Aitor-Sempiterno Investments @Sempiterno_Inv
Partial owner of companies with a long-term vision. My goal is to own lasting quality businesses with an aligned and reliable management. sempiterno.substack.com Andalucia Joined March 2023-
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Another banger to your screenshot collection @Invesquotes
Companies such as $MELI or $MKL are very high in my watchlist. They enjoy a diversify revenue streams and both companies have a strong management team. I don´t pursue the latest 250x bagger potential but rather spend my time reading about companies who can last at least 1 decade
I´m very excited to see how BWS develops in the next 5yrs for $BN. One segment didn´t exist before 2020, it will be the diamond of this conglomerate. They´ve acquired companies very cheap and now we´ll see if Bruce Flatt & co can replicate their success in this space.
I have pending research $AXP deeply but I see this as a risk if the company cannot match those higher fees with better experiences/rewards. Also I have seen some companies trying to match a reward strategy but I think they cannot match amex equity brand value.
I have pending research $AXP deeply but I see this as a risk if the company cannot match those higher fees with better experiences/rewards. Also I have seen some companies trying to match a reward strategy but I think they cannot match amex equity brand value.
I've bought more $LMN.V Looking forward to add more $TOI.V and $CSU.TO soon!
The most viewed post ever in my blog with almost 2k visits🤯 Around 40% return since I invested in $ses.to last May and I think this name has a long term value beyond s/t opportunity. Big thank you all!
The most viewed post ever in my blog with almost 2k visits🤯 Around 40% return since I invested in $ses.to last May and I think this name has a long term value beyond s/t opportunity. Big thank you all!
Lessons I've learned from my tiny experience traveling in 🇯🇵: -I don't own enough shares of $NTDOY -You need deep local knowledge to explore opportunities in the ground. Or find a good active manager -IP royalty companies are one of the best business models. The juice never ends
The fever for Pokemon's card in Japan is insane $NTDOY
Return on incremental invested capital (ROIIC) is the most important metric for serial acquirers. ROIIC is driven by initial cash yield (~1/multiple for capital-lite businesses) and cash flow growth. The higher the former, the lower the latter must be. Multiple paths to win.
Software library is one of the most important KPI to measure $NTDOY The games expected plus the movie seems to be a great line-up for 2026🔥
Software library is one of the most important KPI to measure $NTDOY The games expected plus the movie seems to be a great line-up for 2026🔥
China and Japan have been incredible so far 🇨🇳🇯🇵
The market still thinks SECURE Waste Infrastructure Corp $SES.TO is a cyclical energy stock. Management is betting ~$1.1B that the market is wrong. From 2021 to 2024, SECURE underwent one of the most dramatic corporate transformations in Canadian mid-caps. This is the pitch ⚾️…
$DE customer value proposition in Brazil seems to be excellent. Huge market ahead to keep delivering l/t steady results. Just a reminder: 60% ROIIC for $DE in the last decade. Absolutely astonishing. youtube.com/live/15sb4JPHJ…
I have very clear the next 2 thesis for the blog. However, until October won't be a new post there. I'm going a few weeks to Asia (first time in this continent) 🇯🇵🇨🇳 After vacations I'll start to work on both posts💪
Gilles Martin is a very funny CEO $ERF
A research study about the performance from ex-executived from $DHR in CEO role in another public company would be an amazing lecture.
Following @ArneUlland inspiration, I'm sharing my watchlist's rank at the moment. My # of holdings is much lower as my time and focus to research is quite limited. Hopefully some of these ideas will be good enough to be in the portfolio some day☘️ Feel free to add any new idea!
When I start investing, I rule out companies with a non-linear past. However, over the last year, I have become increasingly attracted to these cases. Companies like $ERF may become good opportunities due to l/t investments (real estate) or unpredictable events such as covid-19.
I can't be more excited about the group of CEOS I have in my portfolio. Partnering with them allow me to focus on another things and sleep very well😁
MonRepos @MonRepos2000
0 Followers 36 Following Just trying to build my own Mon Repos | Working in space tech and photonics | Dr. in Physics | stocks | Languages: EN, DE, NL, FR
Rocco @brain11
127 Followers 1K Following +3σ Critical thinker. Civil Engineer, MBA, Entrepreneur. Finance, Neuroscience, Art lover.
Gbamra Bendarama @gbamra52405
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Aiden O Donnell @OAidenod29
254 Followers 1K Following
Dividend Income Inves... @divincomeinvest
4K Followers 2K Following 📈Documenting Monthly Dividend Income. Not financial advice. Opinions are my own.
