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25 Jun, 4 tweets, 1 min read
I sometimes get the question what is the best types of investment one can do? What am I looking for?
1) An investment that always surprises to the upside (no profit warnings)

2) An investment that you want to hold on to forever (perfect compounder)

3) An investment that you can trust 100 % and that will never let you down (no frauds here)
4) An investment that is stable and high quality – but at the same time innovative (good upside/downside ratio)

5) An investment you can be proud of want to tell your friends about (perfect inside out)
Luckily for me, 5 years ago I made the best “investment” in my life when I said yes to my amazing wife Katya and the one thing that I know I will never let go of <3

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More from @Symmetry_Invest

Symmetry Profile picture
25 Jun
JDC Group AG Part3:
Here JDC will act as the tech/API partner + the broker pool solution for all the savings banks under Provinzial (+100). And this agreement could be expanded to more banks in Germany.
Think about the potential here. In Denmark 30-50 % of insurance contracts is sold from Banks. The market in Germany is 17 billion EUR a year and growing.
Read 6 tweets
Symmetry Profile picture
25 Jun
JDC Group AG Part2:

his can also bee seen from the revenue growth
T. In 2016 and 2017 the growth was mainly in the broker pool segment but from 2018 and 2019 it started to accelerate with the B2B rollout. 2020 was a little lower due to Covid but now in 2021 JDC again guide for close to 20 % revenue growth.
The other interesting part is the scalability that is about to happen now. The company invested for many years in the technology, in M&A and in the app to be at the forefront of changes. Now they can start to reap benefits as the business starts to scale.
Read 14 tweets
Symmetry Profile picture
25 Jun
JDC Group AG Part1: Symmetry has over the last few months build a big position in the German InsurTech company JDC Group AG. After following the name for a while, we think now is a great to get involved.
The company is at an inflection point as several of their big J-curve investments are now starting to pay off.
First our disclaimer:
Read 25 tweets
Symmetry Profile picture
4 Jun
Based on my estimates Protector Forsikring has now delviered a +30 % equity return so far in 2021 compared with less than 20 % for the overall market.

Since 2014 when Dag Marius took over Protector have delivered a 250 % equity return or around 20 % annual return on equirty
this compares to around 10 % for the Norwegian/Scandinavian index

At the same time they have delivered signifcant returns on fixed income far ahead of the market with lower risk and volatility.
Rising interest rates will be a big benefit for Protector as they have low duration in their bond portfolio and a lot of bonds is with floating rates.
Read 6 tweets
Symmetry Profile picture
8 Apr
Here just some of our thoughts on Franklin Covey Q2 earnings. We think the numbers really speak for themselves at the moment.
We wrote about FC 2 months ago here:
symmetry.dk/galleri/
Even today FC reminds us about Naked Wines at 300, Protector at 38 or GiG at 7,5:
Remember the current H1 (until end of Feb) is 6 months that was heavily impacted by Covid, while the prior year wasn’t impacted (only some small initial China impact). We have heard comments like “the product is not really sticky, its still really cyclical,
Read 19 tweets
Symmetry Profile picture
12 Mar
We have increased signifanctly in Cambria Automotive last few weeks. Its our "reopening trade" #1 together with Franklin Covey.
Trading at 4-6x P/E on a normalised P/E multiple with net cash balance sheet
After last opening in 2020 there was big pend-up demand.
Auto Trader says website traffic have soaring ahead of reopening. UK househould savings is at record levels. Consumers says they will prefer cars to public transport
There is a need to get up to schedule on repair and maintaince of cars to keep warranty etc.
Cambria innovate in new leasing and credit products etc.

Brexit solved without tarrif on cars.
GBP is up a lot = lower inport prices for consumers
Read 7 tweets

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