Pedro León García @pedroleongarci2
Portfolio advisor at Galileo Capital. Trying to make myself and others as free as possible. Joined October 2021-
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Lumine is my favourite from CSU family. Organic growth down in exchange of more margins is what I was expecting. There will be a time where both organic and margins go up...inorganic will be and is just the best possible and will keep being like that for a long time...
Lumine is my favourite from CSU family. Organic growth down in exchange of more margins is what I was expecting. There will be a time where both organic and margins go up...inorganic will be and is just the best possible and will keep being like that for a long time...
I think the best way to play UK cheap market is through $TEQ & $SFT. Both very well positioned to acquire cheap quality companies with very low competition at the moment.
Superior strategy. Specially if they are able to buy in moments such as crisis, credit crisis, bad macro...I think $CSU is the perfect example. They grow no matter what, they buy MORE during crisis like last year or 2008, they grow more organically during inflation periods...
Superior strategy. Specially if they are able to buy in moments such as crisis, credit crisis, bad macro...I think $CSU is the perfect example. They grow no matter what, they buy MORE during crisis like last year or 2008, they grow more organically during inflation periods...
🚀 Unveiling $TEQ's and $LMN's Secrets with @GarchaCarlos 🚀 🔍 What's Inside: 📈 Valuing compounders & spotting serial acquireres red flags 🏢 Inside Teqnion's HQ's 🗣️ Wisdom from @Lumine_Group CEO, David Nyland 💡 Carlos's top investment concept youtube.com/watch?v=N9YnmQ…
New great investors joining $NA9 Nagarro and $IWG
New great investors joining $NA9 Nagarro and $IWG
TerraBEAST $TVK Discl: it is our main position
Anyone want to get psyched about dry bulk carriers - that sound track 🔊. Advance Engineered Products Group (now $TVK.TO)
Otra gran perdida para la comunidad inversora, DEP elmundo.es/papel/lideres/…
Reading Soros The alchemy of finance:"The process reinforces itself...until results don´t match expectations". As value investors we apply this concept by not selling P/E x 10 times company with a good "trend" and buying P/E x 8 times with a bad one. Simple and effective.
Very soon some despair people will regret selling Spyrosoft $SPR. Very likely from Q1 results on May. Same with Epsilon $EPSIL.AT Q1 on May. Mader $MAD.AX on june probably and many others. Too short sight minds don´t work in the stock market, I am glad they are here anyway!
Tom @Tomsomething01
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KALAMARDO @kalamardo00
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Joel Ryder @RyderJoel
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Josef @josefalmosawi
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Oddbjørn Dybvad @oddbjorndybvad
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Jakub Marisko @Rewardenn
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Jean @jldc_17
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Kedagi 16 @Kedagi121121
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SAC Research @acquirers_club
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Little Owl Research @LittleOwlRes
167 Followers 264 Following I post research reports on industries and companies. I am not a CFA and this is not investment advice.
Mark Sharogradsky @SharogradskyM
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Fred @fredde2021
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Ewout Reynvoet @EwoutRey
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song_asin_singing_a_s.. @mahsongwei
102 Followers 632 Following building in ai, writing https://t.co/FeLcTMTEKy building https://t.co/SIaKE0QhaW
Valor Por Aí @FreitasRbf
256 Followers 1K Following Worth my time: capital markets; music & bass playing; Flamengo; books & arts; tennis; jiu-jitsu; MK1; travels; friends; nature; wine; family above all
Bristlement Pine @BristlementPine
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hires @hires_23
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Lowk @NomadLowk
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RS @FI_Compounding
88 Followers 474 Following Learner, Investor, Consistent compounding, Value Investing. Buy good companies. Don't overpay. Do nothing.
AC Jones @acjones251
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X X @maisnonp
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GMD @GMD92157401
38 Followers 2K Following “Many shall be restored that now are fallen, and many shall fall that now are in honor.” HORACE—ARS POETICA
Doug Ott @yesandnotyes
4K Followers 1K Following Bah weep granah weep ninni bong. Nothing I say here is advice or a recommendation. All views are solely my own.
