Junior Barberien
Junior Barberien @JuniorBarberien

Performance
All

21.74%2026
2026
-0.81%2025
2025
9.26%2024
2024
50.17%2023
2023
41.48%2022
2022
128.59%2021
2021
35.48%2020
2020
128.6%0%-128.6%
Discussions
Junior Barberien
Belgium
6m
Edited
The future of offshore drilling 🧐 Yesterday’s announcement of $RIG (Transocean LTD) disposing 5 cold stacked rigs bodes well for the eventual revival of offshore since it permanently removes future supply. It also shows that the longer a unit stays stacked, the higher dayrate it requires to be brought... Show More
Junior Barberien
Belgium
7m
Edited
$BFIT.NV (Basic-Fit N.V) earnings recap Stock price -14% -Revenue up 16% to €677 million -Average revenue per member up 4% to €24.73 -Operating leverage with overhead including marketing decreased to 11.0% of revenue (H1 2024: 12.7%) -Underlying EBITDA less rent increased by 8% to €150 million The... Show More
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BFIT.NV
Basic-Fit N.V
29.82
0.54 (1.84%)
Junior Barberien
Belgium
8m
$BFIT.NV (Basic-Fit N.V) $PLNT (Planet Fitness Inc) Finally some news on our biggest position Basic Fit, there’s always been interest in the company either being taken over by Private equity or Planet Fitness. Now this Friday KBC has floated the rumour that PF is in active talks with the company.... Show More
Junior Barberien
Belgium
9m
It's been pretty slow in the markets lately, there's no big news on our portfolio holdings. The market as a whole will continue to move around Trump's tarrif alterations and threats. But i don't expect any crippling tarrifs, the U.S. has negotation room for a general 10% on imports as... Show More
Junior Barberien
Belgium
10m
$EVO The quarterly report came out today with the stock down 20%. Not unusual for stocks for stocks with low liquidity but β€œdamn”. Key figures: -Net revenue up 4% -EBITDA margin 69% -> 65.6% -EBITDA -1% Revenue slowed as the company pulled back from it’s higher β€œlegal grey” zones markets and invested... Show More
Junior Barberien
Belgium
11m
The year isn’t starting too hot. I’ve been asked by @TobyCavanaugh why our hospitality stocks are down so I’ll address these in a bit more detail. For $RICK (RCI Hospitality Holdings Inc) (night clubs), higher interest rates slows down discretionary spending due to higher car payments, mortgage payments. But... Show More
Junior Barberien
Belgium
1y
Edited
Today is a good day to indicate the irony of the market. Using $VAL.US (Valaris Limited) (offshore driller) as a live example. The offshore sector as a whole has been sold off as a proxy short on oil itself. Under the guise of Trump’s β€œdrill baby drill” campaign to lower oil prices combined with a... Show More
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VAL.US
Valaris Limited
90.80
3.30 (3.77%)
Junior Barberien
Belgium
1y
Edited
Sold $GEO (GEO Group Inc) The moment has arrived to sell GEO. Trump's recent comments make the explosive upside potential of ATD less likely to materialize. While a tougher stance on crime and immigration will boost profits for private prisons and deportation-related services, at today's... Show More
Junior Barberien
Belgium
1y
Happy New Year everyone! I hope everyone is healthy and well, best wishes for the new year. It has been quite a harsh year for value stocks. And even though I envy the performance of tech/quality related stocks. I can’t help but notice that the biggest part of the upside has been multiple expansion. With... Show More
Junior Barberien
Belgium
1y
@eToro_Service What happens to positions in $BORR.OL with their voluntary delisting from the Oslo exchange 31 dec? Any plans to add the NYSE listing & convert the shares to those? Thank you

About Junior Barberien
Belgium
Strategy: Value

Value oriented investment style looking for 20% IRR on conservative assumptions.
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