“The best thing a human being can do is to help another human being know more.” –– Charlie Munger
Joined September 2022
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Valuation Matters retweeted
$KOS I've been keeping an eye on Kosmos Energy since 2018 because of its connection with $GLNG, but I hadn't actually invested until now.
Today, I'm sharing the investment case. I'm making this open to everyone, so I'd appreciate it if you could share it
elclubdelvalue.com/kosmos-en…
Valuation Matters retweeted
Semanal de Inversión #85 con publicaciones (link en bio)
@CipresMomentum
@AldeaValue
@SlowDividend
@AzagalaCapital
@dantelriv
@WorldStockss
@ResGloStocks
@GaliciaInvestor
@HolyFinance
@MCantenys14
@TorrasLuis
@IcariaCap
@ValueInvestingS
@BiadiuDani
@AcrataOpciones
@VanguardEconomy
@10baggerproyect
@Invesquotes
@Dan1D1az
@em4947790
Valuation Matters retweeted
¡INVERTIR ES IMPERATIVO!
Tienes que empezar a formarte y tomar acción cuanto antes.
Sabias palabras de @foso_defensivo:
Valuation Matters retweeted
Two million copies in under two weeks! A toast to you all for making #KCD2 a triumph! 🥳
Valuation Matters retweeted
💎🚨 Ya tenéis disponible la Tesis de Inversión de San Lorenzo $SL que nos presenta el gran @Carlos_MoraM Fundamental para entender todo el sector de Yates de Lujo, la valoración de $SL, la caída de $TISG y sus problemas con el Bayesian y otros factores clave⬇️
San Lorenzo - Tesis de Inversión con Carlos Moram youtu.be/QinpC6LYWF4?si=i8oc… vía @YouTube
Reduzco un 7% mi posición en $EMBRAC y la sigo manteniendo top holding en el portfolio
Valuation Matters retweeted
Análisis de Alantra Partners $ALNT 🇪🇸, en busca del valor perdido, disponible en nuestro substack.
🔹4% del fondo Attitude Small Caps y un claro ejemplo de la infravaloración de las small caps europeas.
⬇️Link⬇️
attitudesmallcaps.substack.c…
Valuation Matters retweeted
$EMBRAC Kingdom Come Deliverance II had a highly successful release yesterday, reaching 160k concurrent players and receiving a wave of positive feedback.
Here's a snapshot of the initial response, based on thousands of player reviews. If you'd like to get early access to valuable insights like these and stay ahead of the curve, make sure to get in contact with Alinea Analytics!
Over a million of you have stepped into our world. We're beyond grateful for your support - thank you for making #KCD2 a triumph!
Valuation Matters retweeted
Sigma Internacional y Gamma Global:
Repaso de 2024 y cartera y perspectivas para 2025
Espero que os guste!
youtu.be/Pyw9vXgvCNo?si=i_aI…
