GCO
🇪🇸 Catalana Occidente is highlighted as one of the main positions in the fund, indicating strong confidence in its value.
💎 The company is described as a ‘small jewel’ within the Spanish market, suggesting it is undervalued and overlooked by investors.
📉 The lack of interest in medium-sized Spanish companies creates an opportunity for informed investors.
@ElClubDeInversion:
“We see in the medium and small ones, okay, not in the big ones, we see many opportunities because there is zero interest. I always say, in 2013, I remember that time as extreme negative sentiment. Well, remember the PIGS, you couldn’t invest with the euro crisis in Portugal, Spain, Italy, Greece, and others. And there, it was negative sentiment, but if that sentiment changed, well, the flow was going to return, which is what happened, and it happened quickly, no? And there were opportunities there because of that negative sentiment. It’s not that there is negative sentiment; it’s that there is directly no sentiment. Medium-sized Spanish companies are not looked at. We find flagrant cases like Catalana Occidente, which has been one of our main positions for years.”
Discover Javier’s insights on Catalana Occidente here:
View the video on YouTube.
Read more articles featuring the most recent analysis of Catalana Occidente (GCO) at this link: GCO stock.
