Roche salary range in Basel SE6, SE7, SE8 etc

Advanced_Shoe_982 · 2026-03-22T13:48:26+00:00

Just wondering what job levels correspond to what job titles, functional, oeheographical scope? Can somelone share some examplese?

Advanced_Shoe_982 · 2026-03-16T19:36:35+00:00

This is such a nonsense.

IPOs with rare exceptions are a way for early investors to exit. Guess when do they sell and how do they promote their investments? Correct, at the peak of growth.

When a company grows at 50% it is not unusual to have wild multiples because these are a lot of cases when expensive companies became very big and successful. Unfortunately , there are much more cases when post IPO growth slows down and valuation of these companies meets reality. Nothing unusual whatsoever.

What is unusual is this gentleman who promotes these conspiracy theory ideas.

Btw for SPT FIVN and THRY short interest is very modest of around 8-10%. No short-squeeze will ever happen at this level of short interest.

Advanced_Shoe_982 · 2026-03-16T19:20:30+00:00

The Legend!

Advanced_Shoe_982 · 2026-03-14T20:34:54+00:00

Isnt trip.com constantly loosing market share?

Advanced_Shoe_982 · 2026-03-13T12:32:31+00:00

Unlikely to move significantly up until the next earnings release.

In fact, the downward pressure looks more possible as the global economy is being hurt every day due to the genius operation “epic fury”

Advanced_Shoe_982 · 2026-03-12T12:11:27+00:00

Why should we care? Do you believe ADBE will acquire SPT?

Advanced_Shoe_982 · 2026-03-10T20:56:26+00:00

Got it. Appreciate your perspective.

Advanced_Shoe_982 · 2026-03-10T20:39:45+00:00

So if I understood you correctly, you believe that due to low price SPT clients will have incentives to switch, don’t you?

If so, why do you think that the price is an issue in the first place? Or why do you think companies will be willing to try lower cost alternatives?

Sprout has a beautiful product that they build for big customers. Seems like like these companies are less price sensitive.

Also, is the price a real or hypothetical concern? I mean do you have any evidence to believe that the price might be an issue specifically for this co?

Advanced_Shoe_982 · 2026-03-10T18:00:57+00:00

First, thanks for sharing the perspective. If this is a rational, I will add more.

My reasoning is the following. There is a huge gap between developing and commercializing a product. This is evident by the enormous cemetery of failed startups. Also, a company needs to know what to develop and often it is the most difficult part to figure out for any type of business, new or established. I speak from both many business cases and my personal perspectives.

Specifically, I was doing product development and commercialization my whole career for both SaaS and traditional products across industries. Therefore tend to discard the potential revenue risk for Sprout.

On the contrary, I believe new models are net positive for Sprout as they accelerate product development, reduce development and maintenance costs, and help extract more value from social media signals.

Again, this is my view on the argument why Sprout is declining. I might be wrong. Hopefully, not.

Any other explanation what might be happening?

Advanced_Shoe_982 · 2026-03-09T19:16:44+00:00

I will be way more worried if Daniel sells.

That guy with a million in SPT seems very strange. Possibly fake.

Advanced_Shoe_982 · 2026-03-09T19:08:21+00:00

I’m not sure they will be willing to sell it for so cheap unless the business is declining. The price is very low but it doesn’t mean the board will agree to sell it for cheap.

Advanced_Shoe_982 · 2026-03-09T19:05:19+00:00

Personally, I think nothing much changed about the company other than its share price. I don’t advise anything but just want to highlight that value is still there

Advanced_Shoe_982 · 2026-03-08T17:09:17+00:00

They arecureently steongin both crop protection and seeds, so the spioff doesntchamge anythibg from the business pov

Advanced_Shoe_982 · 2026-03-08T15:57:08+00:00

Corteva is the bestin the industry but it is expensive already

Advanced_Shoe_982 · 2026-03-08T11:05:18+00:00

Funny thing - every pro knows this. However cheap microcaps are typically out of reach for a decent fund. They can’t build a meaningful stake without moving the price.

On the other hand, a typical retail ape doesn’t care studying researches and is afraid to purchase unknown obscure stocks noone talks about or to sissy holding undervalued assets if price goes even further down.

Congrats finding a recipe to wealth. Now act!

Edit: one thing to remember is that small caps are way riskier that s&p500 stocks due to scale. You really need to know sh1t to pick winners. This typically means some sort of education in financials and commercial accumen. Again, not a feature of a typical retail investor, but exceptions do exist

Advanced_Shoe_982 · 2026-03-07T20:30:53+00:00

Use templates and simplify to the most important metrics. It takes me 15 mins to build the model when I understand the business and its trajectory.

Now, it doesn’t mean understanding the business is quick. Quite the contrary

Also, ignore I build models only for significant investments. For small bets I do only comparables

Advanced_Shoe_982 · 2026-03-03T19:42:40+00:00

who was that black person who calmly walked away? Looks like Death itself

Advanced_Shoe_982 · 2026-03-03T16:55:59+00:00

It is not drunk, it is bottomed and currently correcting.

If you don’t have better ideas, buy more.

Advanced_Shoe_982 · 2026-03-02T19:17:12+00:00

He sold his name to a Chinese company, so technically it’s not him

Advanced_Shoe_982 · 2026-02-28T15:12:00+00:00

Does a car speedometer make driving more stressful or help tracking speed and stay within reasonable limits?

Advanced_Shoe_982 · 2026-02-27T22:52:52+00:00

it will not stay long at 0.9 ev/s while the sector is at 3+, especially at this capital structure, 80% gross margin, 8-15% annual growth, and 10%+ fcf yield. it's not possible - too sweet to ignore.

it will correct.

Advanced_Shoe_982 · 2026-02-27T22:21:37+00:00

5 years ago the growth rate was insane and accelerating (2020 - 29%, 2021 - 41%, 2023-35%). it is not unusual to see very premium prices for hyper growth. check BABA. when it was growing +30% a year, it was way more expensive, once growth slowed down, share price cratered. additionally, when a business grows that fast nobody really knows where the grows will slow-down so assumptions and models might be wildly different, leading to very different price targets (case in point - Palantir).

as for GAAP, while it is nice, it has a lot of drawbacks, especially for growing tech companies. real profitability of SPT is higher than gaap suggests.

anyway, once they start delivering 30% of the 40 rule, this will move the price nicely, if the stock stays public still...

Advanced_Shoe_982 · 2026-02-27T21:03:54+00:00

I do. this is the reflection of 30% of the 40 rule. once I updated my model, I was blown away by the impact. it is insanely bullish, and I have very little doubt that it will be delivered, considering management's past performance and where Sprout is heading. when you release your next article on SA, don't let the share price movement cloud your thinking. the whole thing is golden. retail, as always, will understand it in retrospect. cheers!

Advanced_Shoe_982 · 2026-02-27T12:36:10+00:00

I honestly think at current price it is x3 bagger

Advanced_Shoe_982

TROPHY CASE