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: https://x.com/Generalist_Lab/status/1952298597644456211

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.

Opened a small position of $INTC. Will update portfolio composition tomorrow. Wiped from work today. Basically trusting Lip-Bu Tan on Intel turnaround and loved technical setup posted few days ago. Listened Q1 EC & BAC conf. Main points that stuck out: -Strong balance sheet -cutting layers of management. Lip's been attending shit ton of meetings w/ clients, engineering, polling talent -likes to underpromise and overdeliver. Analyst asked CFO why guide so weak Q2. A: tariff orders pull, BUT ALSO, so Intel can beat, basically -Contrary to my previous view, ARM in server is mostly for HPC own workloads, software support is just not there yet -ofc, pulling their sleeves in catching up with product. Might trade, might hold, will see how story unfolds

Very few U2/Bono tracks have pushed through my taste wall. My understanding this version of Sunday Bloody Sunday is a special rework for Bono's movie Stories Of Surrender. Just beautiful. https://pbs.twimg.com/media/GwkGSKoWMAAu-zn?format=jpg&name=large https://www.youtube.com/watch?v=FZTDe_MRYtU #GLMusicDiscovery