Individual private investor | blogging about value investing | no investment advice
Apr 21, 2022 • 5 tweets • 2 min read
Flow Traders ($FLOW.NA) reports Q1'22 results tmr, w/o call.
Will be interesting.
Flow tends to sell off strongly with results, but...
EPS estimates are for €1.08 (+6% over last 4 weeks, only 3 est, 1.03-1.17)
These estimates might be much too low...
(my thoughts from end of March)
Mar 3, 2022 • 25 tweets • 6 min read
1/ True, professional managers w. have serious problems explaining to their investors why they are/were invested in Russia (now).
Anyway, truth is important!
I started the year with a 9% Russia allocation and want to do a review and hopefully learn sth.
2/ Truth can hurt our wellbeing. It would be easier to forget about our (read mine) failures or bad outcomes (there is a difference). But to improve/learn we must look at them.
Some self therapy might also be involved here for focusing on new investment ideas.
