Discover and read the best of Twitter Threads about #InflectionPoint

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(1/3) Logo Q4

▪️ Revenue +41%
▪️ EPS +130%
▪️ Operating margin 37% (+4%)
▪️ Net Cash & Investments 14% of mcap

▫️ e-Services +70%
▫️ İşbaşı ("EpsilonSmart/Fortnox") +269% 💥💣
▫️ Peoplise (HR) +69%

p/e 13-14 (cash adj.) + yield
(2/3) The venture into Romania ("Total Soft") was the weak point the last couple of years, but we did start to see signs of a turnaround in the last couple of quarters.

As the old adage goes: "a picture is worth a thousand words" #inflectionpoint
(3/3) Had a word with mgmt: 30% price raise in January and another ~10-15% coming at midyear. Churn is often bankruptcy i.e. mission critical software.

10-20x bagger if Erdogan gets booted. Outperformed several darlings *in US$ prices* on 3y & 1y.

Small but fun position.
Read 3 tweets
TUNE IN for a #ACFrontPage event with @BrianDeeseNEC, Director of the National Economic Council, as he presents a detailed view of the Administration’s strategy to build domestic industrial strength.…
❝We meet today at a unique, #InflectionPoint for American economic policy…Our economy is growing at the fastest growth rate in almost 40 years…This is a direct result of our vaccination effort & our fiscal response.❞#ACFrontPage

👤|@BrianDeeseNEC, National Economic Council
❝Our private sector and public policy approach to domestic production that has prioritized short-term cost savings over security, sustainability, and resilience are coming to afore. In short, this was the wake-up call and we need a new approach.❞ #ACFrontPage

Read 11 tweets
Daily Bookmarks to GAVNet 04/28/2021…
Tim O’Reilly: It’s Time to Rewrite the Rules of Our Economy…

#EconomicViability #InflectionPoint #NewRules
First GMO Mosquitoes to Be Released In the Florida Keys…

#GMOMosquitoes #FloridaKeys #FieldRelease #consequences
Read 10 tweets

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