Valuation Matters @ValuationValue
“The best thing a human being can do is to help another human being know more.” –– Charlie Munger valuationmatters.com Joined September 2022-
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$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-energy-…
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
¡INVERTIR ES IMPERATIVO! Tienes que empezar a formarte y tomar acción cuanto antes. Sabias palabras de @foso_defensivo:
Two million copies in under two weeks! A toast to you all for making #KCD2 a triumph! 🥳
💎🚨 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… vía @YouTube
@mtnz_david Bueno, el m&a en Asmodee son muy pequeñas, sería raro ver algo grande… Yo de momento mantengo la posición aunque seguiré reduciendo también porque es mayor peso por la subida y menor retorno esperado.
Reduzco un 7% mi posición en $EMBRAC y la sigo manteniendo top holding en el portfolio
@mtnz_david Igualmente seguiré reduciendo seguramente, suelo ir vendiendo calls
@mtnz_david Asmodee no he vendido nada de momento, pero tb reduciré en breves. De todas formas no me hagas mucho caso 😂. De cara al próximo FY vendrá la spin off de Coffee Stain y seguramente algún lanzamiento tipo Metro. Yo aún le veo recorrido pero solo mi opinión
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.com/p/alantra-part…
Embracer investors meet after buying the dip
$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!
>450k
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You trusted source of gaming news! Last time they refused to give us any score 🤣
Emérito/Numantia Pat... @foso_defensivo
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Miguel Dabán Baines-... @MDBBolsa
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Krevix @KrevixD
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GYMER INVESTOR @gymerinvestor
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Titan Manager @TitanManager_io
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845 Followers 3K Following Azote anti-woke BTC/ MSTR / ASST / ETH / BMNR SBER / NBIS AMD CIFR BITF SLNH ASML OSCR IREN JD AMZN
CryptoWala @cryptowala__A
17 Followers 111 Following 🇮🇳 India's 1st crypto store 🚀 Cryptowala exchange coming 🔁 🌎 Making India a global leader in bitcoin 💎 10+ yrs in crypto !free crypto education
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Galician Investor Qua... @GaliciaInvestor
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Emérito/Numantia Pat... @foso_defensivo
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Ale Inversor @AleInversor
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Los Locos de Wall Str... @LocosWallStreet
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Pareto Securities @ParetoSec
3K Followers 129 Following Independent full-service investment bank with a leading position in Nordic capital markets. Official English account. 🇳🇴 @ParetoSecNO 🇸🇪 @ParetoSecSE
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1.1M Followers 11 Following Official account for Goldman Sachs. The latest insights, analysis, and news from across the firm. https://t.co/3FRVF3sdcC
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32K Followers 2K Following Asesor del Fondo Gestivalue Capital donde invierto mi capital desde mayo23. Cofundador Formador en BolsaZone. CFO de multinacionales. Auditor Big4. EFPA.
PiQ @PiQSuite
132K Followers 8K Following News | Insight | Opinion • News Site → https://t.co/rhkrvyDKwt • Pro Platform → https://t.co/VmD0voJVbf • News on X → @PiQNewswire • Substack → https://t.co/yddlMO8wcZ
Bill M Moore @bmoore_20
132K Followers 121K Following Using #Twitter to build your #homebiz? | #Entrepreneur | Social Media Marketing | Motivational #quotes | #socialmedia
Restructuring__ @Restructuring__
50K Followers 519 Following Founder of Pari Passu, research firm that provides all-encompassing coverage of the most consequential restructuring transactions. Join our free email list!
Paradox Interactive @PdxInteractive
218K Followers 62 Following Leading global publisher of deep and endless games. We make the games, you create the stories.
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Direkt Börs @Borsredaktion
26K Followers 993 Following Börsredaktionen på Nyhetsbyrån Direkt @direktse Tipsa på: [email protected] och glöm inte att även följa @Makroredaktion
Dídac @DidacLee
75K Followers 7K Following Head in the clouds & feet on the ground / SSI Divemaster, Entrepreneur, BA & VC. Former Barça Board Member. #CarpeMomentum #GaldanaVentures
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RACHELLE 🚀rhymes w... @MissRachelle
4K Followers 811 Following PLAY ALL DAY 🖍️Global Director of Social Media Strategy at @LEGO_Group 🖍️ Personal Account 🖍️ bonus typos 🖍️ #ADHD
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56K Followers 4K Following Partner & TMT Analyst LightShed Partners, GP LightShed Ventures, Media Futurist & Co-Host: The LightShed Podcast. Sites/Social: https://t.co/9u1Ibhj4TO




















