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 | 12/04/2025 09:00 PM | SLYG
🏠 Shelly Group specializes in creating smart devices for the Internet of Things (IoT), enabling analog objects to become intelligent and controllable, tapping into the growing smart home market.
📈 The company boasts a loyal community ('frikis') and demonstrates significant growth ('crece un montón'), benefiting from strong tailwinds in the IoT sector.
🌍 Originating from Bulgaria, Shelly Group has a global presence with a particularly strong foothold in the German market, indicating successful international operations and market penetration.
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by Paco Lodeiro - Academia de Inversion - Videos | 05/04/2025 09:00 PM | NEM
📉 Large gold miners like Newmont are significantly underperforming compared to the soaring gold price and smaller, well-managed peers.
📊 The performance gap highlights potential issues within large miners, possibly related to management or diseconomies of scale, making ETFs like GDX less attractive.
⚠️ Investors seeking gold exposure might consider physical gold or a curated basket of smaller, better-performing miners instead of relying on large-cap weighted ETFs.
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by Paco Lodeiro - Academia de Inversion - Videos | 05/04/2025 09:00 PM | ADT1.L
⏳ Adriatic Metals reported a slow ramp-up in their quarterly update, facing operational delays and minor issues that pause progress, like road construction and equipment adjustments.
🚧 Challenges are primarily operational and related to human resources (training local coal miners, managing expats) rather than fundamental problems with the deposit itself.
⛏️ Despite the slow start, the underlying deposit quality is confirmed, with better-than-expected gold/silver recovery and good metallurgy, maintaining long-term confidence.
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by Paco Lodeiro - Academia de Inversion - Videos | 05/04/2025 09:00 PM | SAND
🤔 Sandstorm Gold is presented as a classic example of a good business (royalty model) potentially hampered by management that tries to be too clever instead of staying put.
📉 Historical analysis reveals significant under-delivery on production guidance, with targets predicted years ago still not met, raising concerns about management's execution and forecasting.
💡 Despite recent price increases linked to gold, the stock hasn't reached previous highs, suggesting the market may still be discounting management's past performance and capital allocation decisions.
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by Paco Lodeiro - Academia de Inversion - Videos | 05/04/2025 09:00 PM | SCCO
🏆 Southern Copper stands out as a 100-bagger over the last 25 years, showcasing long-term success in the mining sector.
💰 Key success factors include spectacular, low-cost assets like the Buena Vista mine (a top 5 global copper mine) enabling industry-leading cost efficiency.
🔒 The stock trades at a premium, reflecting its quality, but has a very small free float as the majority is controlled by Grupo México, impacting liquidity and ownership structure.
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