ENTRE INVERSORES

Canal Arte de Invertir: https://www.youtube.com/@Artedeinvertir/featured

Libro Arte de Invertir: https://shorturl.at/cpsuJ

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

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

Gutiérrez Capital: https://younginvestor.substack.com

Twitter Pedro: https://twitter.com/GutierrezCap_

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

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

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)

Web Gorka: http://www.eldividendo.com/

Canal de YouTube de Gorka: https://www.youtube.com/channel/UCM-udvxv3eBO0LcCmnJjNbw

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

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

Twitter Joel: https://twitter.com/sintrononireino

Linkedin Joel: https://www.linkedin.com/in/joellopezjove

Nombre de la empresa mencionada:

Shurgard Self Storage S.A. (SHUR.BR)

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

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

Twitter Dani: https://twitter.com/dapreal4

Astralisim: https://astralisim.com/

Los nombres completos de las gestoras:

Baillie Gifford

Lonvia Capital

Seilern IM

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

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

Twitter Javier: https://twitter.com/Edelweiss_Cap

Substack Javier: https://edelweiss.substack.com/

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

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

Twitter Jesús: https://twitter.com/jarg89_value

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

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

Web Inpractise: https://inpractise.com/

Web Galician: https://galicianinvestor.substack.com/

Twitter Galician: https://twitter.com/GaliciaInvestor

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

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

Godás Research: https://www.godasresearch.com/

Twitter Godás: https://twitter.com/The_Godas

WEB Adrià: https://turtlecapital.substack.com/

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