Buy-side business analyst | Focus on moats, micro caps and gold royalties, why not? | I never skip leg day.
Spain
Joined July 2017
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Adrián, Head of the arena retweeted
What's your favorite investment idea with a market cap under $1B USD? And why?
Anything goes as far as geography/style (special sit, value, growth, whatever).
I'll compile a list for convenience.
Retweets for visibility are appreciated!
Adrián, Head of the arena retweeted
Instagram accounts for 30.5% of advertising spend among Facebook-owned platforms ( Q2 2021 data) $FB
Adrián, Head of the arena retweeted
Recent musings on payments as it relates to $SHOP + $FB: first some basics, then a few thoughts on recent developments
TLDR: Capturing % of GMV great for SHOP (already well appreciated), but perhaps even better for FB (still early days, unlikely to see impact until Q3 this year)
Adrián, Head of the arena retweeted
Great thread, but... what's the real CAC for $FB?
I think that the "Marketing & sales" figure is overstated, as they're including expenses as "content reviewers" or "community operations"
Customers come for FB's HUGE user base and they stay for their great ROI on ads🙂
1/ People often talk about $FB's network effects but for me what really flies under the radar is their SMB acquisition engine. This is part of a three step playbook that they've replicated for reach of their properties (Facebook "Blue App", Instagram, etc.)
Adrián, Head of the arena retweeted
Is it possible to make a 3.6X ROI over 24 months in real estate?
Yes.
But obviously, you will need a highly specialized set of development skills like the guys in this thread.👇
Breaking down real estate developments & the capital stack.
Adrián, Head of the arena retweeted
$FB
Alt headline: Brands that had already cut marketing expenses now say that they're joining the boycott 🙂
Reality: "The highest-spending 100 brands accounted for $4.2 billion in Facebook advertising last year, or about 6% of the platform's ad revenue"
"It is very visible who is and isn’t participating in the boycott where brand silence equals being complicit." bloomberg.com/news/articles/…
Adrián, Head of the arena retweeted
Great Michael O'Leary quote on the Ryanair analyst call "Giving state aid is like giving monkeys machine guns".
Adrián, Head of the arena retweeted
I have a FAVOR to ask of you all.
I'm hiring a team to expand the podcast. Our mission is to capture and share the world's business and investing knowledge
I'd love you to take this 5-min survey, which will help us decide what to focus on. Thank you!!
investlikethebest.typeform.c…
Adrián, Head of the arena retweeted
Cartelazo de @Value_school en su "Summer Summit", gran trabajo 👏👏👏
Se trata de un evento online gratuito que tendrá lugar del 29 de junio al 3 de julio. ¡No os lo perdáis! 👨🏫
@adrivalue participará en representación de @AlfaPositivocom, + info. 👇
mailchi.mp/valueschool/summe…
Adrián, Head of the arena retweeted
$HEI is talked about a lot in the financial community but still a “black box” company IMO.
Here’s a thread why I think it is one of the best setups in the world
👇 WHY HEICO IS THE BERKSHIRE OF HATHAWAY OF AEROSPACE 👇
Adrián, Head of the arena retweeted
Great presentation on evaluating management teams by Rob Vinall:
valueinvestorconference.com/…
Adrián, Head of the arena retweeted
1/ $HTZ - efficient market theory stock of the day
At 7:42AM, $HTZ filed an 8-K saying that had failed to make a payment to an ABS funded subsidiary through which it leases cars.
That's failed to make as in "default"
Stock trades up 9% on the news
cc: @GrainSurgeon
Adrián, Head of the arena retweeted
#COVID19 - snapshot of a few hours of traffic on Tuesday 26 March 2019 and Tuesday 24 March 2020 – showing the massive drops in traffic all across the @eurocontrol area @Transport_EU @IATA @A4Europe @ECACceac @ACI_Europe @CANSOEurope
Adrián, Head of the arena retweeted
¡Estrenamos #podcast! 🔊🎧🙂
Hemos subido el audio de los últimos #EventosAlfa a las plataformas habituales:
Ivoox: ivoox.com/podcast-aprendiend…
Youtube: youtube.com/channel/UC8D3rUD…
Apple: podcasts.apple.com/es/podcas…
Spotify: podcasters.spotify.com/podca…
Google Podcasts: play.google.com/music/podcas…
Adrián, Head of the arena retweeted
Not using derivatives is a weapon of mass portfolio destruction
Adrián, Head of the arena retweeted
Payments to come for Spanish users too, in future. 🇪🇸 💰
NEWS: WhatsApp is going to extend the list of countries where the Payments feature will be enabled, in future.💰
Brazil 🇧🇷 +55
India 🇮🇳 +91 (already supported)
Mexico 🇲🇽 +52
UK 🇬🇧 +44
Source: @WABetaInfo.
Adrián, Head of the arena retweeted
Para celebrar 🎉 el lanzamiento de la comunidad #AlfaPositivo vamos a sortear el libro "Buffettología" entre nuestros seguidores. Requisitos:
- Hacer RT
- Unirse a la comunidad y presentarse debidamente 🙂, aquí 👉 alfapositivo.com/unete-a-la-…
¡No nos mires! ¡Únete! 😜 #Sorteo
