🎁Blog Daniel: https://mrvalue.substack.com

🐥Twitter Daniel: https://twitter.com/danip96

🎁Web Adrià: https://turtlecapital.substack.com/

🐥Twitter Adrià: https://twitter.com/adriarivero_

🔥Recursos mencionados:

RedEye: https://www.redeye.se/

REQ Capital: https://reqcapital.com/

Acquirers.com: https://www.acquirers.com/

ROIIC: https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&sourceid=csplusresearchcp&document_id=806230540&serialid=dBve3cH%2BHSFm1zoXnWVgkwZUHD2g0c1RqyUyHTE3o%2BM%3D&cspId=null

Libros mencionados

Expectations Investing: https://www.amazon.es/Ma-Maniere-DArbre-Alto-Instruments/dp/0231203047/ref=sr_1_1?adgrpid=57611098020&hvadid=601180061905&hvdev=c&hvlocphy=20270&hvnetw=g&hvqmt=e&hvrand=4496855439065842093&hvtargid=kwd-300765591485&hydadcr=414_2605563&keywords=expectations+investing&qid=1678816365&sr=8-1

The Outsiders: https://www.amazon.es/Los-outsiders-convencionales-radicalmente-racional/dp/8412432924/ref=sr_1_1?crid=8GVH6HTSMLO2&keywords=the+outsiders&qid=1678816478&sprefix=the+out%2Caps%2C154&sr=8-1

Lista empresas mencionadas con sus tickers

Instalco (INSTAL)

Topicus (TOI)

Constellation Software (CSU)

Tesis Constellation: https://mrvalue.substack.com/p/constellation-software-serial-acquieres

RCI Hospitality (RICK)

Tesis RCI: https://mrvalue.substack.com/p/rci-hospitality-la-lujuria-de-wall-3c1

SDI Plc (SDI)

Tesis SDI: https://mrvalue.substack.com/p/sdi-serial-acquirer-en-uk

Volati (VOLO)

CVS (CVSG)

Berkshire Hathaway (BRK.A)

Transdigm (TDG)

Lifco (LIFCOB)

Teqnion (TEQ)

Victoria Plc (VCP)

Investor AB (INVEA)

MTY Food (MTY)

Dye&Durham (DND)

Heico (HEI)