S. Leclerc @leclerc_steve
163 Followers 551 Following
Nicolas Goncalves @Nicolas13001202
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Tobes @fcfps_
49 Followers 306 Following Journal $dplm.l $jdg.l $alph.l $cer.l $knsl $tisg.mi $rms.pa $sl.mi $azo
Ran @benyiran
269 Followers 747 Following Attention is all we need | Opportunist = Infinist = 0 Ego | Trying things (mostly LLM and investing related) outside of the arena
Łukasz Gacka @GackaLukasz
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Philipp Kröger @PhilippKroger
97 Followers 527 Following Curious about all things investing and life
Nemam Hotovo @7radek
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Biel Nadal @Bieln21
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Bogle Capital @boglecapital
0 Followers 453 Following
Oddbjørn Dybvad @oddbjorndybvad
2K Followers 310 Following CIO of REQ Capital. Searching for the strongest Acquisition-driven Compounders globally. Author of "Investing in Value Creators" #SerialAcquirers
Darth Powell 🦈🇺.. @GRomePow
22K Followers 898 Following Top 25 Business School Grad - Finance Formerly Series 7, 6, 63 Licensed New Century Mortgage (Big Short) Account Exec Backup: @gromepowburner
Albert Millan @albertrjf
13K Followers 441 Following Director de @lwsresearch | macro&value investing ⏳| #OOTT #BTC #GOLD #COM | https://t.co/TkiMLYgStX journey before destination
The Compounding Torto.. @CompTortoise
5K Followers 128 Following Research on high-quality growth companies | digging deep into the financials | serial acquirers | ex. senior finance manager (SME) | Substack newsletter
Rihard Jarc @RihardJarc
39K Followers 3K Following Investor & writer @uncoveralpha. Tweets are only opinions. Researching and sharing the findings of the technology sector in detail (+11k subscribers).
Gustaf Håkansson @SerialAcquirers
3K Followers 473 Following Tweets on serial acquirers Serial Acquirer Book: https://t.co/PA1ykPYksS Not investment advice.
Matas Baliukonis @MatasBaliukonis
370 Followers 134 Following Chief Executive Officer @ Vilnius Jesuit High School Endowment | author of The LongView. Subscribe for articles on compounders, and portfolio construction!
Paul Andreola @PaulAndreola
21K Followers 1K Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, $URL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.V
Dani Dsk @daniesdsk
165K Followers 20 Following Cuenta personal de Dani. Tengo una empresa que hace cosas chulísimas 🥷 🇪🇸
Iker Jiménez @navedelmisterio
788K Followers 2K Following Entusiasmo es mi palabra favorita. Peleo por mantener el Alma de niño. Creo que la vida es un Milagro y un Misterio. https://t.co/XywpUkedky
Jerry Capital @JerryCap
42K Followers 577 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Kasia y Lucía @lobasws
24 Followers 57 Following ✨Dinero, negocios y prosperidad 👯♂️Comunidad entre amigas 💙Buscamos conectar con tantas mujeres que pensamos igual, pero no nos encontramos.
TheDailyCompounder @100xCompounding
1K Followers 15 Following Investment Analyst. I study small/nano cap companies in developed nations and speak on valuation & miscognition in markets. Valuation Matters.
VICAI CAPITAL @vicaicapital
244 Followers 310 Following · Compramos empresas de calidad, con grandes ventajas en su sector y las mantenemos en el tiempo.
In Practise @_inpractise
22K Followers 615 Following Primary Research for long-term fundamental investors.
Albert Inversión @ConquistaStonks
23K Followers 577 Following 🛢️ Oro, Plata, Oil | Inversor en negocios cíclicos BUY THE DIP PODCAST
Jonah Lupton @JonahLupton
558K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
dcdh @AltairDcdh
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Arne Ulland @ArneUlland
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True value F.I. @Truevalue_FI
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Stephen Frampton @StephenFrampto9
932 Followers 162 Following I like writing : SeekingAlpha - https://t.co/vkksScjHcM Substack - https://t.co/xQXdHrLMxL
𝗙𝗮𝗶𝗿𝗹�.. @Fairlight_Cap
7K Followers 807 Following Alternative investment management company. Not investment advice. [email protected]
Joseph A. Cooper @DakotasTwits
7K Followers 6K Following In pursuit of being the best 5-ball joggler in the world. Terrible investor Caught in a giant tidal wave, looking for data.
Vaibhav Gadodia @whoisvaibhav
2K Followers 741 Following AI is cool. CTO at @Nagarro. Tech geek. Worried about the environment. I post things I find interesting. And whatever is on my mind. I like conversations.
Dirtcheapstocks @dirtcheapstocks
21K Followers 217 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice.
