Yannis Stournaras, governor of the Bank of Greece, gives some color on some of the drivers for $EPSIL.AT opportunity. It has to do with 60 Billion Euro per annum.

Yannis Stournaras, governor of the Bank of Greece, gives some color on some of the drivers for $EPSIL.AT opportunity. It has to do with 80 Billion Euro per annum.

Greece Tax Authorities are seriously stomping out the informal Economy $EPSIL $EPSIL.AT

Australian INTL flights cost 50% more than pre-pandemic. But fear not. Supply will catch up by 2030! $CHL.AX $CHL

The revenge of the zombies!

Apple shapes reality.

Goldman wakes up from cryosleep, thinks Greek Banks are ok. Well, a year (or two) late, a dollar short. Nevertheless, $EPSIL.AT better (buy what the bank is buying). 🤷🏻‍♂️🇬🇷

$AAPL Wen 90$? 🙃

- OPAY cost base is very low. Hold for sale on the balance sheet, means intended to sell in 6 months (not a commitment). It's doing great on its own. No rush to sell if the price isn't right & can wait for the IPO to exit.

- 2% to 3% share is 50% growth, over pretty stable OPEX and limited incremental cost of growth makes for good economies of scale. - Western user ARPU could be 8X+ that of India/Africa. - Still, the vast majority of users are from emerging markets and the transition is ongoing.

- Majority of revenues are from Western countries and these revenues are growing the fastest. - Product driven adoption: Privacy (VPN), ad blocker, Plugins. Managed for decades to be a bit ahead of the Browser pack.

now 50 mm MAUs after 6 months using the same technology, monetized with advertising. - the more one uses a Browser the stickier it becomes (bookmarks, etc). - looking for other similar verticals. - They do not think Organic growth rates will slow. 20% off strong USD

$OPRA notes from TD Cowen Technology, Media & Telecom Conference: - GX growing at more than 50% since the beginning of last year could be still in its early days, ~5% of the opportunity. - GX - "not about convincing .... to stay with it. It's ... allowing people to discover it"

- GX has the highest usage statistics $OPRA. The user segment spends most of their time in front of a computer screen (Browser). - No Reopening dynamics (spend less time at the screen & more outside). - Next verticle is Spot. Took Opera News and calibrated it to various sports->

I forgot. 🫡 Rare feat of logic. We have done the same, only with hedging.

Fund managers divesting $META Nov 2022 public mia-culpa cries, premature attempts at "learning" were massively detrimental to success. Does anyone know any fund manager who post capitulation turned around and bought the position upon new data on $META?

The Australian/NZ Camper, Caravan demand is Booming. The Supply side is expanding healthily. And connecting the two, $CHL.AX. H/T @arigoldtweet

We are now roughly at 2019 pre Covid Intl traffic to NZ. $CHL.AX is a big beneficiary.

Could $PM becomes an ESG investment?

Epsilon Net first Q 2023 results are very strong. Continued execution and expansion of business horizons in Greece and beyond. "Double digit language" becomes "significant growth". Seems like a significant Acquisition if in the works. $EPSIL $EPSIL.AT

Health tip: Do not ask Bard to find articles about a stock that drops some. The "Articles" (hallucinations) it will "find" (invent) for you are breathtaking.

$OPRA unveiling Aria, browser AI. Opera users are getting access to a leading generative AI service for free.

Just a little fun drill, at $FTCH multiples (🤡), we need to be sitting > 6 AUD per share.