For InPost, can you clarify why you didn't at least trim your position? From my maths, the supposed offer would be below the stock price at one point. Or do you think it won't go anywhere and the stock should go much higher? Just curious to read your thoughts. Thanks
Why would I trim? I don't want the company to be acquired, I'll be disappointed if it happens as this would take away 10+ years of compounding from shareholders.
There is not a chance they are selling this for €15.
It’s incredibly disappointing. Unfortunately, the Board are not looking after shareholders as is their duty and the CEO is enriching himself again by increasing his stake as part of the deal.
I do make a difference between Total cash en Adyens own cash. I expect 4-4,5B in own cash end of 2025. But no need for that if u use Ebitda multiple… We will have to see how Adyen capital changes this in the future.. 28x FCFyield on market cap
Also added to Visa and Microsoft-as well as S&P Global; started position in Intuit.
For InPost, can you clarify why you didn't at least trim your position? From my maths, the supposed offer would be below the stock price at one point. Or do you think it won't go anywhere and the stock should go much higher? Just curious to read your thoughts. Thanks
Why would I trim? I don't want the company to be acquired, I'll be disappointed if it happens as this would take away 10+ years of compounding from shareholders.
There is not a chance they are selling this for €15.
Now that the offer became public, it's a bit underwhelming, don't you agree? But given it came from current major shareholders, it's not surprising
It’s incredibly disappointing. Unfortunately, the Board are not looking after shareholders as is their duty and the CEO is enriching himself again by increasing his stake as part of the deal.
I do make a difference between Total cash en Adyens own cash. I expect 4-4,5B in own cash end of 2025. But no need for that if u use Ebitda multiple… We will have to see how Adyen capital changes this in the future.. 28x FCFyield on market cap