1/ Visit at Shelly HQ: $SLYG - I recently had an inspiring meeting at Shelly and had the pleasure of meeting the visionary Dimitar Dimitrov in person. We covered numerous topics, but I’m particularly eager to share insights about the module, among others. This module segment has the potential to be a game-changer. What started as a concept a few years ago is now on the brink of becoming a significant aspect of Shelly’s offerings.
Leaving the meeting, I felt a growing excitement; Dimitar and his team are driven by a passion for innovation, progress, and the development of new technologies. Witnessing their work firsthand, it’s clear that Shelly is transcending expectations. They’re not just a product manufacturer; they’re evolving into a platform and technology provider 2/ Regarding the new Vertical, the Module: They’re entering the smart appliance market with a new module to be sold to household brands, offering a robust alternative to Tuya’s current dominance.
Brands will install Shelly module in their devices and those devices then will be connected to the internet, under Shelly infrastructure/technology. Shelly will have sales coming from this vertical latest in H2 this year. This is great news and something the market is not pricing at all, let´s dig more:

1/ As $GIG - $GIGSEK is one of our core positions, we at Arauca are very curious about how AI can impact the affiliation industry and are particularly interested in how the main players are reacting to it👇 2/with @ragcnvx we had conversations with the management teams/key employees at some of the largest players in the affiliation industry about how AI is impacting the online gambling industry. Here are some of the key insights and takeaways:

1/ Selling discipline – When an Investor should sell

During a great conversation with my good friend @SamerHakoura , Sam asked me if I had come across good resources on Investors selling discipline. I told him I can share my thought process, and here it is 2/ I think the thought process is developed internally with time and evolves as investors gain experience, it is not going to be set in stone. I also think that there should not be such a thing as “resources”.

1/ THREAD: Long ImmunoPrecise Antibodies (IPA- Nasdaq)
$IPA is my largest holding since mid-2020, I haven't sold a share

This thread is just the peak of the iceberg as IPA has made such progress that highlighting all on a thread isn't possible, apologize for lots of omissions 2/ IPA is composed of 2 businesses:

The CRO (Contract Research Organization) and Talem Therapeutics.

Both the CRO and Talem are on fire. The CRO is growing at +50% with GM of 60% and Talem (drug discovery company) has several programs with some about to start Phase 1.

Threat 1/ 👇: One of the characteristics that differentiate good investors from bad investors is the ability to identify OPTIONALITY in companies and their discipline to either get it for free or pay very little. 2/ Think about it as buying out of the money options, if you pay too much for something that has very small odds of happening you lose money. This is what happened in the 2000's crash, people bought internet stocks based on illusions, very few of them had any real business.

1/ A heuristic for people who lose focus. Always think if your next activity is either going to bring a permanent improvement (learning something useful in the future) or provides an instant dopamine kick with no positive effect in the future.

examples below:👇 2/ Examples of positive activities that if performed all improve my future somehow: A chat with someone smart, read books, read annual reports, do sports

Negative examples these are activities we spend time and are irrelevant within a minute and provide either harm or no benefit