East Value Research (@EVR_CEE) profile picture

#Researchhouse that focuses on #Europe.Our #equityresearch is available on various platforms and as podcast.Subscription for EUR 150/year-EUR 80/6-months!

Berlin & Warsaw
Joined April 2015
Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)Photo by East Value Research (@EVR_CEE)
East Value Research retweeted
Autonomiczne walce drogowe. Budimex jest pierwszą spółką w Europie, która wdraża takie rozwiązanie. Montujemy na maszynie kamerę, starlinka, oprogramowanie i z walca którym jeździł człowiek robi się maszyna autonomiczna. – at Warsaw, Poland
93
45
8
696
88,315
East Value Research retweeted
50 websites that feel like the internet’s hidden toolbox 1. unpaywall.org — Free research papers 2. openlibrary.org — Borrow books online 3. doaj.org — Free academic journals 4. alternativeto.net — App alternatives 5. justwatch.com — Find where to stream 6. archive.org — Internet archives 7. gutenberg.org — 70K+ free books 8. openstax.org — Free textbooks 9. openculture.com — Free courses 10. wolframalpha.com — Solve complex problems 11. photopea.com — Photoshop alternative 12. squoosh.app — Compress images 13. remove.bg — Remove backgrounds 14. cleanup.pictures — Remove objects 15. unscreen.com — Remove video backgrounds 16. carbon.now.sh — Beautiful code images 17. ray.so — Code screenshots 18. shots.so — Product mockups 19. smartmockups.com — Create mockups 20. haveibeenpwned.com — Check data breaches 21. virustotal.com — Scan files & URLs 22. privnote.com — Self-destructing notes 23. temp-mail.org — Temporary email 24. file.io — Temporary file sharing 25. archive.ph — Save webpages 26. similarsites.com — Find similar websites 27. radio.garden — Explore global radio 28. everynoise.com — Discover music genres 29. tunefind.com — Find songs from shows 30. musicforprogramming.net — Focus music 31. mynoise.net — Custom background sounds 32. coffitivity.com — Café ambience 33. elicit.org — Research assistant 34. consensus.app — Research-backed answers 35. connectedpapers.com — Research connections 36. semanticscholar.org — Academic search 37. scispace.com — Understand research papers 38. summarize.tech — YouTube summaries 39. phind.com — AI for developers 40. regex101.com — Test regex 41. codebeautify.org — Format code 42. jsonformatter.org — Format JSON 43. explainshell.com — Understand terminal commands 44. raindrop.io — Bookmark manager 45. downdetector.com — Check outages 46. tineye.com — Reverse image search 47. fast.com — Internet speed test 48. smallpdf.com — PDF tools 49. ilovepdf.com — Merge/split PDFs 50. 10minutemail.com — Temporary email Save this. You’ll definitely need some of these later. 🔖 Follow @The_techAI for more useful websites, AI tools & tech resources. 🚀
31
171
4
553
22,047
East Value Research retweeted
50 Sites That Show What Billionaires Buy and Read for Free🤯 1.) dataroma.com → Current portfolios of famous investors 2.) whalewisdom.com → Quarterly fund trades 3.) capitoltrades.com → Stock transactions of US politicians 4.) openinsider.com → Executives' own company stocks 5.) 13f.info → Making fund filings readable 6.) sec.gov/edgar → Companies' official reports 7.) berkshirehathaway.com → Buffett's letters since 1977 8.) buffett.cnbc.com → Video archive of Buffett meetings 9.) oaktreecapital.com → Howard Marks' investor memos 10.) bridgewater.com → Research from Ray Dalio's firm 11.) principles.com → Dalio's principles for free 12.) gmo.com → Jeremy Grantham's market notes 13.) aqr.com → Quantitative fund research 14.) pages.stern.nyu.edu/~adamoda… → Damodaran's valuation data 15.) aswathdamodaran.blogspot.com → Valuation professor's blog 16.) collabfund.com/blog → Morgan Housel's money writings 17.) fs.blog → Mental models for decision-making 18.) am.jpmorgan.com → JPMorgan's free market guide 19.) ark-invest.com/research → Innovation-focused fund research 20.) a16z.com → Venture capital essays 21.) csinvesting.org → Value investing lecture notes 22.) gsb.columbia.edu/valueinvest… → Columbia's value investing archive 23.) fred.stlouisfed.org → Fed's economic data archive 24.) federalreserve.gov → Fed decisions and statements 25.) ecb.europa.eu → European Central Bank data 26.) bis.org → Reports from the central bank of central banks 