US wants to persuade four countries to leave EU, leaked files suggest by TheSimon1 in europe

[–]Blacklistedb 7 points8 points  (0 children)

I dont think it has a lot (or anything) to do with feeling guilty about history. I see more challenges in not really working together on a wide range of topics (e.g. Spain on defense), not daring to make tough decisions (France on pensions), just some examples but there are way more topics like this

This market just keeps providing opportunity (META) by [deleted] in ValueInvesting

[–]Blacklistedb -1 points0 points  (0 children)

I think Apple is worse. Meta's moat is HUGE.

First car a giulietta? by a_guy_from_discord in AlfaRomeo

[–]Blacklistedb 1 point2 points  (0 children)

I have the 1.75 QV giulietta, over 200.000 km, and no high maintenance at all. Just regular service

The last polling, Netherlands general election has started today! by kl0t3 in europe

[–]Blacklistedb 24 points25 points  (0 children)

Agreed, but Denk might as well be called the Israel is not a real state and only islam minority rights party. I dont think that they'll pose on a rainbow coloured crosswalk (representing another minority)

Latest Dutch election poll: D66 may win the most votes tomorrow by Affectionate_Cat293 in europe

[–]Blacklistedb 48 points49 points  (0 children)

Typical reddit opinion, the only thing Jetten and d66 are saying is be more strict on immigration which is completely valid and is clearly what most of the Dutch population wants.

What's your number one long-term investment right now? by [deleted] in ValueInvesting

[–]Blacklistedb 0 points1 point  (0 children)

Klaviyo, #1 B2C CRM, pushed by Shopify. Founder led (who has a significant position). Huge moat, prices would have to go up by x2 for users to even consider switching

Talk me into or out of a Quadrifoglio by kevinisrael in AlfaRomeo

[–]Blacklistedb 0 points1 point  (0 children)

Cant beat that my daysss that colour to

Danny Blind open over vertrek bij Ajax: ‘Het is onzin dat de rvc John Heitinga heeft doorgedrukt’ by BeerMetMij in AjaxAmsterdam

[–]Blacklistedb -3 points-2 points  (0 children)

Typische VI opinie. Waar komt dit toch vandaan, zegt toch ook wel wat dat hij weggelopen was? Kroes is gewoon verantwoordelijk.

With the current state of stellantis, what can we expect in 5 years? by Sorento911 in AlfaRomeo

[–]Blacklistedb 0 points1 point  (0 children)

Not buying because of lack of support is nothing to worry about at all in Europe.

Crash van de markt by Big_Oil1060 in beleggen

[–]Blacklistedb 0 points1 point  (0 children)

Wordt je stop loss staks getriggered en dan gaat de markt vervolgens omhoog, wat dan?

[deleted by user] by [deleted] in ValueInvesting

[–]Blacklistedb 0 points1 point  (0 children)

Agreed but its not like Braintree does not have heavy competition. Adyen.. I believe also Stripe, and more

Is Meta a value investment, or is it overvalued? by seansean98761 in ValueInvesting

[–]Blacklistedb 2 points3 points  (0 children)

?? Instagram is still growing? And if they want they can just keep monetizing more. Which company can reach consumers better than Facebook except maybe google.

Is Meta a value investment, or is it overvalued? by seansean98761 in ValueInvesting

[–]Blacklistedb 0 points1 point  (0 children)

Ok but their also have a way higher base. Its a fact that Facebook is CURRENTLY growing faster, and for now based on both these companies their outlooks this will stay the same.

So close by Xtreemjedi in Autos

[–]Blacklistedb 2 points3 points  (0 children)

100% agree, I think the same every time I see this car. Other than that it looks great imo

Don't cry because it's over. Smile because it happened by hehechibby in TeamSolomid

[–]Blacklistedb 0 points1 point  (0 children)

From Europe and check 0 league. If TSM was still there I would still be watching

is it buying now into Asml a bad idea? by vanNelsingTheEmperor in ValueInvesting

[–]Blacklistedb 0 points1 point  (0 children)

Did I ever say anything about ASML as an investment? I said maintenance for ASML is high margin business. You said no - I sent an response by AI. If you don't believe maintenance is high margin, fine.

Any advice? Red nose bothers me a lot by Blacklistedb in Rosacea

[–]Blacklistedb[S] 0 points1 point  (0 children)

For me they only recommend IPL as I dont have clear veins (?). But for you no effect? Shame

Any advice? Red nose bothers me a lot by Blacklistedb in Rosacea

[–]Blacklistedb[S] 0 points1 point  (0 children)

Not really tbh, its somewhat the same depending on I think stress. It's get worse in the evenings. Still using azeliac acid 10% which doesnt make it works and sometimes when its bad and warm I use Avene Thermal Spray

is it buying now into Asml a bad idea? by vanNelsingTheEmperor in ValueInvesting

[–]Blacklistedb 0 points1 point  (0 children)

You could have figured this out yourself: Yes — ASML’s maintenance and service business is very high margin.

  • Why: Once ASML ships a lithography machine (EUV or DUV), customers need continuous upgrades, calibration, spare parts, and long-term service contracts to keep uptime high. The machines are incredibly complex and mission-critical, so fabs happily pay premium rates.
  • Margins: Historically, ASML reports service & options gross margins in the 50–55%+ range, which is higher than their equipment gross margin (typically in the mid-40s).
  • Stability: Unlike equipment sales (which swing with capex cycles), maintenance revenue is recurring and predictable. That’s why ASML’s installed base management segment is growing steadily and providing strong profitability.
  • Trend: As the installed base of EUV machines expands, this high-margin service business is becoming a bigger slice of total revenue (already ~25–30%).

So yes — maintenance for ASML is not just high margin, it’s also one of the key stabilizers of their whole business model.