1/20 Would you like to invest in a company with 15%+ p.a. business growth at EV/EBITDA < 7, while paying a hefty 10% dividend yield? Then $DEC (previously $DGOC) might be something for you. Time for a thread! 🧵👇

Also bullish on $KAMBI with this news. Livescore Bet brands -to my knowledge- are currently operating on SBTech software, the company that DraftKings $DKNG acquired 2 yrs ago. $DKNG stopped partnering with $KAMBI afterwards and now I am curious as to why LiveScore is switching.

(1/4) For those of you who believe what you read in the media, here is something to chew on: The reporter, #JacquesBaud, a retired Colonel in Swiss Intelligence who served in #Ukraine in #NATO training operations, is an impartial source.

$WINE H1 FY22 update: Angels spend less on average after covid peak, but angel count still grew decently annually. Rev growth disappointed, most numbers did. Angels growth didn't disappoint, but is being overlooked by the market. Growth story is still in tact, IMO.

Great write-up on endless cash burners. Mentions $PTON as a good example. About $PTON: Most of CF burn is caused by inventory build-up 'for the holiday season'. If they can sell, CF burn won't be as bad. If they can't, this downtrend is indeed only the beginning.

$CRTO to acquire Iponweb in a $380M deal. After digging beyond the jubilant company announcement, I remain optimistic (conservatively) and think this is an important step to be a future leader among the group: $t $ttd $mgni $pubm ... and even $goog? my thoughts🧵

$CRTO to acquire IPONWEB, a market-leading AdTech company. Release: https://t.co/eBLr6ZQMBc Webcall that starts in a minute: https://t.co/LVLQUhyH0P

Valuable thread in regards to Russia. It is nice to read the thread from @CER_Grant, too. Two independent views about a similar subject, completely opposite of each other. Lastly, check the data and think independently, then decide for yourself who's right.

Great thread on the actual value proposition of $WINE from both a consumer and an investor. A must read for (potential) shareholders.

Retweet if you agree members of Congress should not be allowed to trade single-name stocks / options

12/ $DEC, while focusing mostly on natural gas and lng, could prove to be very lucrative. And if it's not, you would still have a 10%-15% IRR based on dividends alone. All things considered, it doesn't seem like a bad risk/reward bet to take. Thoughts? Please let me know! 👇

11/ Natural gas is one of the greenest CO2 emittors, so it could very well be the case that natural gas is going to be part of the energy solution in the future. A bullcase could therefore include a re-rating of natural gas producers in the future.

10/ While rare, $DEC seems to be a sole acquirer in the US. Valuations may lower over time, but as dividend grows at 15%+ per year at a 10%+ yield, this seems like a risk worth taking. Besides that, what if courts and activist investors change their mindin the future?

9/ Either way, in the next 10 years, it seems like some of these assets will be sold for less that they're worth because the large caps will get punished for owning them. An acquirer may end up delivering above average results for shareholders in the mean time.

8/ It seems like different options are available that will carry a similar positive impact, while only having the impact of either one of the previously mentioned negatives.

7/ These issues are very hard to resolve and I am certain that I do not have the answer, but I do feel like this roadmap increases dependency on others while also decreasing the welfare of citizens.

6/ We Europeans don't want the Nordstream 2 pipeline to avoid dependency on Russia through $GAZP, but if the western supply side is reduced in the mean time, I doubt the citizens can afford not having this pipeline.

5/ Wouldn't it make more sense to increase taxes on certain usages on the demand side instead? It should reduce the demand by a similar fashion (if it reduces it at all), but it avoids eventual dependency on non-western countries in the future.

4/ If that's the case, what will happen is an increase in price; consumers will pay a higher price for the same level of demand. This could lead to a quicker shift to renewables, but it in no way guarantees it.

3/ It could be the case that demand reduces as demand decreases, but it is, in my opinion, more likely that non-western competitors increase supply to match demand. On the off chance that this doesn't happen, it doesn't necessarily mean that demand decreases.

2/ Reducing the emission output is admirable and may resolve our climate issues, but they are unlikely to be resolved by reducing the production of western companies. While adjusting the supply side, demand stays unaffected.