research2discovery
@r2discovery.bsky.social
Focused on finding great businesses. Concentrated Long Term Investor. Insights Driven. Own opinions, no investment advice.
An important fundamental aspect in the Wallix $ALLIX report yesterday that is clearly very interesting and clearly not discovered by the market, yet, lets go through it all -> 1/X
July 20, 2025 at 6:36 AM
An important fundamental aspect in the Wallix $ALLIX report yesterday that is clearly very interesting and clearly not discovered by the market, yet, lets go through it all -> 1/X
CEO of q.beyond AG $QBY, Thies Rixen, is back to buying shares at higher prices.
In terms of risk-reward from a stable and recurring IT business, I believe this is an extreme case. Let's go it through ->
In terms of risk-reward from a stable and recurring IT business, I believe this is an extreme case. Let's go it through ->
July 10, 2025 at 9:10 AM
CEO of q.beyond AG $QBY, Thies Rixen, is back to buying shares at higher prices.
In terms of risk-reward from a stable and recurring IT business, I believe this is an extreme case. Let's go it through ->
In terms of risk-reward from a stable and recurring IT business, I believe this is an extreme case. Let's go it through ->
Alright let's go with a fresh case idea thread - if enough traction will select a few new case introductions that seem the most interesting.
Some case criteria's for this one ->
Some case criteria's for this one ->
July 6, 2025 at 5:17 PM
Alright let's go with a fresh case idea thread - if enough traction will select a few new case introductions that seem the most interesting.
Some case criteria's for this one ->
Some case criteria's for this one ->
Fantastic interview piece on Wallix ($ALLIX) probably the best one ever made over the years so far. Link below.
CEO is now saying in the interview they are "regularly approached" (french to english translation) but wants the right valuation.
Let's go through this dimension of the case 1/X ->
CEO is now saying in the interview they are "regularly approached" (french to english translation) but wants the right valuation.
Let's go through this dimension of the case 1/X ->
July 1, 2025 at 9:14 AM
Fantastic interview piece on Wallix ($ALLIX) probably the best one ever made over the years so far. Link below.
CEO is now saying in the interview they are "regularly approached" (french to english translation) but wants the right valuation.
Let's go through this dimension of the case 1/X ->
CEO is now saying in the interview they are "regularly approached" (french to english translation) but wants the right valuation.
Let's go through this dimension of the case 1/X ->
Sehr Schön with Ceotronics - During the Bundeswehr day "Day of the German armed forces" the latest high-tech technology advancements was shown where one could actually spot Ceotronics equipment in use in the clip below :) t.co/7305cu6GnP
1/X ->
1/X ->
June 30, 2025 at 8:43 AM
Sehr Schön with Ceotronics - During the Bundeswehr day "Day of the German armed forces" the latest high-tech technology advancements was shown where one could actually spot Ceotronics equipment in use in the clip below :) t.co/7305cu6GnP
1/X ->
1/X ->
Wallix ($ALLIX) - one part of many that is overlooked in the Wallix case is that it secures a lot of critical infrastructure. In this particular case it is the real foundation of society: hospitals.
1/X ->
1/X ->
June 26, 2025 at 8:57 AM
Wallix ($ALLIX) - one part of many that is overlooked in the Wallix case is that it secures a lot of critical infrastructure. In this particular case it is the real foundation of society: hospitals.
