by Paco Lodeiro - Academia de Inversion - Videos | 10/05/2025 09:00 PM | TLW
🛢️ Tullow Oil operates with significant inherent risks, including its focus on oil exploration and production, operations in Ghana, high dependency on oil prices, and substantial debt.
💰 A specific distressed debt situation involving Tullow's Senior Unsecured bonds offered a lucrative opportunity due to a unique refinancing event supported by Glencore and insider actions, highlighting the importance of analyzing special situations.
🎲 Investing in Tullow, particularly its equity, involves navigating complex factors like oil price volatility, geopolitical risks, and the company's capital structure, making it a play on 'optionality value' rather than straightforward fundamentals.
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by Paco Lodeiro - Academia de Inversion - Videos | 10/05/2025 09:00 PM | APO
🏆 Mark Rowan, CEO of Apollo, is highlighted as an extremely intelligent and visionary leader, capable of transforming the company and identifying future growth opportunities.
🔄 Apollo has strategically evolved its model, reportedly imitating Berkshire Hathaway, likely by expanding into insurance and securing permanent capital, to enhance its investment platform.
🔮 The firm, under Rowan's guidance, is perceived to have a clear vision for 'The Next Big Thing' in investments, positioning Apollo for potentially significant future success, though the outcome remains to be seen.
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by Paco Lodeiro - Academia de Inversion - Videos | 03/05/2025 09:00 PM | AFM
📈 The company experienced a significant operational risk reversal, moving from rebels being 20km away from the mine to a potential de-escalation.
🇺🇸 There are rumors and reports suggesting White House involvement and potential deployment of mercenary group Academy (formerly Blackwater) to stabilize the region.
💰 The stock price has doubled from its recent lows following news of potential conflict resolution and diplomatic interventions between Rwanda and Congo.
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by Paco Lodeiro - Academia de Inversion - Videos | 03/05/2025 09:00 PM | BNF
🚀 The Polish company's stock has shown incredible performance, achieving more than a 6x return over the last three years.
💳 Its main product, the MultiSport card, offers extensive access to gyms, spas, and even go-karts, often provided as a low-cost or free employee benefit.
🤔 Despite its success and high value proposition to users, the business model's profitability mechanism remains intriguing and somewhat unclear to the speaker.
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by Paco Lodeiro - Academia de Inversion - Videos | 03/05/2025 09:00 PM | EMO
⚖️ The company is involved in a significant legal case against Grupo México concerning the Aznalcóllar mining project (mina Alcoyar) in Huelva/Sevilla, Spain.
⏳ The long-standing legal dispute is expected to reach a conclusion soon, with the oral trial set to finish in July.
⛏️ The outcome of this court case is crucial for Emerita, determining its rights to potentially reopen and operate the valuable mine.
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