Iñaki Pena @Inhaki_Pena
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Kuwirp @Kuwirp78947
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Bo @akaknanaB
37 Followers 398 Following Handlar på lång sikt i främst förvärvsfokuserade bolag och swingar i diverse jordfräsar och värdefällor.
Ed Auxier @therancherguy
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BullsEye @eyesigh558
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shoefig @shoefig
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Wiwou @Wiwou9850
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Steve Divi @DiviCents
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Beku90 @Fibula902
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Northmanthebusdriveri... @charbo84
621 Followers 882 Following
(Not Cousin) Greg | S... @GregoryPHuang
186 Followers 1K Following 15+ yrs serial SMB builder, bootstrapped from $6k. Ex-Blackstone PE. Write about SMB valuation & ops for max $ exits. Never retiring.
Jamie @J4MIE_UK
14 Followers 55 Following
Razzak @Razzak49808185
77 Followers 119 Following
owbcapital @owbcapital
37 Followers 432 Following
Schad TenBroeck @SchadTenbroeck
198 Followers 541 Following
Poolside Capital @poolsidecap
96 Followers 747 Following Corporate Finance by day | Wannabe Value Investor by night
Junior @Junior102515457
22 Followers 108 Following
Pablo_val @Vila__pablo
10 Followers 131 Following
Judgemental Jeff @JudgementalJeff
269 Followers 3K Following The market is a humbling machine. 外人投資家。
Adam Wilk @AKWilk
13K Followers 1K Following Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
Tiago @jtiagooc
209 Followers 840 Following
Certified G™ @OG_FRESH_Bs
278 Followers 1K Following I Am the disciple whom JESUS loves...Destined to Reign by His grace! #TeamJesusChrist
Not Hostile Takeover @n0th0stl3tk0v3r
794 Followers 2K Following still quitting once the bonus hits. still not financial advice. @h0stil3take0v3r was blocked by regulators.
Craig Parker @PargroCraig
56 Followers 2K Following
NickKolok @NickKolok
13 Followers 300 Following
Piggy @qualityb4price
93 Followers 282 Following looking to generate 10%+ PA returns though investing in high quality businesses. Long term horizon, attempting to be greedy when others are fearful.
Juana @Juana7360012950
63 Followers 230 Following
Alberto @Albertokalan
15 Followers 36 Following
Henrik Haldborg @Henrikhaldborg
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ZoraRuskin @2ZYI1Nm8GprL0QL
46 Followers 2K Following
Anna @CamillaS62500
99 Followers 5K Following
Adam Wilk @AKWilk
13K Followers 1K Following Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
Xisco Cánaves @xiscocanaves
51 Followers 83 Following 🤓 Me gusta la inversión y los negocios 🏡 Construyendo el mío desde cero 📫 Comparto lo que aprendo en: https://t.co/gHlZoR4HGU
Alex Schlich @YstoneAdvisory
1K Followers 430 Following Former fund manager and stockbroker. Managing Director, Investor Relations advisory company Views my own
Pine Grove Capital @PineGroveCap04
708 Followers 113 Following 🇨🇦 Small business owner and investor focused on Canadian companies. DMs open. Not investment advice.
Durable Value Creator... @DurableCreators
7K Followers 439 Following Searching for high-quality, durable businesses with robust competitive advantages, runways for growth, and a history of creating value for shareholders.
Kuppy @hkuppy
163K Followers 2K Following CIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.
Francisco Parga, CFA @fuco14
6K Followers 611 Following Finance professor and Value Investor. Director de la #escuelafinanciera DBF-Finance. #finanzas #inversiones #formación #CFA
Glenco Capital @GlencoCapital
672 Followers 217 Following Somos dos profesionales dedicados a los mercados financieros desde USA. Todo nuestro contenido es público y gratis en esta cuenta y Substack. Ideas contrarias.
The Intellectual Edge @thebigideas_
2K Followers 179 Following In search of the most valuable investing insights
José Manuel Castro /... @castrobeiras
558 Followers 149 Following Investment Manager of Cianca Capital: Focus on family investment holdings companies and long term compounders with a permanent owner strategy
Memorias de Pez @MemoriasPez
151K Followers 846 Following Historia & Geopolítica. Comunidad de La Cumbre: https://t.co/7wG69KjhAl En YouTube: https://t.co/k0alCJj1A0 Web: https://t.co/4vEvmHbPSd
Think Like Munger @TLM_Capital
369 Followers 50 Following “All I want to know is where I’m going to die so I’ll never go there.” | Compounding 📈 | Don’t forget to check out my Substack‼️👇🏽
10BaggerPortfolio @10baggerproyect
7K Followers 110 Following Early investor in $vhi.to $hims $prl.to $tea.ax $abcl $asts $sofi $rklb. Aiming to significantly outperform the indexes. Annualized ret.: 62% since 07/08/2022.