1/X ->
1/X ->
Sehr Schön with Ceotronics ($CEK.DE) - Finserve Global Security Fund (AUM c. 375M EUR) managed by smart Swedish defense specialist investor is most likely one of the first funds that has discovered Ceotronics so far? Clearly, this is an interesting move for the case -> 1/X
June 24, 2025 at 6:33 PM
Sehr Schön with Ceotronics ($CEK.DE) - Finserve Global Security Fund (AUM c. 375M EUR) managed by smart Swedish defense specialist investor is most likely one of the first funds that has discovered Ceotronics so far? Clearly, this is an interesting move for the case -> 1/X
The case is Serviceware $SJJ (Germany) an undiscovered small-cap software company specialized in Enterprise Service Management (main competitor: ServiceNow, $NOW) and IT Financial Management (main competitor: Apptio, acquired by IBM at 11x Sales in 2023). Let's take a deeper look into it 1/X ->
June 23, 2025 at 9:08 AM
The case is Serviceware $SJJ (Germany) an undiscovered small-cap software company specialized in Enterprise Service Management (main competitor: ServiceNow, $NOW) and IT Financial Management (main competitor: Apptio, acquired by IBM at 11x Sales in 2023). Let's take a deeper look into it 1/X ->
Sehr Schön with Ceotronics $CEK - let's review the fresh news from the only direct high-quality comparable peer to Ceotronics $CEK.DE Invisio $IVSO announcing 145M SEK (c. 13M EUR) deal to be shipped in 2025 it seems to have managed to move the stock 1.6BN EUR (vs Ceotronics 110M) by c. 3%. 1/X ->
June 19, 2025 at 1:37 PM
Sehr Schön with Ceotronics $CEK - let's review the fresh news from the only direct high-quality comparable peer to Ceotronics $CEK.DE Invisio $IVSO announcing 145M SEK (c. 13M EUR) deal to be shipped in 2025 it seems to have managed to move the stock 1.6BN EUR (vs Ceotronics 110M) by c. 3%. 1/X ->
Is Wallix $ALLIX in the now very early phase moving in to discovery by french institutions? Let's have a closer look regarding this topic 1/X ->
June 19, 2025 at 6:50 AM
Is Wallix $ALLIX in the now very early phase moving in to discovery by french institutions? Let's have a closer look regarding this topic 1/X ->
Well mixed signals on very initial feedback on FBC Firebreak, but at core it seems like a fun game to play to me and most likely as previous $REMEDY titles interest will build over time (see review pic). But no the studio is not materially dependent on this title at all good or bad 1/x->
June 18, 2025 at 8:09 AM
Well mixed signals on very initial feedback on FBC Firebreak, but at core it seems like a fun game to play to me and most likely as previous $REMEDY titles interest will build over time (see review pic). But no the studio is not materially dependent on this title at all good or bad 1/x->
World’s Cheapest AAA Gaming Play $REMEDY Remedy Entertainment? 1/X ->
May 30, 2025 at 7:18 AM
World’s Cheapest AAA Gaming Play $REMEDY Remedy Entertainment? 1/X ->
It is really sehr schön case with Ceotronics on multiple levels, which is extremely rare in my experience to come by. Let's briefly go through some points of interest -> 1/X
May 1, 2025 at 10:27 AM
It is really sehr schön case with Ceotronics on multiple levels, which is extremely rare in my experience to come by. Let's briefly go through some points of interest -> 1/X
Very sharp research below on the $CEK Ceotronics case 💥
April 25, 2025 at 6:17 AM
Very sharp research below on the $CEK Ceotronics case 💥
Forza Horizon 5 is off to a fantastic start sitting on the best-selling no.1 spot of pre-orders now and for weeks in major markets as US, GER and FR crushing many large AAA games.
It has been years since a racing title been performing exceptionally strong like this. FH5 releases on April 29th.
It has been years since a racing title been performing exceptionally strong like this. FH5 releases on April 29th.
April 24, 2025 at 9:12 AM
Forza Horizon 5 is off to a fantastic start sitting on the best-selling no.1 spot of pre-orders now and for weeks in major markets as US, GER and FR crushing many large AAA games.
It has been years since a racing title been performing exceptionally strong like this. FH5 releases on April 29th.
It has been years since a racing title been performing exceptionally strong like this. FH5 releases on April 29th.
Oh and hey one more thing on Ceotronics $CEK which is basically on top of today's large reference win that will most likely generate substantial NATO contract wins in the future.
Yes, let's not forget about the high probability of more orders down the line from this customer.
-> 1/X
Yes, let's not forget about the high probability of more orders down the line from this customer.
-> 1/X
April 22, 2025 at 7:03 PM
Oh and hey one more thing on Ceotronics $CEK which is basically on top of today's large reference win that will most likely generate substantial NATO contract wins in the future.
Yes, let's not forget about the high probability of more orders down the line from this customer.
-> 1/X
Yes, let's not forget about the high probability of more orders down the line from this customer.
-> 1/X
Boom Ceotronics NATO expansion domino effect starting to unfold?
Fantastic signal with the new large order that the company is primed in for multiple NATO win's 💪💥-> 1/X
Fantastic signal with the new large order that the company is primed in for multiple NATO win's 💪💥-> 1/X
April 22, 2025 at 2:01 PM
Boom Ceotronics NATO expansion domino effect starting to unfold?
Fantastic signal with the new large order that the company is primed in for multiple NATO win's 💪💥-> 1/X
Fantastic signal with the new large order that the company is primed in for multiple NATO win's 💪💥-> 1/X
The Cheapest Microcap Cyber Security Pureplay Globally Wallix?
Wallix's $ALLIX $ALLIX.PA investment story, in terms of results, is materializing even faster than I expected.
Lets go through the Q1 figure's in detail -> 1/X
Wallix's $ALLIX $ALLIX.PA investment story, in terms of results, is materializing even faster than I expected.
