Serenity Value @jc_mef

Inversor particular en acciones y futuros. Apasionado de los mercados financieros. Madrid, Comunidad de Madrid Joined March 2022

Tweets

803
Followers

133
Following

321
Likes

1K

Qualtrim @qualtrim

a week ago

"We're moving into the digital labor revolution, it's this $3-12T opportunity, it involves agents, and digital agents in an agentic age." – Marc Benioff, Salesforce CEO $CRM

14 13 226 23K 18

Download Image

The Better Less @thebetterless

2 weeks ago

@stats_feed 1. More surveillance: Cameras will know you better than your mom. 2. Food prices skyrocketing: Avocados may cost more than rent. 3. Space travel hype: Billionaires flexing selfies from Mars while we’re stuck in traffic. 4. Less privacy online: Your fridge will probably snitch on…

1 2 48 8K 11

Miguel Dabán Baines-MDBbolsa @MDBBolsa

2 weeks ago

Hoy Emérito (@foso_defensivo) me ha hecho accionista de $ZTS a través de su fondo Empresa que la estudié bastante en su día, pero acabó en la "Too Hard Pile" Aquí os dejo un vistazo rápido de varias cosas

11 7 125 15K 29

Download Image

Qualtrim @qualtrim

2 weeks ago

“We believe that Uber is one of the best managed and highest quality businesses in the world” – Bill Ackman Bill Ackman's average is $72.86/share. Is Uber still a buy today? $UBER

23 20 260 31K 16

Download Image

Emérito/Numantia Patrimonio @foso_defensivo

2 weeks ago

Numantia Patrimonio y Numantia Pensiones han vendido sus posiciones en U-Haul Holding Company $UHAL y en Markel $MKL para así invertir 13.500.000€ en VERIS RESIDENTIAL $VRE , ZOETIS $ZTS y CARLISLE $CSL Mantenemos sólo 25 empresas, el 56% en el TOP10. Invertidos al 99,9%.

4 20 422 39K 81

Patient Investor @patientinvestt

3 weeks ago

Adobe is buying back shares like there's no tomorrow! $ADBE

72 87 927 91K 150

Download Image

Serenity Value @jc_mef

3 weeks ago

The contrarian trade to "AI will destroy everything in 5 years" will be the most profitable. I see most thesis exaggerarting business destruction; but reality is more complex. AI bubble? Maybe. Opportunity in profitable traditional businesses? Certainly. #AI #StockMarkets

0 0 2 23 0

Data Driven Investing @DataDInvesting

3 weeks ago

$DUOL drops 4% in three minutes because $AAPL's new AirPods will have real-time translation. You know, the same feature that $GOOG Pixel Buds launched with in 2017. Yes, the translation is better, smoother, and poses less friction than it ever has before. No, it does not…

Evan @StockMKTNewz

3 weeks ago

56 61 464 405K 102

Download Video

55 24 472 101K 52

Serenity Value @jc_mef

3 weeks ago

El trade contrarian a "La IA destruirá todo en 5 años" será el más rentable. Las tesis exageran la destrucción; la realidad es más compleja. ¿Burbuja de IA? Tal vez. ¿Oportunidad en negocios tradicionales rentables? Sin duda. #IA #Stock #Markets

0 0 1 24 0

Serenity Value @jc_mef

4 weeks ago

I'm considering allocating 5% of my portfolio to clothing companies (Lululemon $LULU, Deckers $DECK, ON $ONON), but I'm unsure if it's too early or if they've already priced in all risks. Could rate cuts be a good entry point? #StockMarket

1 1 1 380 0

Serenity Value @jc_mef

a month ago

Does anyone know what's happening with employee benefits companies like Edenred ($EDEN), Sodexo ($SW), or Pluxee ($PLX)? All are trading at historically low multiples despite growth and margin expansion. Are there other relevant competitors? Any risks besides local regulation? —

2 1 1 153 0

10BaggerPortfolio @10baggerproyect

a month ago

El proyecto cumple 3 años (07/08/22). Desde ahí, la rentabilidad anual es del +66,3%. No es realista, pero podría seguir alcanzando retornos cercanos al 20-25% que, con el tiempo, la vayan reduciendo✍️En esta publicación quiero contarte qué me ha servido, y qué no ⬇️contiene🎁!…

4 5 51 6K 21

Download Image

THE SHORT BEAR @TheShortBear

a month ago

Over the last days, I initiated a new position in $FICO. Even after a 45% pullback, the stock still trades at a premium, but I see this as a reasonable entry point for a starter position. Its valuation is offset by strong growth prospects, which I believe are less at risk than…

36 22 321 73K 210

Download Image

Fiscal.ai (formerly FinChat) @fiscal_ai

a month ago

"AI is eating software" $CRM $NOW $HUBS $ADBE

49 106 963 134K 285

Download Image

Investseekers @investseekers

2 months ago

Big step for $NVO: The FDA just gave accelerated approval for Wegovy to treat MASH, a serious liver disease that affects about 1 in 20 U.S. adults. This makes Wegovy the first-ever GLP-1 drug approved for MASH. Trial results after 72 weeks: • 63% of patients on Wegovy had…

11 29 213 22K 37

Fiscal.ai (formerly FinChat) @fiscal_ai

2 months ago

Adobe has now bought back more than $12 billion in shares over the last 12 months. That's equivalent to 8.3% of its current market cap. $ADBE

50 73 779 118K 120

Download Image

10BaggerPortfolio @10baggerproyect

2 months ago

Mi primer consejo para alguien que comienza a invertir sería que siempre tenga claro que nadie sabe nada, por mucho que escriba o hable. Quien es alcista en un valor simplemente da más importancia a las fortalezas y oportunidades de un negocio, mientras el que es bajista…