Kizion

Joined the party but bought Nintendo on Amazon broker

But sharing your resume is via e-mail template

I believe it would be in EU interest to go out and try to open the strait. I don't have an opinion on the war, but would love to see that EU leaders finally would start acting in our best interest. I'm also aligned with our prime minister, Bart De Wever, that we should try to reach a deal with Russia. Just do the smart thing, instead of the (political) correct one. We need cheap energy to be able to compete vs. rest of the world - not a favourable position, but it's gravity so better find a way to cope with it.

PROX (after sell-off) and Solvay

FYI

He's not Dutch; he's Belgian—but he speaks Dutch

What is the rational to buy the rights offering iso common shares?

I get completely different valuation ratios via TIKR. However ROE, cash balance (50% of equity), 4% dividend yield, and 10Y revenue CAGR seem a nice combo, that in combination with my idea that motorcycles will remain popular in future and new use cases like e-bike, e-steps, etc will require helmets. - I added it to my Japanse basket. Looking to sales you see that they are dropping from their peak with YoY decline of 15% in EU & China and 30% in Japan (excess supply), while increasing in North America. Currency risk also for their revenues. Nevertheless I still reach a fair ROE after accounting for normalized earning (so far possible) and considering they will distribute their excessive cash in future.

No taxes in BE for gains on a house. But you definitely right, I neglected the appreciation, I myself don't count on 4% gain on RE but still would result in difference of 350kEUR.

I should be more grateful that my partner in crime is happy with a less expensive house. I've colleagues that are buying houses that are multiple 100kEURs more expensive than ours, while I cannot understand their monthly repayment could be significantly higher than ours. Meaning that they put up themselves these additional 100kEURs when they are around 35. Opportunity cost is huge. Recent example was 350kEUR more expensive vs. our house (70% more expensive vs. our house) - if you would invest this for 20 years at 6%, you could buy this expensive house for "free"

I also ignore it currently, only consider it in my net worth calculation that I use to simulate retirement age etc. But I look at it as hedge vs. inflation and economic slowdown. Current interest rate is 3%, however in past we've seen below 1% when global interest rates were at its lowest, so when this would happen again, I will refinance. Living in Belgium for context. vs. inflation as our salaries are automatically indexed, while mortgage payments remain fixed. vs. slowdown as there is the possibility of refinancing to a lower rate at current bank or other one. I also tried to max out the amount I could take in mortgage as it's very cheap money.

Bought physical copy of the book on Amazon.co.uk (living in Belgium) last week, but decided yesterday to purchase a Kindle (hate struggling with a book in bed, no lights required to read, etc). The physical copy was delivered today and wanted to return it so I could buy it on Kindle instead. When trying to return it I get following message: "We are processing your refund. You don't need to return the item back to us!" Well that's nice!

Just got this email. I don't like to spend too much energy being frustrated with all the over regulation, but just received above mail from someone within my company. My number is at the closing of all my mails, in our who-is-who and in my Outlook contact card. If I need to give my permission for each occasion that my number can be used, damn.

It's what @Gregmal also said couple of months ago that could happen in US with some US mega caps (Apple, Microsoft, Alphabet, ...)

Just curious, how much % of your stake can you actually sell during these tenders? (assuming it's limited/oversubscribed and that you are a seller). Probably somewhere posted here, but how did you obtain these shares? Thank you!