Åsmund Stein @asmstein
De rerum natura La Bastille Joined January 2012-
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@readandinvest @Lundafinans Intellego flat ytd. Får vel regnes som ok?
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@AndreasSteno ExxonMobil EV/2P about 19$ per barrel. Venzuelan reserves are not 2P
@ulf_huse Takk for i år og god jul! Spennende og nytenkende som alltid🎅
@IversAudun Du har dybde, men også en Da Vincian bredde
@ulf_huse Thanks for the thread. Incredible how German IR seems to forget to display shareholder values. Until they don't and start spinning off diamonds
@JFremming Er det fair å tro på litt marginekspansjon her?
@ulf_huse Have you studied the shovel/ebitda ratio for Klondike 1896-1902?
@MNReitan @NordnetMads Et motargument jeg vil påpeke er at signalling gjennom bæring av luksusobjekter øker i viktighet ettersom GINI koeffisienter synker. Eksempelvis, ser mer luksusbiler i gatene i Marrakech enn i Østfold. Tror det fremdeles finnes vekstmarkeder for premium fashion, men well put
@Hjarsta @oystein_barmen tradegate.de/orderbuch.php?… Trading on LUSE and Tradegate continously from 8-20
@rig_analytics En av de er gjeldsfri, kjøper tilbake 1% av aksjene i måneden og har av likevel falt like mye siste tiden…
@vetleforsland Vært for lønnsomt å være en svak stat for lenge. Spot on
@oystein_barmen 🙌🙌At what level will the opening track drop to spotify?
@TeknoKonge Enig i at det har funket. Tror av likevel det er en dårlig idé, for hvor lenge skal et bilselskap, en TV serie distributør, en telefonprodusent, tre cloud butikker og et sosialt medie bevege seg noenlunde i takt? Tror mag7 er en merkelapp med snarlig expiry date
@rig_analytics Haha. Peter Thiel er på ballen med enhanced org
@FinanceTrader45 Sikkert Macrons påfunn det der ja
@ulf_huse OTEC, Maritime merchant bank. Later som jeg ikke hørte billig og slenger inn humacyte på snaue 306x EV/sales med større TAM og marginpotensiale en NOVO og to promille av cappen
Arne Kvale @kvale_a
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