Now for Kuutti
the sky is the limit again, after we broke through the ā¬60 ceiling ![]()
I have to give myself a pat on the back. My addition hit the bottom of the stock price perfectly, after trying hard enough
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Now for Kuutti
the sky is the limit again, after we broke through the ā¬60 ceiling ![]()
I have to give myself a pat on the back. My addition hit the bottom of the stock price perfectly, after trying hard enough
![]()


I wonder if thereās been some good news. Quite a spike. 
Well then. It seems Qt currently represents 20-25% of my portfolio. Even there, a sale hit 149 euros thanks to the missus⦠Buybacks in three tranches: the first at ā¬70, the second at ā¬39, and the third at ā¬47.
My guess is that this is that āefficient marketā at work. +4% today, -3% tomorrow. Then some Shareville-style discussion on why itās going up and why itās going down and if now is a good time to buy.
This holding has really made me scratch my head. On top of this, with year-end tax selling, itāll be a 1⬠stock ![]()
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Already down about ~67% from its peaks. Peaks were somewhere around 5.6⬠and today it already hit a low near 1.8ā¬. Itās grim
The bots went totally haywire with Quutti, it was a proper pump & dump ![]()

The earnings were well-received by the market, and the app is getting math and music in an update. Add a bit of AI hype and a high beta on top.
How to identify a quality company?
Shareholders reward even the smallest gains like this:

Solid! I would have liked to put a bit into this myself, but I donāt have anything to put in
My final paycheck hits the account sometime around the turn of the year, so Iām ābrutally late like the folks from Nurmo!ā Damn, it really eats at you.
But congrats to the owners. Iāve been a supporting member for 136 days already ![]()

Insiders have started buying this this month. One of Coeus Investās stocks which they have apparently now let go of.

I took a look at its forecasts on Marketscreener. If anyone thinks Kempower or Qt are expensive, they are nothing compared to this. Duolingo would have to deliver some pretty massive beats for even the 2026 P/E to be at any reasonable level
.
I wonder what the record is? But I havenāt seen beats like this in ages ![]()
Consensus 39 cents, actual 87 cents, so only +123% vs. expectationsā¦
https://finance.yahoo.com/news/cion-investment-corporation-reports-third-130000872.html
Those fearing a catastrophic earnings report were surprised when it was just bad, but not catastrophic. Now thereās a meme-rally, but as Q4 approaches, weāll be sliding down in panic again, as they still need to hit the 20% lower bound of the full-year growth forecastāwhich is a tall order
Oh well. Letās take the meme gains.
Earnings reporters Plug and Unity are racing in after-hours. Didnāt quite hit the mark, it seems.


-30.5% post market
Could today be the day, following Powellās speech and Teslaās symbolic HSBC āreduceā recommendation, that this AI hype and the Magnificent 7 start taking an honest setback as we approach Nvidiaās earnings release (21.11.2023), for instance?
These stocks are being hyped as cheap on various forums, citing forward P/E ratios that contain absolutely incredible assumptions
as far as I understand, not a single insider from the management team has been on the buy side in 2023, but has instead been selling as fast as they can; who knows if they have such poor visibility that they donāt perceive the potential reflected through the forward P/Eā¦

NVIDIA seemed to bounce a bit again today as the R&D department reacted to regulatory changes at pace
Amusingly, that best āChina-crippledā model bypassing export restrictions is faster than NVIDIAās flagship H100 if used for LLM inferencing.
The pattern seems clear. The US government comes up with restrictions, NVIDIA bypasses the restrictions, and the chip peddling continues.

Kamux interestingly +5% right at the open, but now 30 minutes later -2%
So, were the results good or bad?
Kamux has risen quite quickly during the beginning of November, probably because a good result was anticipated based on the general development of the car market. I donāt know what kind of miracle was expected, but there is a slight aftertaste of a scam market here.