You shouldn’t recommend New Vegas to today’s youth until an AI-made remake is ready, where all dialogue has been changed into a form that young people can understand. Here’s a taste of what’s to come:

I can’t breathe
![]()
But does Mr. techbro understand why it’s not a good idea for agents to mass-email ‘what I did this week’ ![]()
So many nice tweets could be made from that
https://www.is.fi/hiihtolajit/art-2000011053626.html
https://www.hs.fi/urheilu/art-2000011053817.html

Here are some thoughts and lessons in the style of Charlie Munger. ![]()
The tweet thread includes text and short clips.
https://x.com/thexcapitalist/status/1893761138124320774

The rest of the tweet thread, but note that the tweet thread contains video clips.








EDIT:
Happy start to the investment week?
The Citi US Economic Surprise Index indicates how much US economic data surprises compared to analysts’ forecasts. If the index falls, it means that recent economic figures have been weaker than expected.
The number of clickers on the charity event’s citizen’s initiative link has already exceeded the 200 (186+15) “ghost limit”!
Awesome👏
Thanks to all signatories😊
Tomi reminds us to go and vote/like.
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How do you get the dividend yield so high if last year’s dividend was 0.20 e per share!?
I came for coffee because Nordea Investor isn’t working. Neither on mobile nor on computer ![]()
Inderes goes AI: the first AI-produced podcast is here! ![]()
The purpose is to pick companies under our coverage from Helsinki and Stockholm once or twice a month and generate 10-30 minute podcasts based on extensive reports and company reports. The language, at least for now, is only English.
Naturally, these will in no way replace real interviews or podcasts (unless the audience decides otherwise
) but serve as supplementary content. In a way, these could be thought of as a kind of taster to get to know new or already familiar companies more closely.
Let us know what you think of this experiment and if you get anything out of it!
And be sure to follow the channel on Spotify! ![]()
Nordea’s online bank doesn’t show investment information either.
Could AI be put into Roasts to grill CEOs with really nasty and difficult questions
?
No need for Inderes staff to burn bridges, win-win. ![]()
“Yeah, sorry about that, it was a pretty rough set, this AI tuning is still a work in progress
”
Today I concluded that Neste’s bottom has been reached, and the reason for this is @Verneri_Pulkkinen’s interview with Heikki Malinen. Malinen is known as a business leader, the Finnish equivalent of Hide the Pain Harold, meaning a person who never smiles normally but looks like a smile is used to cover immense pain.






But, but! Now that Malinen has become CEO at Neste and has heard INSIDER INFORMATION about the company’s true situation, just look at the smile that has appeared on his face:

Based on this analysis, it is clear that the markets have overestimated Neste’s difficulties, and now is indeed the right time to finally start a Neste stock purchase program. I understand that some investors may be skeptical of this analysis and its conclusions, but remember that in efficient markets, it is impossible to gain a competitive advantage if you conduct your analysis in exactly the same way as all other investors and analysts ![]()
Now that Musk/Trump are turning US arms deals and Starlink into a blackmail tool, and it pisses off like a small or big squirrel…
On the other hand, it’s good that Musk has messed up with Starlink. One dares to put money into the communication technology sector again.
An undervalued sector, although a slight concern (in addition to indebtedness) is what value mobile networks on land will have if 100% internet coverage is eventually achieved via satellites. Of course, if the signal comes from afar, the brothers from China and Russia can surely tamper with and block it.
Indeed, the portfolio holds a couple of larger positions in Vodafone (Spacemobile) and Telenor. They are not coincidentally non-American, and Telenor now through DNA. Elisa has also been eyed closely, and BCE is under closer scrutiny from Canada.
I’m wondering if a thread should be opened for the (tele)communication technology sector at some point, or if I just haven’t noticed one. If one is missing, would @Sijoittaja-alokas approve such an idea and have time to create one sometime? ![]()
A bit like the general thread for IT service sector companies?
I’ll look into those a bit, so I can send you a private message about it, to ensure the thread and its opening post are appropriate. ![]()
Something like that. Don’t want to post more general messages about industry development in, for example, Telia’s, Vodafone’s, or Elisa’s threads. I guess telecommunications technology is the general term. ![]()
Alright, understood. ![]()
I’ll send you a private message sometime.
Thx! I’m also looking at that IT service sector thread now. Apparently I’ve muted it sometime, so I wasn’t even aware of such a thing.
(Sometimes the idea was to condense the followed threads, and I muted the supposedly non-essential ones with a pretty broad brush. It was a mistake.
)


