Discover and read the best of Twitter Threads about #AccionGlobalFI
Most recents (3)
Now that Andrew Austin has made his 1st deal at #KISTOS, time to evaluate it. Seems that FinTwit doesn't consider it a bargain, and we don't have all the info yet, but indeed we can do some research
Brief: AA DID IT AGAIN
Time for a thread 🧵 #KIST $KIST.LN
((PART 1))
👇🏽👇🏽👇🏽
Brief: AA DID IT AGAIN
Time for a thread 🧵 #KIST $KIST.LN
((PART 1))
👇🏽👇🏽👇🏽
I've read different opinions so far, but it seems that the general opinion is that €220M+€163M earn outs, isn't too cheap for €31M EBITDA'20, or 5.5m boepd, 19mm boe 2P and 78mm boe 2C. Seen like this, it's fair. It doesn't seem very cheap.
Only positive view I've read about, is from @mgrahamwood saying "this looks to be one hell of a deal". I didn't know if it was only because he's an AA fan, but now having analyzed the asset, I think he's just right:
This is one HELL of a deal
This is one HELL of a deal
¡¡ Nueva posición en la cartera de nuestro fondo #AccionGlobalFI !!
Consulta aquí el vídeo análisis de la compañía Align Technologies, productora del famoso Invisalign
Long $ALGN #Invisalign Short $SDC #SmileDirectClub
👇🏽👇🏽👇🏽👇🏽
accioneafi.com/web/align-tech…
Consulta aquí el vídeo análisis de la compañía Align Technologies, productora del famoso Invisalign
Long $ALGN #Invisalign Short $SDC #SmileDirectClub
👇🏽👇🏽👇🏽👇🏽
accioneafi.com/web/align-tech…
Definition: When a management team does NOT know the word SHAME
Definición: Cuando un equipo gestor NO conoce la palabra VERGÜENZA
SHORT $SDC
investors.smiledirectclub.com/news-releases/…
Definición: Cuando un equipo gestor NO conoce la palabra VERGÜENZA
SHORT $SDC
investors.smiledirectclub.com/news-releases/…
Qué podría salir mal?
-60% desde la OPV, hace 2 meses...y lo que le queda
What could go wrong?
-60% since IPO, 2 months ago...and what comes ahead
SHORT $SDC
-60% desde la OPV, hace 2 meses...y lo que le queda
What could go wrong?
-60% since IPO, 2 months ago...and what comes ahead
SHORT $SDC
Alphabet está construyendo el futuro mediante atracción d los mejores talentos, inversión decidida e innovación constante. Recomiendo encarecidamente la lectura del transcript earnings call 1H2018.
#Alphabet $GOOG $GOOGL #GBIIAccionGlobalFI
👇🏽Aquí algunas de sus perlas 👇🏽
#Alphabet $GOOG $GOOGL #GBIIAccionGlobalFI
👇🏽Aquí algunas de sus perlas 👇🏽
"Our video platform, Youtube, is growing tremendously"
"We are very excited about the big oportunities we're seeing in Google Cloud Next"
"We are very excited about the big oportunities we're seeing in Google Cloud Next"
"We are continuing to see tremendous growth in Maps -with especially strong growth in countries like Indonesia, India and Nigeria, which are growing over 50% y-o-y"
"I have always seen Maps as a big asset for us. Now, we're taking different initiatives looking for monetize it"
"I have always seen Maps as a big asset for us. Now, we're taking different initiatives looking for monetize it"
