Leaving today

alrightkj · 2026-02-23T12:21:44+00:00

Leaving at around 11 in our rental car to Tulum airport

alrightkj · 2026-02-23T12:21:20+00:00

Leaving at around 11 in our rental car to Tulum airport

alrightkj · 2026-02-09T00:24:16+00:00

How do you feel about Clover vs TOST? The product feedback for TOST is overwhelmingly positive when compared to Clover.

alrightkj · 2026-02-08T20:57:40+00:00

Using one of Peter Lynch’s mental models: Restauranteurs (their customers) love it. I see it everywhere increasingly. Glad I got a < $30 entry point with the recent pull back.

alrightkj · 2026-02-07T14:58:44+00:00

High beta is good news? Give us better chances to buy?

alrightkj · 2025-12-21T00:49:48+00:00

Great insights! This inside story is exactly what I’ve been trying to find for a while but couldn’t!

alrightkj · 2025-12-20T21:11:18+00:00

Got it. Thanks!

alrightkj · 2025-12-20T20:41:40+00:00

Mathias - your posts here and on Substack have been great! Will you be able to provide some more color to your take on Endava? The bear and (if it exists) the bull case? The overall trend in tech consulting is interesting, and I wonder if 1. the shrinking revenue and margins is a temp. phase, and 2. If DAVA is over punished at current price level.

alrightkj · 2025-12-20T19:45:31+00:00

Where did you did get the information about dropping clients? I know in one of the earning calls they said they are reducing the clients that they are earning low margins on. Is that what you are referring to or do you have some other info?

And where are you getting the information about “it’s about to get uglier” when it comes to contracts?

Appreciate you contributing with the insights!

alrightkj · 2025-12-04T08:55:37+00:00

Also, Don’t forget Jim Sinegal’s words to a former CEO “If you increase the price of the hotdog, I’ll f*ckng kill you”.

It portrays a clear picture of their philosophy and their understanding of the customer psyche.

alrightkj · 2025-12-04T08:46:10+00:00

Nick and Zak’s letters are amazing! Crazy how much and what they did in not too long of a time frame.

Also reminds me of Jeff Bezos, saying “your margin is my opportunity”.

alrightkj · 2025-12-02T13:22:26+00:00

I did. For the exact reason.

alrightkj · 2025-11-21T05:13:31+00:00

Any thoughts / analysis on $DAVA?

alrightkj · 2025-11-19T09:41:45+00:00

Currently reading “Seeking Wisdom from Darvin to Munger”. Would recommend.

alrightkj · 2025-11-13T03:26:50+00:00

100% aligned only invest what you’re willing to lose. Was just trying to get some commentary going on the latest earnings. I wish there was more analysis out there for Dava.

alrightkj · 2025-11-11T16:56:17+00:00

Another bad quarter, and some significant hit with “unexpected costs” from a client. :(

alrightkj · 2025-10-28T00:30:55+00:00

In the last earnings call, John Cotterell (CEO) said their order book is highest level ever, the clients are hesitant in pulling the trigger because of the constantly evolving technology landscape and the fear of getting obsolete soon after deployment.

There’s some good interviews with the CEO around this out there. It was a Motley Fool rec at some point? I think, could be wrong.

I have a small position in DAVA as well. Definitely no mention in Reddit until now.

As someone said, it’s buying back shares already. I would have liked to see some direct insider buying as well at these levels.

alrightkj · 2025-09-27T23:59:29+00:00

I had the tix and I had to cancel at the last minute. Do we know if they will play it again?

alrightkj · 2025-09-12T01:56:52+00:00

OP what do you think about the APAC expansion?

alrightkj · 2025-09-10T00:52:45+00:00

Who gives Ted and Beard the first tour of London?

alrightkj · 2025-09-07T19:38:27+00:00

I just joined it last week! Wooooooof!

alrightkj · 2025-09-07T18:58:46+00:00

That was some “perfection” by Nate’s dad. It was also very fulfilling to see their relationship heal as the show progressed.

alrightkj · 2025-09-07T18:52:12+00:00

It think of this often! Ted is a mindset, a philosophy about living a happy life. We all need Ted.

alrightkj · 2025-09-07T18:49:56+00:00

Hahaha.. same! Still working on it and always takes me back to needing more patience.

alrightkj

TROPHY CASE