Thank you dear @Tenbagger2024
strong performance, strong company!
Jack has given the green light🚦🟢 , so I'm setting an example and getting in 😬
Puestos
3Thank you dear @Tenbagger2024
strong performance, strong company!
Jack has given the green light🚦🟢 , so I'm setting an example and getting in 😬
Hello folks,
Today we're traveling to Scandinavia again. I'm surprised that we haven't already been introduced to today's company from Denmark by the Nordic Grand Master. (@Raketentoni )
That's why I'm all the more looking forward to our Mr. Prompt's assessment.
My dears, but of course I am also looking forward to many comments from you.
So let's start right away with the introduction of
$NETC (+3,01 %)
Netcompany Group right away.
Netcompany Group A/S specializes in the provision of IT services in the field of electronic commerce. Net sales break down by activity as follows:
- Maintenance and technical support (51.9%);
- Development, implementation and management of IT solutions and services (47.6%);
- Sale of licenses (0.5%).
Net sales by market are split between the public sector (64.8%) and the private sector (35.2%).
The geographical breakdown of net sales is as follows: Denmark (52.6%), Belgium (12.1%), Greece (10.5%), United Kingdom (10%), Norway (5.3%), Luxembourg (2.8%), Netherlands (2%) and other (4.7%).
Number of employees: 7,942
Solution overview
1) Public sector & administration
2) Security, defense & resilience
3) Infrastructure & mobility
4) Energy, climate & sustainability
5) Economy & private sector
6) Cross-cutting technologies
🎯 Brief summary for you as an investor
Netcompany covers almost all critical digitization areas in Europe with a focus on:
The portfolio is extremely broadbut at the same time highly specialized in digital platforms with reusability - a clear advantage for margins and scalability.
Netcompany - Product overview
1) ERMIS
Europe's leading customs solution. A modern, fully digital platform for customs clearance, transit processes and legally compliant customs processes. → Focus: public authorities, customs administrations, international logistics.
2) SOLONSTEUER (SOLON TAX)
Digital revenue and tax management for the public sector. An end-to-end solution for tax collection, payment management, compliance and modernization of government revenue systems. → Focus: tax authorities, ministries, national tax administrations.
3) PERSEUS
Future-oriented platform for pension and security administration. Digitizes pension processes, benefit allocation, case management and governance workflows. → Focus: pension funds, social security funds, state pension authorities.
4) LUMENUS
Next-gen risk analytics for the modern public sector. A data-driven platform for risk detection, analysis, prevention and decision support. → Focus: public authorities, security organizations, regulators.
5) DX4B
Modern banking platform for dynamic requirements. Supports digital banking processes, customer interactions, compliance, product management and modern financial architectures. → Focus: banks, financial service providers, fintech modernization.
🎯 Brief summary for you as an investor
Netcompany offers no generic IT productsbut highly focused, modular platform products for regulated, government and security-critical areas:
The product portfolio is strategically strong, scalable and resilient to economic cycles.
Netcompany - Future platforms
1) PULS
A real-time data enginethat connects all the moving parts of a company. It collects, links and orchestrates data across systems, enabling faster decisions, automation and growth. → Future relevance: real-time data, interoperability, AI readiness.
2) AMPLIO
A platform for orchestration of process automation and case management. It digitizes complex procedures, workflows and authority processes - scalable, modular, highly reusable. → Relevance to the future: Automation, efficiency, public sector digitalization.
3) AMI
A platform that companies, governments and citizens via intelligent, dynamic services. It enables secure interactions, self-service, identity management and seamless digital journeys. → Future relevance: Citizen services, digital ecosystems, secure interactions.
4) EASLEY
An AI platformthat increases productivity and empowers organizations, independent and resilient in the age of AI. It integrates AI models, automates knowledge work and supports data-driven decisions. → Future relevance: AI enablement, automation, knowledge work 2.0.
🎯 Brief summary for you as an investor
These four platforms are Netcompany's future stack - they address exactly the areas that are growing structurally in Europe:
They are modular, scalable, reusable and have extremely high barriers to entry - a clear strategic advantage.
