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Semanal de Inversión #85 con publicaciones (link en bio) SrCiprés Aldea Value Slow Dividend Azagala Capital Daniel Tello Rivero WorldStocks Investments Researching Global Stocks Galician Investor Quality Investment Rodri Villanueva - Attitude Small Caps Miquel Cantenys Luis Torras Icaria Capital Paco Lodeiro Amado Dani Biadiu Ácrata Opciones

You can borrow someone else’s stock ideas but you can’t borrow their conviction. You can borrow someone else's conviction when stocks go up, but not when they go down.

Contar con capital permanente es uno de los mejores regalos que un gestor puede agradecer a sus partícipes en momentos como el actual. Gran gestor, gran fondo y grandes partícipes 👇🏻

Gracias Trump

$NKR Nekkar's subsidiary Techano Oceanlift has been awarded a contract by Hercules Supply AS to deliver an offshore 70-tonnes capacity crane. live.euronext.com/en/products/eq…

Tan brillante como cierto 👌🏻

La IA cada día mejorando mas. Resumen de una charla de 60 mins de hoy con estudiantes universitarios en Noruega. También son buenos consejos para estudiantes de España.

CrossingBridge’s 1Q25 Investor Commentary entitled “One Fall Can Change It All” blog.crossingbridgefunds.com/blog/q1-2025   Feel free to share widely – it’s not just for financial folks. #bonds #debt #Markets #Investing #TrumpTarrifs

Porqué la gente está equivocada con las pequeñas compañías en menos de 1 minuto. youtube.com/shorts/PjSAEqs…

$IAC Mr. Braham’s addition IAC Board follows constructive engagement with shareholder Arkhouse Management (18 year shareholder activism track record) ir.iac.com/node/30656/ixb…

Que marca la rentabilidad futura de un fondo. youtube.com/shorts/Kf7ADXR…

Azagala on Zegona $ZEG LN Thesis: Zegona is a London-based investment company focused on acquiring and restructuring telecommunications businesses in Europe, leveraging a "Buy-Fix-Sell" strategy to deliver substantial returns to shareholders. (Extract from their Q4'24 letter)

Azagala on Triumph Financial $TFIN US Thesis: Triumph’s logistics-focused fintech ecosystem is now a 4-division engine poised to monetize data and payments at scale—with huge optionality, top-tier management, and multiple ways to win from today’s low valuation. (Extract from

$IAC The shift is now very evident. More and more detail is being provided in investor presentations. ir.iac.com/static-files/c…

This is actually my favorite, especially since the market barely gives it any value

EQUIPAZO ❤️

Paradox Interactive and Paradox Tinto will tomorrow at 18:00 CEST, proudly unveil their next Grand Strategy Game, Project Caesar, in a massive showcase! pdxint.at/CaesarAnnounce…

$NKR Q1 2025 results live.euronext.com/en/products/eq…