Thomas Moroder 👁️^👁️=e^(-🥟/2) @ThomasMoroder
ROMO (Relief of Missing Out) 😅 always beats FOMO in investing. linktr.ee/thomasmoroder Ortisei & Munich Joined January 2012-
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@toy59496 What a joke
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@Secrets4stocks @lasse108 don't be so modest, you actually succeeded, albeit for a short time only ;-) In some years you can tell to your fellow oil state heads that you have been kicked out of OPEC in 2026.
Thomas Moroder 👁️^👁️=e^(-🥟/2) retweeted
Enjoyed AndyFest Vienna 2026 @evfcfaddict so much that I’ve temporarily modified my X address until the conference glow up fades. I’m no longer Jason … I’m EuroTrack180.
Thomas Moroder 👁️^👁️=e^(-🥟/2) retweeted
@GavMcCracken His website is offline, too!?
@kevin__mak @peter_mantas You cannot throw a stone twice into the same river.
@Valuehunte Even with a new context window, Claude seems to get bogged down easily now
Buying more Watkin Jones $WJG.L - market continues to punish me and there are always delays in completion of real estate deals, but so what? I think there is substance, real assets and net cash. Longer.
@ZeeContrarian1 There might be a silver lining, but why not play this with calls/spreads/options with the current VIX?
@sungcapital Watch out for stale numbers ;-) The first in your list spent 447.5bn WON on 63% of Aekyung Industrial in March 2026, so the cash-number at year end will be different. Not sure if Tikr/Koyfin are up-to-date.
@Premski_SGP But language went from through Q3 to before year-end and the guidance was not restated today.
@Premski_SGP OK. What do you think about the timeline slipping once again?
@sungcapital Even after today's 1H26 results!?
@AltayCapital $3131.T Shinden did pretty good also!?
This one aged very well!
It's just like Buffett said when he was running his partnership: "I've got more ideas than capital." Here's another for anyone interesting in deep-value stocks: Shinden Hightex (3131.T) looks cheap to assets and earnings. (Rare for Japanese stocks) TBV Ratio = 0.84 NCAV Ratio
@RecurveCapital Equity has become an option on $CCOI being able to deleverage.
@Cameron_Invest @RecurveCapital Leasing more IPv4 aggressively would probably cannibalize pricing/their existing leases; IPv4 market is not that deep, hyperscalers are not buying at the moment
@WaltLightShed AFAIK Cogent is capable of that number, customers are not IMHO.
@FriendlyCapMgmt @d0maininvest0r @SebKrog @evfcfaddict Probably lower, but what bothers me more is the working capital and the registry contracts.. those provide “float” and caused a spike in debt when not renewed. I still think TIG is undervalued, but if no deal is coming then you have no near-term catalyst 🥹
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2K Followers 3K Following not now im busy. not financial advice
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