New contracts:
HM Revenue & Customs
COSMOTE
OBOS Bank
Danmarks Domstole
Forca
Piraeus
New contracts continue
STRYRELSON FOR IT OG LEARNING
HEDNO
COSMOTE
NATIONAL BANK OF GREECE
IKOMM
📌 Investment summary on Netcompany (2025-2028)
1) Growth - strong but not overheated
Valuation:
Solid structural growth, no high growth, but very stable.
2) Profitability - clear upward trend reversal
Evaluation:
Quality feature - Netcompany becomes more efficient and has higher margins.
3) Free cash flow - growing strongly
Valuation:
FCF machine - very positive for shareholders.
4) Balance sheet - greatly improved stability
Valuation:
Financially extremely solid - risk decreases, flexibility increases.
5) Return on capital employed - ROE increases significantly
Assessment:
High quality profile.
6) EPS - strong value creation for shareholders
Valuation:
Very shareholder friendly - real value appreciation.
🎯 Overall conclusion for you as an investor
Netcompany is a structurally growing, highly profitable digitalization champion with clear margin expansion, strong FCF growth and falling debt.
The share offers you:
In short: 👉 Netcompany is a high-quality compounder in the European IT sector. 👉 Very attractive for long-term investors. 👉 Risks are manageable, high upside due to scaling.
🔹 Value (valuation)
The valuation shows a clear easing over the coming years.
Value conclusion: Netcompany is transforming from an expensive quality share to a fairly valued, FCF-strong compounder story. In 2028, the share looks clearly undervalued relative to growth.
🔹 Growth (growth)
The valuation ratios reflect healthy, structural growth growth.
Growth conclusion: Netcompany is not a high-growth techbut a solid mid-growth digitizer with scalable platforms. The growth is predictable, resilient and high-margin.
🔹 Quality (quality)
The rating shows a company with high operational quality:
Quality conclusion: Netcompany is a high-quality digital infrastructure player with strong margins, high customer loyalty and clear scalability.
🎯 Overall valuation (short & honest)
Netcompany is expensive in 2025 - but clearly attractively valued in 2027/2028. The share is developing into a quality compounder with falling multiples and rising cash flow power.
👉 Value improves significantly 👉 Growth remains stable 👉 Quality is high and continues to rise
For long-term investors this is a very good profile.
The key figure with the highest stability for the Netcompany Group share is the operating cash flowwhich is used below for the valuation. The KCV calculated from this key figure KCV (price/cash flow ratio) calculated from this ratio is 30.44 which is 4.23 points below the historical average of 34.67 for the last 10 years. From this perspective, the Netcompany Group share appears to be favorably valued to be favorably valued.
The fair value of the Netcompany Group share is calculated over the 10-year valuation period selected above. The average KCV in this case is 34.67.
Multiplied by the operating cash flow per share of DKK 12.48 over the last 4 quarters, the fair value of the Netcompany Group share is fair value of DKK 432.74. The current share price of DKK 391.81 is 9.5% below this fair value, which means that the share is slightly undervalued appears to be slightly undervalued.
Share price 53.60€ (17.04.2023 11.43 a.m.)
+ 4
Hello folks,
Today we're traveling to Scandinavia again. I'm surprised that we haven't already been introduced to today's company from Denmark by the Nordic Grand Master. (@Raketentoni )
That's why I'm all the more looking forward to our Mr. Prompt's assessment.
My dears, but of course I am also looking forward to many comments from you.
So let's start right away with the introduction of
$NETC (+3,01 %)
Netcompany Group right away.
Netcompany Group A/S specializes in the provision of IT services in the field of electronic commerce. Net sales break down by activity as follows:
- Maintenance and technical support (51.9%);
- Development, implementation and management of IT solutions and services (47.6%);
- Sale of licenses (0.5%).
Net sales by market are split between the public sector (64.8%) and the private sector (35.2%).
The geographical breakdown of net sales is as follows: Denmark (52.6%), Belgium (12.1%), Greece (10.5%), United Kingdom (10%), Norway (5.3%), Luxembourg (2.8%), Netherlands (2%) and other (4.7%).