Lets go through the Q1 figure's in detail -> 1/X
April 10, 2025 at 5:30 PM
The Cheapest Microcap Cyber Security Pureplay Globally Wallix?
Wallix's $ALLIX $ALLIX.PA investment story, in terms of results, is materializing even faster than I expected.
Lets go through the Q1 figure's in detail -> 1/X
Wallix's $ALLIX $ALLIX.PA investment story, in terms of results, is materializing even faster than I expected.
Lets go through the Q1 figure's in detail -> 1/X
Very interesting update from q.Beyond $QBY $QBY.DE was published today.
As I have mentioned, the company, with a €90m market cap, holds €40m in cash and €50m in real estate, including its own data center in Hamburg – 100% private, 100% on-site, and 100% made in Germany.
1/X ->
As I have mentioned, the company, with a €90m market cap, holds €40m in cash and €50m in real estate, including its own data center in Hamburg – 100% private, 100% on-site, and 100% made in Germany.
1/X ->
April 10, 2025 at 8:40 AM
Very interesting update from q.Beyond $QBY $QBY.DE was published today.
As I have mentioned, the company, with a €90m market cap, holds €40m in cash and €50m in real estate, including its own data center in Hamburg – 100% private, 100% on-site, and 100% made in Germany.
1/X ->
As I have mentioned, the company, with a €90m market cap, holds €40m in cash and €50m in real estate, including its own data center in Hamburg – 100% private, 100% on-site, and 100% made in Germany.
1/X ->
Sehr Schön with Ceotronics $CEK.DE press releasing its guiding up on revenues to c. 55M EUR and net profit target to be "significantly exceeded"!
Showcasing simply the strong operational leverage component in the business.
Showcasing simply the strong operational leverage component in the business.
April 8, 2025 at 1:39 PM
Sehr Schön with Ceotronics $CEK.DE press releasing its guiding up on revenues to c. 55M EUR and net profit target to be "significantly exceeded"!
Showcasing simply the strong operational leverage component in the business.
Showcasing simply the strong operational leverage component in the business.
Theon is the real defense play in EU that resembles the scale, success and growth potential of Invisio years ago when the business was pivoting to massive growth. While arguably, currently at least, this phase for Theon is not even remotely priced in. 1/x ->
April 6, 2025 at 5:04 PM
Theon is the real defense play in EU that resembles the scale, success and growth potential of Invisio years ago when the business was pivoting to massive growth. While arguably, currently at least, this phase for Theon is not even remotely priced in. 1/x ->
Wallix looks set to be one of the biggest winner in Europe of the current macro-situation - large positive surprise events incoming? 1/X ->
April 5, 2025 at 8:43 AM
Wallix looks set to be one of the biggest winner in Europe of the current macro-situation - large positive surprise events incoming? 1/X ->
Insider purchases by the CEO and CFO in the hidden German IT name Q.Beyond $QBY $QBY.DE started again. They first appeared in Q2 2024, when the turnaround was progressing well, but the risk of execution was there and not many believed in reaching higher bound of guidance for 2024( €10m EBITDA).
March 28, 2025 at 12:38 PM
Insider purchases by the CEO and CFO in the hidden German IT name Q.Beyond $QBY $QBY.DE started again. They first appeared in Q2 2024, when the turnaround was progressing well, but the risk of execution was there and not many believed in reaching higher bound of guidance for 2024( €10m EBITDA).
Riktigt fina nyheter massiva tyska försvars paketet röstas igenom med klar majoritet.
Lär högst sannolikt vara mycket bra för Ceotronics.
Sehr Schön!
Lär högst sannolikt vara mycket bra för Ceotronics.
Sehr Schön!
March 18, 2025 at 3:16 PM
Riktigt fina nyheter massiva tyska försvars paketet röstas igenom med klar majoritet.
Lär högst sannolikt vara mycket bra för Ceotronics.
Sehr Schön!
Lär högst sannolikt vara mycket bra för Ceotronics.
Sehr Schön!
Oftast för de som spenderar tid i att gräva i case är en central del att förstå och lista ut egentligen vad som är case drivare/triggers. Men behöver det vara så? Case kan stå på sina egna ben av olika anledningar exempelvis att pris till värde gapet är redan stort i nuvarande affär.
March 13, 2025 at 9:14 AM
Oftast för de som spenderar tid i att gräva i case är en central del att förstå och lista ut egentligen vad som är case drivare/triggers. Men behöver det vara så? Case kan stå på sina egna ben av olika anledningar exempelvis att pris till värde gapet är redan stort i nuvarande affär.