imagem de perfil
will continue to be held
1
imagem de perfil
@SemiGrowth
Still with us?
imagem de perfil
@Tenbagger2024 sure, the numbers will be great
imagem de perfil
@SemiGrowth
Yes, I'm really looking forward to it.
imagem de perfil
@Tenbagger2024 I actually thought that they might still fall after a beat because of the valuation. But after the Palantir figures and their pump, I'm optimistic. I also think the expectations are far too low. But we'll see
imagem de perfil
@SemiGrowth
I have the impression that this is a small money-printing machine. The margins are inspiring. You take cash out of the pockets of young people in the gaming sector. Then again via advertising and via marketing and monetization of apps.
imagem de perfil
@Tenbagger2024 Yes, and you have a monopoly, if I remember correctly. Also high switching costs
imagem de perfil
@SemiGrowth
That's how I saw it at the time and that's why I got in. As always, unfortunately with too small a position
imagem de perfil
@Tenbagger2024 fr, I've never invested so little in a position. But it's now my 4th largest
1