Signature day for our friends at Microstrategy who announced the issuance of 21b in 8% pref shares, to be used for the only business activity: Buy more Bitcoin. This will significantly derisk thei BTC-backed debt. Divies to be paid as usual from BTC FV gains. Can't understand why the stock is down

Trump loves the stock market. The stock market loves Trump.

Just starting my look through small German construction cos. and contractors. Any names I should focus on?

I am certainly the only one on Bsky following that name, but 12m pre-figures by Nordwest Handel were slightly encouraging for the German construction sector. Steel slightly picking up in H2. Is the bottom near? www.investor-relations.nordwest.com/reports-news...

Wintergems Substack is one of the best out there and I highly recommend to subscribe to it for free

Sutje@sutje.bsky.social · 2y ago

My friend govro12 also left Elnos X. But he will continue writing on Substack his Wintergems write-ups. I highly recomment to follow. Last one about $HIFS Hingham - small US outsider bank. www.wintergems.com/p/hifs-revis...

Just sent out the 2024 performance review and some thoughts on "process vs outcome" in today's markets. Now live on augustusville.com