Quite the up-day in Helsinki 
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tatatata
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You have strong nerves.
Knowing myself and my impatience well, I have changed my approach to depreciated stocks so that I only buy them when I believe they are sufficiently certain to be starting an uptrend. Buying into rising prices is clearly more calming when looking back weeks or a month later than adding to positions as prices are falling.
This has started to develop much more slowly than I expected in December, but there is no rush.
About a year ago, I noticed Tyres (Nokian Tyres) had dropped to ten and seriously considered buying, but then I decided to sit on my hands until it seemed the bottom had been found. I even forgot all about Tyres, but at the end of November, I spotted it again. And now Iâm heavily married to it until we are 40-60% higher, at which point it will be time to trim some of the position.
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This LempÀÀlĂ€ shop of ours has certainly perked up. Letâs hope that in the coming years, the drill bits sell well and Robit remains highly competitive.
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These are those days when Iâm a pretend member of the Dividend Party.
(Quarterly dividend, note: In reality, the annual dividend yield is 4x that amount. Massive bags of money coming! So big that the man in the leather jacket is holding onto them for another three weeks before they hit the account)
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Then when Nvidia drops from $4000 â to $3000, I can say: âWhat did I tell you, told you it would drop!?â
https://twitter.com/Weketor/status/1765116974915317858
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I wonder how Helsinki will do tomorrow
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Looking at this 20-year chart every now and then, itâs strangely calming.
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Thatâs how it goes. Of course, with Nvidia, you might want to think twice about declaring yourself right just yet. Itâll probably bounce back from a minor -25% dip to 5000 dollars in no time.
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20 eur puhkesi, whats next? 
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Fortum is up for the second day in a row. SHORT SQUEEZE!
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Alright, now weâre on the rise, could the undervaluation finally be starting to unwind..
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Well, at around the ten mark one could start adding to the portfolio 
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Thatâs a pretty impressive graph being produced thereâŠ
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Eka wrote this in August 2022
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Haha, yeah, I have to admit that back in the autumn of last year, I didnât expect the party to keep going in that macro environment, or for the S&P 500 and Dax to continue their winning streak without any setbacks. Maybe eQ wasnât the best company to highlight from a short-term perspective either, as we already knew back then how deep in the shit the Finnish construction sector was and how heavily eQ depends on the real estate sector. (By the way, the eQ share price has now drifted down to a very attractive level 
)
I still think the point about Kempower was correct, and even though a proper retail bubble formed almost immediately after that post, followed by the now-inevitable crash back to current levels, those price levels and movements show no sign of efficient markets. Kempower is being priced for permanently higher profitability than its competitors in a hardware sales business like this, which is quite difficult to justify even in theory. They are good products, but they donât pump out some patented âKem-electricity,â so competitorsâ R&D will eventually catch up and eat away those excess profits. Thatâs how a market economy works, unless thereâs some unique software or something similar inside the hardware. 
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Yeah, basically, due to the slowdown in EV sales, Kempowerâs P/E should be in the 5-10 range right now for the stock to make sense to buy. 
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Letâs hype it up now that itâs rising rapidly again.
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didnât the market like Mirkoâs messages at the CMD?
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