mavix Profile picture
4 Mar, 4 tweets, 1 min read
The first company that came to my mind when i saw this was: $U

▫️customer experience > earnings
▫️growing customer base > earnings
▫️continuous development of the main product to expand in other markets
▫️build an ecosystem around the main product

1/
▫️focus on not giving the customer a reason to leave the ecosystem

—> like Amazon Prime the Create Solutions of Unity are just a lure for the cusomter to enter the ecosystem. Once content created with unity it is more likely that the creator will also use another value added 2/
service for this content like the operate solutions. That‘s why the entry barrier for content creator must be as low as possible (price/usability). In the first step attracting customers for the lure is expensive, but money will be made in the second step 💸

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More from @mavix_leon

2 Apr
In these tweets i already made some assumptions why i think that the business development of $AMZN in the early years is in some kind of comparable to the present development of $U
I kept thinking about this and the book „100 Baggers“ by Christopher Mayer came to my mind
⬇️
1/x
The book is about how to find stocks that return 100-to-1 and there‘s also a chapter about $AMZN and the question you could have come up with a sound argument to buy $AMZN based on fundamentals before it became a 100-bagger. Image
The consensus opinion in the early years of $AMZN was that they don‘t make money because they reported neg. or pretty low operating margins from 1996-2014. Today we know that these low margins results from the high investments in R&D. So they added back R&D to get adj. op margins Image
Read 7 tweets
28 Mar
Neogames $NGMS 🎰🎰🎰

🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
▫️SaaS provider of iLottery solutions
▫️70 % market share in US
▫️highly scalable & high margins
▫️profitable
▫️sticky business
▫️huge potential for further growth
▫️undervalued
🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥

A thread 1/x ⬇️
Business Overview

▫️ $NGMS has multi-year contracts with state lotteries to develop and manage their iLottery program
▫️Revenues calculated as a % of gross gaming revenue (GGR) or net gaming revenue (NGR) generated via iLottery platform
▫️ 360 degree iLottery solutions
Technology platform

▫️neosphere: player account management and marketing platform for iLottery and iGaming

▫️neodraw: One of only four certified Draw Games systems

▫️neoplay: sophisticated and flexible eInstant games server
Read 12 tweets
23 Mar
@Mindbreeze (76 % owned by $FAA @Fabasoft) is recognized as a Leader and positioned highest for Ability to Execute in the @Gartner_inc Magic Quadrant for Insight Engines 2021.

💸I think the 76 % share owned by publicly listed $FAA is pretty undervalued.

Why? A Thread

👇🏻 1/x Image
▫️$ESTC is also mentioned in the Gartner quadrant
▫️$ESTC is currently valued at an EV/S multiple of ~ 16 and ist unprofitable on an EBITDA basis
▫️@Mindbreeze is a much smaller company but if this multiple would be applied for them their value would be ~ 248m €

2/x
▫️@Mindbreeze is already highly profitable with 50 % EBITDA Margin
▫️the value of the 76 % owned by $FAA would be ~188m €
▫️the remaining part of $FAA would the be valued with ~222m € or:

EV/S of 4.6
EV/EBITDA of 17

3/x
Read 6 tweets
7 Feb
Livechat Software $LVC $LVCP 💬
@LiveChat

▫️SaaS company under the radar
▫️unbelievable profit margins
▫️Revenue growth 45 %
▫️Rule of 40 > 90
▫️31.000 customers in over 150 countries
▫️management with skin in the game
▫️still cheap

🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥

A Thread 👇🏻 Image
The company:

▫️based in Poland 🇵🇱
▫️Founder-operator management with ~ 41% of shares
▫️Market cap ~ $800m USD
▫️went public on Warsaw stock exchange in 2014
▫️25+ customers from Fortune 500 list: Unilever, McDonalds, Adobe, Samsung, Paypal, Sony, Mercedes...

Next Products ➡️ ImageImage
Live Chat 💬

▫️a tool for quick contact between clients and the company
▫️using chat application
▫️embedded on the companies website
▫️for customer service or online sales
▫️companies flagship product Image
Read 14 tweets
29 Nov 20
🛰A short thread about @mynaric $M0Y🛰

📌Mynaric is a laser communication company which develops and manufactures laser products for space, air and ground applications

📌 Laser communication can be thought of as optical fiber for the skies

mynaric.com

1/x Image
🛰What are the advantages of laser communications (Optical-inter-satellite-links / OISLs) vs. RF communication? 🛰

🚀 Faster

💸 Lower cost-per-bit

📡 Licence Free

🔒 Secure

✌🏻 Harmless Technology

2/x Image
🛰What are the advantages of mynaric vs competitors?🛰

🧑‍🔬 as a spin-off mynaric owns licences of the german institute of aerospace (DLR) which is leading in terms of lasercom

🛰 Laser terminals (LCTs) are designed for serial production

💸 lower costs

📌 One-stop-shop

3/x ImageImageImage
Read 15 tweets

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