Inderesin kahvihuone (Osa 10)

Thanks, but Inderes’ strategic decisions are made on entirely different grounds :wink:

  1. Yes, I was there last spring. It was quite a strenuous trip in the middle of a tight work schedule, so I don’t know if I can do it again - but it was fun and a great experience!
  2. No. Roope’s significance in success has been great; he is, in my opinion, the greatest pesäpallo player of all time and also a very fine person, but he is still just one man - and Jymy is always bigger than one man. It’s pointless to try to fit anyone into the same shoes, but a certain renewal is continuous, and a solution will be found for this (by people smarter than me).
  3. You might be on the right track. People from Kajaani were previously very enthusiastic during a period when high-level men’s pesäpallo was also played in Kajaani. Since then, it has fizzled out, which is probably at least one reason why they don’t come in such large numbers to follow Jymy’s games. But we are trying to activate them and get them involved in the journey. I do believe there is demand for top-level sports in the region, especially since Hokki went bankrupt earlier this year.
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@Juha_Kinnunen I’d also like to ask if you get statistics from Sanoma Media/Ruutu on how many TV viewers Jymy’s and other teams’ matches attract? Or is this known only by the federation and Sanoma?

Thanks for the trust @Osinkoseilaaja, I can reveal that we are talking about a six-figure portfolio, I don’t think I will ever reach the portfolio sizes of @Lyly_ja_Immo and @superg, unless I live to be over a hundred years old and continue saving until then :slightly_smiling_face:. And as you said, don’t lose faith in Tokmanni, the red truck will push itself out of the swamp again and even @Vanerihands’s memes will take a different direction :slightly_smiling_face:.

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I already see the Model Portfolio’s next acquisition target.

7.8.2025 Admicom: Valuation is starting to look interesting again

28.8.2025

image

So, changing horses mid-race is in the cards, whether it’s Admicom or something else.

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Teemu, the Temu of politics! Some like him, even though… and some avoid him, even though…

Exactly. Nature is a much bigger thing than short-term memory, the wilderness of Lapland, the drying south, melting ice. Galaxies are part of nature and humans cannot budge them. Perhaps someday somewhere a being will develop that can even slightly touch the traces of humans. It is useless for dictators to feel important or for an investor to wonder when to sell. It doesn’t even have the same significance as a drop in the Atlantic. But living is generally fun and, to some extent, worth protecting, at least for fellow species. However, the evolutionary background does not favor such behavior.

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Raharadio was kicked off again as autumn arrived! :radio: With Sauli and Marianne, we talked about the weakness of consumer confidence and what it would take for it to pick up. Additionally, we highlighted shareholder benefits, which for some reason are not found in abundance on the Helsinki Stock Exchange :thinking: (highlighting K-Plussa for Kesko owners and the Viking Line shareholder card). And finally, we talked about corporate subsidies. Hopefully, it’s enjoyable to listen to heading into the weekend! :blush:

Topics:
00:00 Introduction
00:40 Mood after the summer
02:27 Why is consumer confidence at such a low level?
18:18 Broader shareholder benefits
31:50 Corporate subsidies
46:57 Financial tips

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@Tomi_Valkeajarvi already published an article yesterday on the results of the community survey. Today, I personally went through all the given answers, especially the comments concerning the development of the analysis. From this, I received several useful tips and focus areas for my own work in the future. And possibly ideas for other content outside the actual analysis. So, many thanks to everyone who responded! Feedback is read and utilized. Hopefully, you will continue to respond actively in future surveys as well. Have a nice weekend!

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I haven’t read the legendary Security Analysis book in certainly 10 years. A 700+ page work isn’t something you get through in a day, but I absolutely recommend it to everyone. I didn’t remember that Graham himself lost 70% of his money between 1929-1932, during the Great Depression.

20250829_144338

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a man in a suit and tie is sitting in a chair .

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Thanks @JHeiskanen for the very interesting and high-quality LapWall article, excellent stuff. :slight_smile: :pray:

This company started to interest me a little. :thinking:

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@JHeiskanen the weighting has now been measured, 1.59 percentage points.

So OMXHPI -0.1% and LapWall +1.49%

The market is always right!

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[quote="vanha_Qfwfq, post:6333, topic:5928

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Yes, there could be much more price fluctuation in market electricity than currently if data centers consume all nuclear-generated electricity with their steady consumption.

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That was an excellent review of Lapwall, thank you :pray:

Fodelia, which was visited on the same trip, would be first on my wish list.

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Well, that took its time this time! :smiley:

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Mikael and Petri discussed the warners :slight_smile:

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Why is consumer confidence at such a low level

The worst employment market in recent history, which also hits those with higher education exceptionally hard:
kuva

Purchasing power has not budged, and there are only small or large tax increases with dwindling services:
kuva

Raise wages by +20% and get people jobs, then we’ll look

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A large number of schools are being closed. Are there just no children? Will more be born by offering money?
Why isn’t the real reason stated. Culture has changed. Those of fertile age do not long for noisy, smelly, attention-demanding packages to take care of, which later only cause trouble. Rather, money is put into cosmetics, entertainment services, travel, changing partners.
It is ensured that society will take care of us in old age, that’s why those taxes are paid now. Or whatever, something will surely be figured out.

From my own experience, however, one can say that despite the troubles, it would be empty without children and siblings.

Changes in thinking are needed, not money. Or a little of that too. However, the shortage is mostly of parents; when there are parents, children come naturally. There are already too many party-goers in Malta.

Welcome immigrants, our future elderly need you.

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[quote="Sissos, post:634

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