Looking forward to reading more about Rorze. I find Japanese companies to be more difficult to get a feeling with. In general, I can relate more easily with European or North-American companies, but I’m more reluctant with companies from other areas due to cultural differences.
True! But sometimes less information is more. CEO's are often masters at persuasion. When looking at a Japanese company, you have a company presentation and the annual report (often in Japanese). No risk of getting swayed...
Serstech’s classification as a "profitable inflection" microcap suggests it may be at a turning point—either due to newly achieved profitability or through potential growth acceleration in a profitable market niche. Investing in turnarounds is risky. Microcaps often carry higher risks, and it is difficult to valuate. Interesting company, but I personally prefer a bit less volatile company with a bit more predictable earnings growth. Keep it up!
It sits in my idea funnel for the moment. I'll need to dig a little deeper to understand why and if their product is so much better than the legacy players. Thanks for your insights!
My buy and sell option was not listed. I add new cash to the portfolio at regular intervals so I never buy all at once. I buy and add but sell all at once.
I find interesting your polling questions to probe investing mindsets.
Thanks! There are some seriously clever investors there!
Great read - love the combo of different ideas. Thanks Kevin
Appreciate it!
Looking forward to reading more about Rorze. I find Japanese companies to be more difficult to get a feeling with. In general, I can relate more easily with European or North-American companies, but I’m more reluctant with companies from other areas due to cultural differences.
True! But sometimes less information is more. CEO's are often masters at persuasion. When looking at a Japanese company, you have a company presentation and the annual report (often in Japanese). No risk of getting swayed...
Serstech’s classification as a "profitable inflection" microcap suggests it may be at a turning point—either due to newly achieved profitability or through potential growth acceleration in a profitable market niche. Investing in turnarounds is risky. Microcaps often carry higher risks, and it is difficult to valuate. Interesting company, but I personally prefer a bit less volatile company with a bit more predictable earnings growth. Keep it up!
It sits in my idea funnel for the moment. I'll need to dig a little deeper to understand why and if their product is so much better than the legacy players. Thanks for your insights!
My buy and sell option was not listed. I add new cash to the portfolio at regular intervals so I never buy all at once. I buy and add but sell all at once.
You’re right. I should have added that option. They say the best investors sell fast when reality deviates from the outlined thesis. Thanks!
One of the best channels to follow. Great write-up.
Humbled. Thank you!
I will view your webinar (in Dutch) later this week. Looking forward to it.
Thanks, I got some great feedback so I plan to record it in English