“The best thing a human being can do is to help another human being know more.” –– Charlie Munger

Joined September 2022
Valuation Matters retweeted
$KOS I've been keeping an eye on Kosmos Energy since 2018 because of its connection with $GLNG, but I hadn't actually invested until now. Today, I'm sharing the investment case. I'm making this open to everyone, so I'd appreciate it if you could share it elclubdelvalue.com/kosmos-en…
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¡INVERTIR ES IMPERATIVO! Tienes que empezar a formarte y tomar acción cuanto antes. Sabias palabras de @foso_defensivo:
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Two million copies in under two weeks! A toast to you all for making #KCD2 a triumph! 🥳
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Artículo de Pablo de 2016 ✅
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💎🚨 Ya tenéis disponible la Tesis de Inversión de San Lorenzo $SL que nos presenta el gran @Carlos_MoraM Fundamental para entender todo el sector de Yates de Lujo, la valoración de $SL, la caída de $TISG y sus problemas con el Bayesian y otros factores clave⬇️ San Lorenzo - Tesis de Inversión con Carlos Moram youtu.be/QinpC6LYWF4?si=i8oc… vía @YouTube
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Valuation Matters retweeted
Mark Zuckerberg messages Facebook engineer April 5, 2012
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Análisis de Alantra Partners $ALNT 🇪🇸, en busca del valor perdido, disponible en nuestro substack. 🔹4% del fondo Attitude Small Caps y un claro ejemplo de la infravaloración de las small caps europeas. ⬇️Link⬇️ attitudesmallcaps.substack.c…
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Valuation Matters retweeted
$EMBRAC Kingdom Come Deliverance II had a highly successful release yesterday, reaching 160k concurrent players and receiving a wave of positive feedback. Here's a snapshot of the initial response, based on thousands of player reviews. If you'd like to get early access to valuable insights like these and stay ahead of the curve, make sure to get in contact with Alinea Analytics!
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Valuation Matters retweeted
Sigma Internacional y Gamma Global: Repaso de 2024 y cartera y perspectivas para 2025 Espero que os guste! youtu.be/Pyw9vXgvCNo?si=i_aI…
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Valuation Matters retweeted
A veces el truco consiste en algo tan aparentemente sencillo como comprar esa compañía que nadie quiere pero que ambos sabemos que no va a desaparecer mañana Y sentarse a esperar Luego la retórica, la narrativa, la curva y susuncorda se va ajustando al hecho Y no al revés
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Take Henry's journey on the go and experience medieval Bohemia wherever you may roam. #KCD2 is officially playable on Steam Deck. 🎮
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$Embrac #KCD2 Is Kingdom Come: Deliverance II on track to meet its targets? In this final installment of our KCDII content series, we examine the pre-order trajectory and sales momentum. Incorporating data into management discussions and the greenlighting process as early as possible is crucial for informed, unbiased decision-making. Identifying necessary pre-launch adjustments can significantly impact ROI optimization. Studying successful peers provides valuable insights, while learning from underperformers helps mitigate risks. With just two weeks until launch, the team has done a phenomenal job positioning KCD II for success. By strategically adjusting the release date to avoid direct competition, the game is trending toward becoming another 1M+ seller on Steam, supported by strong early review impressions. Assuming 1.25M copies sold on Steam and a 60% PC/console split, KCD II is well positioned to surpass 2M copies across all platforms by March 31. For comparison, Remnant II, another Embracer title, sold 2M copies within its first two months, with an estimated 60% PC share. Pre-orders typically surge during launch week, making the coming days very interesting to monitor. The review embargo lifts on February 3, one day before the game’s official release on February 4. We’ll be closely tracking the launch and enjoy the game. Will you? Audentes Fortuna Iuvat! ⚔️
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$Embrac #KCD2 Choosing the optimal release window for a game is crucial to its success. There are many KPIs to consider, and in today’s post, we are visualizing audience overlap for: • Kingdom Come: Deliverance player base • Kingdom Come: Deliverance II wishlisting player base We analyzed games with scheduled release dates in February 2025 that show the highest wishlist overlap with Kingdom Come: Deliverance II. Wishlist overlap represents the percentage of a game’s wishlisting population that also wishlisted another game. For instance, 17% of Kingdom Come: Deliverance II’s wishlist player base also wishlisted Monster Hunter Wilds. Meanwhile, for Civilization VII, releasing a week later, the overlap is about 15%.
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Valuation Matters retweeted
Analizar un negocio, entenderlo, paso previo arrojar un juicio de su valor, es básicamente entender cómo de valiosa y sólida es su propuesta de valor con sus clientes (cómo es esa relación empresa-cliente), y qué elementos podrían hacerla mutar (y en qué sentido) en el futuro.
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🎮 2024 Steam Year in Review We're excited to share our 2024 Steam Year in Review report with detailed insights and visualizations. Be sure to check it out! (no sign-up required) ➡ alineaanalytics.com/files/20… Key Highlights - Indie titles +35% y/y, but AA/AAA captures an even larger share of the market - China continues to dominate, with Black Myth: Wukong as largest new release - The extraction shooter sub-genre achieved the highest revenue per game - Third-person titles are steadily gaining ground over first-person titles - Continued strong conversion from wishlist to sales performance #Steam2024 #GamingTrends
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Valuation Matters retweeted
Nuevo capítulo de Hablemos de Inversiones con @KrevixD hablando sobre cartas de grandes inversores con Ackman, Einhorn ‼️ -Nike -Brookfield -Greenlight -Pershing -Kinsale -Flutter -Grifols -Ryman Healthcare Puedes escucharlo en las principales plataformas de podcast 🎙
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Valuation Matters retweeted
New Mauboussin paper. morganstanley.com/im/publica…
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$CSU deployed ~80% of FCF YTD, down from over 100% more recently (using debt can push them above 100%)
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2024 vs 2016 overlay as 'The Trump Trade': 12 ideas via one Maverick visual for 10,000 words and the U.S. post elections Chart of the Year ... enjoy 👇 How similar is the 2024 markets' reaction to 2016? Visual is after 3 trading days in and until year-end: ➡️ S&P 500 = UP, way stronger than 2016 ➡️ US Equities vs International/RoW = UP, very similar like in 2016, outperforming the world ➡️ Small Cap vs Large Cap = UP, similar to 2016, outperforming large caps ➡️ Bond Yields = Mixed, initially up, then down ➡️ Real Yields = Mixed, initially up, then down and now lower than 2016 ➡️ Breakeven Inflation = up, similar to 2016 ➡️ US Yield Curve = Mixed, initially up, then down and now lower than 2016 ➡️ USD (Real vs TWI) = UP, less strong than 2016 ➡️ USD (vs CNY) = Chinese Yuan down, like in 2016 ➡️ Gold = DOWN, similar to 2016 ➡️ Chinese equities = DOWN, way less than 2016 (tariffs … back to US-China focus and show) ➡️ Bitcoin = Up and parabolic relative to 2016, priced in a lot already until the year-end How closely will markets evolve forward relative to 2016? Which of the 12 ideas? Food for thought … to connect further our own dots … . ✍️ Maverick Food for Thought #2: U.S. Presidency - Does It Really & Deeply Matter? = work in progress, to be released today in a few hours, subscribe for straight to your inbox delivery ... enjoy!
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