im/publication…
Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals morganstanley.com/im/en-us/insti… @mjmauboussin
prnewswire.com/news-releases/… : Satses globalt:APL-1702. It also intends to submit a pre-NDA communication application to the European Medicines Agency (EMA) in the third quarter of 2024. Additionally, the company expects to be in discussions with the US FDA in second half of 2024 $pho
I have done over 20 M&A deals over the last 15 years working for large corporates. I've learned so much, but the most important lesson came from the first deal I ever did: The value of opportunistic M&A. Here's the story of a mercurial CEO unlocking $143m of equity value in…
We are all in the dark but here are some possible reasons for yesterday's $GLXY placing (and my mere interpretation/speculation): 👇
Main changes with #IFRS18: It requires companies to report: 1) Operating profit, and 2) Profit before financing and income taxes Beware real estate firms! And banks/insurers! Also aberrations, such as $SCA $EMBRAC income statement, are done. #IFRSAccounting
MARCH JOBS +300k sounds hot, BUT more than 50% government + education/health. This continues the trend of government jobs growing much faster than private sector.
The simplest trading models, based on fundamentals, exhibit the best longevity, in my experience. Crypto sentiment up -> P/BV up. BTC and ETH used as proxies for crypto sentiment here. Long @novogratz over BTC or ETH is what this time tested model suggests. $GLXY
Innholdsfortegnelsen til DNB sin årsrapport er ein interessant refleksjon av samtida. (57% av sidene og alle rekneskapstala m/noter markert i raudt)
Earnings went about how I anticipated. Ideally, $GLXY schedules its 2024 Q1 EC for sometime in April. Realistically, Galaxy won’t realize the bulk of its potential for this cycle until 2025. GalaxyOne and mining are well positioned, as is @GK8_Security. AUM will continue to…
Episode 1! The #Bitcoin thesis. All feedback is welcomed. Likes/shares are appreciated.
Blocka måndag kl 13-15 i din kalender! Då tänker jag testa en sak. Jag kommer lägga ut en länk och streama en gästföreläsning för min exterredovisningskurs vid FEK-UU med @viceroyresearch. @Gabe_Bernarde kommer tala om hur en blankarfirma jobbar. Joina oss för eventet.
Cevira abstract: agenda.euromedicom.com/pdf/abstract.p… Mer info til helgen. Interessant at the controlling shareholder, og chief financial officer i Asieris kjøper aksjer for mellom 5-12 mnok. $pho
1/ TDLR - MAX bid $GLXY (or $BRPHF), the numbers don't lie Galaxians! Morale is low and hate is growing. Why won’t $GLXY PUMP?!!?? As we approach earnings on 26 March, $GLXY is primed for a grand repricing to CAD$65 (AT LEAST!) Not hopium, just simple maths - a quick🧵
@nocap445 Good question, IDK! Their BTC exposure peaked on Feb 8, gradual downhill from there. They are still very small and far less relevant than GBTC, holding less BTC than GBTC's average daily outflow.
Kvalitet frå 5080 😂 «Kjendiser bygget hytter for millioner: Trodde de var med på kjendiskonkurranse» 5080.no/nyheter/innenr…
General $BTC market outlook update: Supply distribution has started. Here's what I'm looking at and how it compares to previous cycles, and what might come next: First off, the biggest story is obviously the ETFs. $IBIT has been the most succesful ETF launch in history by a…