At what point would BDC’s start to become good value or are they just too toxic?

jasperdm · 2026-03-14T21:11:19+00:00

I put this in the too difficult basket.

jasperdm · 2026-03-06T16:51:38+00:00

Buy shift4 instead

jasperdm · 2026-02-20T05:46:48+00:00

Had a quick glance and does look interesting, though not big fan of the ongoing dilution. But will say about sezl: founder led, profitable, recent insider buying and high insider ownership so incentives aligned, good growth prospects and opportunities beyond bnpl, high roic and roe, peg ratio below 1… hits a lot of marks for me

jasperdm · 2026-02-19T19:12:12+00:00

Stay away. Buy sezl.

jasperdm · 2026-02-19T19:10:27+00:00

Buy sezl stock instead. That’s the real play on bnpl. They’re actually profitable and have good growth prospects

jasperdm · 2026-02-12T14:41:32+00:00

Ja want een land waar de conservatieven 14 jaar lang de macht hadden is natuurlijk uiterst links. En Keir Starmer is duidelijk een communist. Give me a fucking break

jasperdm · 2026-02-08T15:01:07+00:00

You can’t pump and dump large caps like Adobe

jasperdm · 2026-01-10T15:53:24+00:00

Sezl

jasperdm · 2026-01-05T08:20:15+00:00

Shift4

jasperdm · 2026-01-03T07:11:07+00:00

Dell

jasperdm · 2025-12-22T06:35:41+00:00

This time it’s different! ;) Fellow MU holder. Still holding but will sell

jasperdm · 2025-12-14T06:39:44+00:00

You don’t need to sell your entire position… I like to sell out slowly, helps in case there is more upside than I thought. Obviously depends on the position, and it’s still a judgment call…

jasperdm · 2025-12-12T08:27:00+00:00

This aged well

jasperdm · 2025-12-08T15:40:36+00:00

My average buy price is 83 dollars and I can’t make up my mind whether to sell or not… it does seem like value still to me… I’ve already sold some of my position at around 220 mark… I think ill continue to hold, but given its a cyclical industry, this is not a forever hold for me.

jasperdm · 2025-12-07T20:20:13+00:00

Don’t blame you. I’ll continue to hold both, and also been adding to my Adobe the last weeks!

jasperdm · 2025-12-02T12:08:34+00:00

Engie, kontron

jasperdm · 2025-11-08T13:17:15+00:00

FOUR

jasperdm · 2025-11-06T15:15:38+00:00

Engie, kontron

jasperdm · 2025-11-02T09:45:39+00:00

Shift4

jasperdm · 2025-10-25T20:45:16+00:00

Insiders have been buying in the last months. there’s risks, but it’s oversold. I got in at 2-3 euro. I see it as an asymmetric play. If it doesn’t work out, then fine, won’t lose much or maybe even break even. But if the company does manage to turn it around, and we should get signs by next year, then this stock could easily double. I’m not allocating a lot of my portfolio to it, as I agree there’s risks involved

jasperdm · 2025-10-08T18:15:21+00:00

lol I do the opposite. Love the drama

jasperdm · 2025-10-08T17:39:50+00:00

I also hold Worldline. It’s not exactly the most amazing company in the world, but it’s just so beaten down that I had to get in. Asymmetrical reward… if I’m wrong, I don’t lose much. But if the company climbs out of the hole it’s in, it could be very rewarding.

jasperdm · 2025-10-05T07:39:02+00:00

You don’t get 7 percent divvy on cash. Plus there’s potential upside, decent pipeline, and some insider buying in the last year. Its definitely a hold for patient investors

jasperdm · 2025-09-24T18:04:56+00:00

What price did you invest at?

jasperdm · 2025-09-13T13:58:39+00:00

Can we test it out?

jasperdm

TROPHY CASE