Number of employees: 7,942
Solution overview
1) Public sector & administration
2) Security, defense & resilience
3) Infrastructure & mobility
4) Energy, climate & sustainability
5) Economy & private sector
6) Cross-cutting technologies
🎯 Brief summary for you as an investor
Netcompany covers almost all critical digitization areas in Europe with a focus on:
The portfolio is extremely broadbut at the same time highly specialized in digital platforms with reusability - a clear advantage for margins and scalability.
Netcompany - Product overview
1) ERMIS
Europe's leading customs solution. A modern, fully digital platform for customs clearance, transit processes and legally compliant customs processes. → Focus: public authorities, customs administrations, international logistics.
2) SOLONSTEUER (SOLON TAX)
Digital revenue and tax management for the public sector. An end-to-end solution for tax collection, payment management, compliance and modernization of government revenue systems. → Focus: tax authorities, ministries, national tax administrations.
3) PERSEUS
Future-oriented platform for pension and security administration. Digitizes pension processes, benefit allocation, case management and governance workflows. → Focus: pension funds, social security funds, state pension authorities.
4) LUMENUS
Next-gen risk analytics for the modern public sector. A data-driven platform for risk detection, analysis, prevention and decision support. → Focus: public authorities, security organizations, regulators.
5) DX4B
Modern banking platform for dynamic requirements. Supports digital banking processes, customer interactions, compliance, product management and modern financial architectures. → Focus: banks, financial service providers, fintech modernization.
🎯 Brief summary for you as an investor
Netcompany offers no generic IT productsbut highly focused, modular platform products for regulated, government and security-critical areas:
The product portfolio is strategically strong, scalable and resilient to economic cycles.
Netcompany - Future platforms
1) PULS
A real-time data enginethat connects all the moving parts of a company. It collects, links and orchestrates data across systems, enabling faster decisions, automation and growth. → Future relevance: real-time data, interoperability, AI readiness.
2) AMPLIO
A platform for orchestration of process automation and case management. It digitizes complex procedures, workflows and authority processes - scalable, modular, highly reusable. → Relevance to the future: Automation, efficiency, public sector digitalization.
3) AMI
A platform that companies, governments and citizens via intelligent, dynamic services. It enables secure interactions, self-service, identity management and seamless digital journeys. → Future relevance: Citizen services, digital ecosystems, secure interactions.
4) EASLEY
An AI platformthat increases productivity and empowers organizations, independent and resilient in the age of AI. It integrates AI models, automates knowledge work and supports data-driven decisions. → Future relevance: AI enablement, automation, knowledge work 2.0.
🎯 Brief summary for you as an investor
These four platforms are Netcompany's future stack - they address exactly the areas that are growing structurally in Europe:
They are modular, scalable, reusable and have extremely high barriers to entry - a clear strategic advantage.
New contracts:
HM Revenue & Customs
COSMOTE
OBOS Bank
Danmarks Domstole
Forca
Piraeus
New contracts continue
STRYRELSON FOR IT OG LEARNING
HEDNO
COSMOTE
NATIONAL BANK OF GREECE
IKOMM
📌 Investment summary on Netcompany (2025-2028)
1) Growth - strong but not overheated
Valuation:
Solid structural growth, no high growth, but very stable.
2) Profitability - clear upward trend reversal
Evaluation:
Quality feature - Netcompany becomes more efficient and has higher margins.
3) Free cash flow - growing strongly
Valuation:
FCF machine - very positive for shareholders.
4) Balance sheet - greatly improved stability
Valuation:
Financially extremely solid - risk decreases, flexibility increases.
5) Return on capital employed - ROE increases significantly
Assessment:
High quality profile.
6) EPS - strong value creation for shareholders
Valuation:
Very shareholder friendly - real value appreciation.
🎯 Overall conclusion for you as an investor
Netcompany is a structurally growing, highly profitable digitalization champion with clear margin expansion, strong FCF growth and falling debt.
