research2discovery
r2discovery.bsky.social
Focused on finding great businesses. Concentrated Long Term Investor. Insights Driven. Own opinions, no investment advice.
👤 Joined on 27 February 2025
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- 27 Şub 2025, 08:46
🎉 Bluesky'e katıldı - İlk kullanıcı adı:
@r2discovery.bsky.social
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Logic Instrument (FRA:ALLOG) looks quite attractive as well IMHO but not a pure defensive play so I agree :)
Show PostI would really like to know the breakdown of their "managed services" i.e how much of their revenue is "cybersecurity", "SAP/Azure reseller", "own data centers" and "AI" Really hard to understand which segment has struggled with profitability etc. Still looks interesting for sure.
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Inte min lista och jag har verkligen inte hunnit kolla upp bolagen men här kanske man kan hitta nått intressant. Men de är antagligen för stora. x.com/hkeskiva/sta...
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Cemat, 31 EURm, but fits the rest of your criterias. 👍 see my profile
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Jag vill hålla teser enkla och rena. Exempelvis äger jag Wallix med tesen om att de under 2025 ska slå om till lönsamhet. Trots all makro-medvind med ökade försvarsanslag och minskning av amerikanskt beroende, som skulle kunna vara teser i sig, så är min tes fortfarande "profitability inflection".
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