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tonies SE: Proven Business Concept Supports International Markets Expansion

Oct. 03, 2022 12:31 PM ETtonies SE (TNIEF) StockDIS, NFLX5 Comments
Jay Capital profile picture
Jay Capital


  • TNIEF has a razor and blade business model that provides long-term annuity like cash flows.
  • TNIEF has demonstrated strong momentum in its expansion in the US market.
  • TNIEF has global partnerships to acquire key content.

Little boy playing in living room

South_agency/E+ via Getty Images


tonies SE (OTCPK:TNIEF) is currently undervalued by ~50%. I believe TNIEF’s intrinsic value will crystallize as it continues to grow its base of customers overseas while sustaining its leading position in its core markets. The growth

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Jay Capital profile picture
I take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies with steady long-term growth, no cyclicality, and a robust balance sheet.Nevertheless, investing in successful company is risky because one may end up paying too much (this is where valuation matters). I firmly believe this, yet there are situations where the development runway is so vast that price matters much less in the immediate future.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (5)

Tonies showed really nice numbers in their HY1 report (23/8/23) . My personal highlights: While DACH region seems to reach steady state U.S. shows massive YoY revenue growth of 171% but has reached only half of DACH revenue. So there is still plenty of room to grow given that U.S. has more then 3times the inhabitants of DACH. Group revenue has reached EUR 113m. Gross margin turned positive on an adjusted EBITDA base. Besides pure numbers I really like Tonies approach to provide AI based stories that are personalized for your kids wishes. For details see: https://ir.tonies.com/
Thanks for the article. I am from germany and my two boys (7 & 8) are using their Tonie Boxes every night, just like I listened to a cassette 35 years ago. Kids just love it! Therefore, I would love to buy the stock. Still need to do more research about the numbers.
alex352 profile picture
thank you. interesting article.
Sadi_X profile picture
Really interesting company, just wonder why it‘s not so popular.
Good too see somebody covering this interesting stock. To add some Personal experience: My 1,5 years old daughter is already able to use the box and she does it every day.
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