🇬🇧 Currys (mentioned as Carris Dixons) exemplifies investments made when market fear, specifically around Brexit, caused others to sell.
💡 This investment underscores the principle of finding value in companies overlooked or sold off during periods of widespread investor panic.
🧘♂️ The discussion positions Currys as a beneficiary of a patient investment strategy that waits for opportune moments created by market impatience.
🛋️ DFS Furniture was highlighted as an investment made during the Brexit turmoil, taking advantage of market dislocations.
🧐 The investment case for DFS illustrates the strategy of patiently observing markets and acting when irrational selling creates value opportunities.
💎 Presented as a 'gem' uncovered due to the impatience of other market participants, reinforcing the video's central theme.
📈 Cobas Asset Management provides pension solutions, including individual, employment, and simplified plans for the self-employed, all underpinned by its primary fund, Cobas Selección.
🌍 The Cobas Selección fund employs a value investing strategy, focusing on equities from both developed and emerging international markets.
💡 Positioned as a key alternative for private retirement savings in Spain, particularly relevant due to new restrictions on individual plans and the enhanced tax benefits associated with employment-based options.
💡 Repsol is highlighted as a leading company in Spain for its adoption and implementation of artificial intelligence, particularly in digital transformation since 2017.
📊 The company's strategic plan emphasizes digitalization, data, and AI, even more than traditional aspects of the energy business, such as crude oil and solar energy.
🌱 Repsol established Indesia, an organization that promotes the adoption of AI, offering public initiatives, training courses, and a forum for discussion and dissemination, especially for small and medium-sized enterprises.
⏱️ Repsol uses AI to improve efficiency and productivity, with systematic processes to analyze how AI can change work methods, even measuring time savings with a stopwatch.
📈 Value School offers free content on personal finance and investment.
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💡 It's a great resource for learning the basics of finance and improving your investment knowledge.
