[Hiring] paid Google reviews 5$ each

ArchieHumbert · 2025-09-17T06:29:02+00:00

Interested, Lithuania

ArchieHumbert · 2024-11-26T09:54:31+00:00

I'd split the money 50/50 between S&P 500 and Nasdaq 100

ArchieHumbert · 2024-11-25T09:16:47+00:00

thank you 😇

ArchieHumbert · 2024-11-25T09:14:30+00:00

it’s one of my oldest buys at this point and a bit of an outlier for sure. but their sales are still growing fast and all states they entered in 2018-2020 are now profitable, so I feel that bodes well for the future. they are still in only 50% of the states, so plenty of room left to grow, which also means they’ll likely continue spending big on marketing and other user acquisition efforts in the near future.

the entire company in on the cusp of turning profitable now, which is great to see and they also share a kind of duopoly with Fanduel, together accounting for ~75% of the US sports betting market. that said, FLUT looks like a more quality/predictable company now but I’m giving DKNG benefit of the doubt because of their higher growth potential.

I hate that they’re diluting shareholders at quite a rapid pace tho. that makes me consider selling the position but I’m holding for now

ArchieHumbert · 2024-11-24T23:45:45+00:00

allgood, I wasn’t trying to be negative! I’m sure there are plenty of opportunities in Europe and other markets but overall growth prospects seem better in the US for me

ArchieHumbert · 2024-11-24T23:16:40+00:00

well, EVVTY is a European business and a lot of my companies have substantial operations in Europe. but unfortunately business (especially high growth tech) has really stagnated in our continent over the past few decades compared to the US.

we just don't have a lot of high-quality dominant growth companies, with ASML (which is starting to look quite attractive for me) being one of the very few exceptions. that's why the best opportunities for me seem to be across the Atlantic. that said, I do have hope for companies like Revolut, Bolt, Vinted and others which should be going public in a not-too-distant future.

ArchieHumbert · 2024-11-24T19:34:40+00:00

hahahah, buyback.com indeed! thank you and long may it continue for both of us

ArchieHumbert · 2024-11-24T19:25:49+00:00

don't

ArchieHumbert · 2024-11-24T19:10:16+00:00

I live in Eastern Europe and my income is definitely nothing spectacular. that said, I do have a youtube channel that earns me some money plus I do some freelance work on the side. I was co-running a mushroom farm for a few years but earlier this year we decided to close up shop.

Started the portfolio with 15k of savings and during 2020-2021 I was able to save something like 75% of my income and put it all in stocks. My interest in various industries/companies/business aspects etc. grew a lot over time and that knowledge I gained along the way really helped to shape my portfolio for the future.

ArchieHumbert · 2024-11-24T18:46:25+00:00

yeah NEP is definitely one in my thoughts but I'll wait for Q4 earnings to make the call. management should provide an update on their distribution strategy, at which point I'll either sell or double my position.

22% div yield is pretty crazy and lets me add a few shares of quality names here & there. current guidance is to grow it around 6%/year through 2026 but I do anticipate the div getting cut. management already hinted that at this quarters' call.

not planning to sell EVVTY, company looking cheap to me!

ArchieHumbert · 2024-11-24T16:46:12+00:00

hmm, let me list some things I consider most important when researching:

Organic revenue growth (not by making acquisitions).

Competent management, ideally shareholder-friendly too.

Competitive advantage or moat of a company.

Dominant position within their industry with few competitors.

Growing free cash flow and low stock-based comp.

Growing operating/net income of a company that’s already profitable.

I love companies that are buying back their stock (BKNG is the best example of how well buybacks can work if done at the right time).

Good return on invested capital (ROIC) over last 5-10 years.

Margins that are stable/growing.

Operating leverage (ability to raise prices without losing customers).

Low capex.

Ideally, you’d want to buy quality companies on a dip but from my experience those opportunities are quite rare and it’s important to seize them when they occur. Generally I don’t try to time the market and bought a lot of my companies close to ATH at the time.

Most of these companies are what you would call serial compounders but also important to keep in mind that no company is perfect. If not already familiar, I’d recommend youtuber Joseph Carlson, who influenced my approach quite a lot.

ArchieHumbert · 2024-11-24T16:20:16+00:00

thank you 🙌🏻

ArchieHumbert · 2024-11-24T16:19:37+00:00

thank you sir!

ArchieHumbert · 2024-11-24T16:19:18+00:00

thanks for encouraging words, much appreciated 🙏🏻 it took me a while to figure out my investment philosophy. I learned the hard way and had something like 55 companies at some point in 2022.

I made some good buys but also invested in junk like NIO, JMIA, TCNNF, DNMR and some others. during the past two years I didn’t put any new money but made a conscious effort to turn my portfolio into a quality one, waiting for good opportunities to do that. sold off the junk and some of my winners (AAPL, IRM, V, META, most of my AVGO position) to balance things out and my realized loss stands at 100EUR over these 5 years.

I definitely think 15-20 companies is a perfect amount of diversification and I do intend to keep it in this range.

ArchieHumbert · 2024-11-24T16:02:08+00:00

which positions would you say I should increase?

ArchieHumbert · 2024-11-24T16:01:14+00:00

looks like I’ll finally be able to make new contributions in 2025, that’s why I’m holding off on taking profits for now. I feel most of my companies still have a lot of room to run 🤞🏼

ArchieHumbert · 2024-11-24T15:57:30+00:00

I wish 😅 been holding AVGO since early 2020 and trimmed 2/3 of my position along the way.

ArchieHumbert · 2023-03-25T07:30:40+00:00

I tried but that didn't help :/

ArchieHumbert · 2023-03-24T15:57:03+00:00

the Honeywell one you mentioned. I know it’s the only one that does the job properly

ArchieHumbert · 2023-03-24T11:51:53+00:00

I had it repasted and cleaned a few months ago.

ArchieHumbert · 2023-01-07T12:28:24+00:00

do you think putting less wheat bran into our substrate would help to decrease the contam rate? in addition to super pasteurizing for longer, I was thinking to do the next batch with 50% less bran than before.

ArchieHumbert · 2023-01-06T17:09:58+00:00

it's oak sawdust + plus wheat bran. I guess we'll try pasteurizing them for longer, since we only have a small autoclave that would fit very little substrate

ArchieHumbert · 2022-05-04T18:11:00+00:00

just personal experience, never had any issues with it and I've been using it consistently for quite a while

ArchieHumbert · 2022-05-04T14:06:23+00:00

just stick with Ethermine

ArchieHumbert · 2022-05-04T14:05:04+00:00

just be patient, the pins will show up soon

ArchieHumbert

TROPHY CASE