Busy weekend w/ stocks, market data. Wrote my learnings to a blogpost. Comments on: -Nasdaq Baltic equities: MRK1T, MDARA, SFG1T, VLP1L, K2LT -US equities: $COO, $AMZN -My take on valuation on US and local market -Shortfalls of CAPE, Buffett Indicator

Generalist Lab

Stocks Ideas and Valuations - 2025 September – Generalist Lab

Recent ideas in Baltic Stock Exchange (MRK, VLP, MDARA..), Amazon.com, Cooper Companies Inc, and valuations on both sides of the Atlantic

Lithuania decreasing electricity imports: In 2025H1 LT achieved record local electricity production. Power plants generated as much as 84.5% of the total electricity consumed and 80% of the total electricity demand in Lithuania. Production (+73% YoY): Wind: 41% Solar: 19% Other: Hydro, thermal, and other power plants

Why iris on web doesn't have the same default relay picks as Amethyst on android? My nostr experience on web with a single connected relay is unusable and lately I could not even send posts. Ignore the implied laziness on the matter.

MIRAN: TARIFFS AREN'T INFLATIONARY = MIRAN IS A LOYALIST

When a human ages, beauty goes either internally through wisdom or externally through shiny material things around, rarely both.

BESSENT: DON'T THINK NVIDIA NEEDS FINANCIAL SUPPORT

Increased AKO1L (Akola Group) position by 40% ahead of FY 2024-2025 earnings. Too bad I was busy to absorb stellar Q2-Q3 reports in time, price ran away quite a bit. Few comments why: -Q2, Q3 profit drivers were poultry and raw milk. Chicken pox in Poland, supply constraints after market downturn forced some players out, and prices, that kept rising throughout Q4 (end June 30) -wholesale electricity prices were more muted in Q4, with highly windy June In Baltics -Alytus factory in Q3 was still undergoing machinery calibration with revenue ramping under pressure and added cost, both of which should be gone by Q4 (according to CFO) -although raw milk prices are on decline, they are still +30% YoY for July in Lithuania -revised EBITDA guidance for FY from 70-90 -> 80-100M EUR Too much hastle nowadays to attach pics on nostr, besides I don't even know if note is saved on any relay anyway. ref:

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Generalist Lab (@Generalist_Lab) on X

1/3 Increased AKO1L (Akola Group) position by 40% ahead of FY 2024-2025 earnings. Too bad I was busy to absorb stellar Q2-Q3 reports in time, price...

https://pbs.twimg.com/media/GwsuJHPW8AADhE2?format=png&name=900x900 Finally updated excel portfolio. Current composition. As you can see I've been working on that cash position by means of .. work. Note: not included: $ANGI, that was split from $IAC sometime this year and I'll be after I go through recent recent calls there.