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Trying to cut back on social media consumption starting… now! From now on I will be doing 20 pushups every time i open a SoMe app. I will either save time or become strong. Can’t back out now when its out here in cyber space.
Daniel Zhang
738 posts
Daniel Zhang
@CXODanielZ
Long-term compounder of assets, experiences and most importantly, hapinness. CXO @ Teqnion.
Stockholm, Sverige
Joined May 2020
- RIP Charlie Munger - one of the most independent and generous thinkers in history.
- Happy to announce that I have trippled down on Teqnion. teqnion.se/investor-relat…
- In a turbulent macro environment we, Teqnion deliver 43% earnings growth (37% in EPS) while strengthening the EBITA margin from 9,6% to 11,7%. As we flagged last Q, cash flow is now flowing in nicely again Could have been worse I guess... ¯\_(ツ)_/¯ teqnion.se/investor-relat…
- "Growth is not, must not be a goal. The goal is desirability. People must desire the brand" - Bernard Arnault, LVMH 2024 Q4 report. Lesson in building long-term anti-fragile and sustainable cash flow machine.
- Happy that we, Teqnion brought in ~175 Msek in fresh money that will be used for acquiring new splendid companies, without any broker (we keep 99,7%). Thanks to Akre Capital, @chriswmayer, @Spiltan, Phoenician and P&R! teqnion.se/investor-relat…
- Brag alert! One of my ”very proud moments”… Got a 10 bagger. I was so smart… (Blue dot is purchade. Red dot is Sell) Lesson learned. When you find something great and it continues to be great. Hold on for dear life.
- I'm reading the Hermès H1 report with equal share of envy and inspiration. Accelerating sales growth of 28% in constant currency (all regions >20%). ~45% operating margins. ~90% cash flow conversion. ~60% ROIC. Hats off.
- Can anyone explain why sell side advisors keep sending me prospects and only include "underlying EBITDA"? Usually FCF is close to 1/3-1/2 of the former... I will start use "underlying EBITDA" the day I can buy bread with my "adjusted gross salary"...
- On Saturday this week we, Teqnion are releasing our Q2 report. Yes, saturday. This way, everyone will have an equal chance to read it before trading starts, no matter profession or time zone. Also, we will NOT have a Q&A this time. Less IR, more ops. Hope you can forgive us.
- To whom it concerns and is interested in Teqnion, - Q4 report: Release this Saturday morning. - Q4 Q&A: On Monday (time: TBC) If you want to ask me or Johan anything, please X or e-mail me. We jump between pre-sent and live questions.
- Terry Smith at Fundsmith describing Teqnion’s business model? The book, Investing for Growth is a great read.
