by Adrià Rivero - Inversión en Bolsa | 30/04/2025 09:00 AM | MSBHF
🌏 Warren Buffett invested in five major Japanese trading houses (Mitsubishi, Mitsui, Itochu, Marubeni, Sumitomo) in 2020, looking beyond the popular US market.
💰 These companies were identified as undervalued, trading at discounts to book value and offering attractive dividends, presenting a compelling investment case ignored by many.
📈 The investment proved successful, with the shares gaining over 100%, demonstrating the benefits of a global investment perspective and seeking value in overlooked markets.
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by Adrià Rivero - Inversión en Bolsa | 29/04/2025 10:38 PM | FQT
✈️ This small-cap company dominates the niche market of air traffic control software, boasting significant competitive advantages and high market share.
📈 Frequentis shows strong potential for margin expansion, aiming to double margins in its main segment, mirroring past success in other areas.
🤫 With minimal analyst coverage and low liquidity (only 22% float), large funds struggle to invest, creating a unique opportunity for individual investors.
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by Adrià Rivero - Inversión en Bolsa | 29/04/2025 10:38 PM | DYL
🟡 Deep Yellow is highlighted as a potentially very good company operating in the uranium sector.
📉 Extremely limited analyst coverage, with only one analyst following the stock, suggests significant market inefficiency.
🤔 The lack of attention could present an opportunity for investors willing to research overlooked companies.
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by Adrià Rivero - Inversión en Bolsa | 29/04/2025 10:38 PM | SKYH
✈️ Sky Harbour develops and operates hangars for private jets, securing long-term leases (40-50 years) at airports, effectively creating local monopolies.
📈 The company has ambitious growth plans, aiming to expand from 16 current/under-construction campuses to 50, serving high-profile clients.
💰 Current valuation may only reflect existing projects, potentially offering future expansion growth 'for free' to investors, despite recent analyst attention starting.
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by Adrià Rivero - Inversión en Bolsa | 29/04/2025 10:38 PM | CGEO
🇬🇪 Georgia Capital is presented as a high-quality company operating primarily in Georgia.
📉 The speaker capitalized on opportunities to buy the stock during periods of political unrest and market corrections, suggesting contrarian value.
🧐 The company remains poorly followed and understood by the broader market, potentially offering an edge to diligent investors.
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