The share offers you:
In short: 👉 Netcompany is a high-quality compounder in the European IT sector. 👉 Very attractive for long-term investors. 👉 Risks are manageable, high upside due to scaling.
🔹 Value (valuation)
The valuation shows a clear easing over the coming years.
Value conclusion: Netcompany is transforming from an expensive quality share to a fairly valued, FCF-strong compounder story. In 2028, the share looks clearly undervalued relative to growth.
🔹 Growth (growth)
The valuation ratios reflect healthy, structural growth growth.
Growth conclusion: Netcompany is not a high-growth techbut a solid mid-growth digitizer with scalable platforms. The growth is predictable, resilient and high-margin.
🔹 Quality (quality)
The rating shows a company with high operational quality:
Quality conclusion: Netcompany is a high-quality digital infrastructure player with strong margins, high customer loyalty and clear scalability.
🎯 Overall valuation (short & honest)
Netcompany is expensive in 2025 - but clearly attractively valued in 2027/2028. The share is developing into a quality compounder with falling multiples and rising cash flow power.
👉 Value improves significantly 👉 Growth remains stable 👉 Quality is high and continues to rise
For long-term investors this is a very good profile.
The key figure with the highest stability for the Netcompany Group share is the operating cash flowwhich is used below for the valuation. The KCV calculated from this key figure KCV (price/cash flow ratio) calculated from this ratio is 30.44 which is 4.23 points below the historical average of 34.67 for the last 10 years. From this perspective, the Netcompany Group share appears to be favorably valued to be favorably valued.
The fair value of the Netcompany Group share is calculated over the 10-year valuation period selected above. The average KCV in this case is 34.67.
Multiplied by the operating cash flow per share of DKK 12.48 over the last 4 quarters, the fair value of the Netcompany Group share is fair value of DKK 432.74. The current share price of DKK 391.81 is 9.5% below this fair value, which means that the share is slightly undervalued appears to be slightly undervalued.
Share price 53.60€ (17.04.2023 11.43 a.m.)
+ 4

Hello to the GQ community ✌️
My first post after being kicked about 4 weeks ago - who would have thought that solidarity towards one of the members (@Klein-Anleger ) would lead to a ban so quickly? But the goodwill of getquin was so BIG (and above all "on trial") that they graciously let me back into the holy grail of the GQ community 😉
So guys, learn from my mistakes: the goodwill here is not an Infinite Money glitch ! Save your solidarity, reduce your commitment to other members to zero and the most important thing 🚨: No surreptitious advertising for alternative financial platforms like "Cisdord" 😉😂.
Sorry, the side blow after 4 weeks of abstinence had to be 🤝
so joking aside...
⏳The first three months of 2026 have passed. Time for a brief interim summary of the current status of my reconstruction.
Before I started rebuilding the portfolio, I naturally thought about what strategy I wanted to pursue in the coming months and years - especially with regard to stock selection and weighting.
To be honest, my original plan was to keep a portfolio with a maximum of 20 shares. In the course of time, however, I realized that it will probably not stay at 20 stocks, but that the number is more likely to increase to around 30 positions (+/-).
