No problem! Croma is my second favorite behind Kinovo but it’s really close. I also think DSW is really interesting and Hurdle Rate has some great articles on it
I chose the AIM Exchange mainly because I’ve never done an A-to-Z before, and the AIM Exchange is quite small, so I figured it would be easier to handle. I also wanted to start on an exchange where I had previously found interesting companies, and I had already discovered a few ideas there before attempting an A-to-Z (I’ll probably write one up in a couple of weeks).
Overall, I’m very happy with my decision, as I’ve found some intriguing ideas and it has helped me start fine-tuning my technique for the next exchange. My goal is to eventually do an A-to-Z on the OTC, but that market is quite large to begin with.
Hey, thanks for mentioning me and well done with your article :) just one thing - for IGR.L, you should remember that the true NCAV is even higher, as you should also add right-of-use assets from fixed assets.
A few years ago the accounting standards changed and now leases are counted on the balance sheet as both an asset and a corresponding liability, so if you remove total liabilities from current assets to come up with NCAV, you are also removing the lease liability but without adding the asset value, which is in the non-current/fixed assets section. You should either count both the asset and the liability, or skip the lease liability completely, as that's just an accounting gimmick
Bilbel Capital is run by Gabriel Sammut on X (I think he only manages his own money). His letters are very interesting as he only held one position for a few years.
The link to his website isn’t working, so I’d recommend just looking him up on Twitter
With Regards to Gattaca, some of these recruiters are looking really good value right now but they are struggling massively. I can't see any signs of improvement and I am not sure what the catalyst is to suddenly turn them around.
croma seems like the most interesting idea to me. thanks for sharing
No problem! Croma is my second favorite behind Kinovo but it’s really close. I also think DSW is really interesting and Hurdle Rate has some great articles on it
Comment Appreciated.
Today I'll be inuagrating few subscribers to something huge. lts a I!fe - chan ging เηνεςtment rεaςch 0ut to my stockbroker on.
📥𝘄𝗵𝗮𝘁𝘀𝗮𝗽𝗽±1 5856230133
TeII him ! Sent u. lts I!fe - chan ging
I’ve stumbled on your profile through your post on Kinovo and I have to say I’m glad I did because all your other posts have been a joy to read.
If I may ask, is there a reason you have have chosen AIM considering there would be small caps in other markets as well? Just curious :)
Thank you for the kind words!
I chose the AIM Exchange mainly because I’ve never done an A-to-Z before, and the AIM Exchange is quite small, so I figured it would be easier to handle. I also wanted to start on an exchange where I had previously found interesting companies, and I had already discovered a few ideas there before attempting an A-to-Z (I’ll probably write one up in a couple of weeks).
Overall, I’m very happy with my decision, as I’ve found some intriguing ideas and it has helped me start fine-tuning my technique for the next exchange. My goal is to eventually do an A-to-Z on the OTC, but that market is quite large to begin with.
Comment Appreciated.
Today I'll be inuagrating few subscribers to something huge. lts a I!fe - chan ging เηνεςtment rεaςch 0ut to my stockbroker on.
📥𝘄𝗵𝗮𝘁𝘀𝗮𝗽𝗽±1 5856230133
TeII him ! Sent u. lts I!fe - chan ging
Hey, thanks for mentioning me and well done with your article :) just one thing - for IGR.L, you should remember that the true NCAV is even higher, as you should also add right-of-use assets from fixed assets.
A few years ago the accounting standards changed and now leases are counted on the balance sheet as both an asset and a corresponding liability, so if you remove total liabilities from current assets to come up with NCAV, you are also removing the lease liability but without adding the asset value, which is in the non-current/fixed assets section. You should either count both the asset and the liability, or skip the lease liability completely, as that's just an accounting gimmick
where could I found Bibel Capital’s other writings?
Thanks!
Bilbel Capital is run by Gabriel Sammut on X (I think he only manages his own money). His letters are very interesting as he only held one position for a few years.
The link to his website isn’t working, so I’d recommend just looking him up on Twitter
a Great 👍 article!
Good stuff! I appreciate the mention
No problem! I really enjoy reading your write-ups; they’re always very high quality and interesting.
With Regards to Gattaca, some of these recruiters are looking really good value right now but they are struggling massively. I can't see any signs of improvement and I am not sure what the catalyst is to suddenly turn them around.
Comment Appreciated.
Today I'll be inuagrating few subscribers to something huge. lts a I!fe - chan ging เηνεςtment rεaςch 0ut to my stockbroker on.
📥𝘄𝗵𝗮𝘁𝘀𝗮𝗽𝗽±1 5856230133
TeII him ! Sent u. lts I!fe - chan ging