Leon's avatar
$17.8m follower assets
Portfolio end of June '22 (descending order)

Epsilon Net Group $EPSIL.AT
Secunet Security Networks $YSN.DE
Evolution $EVVTY
Leatt Corp. $LEAT
Kaspi $KSPI
Grodno SA $GRN.WA
Amazon $AMZN
Meta $META
Media and Games Invest $MDGIF
Alphabet $GOOG
Centrotec SE $CEV.HM
IDT Corp. $IDT
Digital Turbine $APPS
Tremor International $TRMR
Passus SA $PAS.WA
Booking Holdings $BKNG
Steico SE $ST5.DE
Kambi $KAMBI
Mynaric $MYNA
Unity Software $U
Tencent Holdings $TCEHY
Alibaba Group $BABA
Nvidia $NVDA
SEA Ltd. $SE
Adobe $ADBE
Monster Beverage $MNST
Spotify $SPOT

New: $CEV.HM. Sold: $INPST


Ethereum $ETH.X
Bitcoin $BTC.X
Litecoin $LTC.X
Yield Guild Games $YGG.X
Enjin $ENJ.X
Cardano $ADA.X
Bitcoin Cash $BCH.X
Polkadot $DOT.X
Leon's avatar
$17.8m follower assets
$IDT Q3 '22 results
  • Consolidated Revenue -12,2 %
*NRS recurring revenue +101,9 %
*net2phone revenue +42 %
*Money Transfer Revenue +51,5%
*Traditional Revenue -17,3 %
  • Adjusted EBITDA of USD 18 million vs. 17.9 million
  • the 3 high margin & high growth businesses had a strong quarter, but the mobile top-up business underperformed as the surge in demand for paid voice during COVID-19 is now retreating
Featured earnings for the week of Oct 4
On days like today, probably grateful to have a slow news/earnings week. Nonetheless, some interesting companies. I'm particularly interested in listening to $PEP and $STZ commentary on the reopening and supply chain!

And a friendly reminder, days like today can offer good buying opportunities. I personally added positions to stocks I already own in $DBX $ESTC and $GOOG. Nothing's changed in my thesis except they are 2 - 6% cheaper today.

Good luck!

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