♟️Mein Focus & my strategy:
In a nutshell: The clear focus is on growth 🚀. Dividends tend to play a subordinate role. Here I show you my shopping list and what my portfolio should look like in the future. The stocks I have already bought are marked with a green tick and without a tick, I'm still waiting ⏳
🤖TECH:
🏦💸FINANCE:
🏥🩻HEALTHCARE:
🏭🏗️INDUSTRIE & REST:
------------------------
this is my extended watchlist:
IN TECH:
RAMBUS $RMBS (+6,05 %) , QNITY ELECTRONICS $Q (+4,98 %) ,
INNODATA $INOD (+7,38 %) , NETFLIX $NFLX (-1,51 %) ,
VERTIV $VRT (+3,84 %) , PALANTIR $PLTR (+2,66 %) , VAT GROUP $VACN (+6,15 %) , BROADCOM $AVGO (+2,2 %) , AMADEUS IT $AMS (+3,78 %) , DISCO CORP $6146 (+2,33 %) , ATEN NETWORKS $ATEN (+4,09 %)
FINANCE:
APOLLO GLOBAL $APO (+3,32 %) / BLACKSTONE $BX (+0,53 %) , ALLIANZ $ALV (+1 %) , FIRSTCASH $FCFS (+0,19 %) , BLACKROCK $BLK (+2,39 %)
$SKWD , VERISK ANALYTICS $VRSK (-0,66 %) PRIMERICA $PRI (+0 %) , ERIE INDEMNITY $ERIE (+0,98 %)
HEALTHCARE:
CATALYST PHARM $CPRX (+1,82 %) , MERIT MEDICAL SYSTEMS $MMSI (+1,69 %) , REGENERON PHARM $REGN (+0,28 %) , UFP TECHNOLOGIES $UFPT (+4,43 %) , ADMA BIOLOGICS $ADMA , PROGYNY $PGNY , COLLEGIUM PHARM $COLL (+4,27 %) , LIGAND PHARM $LGND (+4,22 %)
REST:
MISUMI GROUP $9962 (+3,09 %) , KANEMATSU $8020 (-2,07 %) , APPLIED INDUSTRIAL TECH $AIT (+2,49 %) , BADGER METER $BMI (-23,71 %) , HUNTINGTON INGALLS INDUSTRIES $HII (-0,21 %) , CEMENT ROADSTONE HOLDING $CRH (+2,49 %) , KADANT $KAI (+2,92 %) , INTERTEK GROUP $ITRK (+3,28 %) , IDEX CORP $IEX (+2,73 %)
This is not yet my final stock selection/watchlist. Of course, there can always be changes if, for example, the @Tenbagger2024 continues to present such undiscovered gems 🙏🏽🧐
------------------------
What should the sector/country weighting look like?
Let's start with the "desired"
🌍country weighting:
🇺🇸🇨🇦USA ~60%
🇪🇺EUROPA ~20%
🇯🇵JAPAN/ASIA ~15%
Rest ~5%
Sector weighting should be as follows:
💻TECHNOLOGY: ~30-35%
💸FINANCE: ~ 20-25%
HEALTHCARE: ~ 10-15%
🏭INDUSTRY: ~ 10-15%
REST: ~ 5-10%
So, what has happened since the beginning of the year?
Of course there were no sales 😬
There have been a few purchases where I have a finger in the pie.
JANUARY PURCHASES
$INTU (+1,49 %)
$GRAB (+4,86 %)
$NOW (+0,13 %)
$MSFT (+0,76 %)
FEBRUARY PURCHASES
$NOW (+0,13 %)
$INTU (+1,49 %)
$SPGI (+1,1 %)
$SNPS (+1,39 %)
$CSU (+0,21 %)
$SOFI (+0,99 %)
$CRWD (+1,54 %)
MARCH PURCHASES
$MUV2 (+0,52 %)
$3064
$8001 (-0,12 %)
$6861 (+1,78 %)
$DB1 (+0,62 %)
$V (+0,73 %)
$HLI (+2,52 %)
$MSFT (+0,76 %)
$CTAS (+1,08 %)
$MELI (+1,95 %)
$BN (+1,2 %)
$PGHN (+4,21 %)
$BR (+0,25 %)
Due to the global political situation - especially because of this 🍊 in the White House, whose tweets cause more tsunamis 🌊than real natural disasters - and the current drawdown in the S&P 500 (which is very convenient for me right now and gives me a lot of pleasure 🤩), I am accordingly under water💦🫧 with some of my purchases so far.
but hey, we're investing for the long term, aren't we? So easy going, all relaxed 🥱 I will most likely not make any more purchases in the next few days or weeks, park my cash position elsewhere or put it in overnight money and wait and see which zone the market settles in or wait for it to stabilize.
What do you have on your watchlist?
Are you currently waiting or how are you dealing with the current situation?
@Get_Rich_or_Die_Tryin
@Tenbagger2024
@Max095 and of course all other members
Ok, that's enough now 😂
that's it from me for now ✌️
your stock master
Principales creadores de la semana