Dimitar Genchev
@DGenchev
Curious about investing and AI 📈🤖 Student of value in markets and life 🖋️ http://www.studentofvalue.com
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Added 64 new stock write-ups to the site (pt 2): @MrSchmidt20 - $HRBR (special sit overview) @jupiters_string - $1433.HK @DGenchev - $PL (overview) @West4thCapital - $SN (trimmed) @elpistollero_ - $VUZI
🙏 @capitalemployed is a great aggregator of quality content.
3 relatively new and underfollowed finstacks worth subbing to... @thegresearch - asymmetric opportunities, seeking multi-baggers. @thefinancialpen - uncovering overlooked companies. @DGenchev - ideas from obscure markets, troubled companies, or ones with compelling stories.
Make your FU money in the US and come spend it in Europe. Nothing better.
46% of the world's super rich are considering moving to Europe and investing in wine and oil, per Knight Frank
How the narrative has changed. Before, it was all about saving energy. Now, deals are quoted in gigawatts.
I been going on a lot of podcast recently but Invest Like The Best with Patrick O'Shaughnessy is one my favorites I was expecting it to be way more market focused which we do cover ofc But we also drove down to the fundamental technological inflections of models + infrastructure
My conversation with @dylan522p on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of…
Just 8.4% shy of Dow 50k 🫣 That's quite a journey from 40.94 on May 26, 1896, when it was first published. 1000x in 129 years ~5.5% CAGR, not counting the ~2% dividend that could have been reinvested to nearly double the CAGR.
Shelly $SLYG 2025H1: 📈Revenue +29.3% to €54M 📈EBIT +12.2% to €12.2M 📈NI +10.1% to €10.2M 💰Free cash flow €4.1M 👤 2.3M cloud users 🧑💻installer network >2.4K ⏩2025 guidance reaffirmed #IoT #Earnings #Growth
Most of the finance industry is structured around coming up with unnecessarily complex & opaque solutions to create information asymmetry between principal and agent in order to “justify” fees.
What finance related opinion do you have that will have people like this?
Shelly $SLYG launches first co-branded IoT devices with EcoFlow, integrating smart energy management solutions for seamless solar system control. This move opens new OEM growth channels. #IoT #solar #energytech
🚀 Shelly Group (SLYG) reports a 29% YoY sales growth for H1 2025 to €53.9M, driven by strong device & service demand! 🇺🇸 US growth picking up, tariffs impact minimal. 📈 Full H1 results drop Aug 13.
Shelly $SLYG is on track to register over 10M new devices in a single year. By comparison, by the end of 2023, the Company had registered approximately 10M devices total since launching in 2018. 📈
Planet Labs popped 50% yesterday on first-ever Q of positive FCF of $8M 🎉 more contracts 🙌 and more AI 🤖 You can read more about Planet (and Endurosat) in my recent post.
Jonah Hill was born for this role wtf is this
Shelly $SLYG to increase monthly production in primary China plant from 800k to 1.5m in H2 and to 2m in 2026. > The additional production capacities will enable a potential sales contribution of up to more than €100m per year.
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