Thanks for the great post! Could you please provide some additional info/write-ups/etc. on Tim, since they're reporting only in Polish (and the English materials on their page doesn't seem enough).
Thanks. I dont speak Polish either :( . I download the result documents, go to google translate and get the pdfs translated. Tim has presentations in English. On Tim I have done my internal review, its pretty much what I wrote here and I do not think that further past analysis would help me to decide. The future interests me more than the past and I cannot find it in past releases. I don't own it but I think I should, because the market cap is low so it is a possible indicator of total addressable market opportunity. I would need to make some capital. I did not find write ups! :(
Thanks for the great post! Could you please provide some additional info/write-ups/etc. on Tim, since they're reporting only in Polish (and the English materials on their page doesn't seem enough).
Thanks. I dont speak Polish either :( . I download the result documents, go to google translate and get the pdfs translated. Tim has presentations in English. On Tim I have done my internal review, its pretty much what I wrote here and I do not think that further past analysis would help me to decide. The future interests me more than the past and I cannot find it in past releases. I don't own it but I think I should, because the market cap is low so it is a possible indicator of total addressable market opportunity. I would need to make some capital. I did not find write ups! :(
are you ok ? :) Yes I am trying to be sector neutral and country neutral, which implies to have some tech.