ROMO (Relief of Missing Out) 😅 always beats FOMO in investing.
Ortisei & Munich
Joined January 2012
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Honestly I think it is more than OK - a 4 letter .COM like folk.com for 250k is not bad allocation if you have 6.5m of VC raised. You can recoup a big chunk of the value (maybe in some scenarios even more than you paid!) even in a liquidation scenario.
Just out from Israel’s largest business newspaper: $ZIM received a buyout offer for $2.4 billion.
This price is a joke - clearly just an initial anchor.
There’s no chance the deal closes anywhere near that level.
There's a new version of this post
New Notes of a Wooden Head idea is out: $GLPG (biotech, but not the GLP-1 circus).
Link in bio.
Rolling-12M chart on page 2 of the Q3 presentation shows sales plateauing since late-2024, slower momentum.
Regarding EU approval: it keeps EU-located yards off-limits pending clarity.
Growth continued without EU approval, but below potential (TAM/execution risk for multinats).
