VALENCIAN BAT CAPITAL @VBATCAPITAL
Private investor & Msc structural engineer. Lover of learning 》 hard work 》hard saving 》owner excellent long-term businesses 》freedom of conscience. vbatcapital.substack.com Madrid & Valencia Joined June 2023-
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VALENCIAN BAT CAPITAL retweeted
How can you not love Mark Leonard. What other CEO would say this. $CSU.to
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VALENCIAN BAT CAPITAL retweeted
ROIC is important, but don't forget to reinvest your cash flows... you must take on risk to compound Excellent piece showing why incentives can lead to over-conservatism amongst managers
VALENCIAN BAT CAPITAL retweeted
Great piece on GEICO’s Lou Simpson
VALENCIAN BAT CAPITAL retweeted
Esto es de lo mejor que verás este año. Compártelo. El mundo necesita verlo.
VALENCIAN BAT CAPITAL retweeted
$bn's wealth solutions' DE grew 34% last quarter. It will soon overtake $bam as the largest earnings generator and is currently larger than all of the listed affiliates + BPG.
$GXO Q2 2025. Good results. Citing Warren Buffett: "Leaving the question of price aside, the best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return".
VALENCIAN BAT CAPITAL retweeted
Berkshire Hathaway released its 2nd quarter 10-Q and operating earnings this morning. Despite little activity on the capital allocation front, Berkshire’s key businesses produced generally solid profitability, and FAR BETTER than is being generally reported. A brief summary: 1/5
🥱🥱 $WM
🥱🥱 $WM https://t.co/GPEbJG4A0z
Top 100 spirits brands by volume in 2024 and last 5 years. Highlighted in colors: Diageo $DGE $DEO, Pernod Ricard $RI.PA, Suntory , Brown-Forman $BF.A $BF.B and Campari $CPR.MI Information obtained from: thespiritsbusiness.com
Top 100 spirits brands by volume in 2024 and last 5 years. Highlighted in colors: Diageo $DGE $DEO, Pernod Ricard $RI.PA, Suntory , Brown-Forman $BF.A $BF.B and Campari $CPR.MI Information obtained from: thespiritsbusiness.com https://t.co/Ztczfyl7Pc
$ERF.PA continues to execute its large investment cycle (IT network, property acquisition, M&A, creating start-ups, etc.) and is incurring high costs. Perhaps the hardest part will be waiting until 2027/28 to see the gains. For now, closely monitoring and learning its CEO.
St. Joe's quarterly results,...one could not ask for anything more. $JOE 🏘️ Good assets, good capital allocation, and the majority of revenue is derived from less than 2% of land holdings.
Competitive advantages, differentiating assets, good price, and there will be no disruption here. $CNI $CNR 🚂
$ATD.TO reinitiates share repurchase program -> $4.2 billion -> 10% public float.
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