Paco Lodeiro is the driving force behind the YouTube channel "Academia de Inversion" (@Academiadeinversion), a platform dedicated to teaching viewers how to invest in the stock market from the ground up. With over 14,300 subscribers, Paco's channel serves as a comprehensive resource for individuals seeking to enhance their financial literacy and master the principles of value investing. The channel's content, tagged with keywords such as "Inversión," "Bolsa," and "Value Investing," covers a wide array of topics, including long-term stock market investment strategies and the fundamentals of value investing. As a content creator, Paco is committed to helping savers maximize their savings through informed investment decisions. "Academia de Inversion" offers valuable insights and practical guidance for both beginners and experienced investors, making it a key destination for those looking to learn about "invertir en bolsa" and "aprender value investing." The channel's focus on long-term investment and value investing principles positions it as a unique resource in the realm of financial education on YouTube.
by Paco Lodeiro - Academia de Inversion - Videos | 19/04/2025 09:00 PM | ALK
🚚 Specializes in flexible B2B vehicle rentals (monthly contracts) in Spain, often with customized vehicles for industrial clients like Telefónica or Ferrovial.
🔄 Operates an efficient vehicle cycle: buys, rents flexibly (average duration 3 years despite monthly option), maintains well, and sells quickly (average 14 days downtime).
⚠️ Faces potential risks from international expansion (Italy) and generational succession within the founding Acebes family, leading the speaker to sell the position.
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by Paco Lodeiro - Academia de Inversion - Videos | 12/04/2025 09:00 PM | RHM
🌍 The shift towards a multipolar world and increased geopolitical tensions, particularly highlighted by the war in Ukraine, necessitates European rearmament, benefiting defense contractors.
🇪🇺 Rheinmetall is positioned as Europe's largest defense company, specializing in crucial hardware like Leopard tanks, armored vehicles, air defense systems, and vital 155mm artillery ammunition, making it a key player in Europe's strategic autonomy push.
📈 While the company has a bright future due to undeniable trends, its valuation has surged significantly (from PER 8 to PER 60), prompting caution and suggesting the price may have gotten ahead of itself despite strong fundamentals.
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by Paco Lodeiro - Academia de Inversion - Videos | 12/04/2025 09:00 PM | CBAV
👵 The megatrend of population aging, combined with increased screen time, directly benefits Clínica Baviera's business focused on corrective eye surgeries like cataract removal and vision correction.
💼 The company is highlighted as exceptionally well-managed ('empresón'), financially sound with no debt, and offers generous dividends, making it attractive from a quality and shareholder return perspective.
🌍 Clínica Baviera is expanding its footprint beyond Spain, having acquired clinics in the UK and operating in Germany, Austria, and Italy, indicating a strategy for international growth tapping into similar demographic trends elsewhere.
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by Paco Lodeiro - Academia de Inversion - Videos | 12/04/2025 09:00 PM | LYV
🎟️ Live Nation holds a near-monopoly in the live event promotion space (concerts, festivals) through vertical integration, owning Ticketmaster, artist representation, and venues.
✨ The company benefits from the shift towards the 'experience economy,' where consumers, particularly aging demographics with increasing purchasing power and younger generations, prioritize spending on live events over material goods.
⚖️ Despite its strong business model and market position, Live Nation faces significant risk from potential antitrust investigations in the US due to its dominant market share, alongside potentially demanding valuation multiples.
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by Paco Lodeiro - Academia de Inversion - Videos | 12/04/2025 09:00 PM | MAKS
💻 Making Science assists businesses (B2B) in adopting technological advancements, focusing on digital advertising systems, AI integration, and cloud migration, positioning it well within the digitalization megatrend.
💰 The company is highlighted as growing significantly and currently appears undervalued ('baratísima'), transitioning from a high-growth phase to focusing on profitability, presenting a potentially attractive entry point.
🤝 Founded by an ex-Google employee, this Spanish multinational is expanding internationally, particularly in the US, and holds verified partnerships with tech giants like Meta and Alphabet (Google), adding credibility.
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