🎁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)