27.) tradingeconomics.com → Countries' economic indicators 28.) macrotrends.net → Companies' long-term charts 29.) stockanalysis.com → Company financials for free 30.) companiesmarketcap.com → Companies' market cap rankings 31.) finviz.com → Stock screener and heat map 32.) portfoliovisualizer.com → Portfolio backtesting 33.) tradingview.com → Charts and market analysis 34.) koyfin.com → Professional market screener 35.) annualreports.com → Company activity reports archive 36.) investor.gov → SEC's investor education site 37.) bogleheads.org/wiki → Passive investing encyclopedia 38.) investopedia.com → Financial terms dictionary 39.) corporatefinanceinstitute.co… → Free finance guides 40.) cfainstitute.org → CFA research publications 41.) morningstar.com → Fund and stock evaluations 42.) simplywall.st → Companies' visual analysis 43.) valueinvestorsclub.com → Archive of selected investment theses 44.) etfdb.com → Seeing what's inside funds 45.) curvo.eu → European fund backtests 46.) ofdollarsanddata.com → Investment writings with data 47.) awealthofcommonsense.com → Market history notes 48.) theirrelevantinvestor.com → Investor psychology writings 49.) visualcapitalist.com → Explaining the economy with charts 50.) ourfiniteworld? → (see note) The rich don't hoard information. They just don't tell you where it is. Save it, follow @Liyana_Coder you'll need it. Not investment advice. @Liyana_Coder
30
431
9
1,481
84,534
#Synektik $SNT Thesis: SNT will only go beyond PLN 400/share if it shows an acceleration of growth from zbadani.pl or other own products. Further growth of #daVinci sales/surgical materials/other third-party devices is already reflected in SNT's share price.
2
1
12
3,262
#Comp $CMP #cybersecurity #stocks #Poland remains attractive based on PEG. We believe the volume of the planned share buybacks in 2027E-28E could reach more than the PLN 170m that had been communicated so far.
3
6
933
#Medicalgorithmics $MDG Interesting plan...Two share issues at two different prices (PLN 33 & PLN 20). #corporategovernance #Poland #stocks #software #healthcare
1
603
#cyberfolks vs. #Vercom #CBF #VRC Both look promising, but CBF a little more currently...#Poland #stocks #software #ecommerce
3
13
1,125
East Value Research retweeted
Udział #Allegro w zakupach użytkowników korzystających także z chińskich platform wzrósł z 48 proc. w maju do 88 proc. w sierpniu 2026 r. W tym samym czasie udział #Temu spadł z 36 proc. do zaledwie 6 proc. Takie wnioski płyną z raportu „Kupione”, opartego na analizie niemal 199 tys. rzeczywistych zamówień internetowych. W maju #Allegro odpowiadało za 48 proc. zamówień użytkowników korzystających również z chińskich platform zakupowych. W czerwcu udział ten wzrósł do 68 proc., w lipcu do 89 proc., a w sierpniu wyniósł 88 proc. Autorzy raportu zwracają uwagę, że zmiany zbiegły się z wprowadzeniem nowych zasad celnych dotyczących niewielkich przesyłek spoza UE. Więcej 👇 strefabiznesu.pl/chinscy-gig…
4
1
1
40
9,737
#XTPL $XTP Est. Consolidated revenues in Q3/26 PLN 2.7m vs. PLN 5.1m last year. After 9M/26 revenues from product sales: PLN 4.2m vs PLN 10.3m. This is how a sustainable business DOES NOT look like #Poland #stocks #nanoprinting
1
3
748
#Medicalgorithmics $MDG LOI with a US-based Nasdaq-listed company related to a 100% takeover of MDG. Minimum value of the transaction (USD 67m) corresponds to Medicalgorithmics‘ current market cap. #Poland #healthcare #software #stocks
1
1
7
1,314
#Oponeo $OPN #Poland #stocks #ecommerce Summary of a recent call with management and an international investor eastvalueresearch.com/resear…
1
1
550
#VIGOPhotonics $VGO #infrared #detectors #Poland #stocks Cons. revenues after 9M/26: PLN 88.5m (+35% y-o-y;our full-year forecast: PLN 130.2m). Thereof, detectors/modules PLN 81.2m (+35%;PLN 114.6m) and semicon materials PLN 7.3m (+30%;PLN 15.5m). Backlog is up +70% y-o-y.
1
6
764
Virtual roundtable with #Poland #diagnostics #healthcare leader #Diagnostyka $DIAG (Market cap EUR 1.2bn). Here is the registration link: appairtime.com/event/4f69b09…
1
2
775
#TUI #travel #RainbowTours $RBW In fiscal Q3 revenues declined by 6% and EBIT by 27% yoy. Reasons: Iran war, weaker consumer spending, inflation, a high share of (low margin) lastminute bookings
3
427