Daniel Tello Rivero @dantelriv
10K Followers 846 Following Gestor en Andbank WM del fondo GB VII Azagala ⛰ Se parte de la minoría que no invierte como la mayoría ⛰Ningún tweet supone recomendación de inversión
Adam Wilk @AKWilk
10K Followers 1K Following Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
greg @greg16676935420
807K Followers 526 Following im greg I like football and stocks and my birthday im from kentuckey. I'm a investor. I like to golf at the golf course @gregmultiverse • subscribe for $1 ⤴️
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value venturez @valueventurez
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VALUE BILBAO @ValueBilbao
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blink-182 @blink182
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Anders @ValueLegends
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The Art of Value @theartofvalue
731 Followers 696 Following Find The Art of Value video pod on YT, Spotify, audio elsewhere. Join the Patreon for exclusives and ad-free: https://t.co/pLC0MSItNz
Bogumil Baranowski @bogumil_nyc
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Mindful Investments @mindfulInvestSE
464 Followers 400 Following Holistic investor building wealth by seizing different uncorrelated trade opportunities #Uranium, #Gold, #Silver, #Oil, #Coal, #Shipping, #growthstocks
@JulianRooUS Primero, ese tuit mío que extractas es contra el comunicado del Ministerio de Asuntos Exteriores. Segundo, yo estoy criticando al Gobierno de España por haber defendido hipócritamente la necesidad de "regular" los bulos y los insultos mientras sigue insultando y mintiendo. Ya se…
Discúlpeme usted, señor CIBERHEMEROTECA. La próxima vez le pediré permiso antes de tuitear nada, le enviaré también el texto para que dé su visto bueno. Eso sí, no le garantizo ser tan intensito como usted. Tampoco tan militante.
@diazvillanueva Fernando, si vas a criticar a alguien, ten un poco de contundencia y hombría, en vez de tuitear fruslerías y presentarte como el niño bueno del colegio que no se mete con nadie (pero al que los matones de la clase atizan igualmente). Vale por este y por otros muchos posts tuyos.
I’m not sure what the base line growth the market & the management are expecting, respectively, in coming years. For now, $LMN.V continued to be in a beast mode. I believe most $LMN.V shareholders are ready to stomach any volatility coming their way. $CSU
@pedroleongarci2 De las mejores joyas que cotizan en Estocolmo... que ya es decir.
Solid trading update from $SFT.L ✔️ Revenue up 40% ✔️ operating profit up 100% ✔️ divested unprofitable units ✔️ cash runway until end 2024 Business model of acquiring quality niche software companies is starting to reap rewards
El Gobierno está intentando silenciar este vídeo de Ana Rosa Quintana Sería una pena que consiguiese miles de visitas y que los sociatas sigan llorando
If anyone is going to Omaha this week for Berkshire and needs lodging, I’ve got two hotel rooms for Thu and Fri night I’d give away for half off. Have to make a day trip now so no longer need the rooms.
Importa poco que Pedro Sánchez haya decidido seguir. Lo que importa es que siga la deuda pública disparada, el déficit estructural, los abusos fiscales o la corrupción endémica. 🤬 #hastalosovarios
💣💣BOMBAZO 💣💣 Desokupamos y reformamos la casa de la señora Carmen! Si no lo hace el Gobierno lo hacemos nosotros! JUNTOS SOMOS INVENCIBLES RT que se entere todo el mundo! #LosAbuelosNoSeTocan
8. Even at a price of 16,I'm not sure we would sell all our holdings,and we would probably keep an average position,but that seems like a fairer price at this stage. We at Kepler will reject the proposal as presented and would be happy to remain shareholders for many more years.
Main reason why rates will get cut regardless of where inflation will stand. Prove me wrong.
A 12€ no pienso vender ni una. Me parece una broma
$EPSIL.AT Epsilon Net: Trading suspension for the stock Negotiations for strategic cooperation with a foreign investor businessnews.gr/epixeiriseis/i…
Let‘s all vote against this cheapy bid and see what the power of #fintwit can do! $EPSIL
Re $EPSIL.AT buyout offer: I think 12E is too low given the value of the business given what the management thinks the NBG cooperation about to be launched is going to contribute. Management needs 27% of shareholders to approve ...
@Baashandlarn @Capex_88 @pbcinc @mavix_leon @Symmetry_Invest @SharogradskyM @pedroleongarci2 Similar(ish) sort of size here and also not letting go for below € 15.
@Capex_88 @pbcinc @mavix_leon @Symmetry_Invest @SharogradskyM @pedroleongarci2 My ~5000 shares will block any bid under 20€ 😁
@pbcinc @mavix_leon I'm hoping on you, @Symmetry_Invest , @SharogradskyM and @pedroleongarci2 with others to block any bid! This is the next $fnox . (which 30x:ed after Visma Bid rejection)
Oops. Indutrade $INDT.ST -10%
PSA: Johan and Daniel at Teqnion $TEQ will be at the Marriott Omaha Downtown between 5 and 7 pm on Friday the 3rd in the Dodge room, as part of an event hosted by Spiltan. Stop by and say hello!
@pedroleongarci2 I hope so for Daniel's sake. He borrowed ~2M at 7% for Johan's shares.
Fallece Carmelo Santana Peña, el gentlemen de la importación del tomate canario laprovincia.es/telde/2024/04/… a través de @laprovincia_es DEP tio Carmelo .
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