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Tack @Kvalitetsaktie för er ovärderliga utbildning och inspiration. Satt i helgen lyssnade, antecknade & njöt när ni diskuterade er filosofi (avs 108), världsklass! Tänkte dela med mig av en summering av KAP-filosofin. OBS: är en glad amatör så res för div fel & misstolkningar 
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"The basic ideas of investing are to look at stocks as business, use the market's fluctuations to your advantage, and seek a margin of safety. That's what Ben Graham taught us. A hundred years from now, they will still be the cornerstones of investing," /Buffett
"The basic ideas of investing are to look at stocks as business, use the market's fluctuations to your advantage, and seek a margin of safety. That's what Ben Graham taught us. A hundred years from now, they will still be the cornerstones of investing," /Buffett
Marknaden är på kort sikt irrationell men rationell på lång. Detta använder man till sin fördel och utnyttjar felprissättningar. Sen tillkommer trender, flockbeteende och indexvikt. "Vem vill du helst sälja dina aktier till, en indexfond som automatiskt viktar upp eller Ola?"
I promised to prepare few threads about Israeli companies so I want to begin with the one of the rarest 💎 at Israel stock exchange: Symbol at IBRK: $SHVA.TLV Reports at English could be found under IR at Shva.co.il
Shva is almost a monopoly, the company is a payment transaction business located in Israel which collects a toll for every credit card transaction (also Apple Pay, Google Pay…) via its terminals and SAAS like revenue for leasing and managing its POS terminals.
Company was founded by Israeli banks. Durning2018, pre IPO, Visa and Mastercard both bought a 10% stake in the company instead of competing against it.
At 18NIS per share SHVA market cap is 720M’NIS with 160M’NIS of net cash at balance sheet. —->>
At 18NIS per share SHVA market cap is 720M’NIS with 160M’NIS of net cash at balance sheet. —->>
