Stock.Logging
@stock_logging
▶️ Quality GARP investor. ▶️ Looking for (potential) high-margin & capital-light compounders. ▶️ Aiming for 15-20 % portfolio return pa. ▶️ Based in 🇩🇪
Tomorrow, around 6 PM CET (12 PM EST), I’m dropping a deep dive on a very interesting stock – one that no one has ever talked about on Fintwit before👀 Stay tuned!
$KRYS Strong study results for Krystal Biotech and its subsidiary Jeune Aesthetics In a randomized, double-blind and placebo-controlled Phase 1 study, pipeline candidate KB301 showed significant improvements in severe wrinkles in the décolleté area over 1–3 months – as assessed…
Many investors still believe that one should generally avoid investing in companies that have recently gone public. Personally, I think that’s a mistake. There are plenty of examples of successful IPOs among second-and third-tier companies. For example, 276A.T CCReB (offering…
$CRMD I’ve already increased my Cormedix position by ~50% this month and I’m considering adding more as the valuation keeps getting cheaper. Below is a simple projection I put together. Feedback appreciated! ▶️ Business model in one sentence (for those unfamiliar with the…
$SEZL I always had Sezzle in my shitco / bad business model bucket – but this write-up completely changed my view. Brilliantly written, and I can highly recommend giving it a read! On my WL now.
In the below-linked Sezzle update memo, I explain how $SEZL seems likely to report Q2 '25 revs growth + EPS that could both roughly double consensus estimates. NTM P/E could end up being in the low-double digits, with top-line growing at 130%+ YoY dropbox.com/scl/fi/c9an3z6…
$CAMX.ST $CAMX Strong quarterly results from Camurus (part of my biotech basket): ➡️ Revenue: SEK 675.5m, +51.8% YoY (vs. SEK 653m est.) ➡️ Operating profit: SEK 292.05m (43.2% margin), +253.5% YoY ➡️ EPS: SEK 4.08, +226.4% YoY (vs. SEK 3.11 est.) Unchallenged market leader in…
