Adrià Rivero is a private investor and stock market analyst who shares his expertise and investment insights on his YouTube channel, "Adrià Rivero - Inversión en Bolsa" (@adriarivero). With over 89,100 subscribers, Adrià has established himself as a valuable resource for individuals interested in learning how to invest their money in the stock market. His channel covers a wide range of topics, including how to invest in the stock market, investment strategies, financial education, and how to invest in the stock market for beginners and with little money. As a content creator, Adrià is dedicated to teaching viewers how to make their money work for them, rather than simply working to earn money. His videos offer practical advice and ideas for those looking to navigate the complexities of the stock market and improve their financial literacy. The channel is a go-to destination for anyone seeking investment insights and analysis of market trends.
by Adrià Rivero - Inversión en Bolsa | 26/04/2025 09:00 AM | UBER
📈 Market analysis in 2014 viewed Uber within the broad urban transport market, estimated at $100 billion, considering slow growth in developed countries (2%) but faster expansion in emerging markets (4-5%).
🤔 The core narrative questioned if Uber was merely a taxi service or a potential mobility disruptor, highlighting its efficient asset-light model, network effects, and standard-setting commission structure (80/20).
💰 Aswath Damodaran's 2014 valuation model suggested a value of nearly $6 billion, starkly contrasting with the market's $17 billion valuation, highlighting differing narratives and growth expectations, later debated with investor Bill Gurley.
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by Adrià Rivero - Inversión en Bolsa | 24/04/2025 10:48 AM | JDG
📈 Judges Scientific grows organically and primarily through acquiring smaller companies, achieving impressive average returns of 20% historically.
💼 Despite being a small-cap in a niche market (scientific instruments), it boasts strong fundamentals, including over 20% free cash flow growth for 17 years and significant founder ownership (12%).
📉 Recent share price weakness due to temporary issues (contract delay, China slowdown, UK tax hike) appears to be resolving, presenting a potential buying opportunity with a projected 20% long-term return from current levels.
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by Adrià Rivero - Inversión en Bolsa | 24/04/2025 10:48 AM | FQT
✈️ Frequentis provides essential, mission-critical air traffic control communication software for airports, ensuring stable demand even during downturns like COVID.
🔒 The company benefits from a strong market position (30% share), high barriers to entry (reputation, government clients, R&D), significant switching costs for customers, and a debt-free balance sheet.
💰 With 55% recurring revenue, strong family ownership (70%), and a strategic shift towards higher-margin SaaS models, Frequentis presents an attractive opportunity, especially for retail investors due to its small size and low float, particularly following recent price dips.
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by Adrià Rivero - Inversión en Bolsa | 24/04/2025 10:48 AM | TBBB
🇲🇽 Tiendas 3B (BBB Foods Inc.) is a rapidly expanding Mexican hard-discounter, similar to Aldi/Lidl, operating in a market ripe for this model due to favorable socioeconomics and limited direct competition.
📈 The company has significant runway for growth, aiming to expand from ~2,700 stores to potentially 15,000 stores, fueled by strong same-store sales growth and new openings.
⚙️ Its highly efficient business model features negative working capital, allowing store expansion to be financed internally without significant external capital needs, though valuation and potential stock dilution are risks to consider.
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by Adrià Rivero - Inversión en Bolsa | 24/04/2025 10:48 AM | DHR
🔬 Danaher's Bioprocessing segment, a key profit driver, supplies essential equipment and consumables for manufacturing complex biologic drugs, benefiting from the long-term shift towards these therapies.
🔄 The business boasts high resilience and recurring revenue, with consumables making up ~85% of sales, alongside strong regulatory barriers and switching costs for its customers.
📉 Current market uncertainty and post-COVID inventory destocking have created volatility and a potential entry point, supported by Danaher's excellent capital allocation, founder alignment, and counter-cyclical potential through buybacks and M&A.
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