The Icahnist @TheIcahnist
25K Followers 366 Following Private Equity. Learn from history's greatest investors.
Luxcentive @luxcentive
23 Followers 42 Following At Luxcentive, we cover the world of luxury news, financials, and cultural shifts behind the world’s most iconic brands, public and private.
Simeon Research @SimeonResearch_
8K Followers 349 Following 🎯 | Spotting early compounders, serial acquirers & niche businesses 📊 | Actionable Ideas, analysis, and deep dives
Quality Growth @QualityGrowth_
469 Followers 251 Following Seeking growth with quality. Not financial advice. Opinions are my own.
Rodrigo @rodrigovlc97
468 Followers 1K Following Intentando no liarla. Invirtiendo a largo plazo para poder justificar posiciones en las que pierdo hasta la camisa. Economista, o eso dice el título.
Giles Capital @GilesCapital
504 Followers 569 Following Value Investing and Trading by Giles Capital. Sign up to our free newsletter here for our analysis & recommendations: https://t.co/F1KyfcN6cI
Miquel Cantenys, CFA @MCantenys14
2K Followers 2K Following PM at @GinvestAM | Stock Analysis | Financial Markets | Lifelong learner
Jacques Cattier @jacquescattier
146 Followers 2K Following “you fog the mind, you stir the soul” Robbie Robertson
The Capital Chronicle @AmsterdamStock
908 Followers 303 Following Seeking enduring value in a world chasing noise
Morgan Housel @morganhousel
596K Followers 801 Following Author, @collabfund, director at Markel Group. Nice to see you. New book: https://t.co/7VCSEPR6nG
Cosmic Capital @Cosmic_Capital
235 Followers 230 Following Equity Analyst focused on quality and long-term outcomes | Deploying a strategy that has delivered 4-5% alpha p.a. | Deep research, stock ideas and more
Scottish Mortgage Inv... @ScotMortgage_UK
1K Followers 359 Following Owning the world's top growth companies. For UK investors and professional investors in Belgium, Luxembourg, Germany, the Netherlands, and Switzerland.
Raúl Andrade Lucena @randraluc
221 Followers 1K Following Private investor. Owner of great businesses for the long term.
Devin LaSarre @DevinLaSarre
6K Followers 1K Following Strategist, designer, investor. Robust brands, regulation, and busted narratives. Valuation matters. Writing on all things finance at https://t.co/mB0WHAywdX
Lawrence Hamtil @lhamtil
37K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Borlaug @Borlaug_
5K Followers 1K Following Doing God's work (extracting alpha from the healthcare sector)
ZissouCapital @ZissouCapital
872 Followers 1K Following I think you're a fake. I think you're a phony. And a bad reporter.
Moats & Multiples @moats_multiples
159 Followers 126 Following Global Equity Analyst | London | Investing in the world's best businesses | Not investment advice
Nintenderos @Nintenderos
576K Followers 28 Following Cuenta oficial de https://t.co/Qw8RPZBzCI. Sitio web de noticias sobre videojuegos de Nintendo nº 1 en Internet.
MindBranches @MindBranches
147K Followers 2K Following AI enhanced diagrams to help you understand complex concepts quickly.
Shane Parrish @ShaneAParrish
545K Followers 2 Following Master the best of what other people have already figured out
Boring_Business @BoringBiz_
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Nikotes @dcurras1
409 Followers 221 Following Quality & Growth Investing at Expanse Stocks. Ride them with conviction. Links 👇
MikeCAGR @MikeCAGR
917 Followers 253 Following 🎙 Detrás del Inversor - Podcast🎙 YouTube 🧠 Inversor conductual 🤖 GPTs e IA para inversores $ODD Oddity Tech $ONON On Holdings
Alpha Vulture @AlphaVulture
12K Followers 265 Following Value investor, blogging at: https://t.co/bajKBBmxQE
SuperYacht Times @sytreports
23K Followers 323 Following The leading website for superyacht news and information.
Bluegrass Capital @BluegrassCap
44K Followers 376 Following Student of business models. Player of infinite games. Lets build something together.Trends for United States
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