very nice write up... Not that it may influence the thesis on Teqnion, but I wanted to quickly comment on Daniel's own stock picking history to show how he has picked some of the best companies in his personal portfolio: https://x.com/CXODanielZ/status/1684830521585463296. I somehow trust him as a stock picker and therefore as agood capital allocator.
very nice write up... Not that it may influence the thesis on Teqnion, but I wanted to quickly comment on Daniel's own stock picking history to show how he has picked some of the best companies in his personal portfolio: https://x.com/CXODanielZ/status/1684830521585463296. I somehow trust him as a stock picker and therefore as agood capital allocator.
Thanks for sharing. We just checked it out and made sure to follow the account. Thanks!