Full-time microcap investor. Tweets are not investment advice! I can change my mind at any time!
Germany
Joined May 2020
- Tweets1.3K
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- Followers3.2K
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Financial Skeptic retweeted
1/ Die lange Sommerpause des Podcasts ist vorbei und die erste Folge danach kratzt direkt wieder an der 3-Stunden-Marke. @finance_schmidt und @FinSkeptic haben ein reichhaltiges Programm vor sich mit Aktien, deren Verlauf in den letzten Quartalen...
youtu.be/PLsXatV7-Ug
Financial Skeptic retweeted
Yellowbrick has built a great platform. Worth checking out!
Financial Skeptic retweeted
1/ $NOW.V Results are totally in line with my expectations, and it is obviously not the shocker some were expecting after the departure of the CEO, so it is likely a positive surprise for some shareholders.
A few good things stand out. They are...
app.tracktacle.com/publicati…
1/2 #AVG $AVG.L Christian and I have written an article about a microcap that we believe is one of the few that could benefit significantly from a global renaissance in nuclear energy.
1/2 #AVG $AVG.L Nuclear power is experiencing a renaissance, and it's getting harder to find stocks that offer a nice risk-reward. Avingtrans might be one of them.
I co-wrote this write-up with @FinSkeptic as we both think...
open.substack.com/pub/triden…
Financial Skeptic retweeted
It’s crazy how fast time flies. I’ve been using Tracktacle for over a year now, and I can’t imagine investing without this tool. There’s no faster or easier way to access filings, compare them using AI, screen new companies, get timely alerts, download bundled data and much more.
We’re officially Live!
tracktacle.com/
After a year of building, we’re proud to launch Tracktacle. A research and alert tool built specifically for semiprofessional investors and professionals in the early stages of their career.
A quick thread on what it does 🧵
Financial Skeptic retweeted
Senetas $SEN.AX 💻
Elevator pitch
Price: AUD 3.13/share
Market Cap: AUD 52.5m
Enterprise Value: AUD 34.5m
Ann. HY26 PBT: AUD 5–6m
EV/PBT: 6–7
Senetas builds defence-grade, quantum-ready encryption for governments, defence agencies and critical networks.
youtu.be/zTgVqnR9lQE?si=MPGk…
Financial Skeptic retweeted
1/*We just released a new feature, and we are 100% sure you are going to love it.
You can now easily compare and use AI to analyze management statements from an earnings call alongside all earlier calls in our database. This makes it simple to verify consistency and track the..
I have just published a post on the newsletter website. I would like to point out that, as always, I am merely explaining the reasons behind my own investment decision. This is not investment advice, and everyone should always do their own research. $SEN.AX
Financial Skeptic retweeted
1/* Explaining why $IRIX is interesting is relatively simple, but I still have to do a lot of heavy lifting to actually convince other investors.
For me, the thesis is straightforward. They have a genuine chance to emerge from this year as a profitable medtech company,...
Financial Skeptic retweeted
1/4 Nach längerer Abwesenheit gibt es heute gleich drei Mal @FinSkeptic. Mit seinem Pitch Radcom $RDCM hat er eine durchaus längere Historie, die bislang von weniger Erfolg geprägt war als erhofft. Sven sieht jedoch gute Gründe dafür, dass...
youtube.com/watch?v=wLi16NQ2…
Financial Skeptic retweeted
#90 - Pitch Radcom & Updates zu Iridex und NowVertical mit Gast Sven Klass youtu.be/wLi16NQ2Rnk?is=SkgS… via @YouTube
Optimal zum Kaffee, morgen die neue Folge von @hidden_returns @finance_schmidt @FinSkeptic #UnbezahlteWerbung
Financial Skeptic retweeted
$NOW.V Headline results are as expected, offering neither a positive nor a negative surprise. However, they generated strong positive cash flow, even when adjusting for changes in working capital.
So far so good :) $rdcm
$RDCM Final confirmation that everything went as planned from an activist perspective. New directors filed their Form 4s. Activists now control the board.
app.tracktacle.com/publicati…
Financial Skeptic retweeted
$IRIX Great call in my opinion, with an excellent communication style. They essentially reminded listeners of every ongoing effect and planned improvement, making it much better than previous calls.
Financial Skeptic retweeted
#SUP @SupremePLC new licensing agreement
With Tonino Lamborghini to develop, manuf & distribute prem energy drink range (6 SKU's) across UK/Euro/ME & China
Will expand SUP beverage category presence & capitalise on Tonino Lamborghini's luxury lifestyle brand appeal
Financial Skeptic retweeted
$SUP.L #SUP Supreme plc, solid 48 hours of updates:
1. FY'26 TU: Revenue +15% (YoY), adj. EBITDA in 40.6m (flat vs 2025), ahead of consensus. Net cash positive, vaping sales +10%
2. Exclusive 5-year licensing deal in UK with Carabao for energy drinks, leveraging soft drinks plant
Financial Skeptic retweeted
$NOW.V If I am not mistaken, we have $3m in operating cash flow in Q4 and $1.4m excluding changes in working capital, which confirms what management said about cash outflows. The remainder of the results is mediocre.
Financial Skeptic retweeted
I have just published a post on the newsletter website. I would like to point out that I am, as always, merely explaining the reasons behind my own investment decision. This is not investment advice, and everyone should always do their own research.
Radcom $RDCM provides telecommunications network operators with cloud-native software for 5G network intelligence and service assurance.
The company has a great business, but it lacks a shareholder-friendly capital allocation strategy. An activist group wants to change this, and in my view, there is a good chance that they will achieve their goals. Given the moderate valuation, I found the situation very interesting.
I have just published a post on the newsletter website. I would like to point out that I am, as always, merely explaining the reasons behind my own investment decision. This is not investment advice, and everyone should always do their own research.
Radcom $RDCM provides telecommunications network operators with cloud-native software for 5G network intelligence and service assurance.
The company has a great business, but it lacks a shareholder-friendly capital allocation strategy. An activist group wants to change this, and in my view, there is a good chance that they will achieve their goals. Given the moderate valuation, I found the situation very interesting.