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Qué puede enseñarnos Luis Aragonés sobre inversión?
Sostener un estilo propio,incluso cuando los resultados tardan en llegar
En la carta del 1S de 2026 lo analizamos,junto a cuatro nuevas posiciones:Ryanair,QXO,Baltic Classifieds y NewCap Holdings
Carta en el primer comentario 👇
Daniel Tello Rivero retweeted
*UNIVERSAL MUSIC GROUP DISCUSSED GOING PRIVATE WITH BUYOUT FIRMS
Whoa, another mega LBO potentially on the horizon. This time a European one. Apollo, TPG and BX discussed taking UMG private
I can understand the pitch. Music catalogs trade at higher multiples privately than UMG does publicly.
$UMG
Some books arrive easily. This one took months of @OlivierColombo fighting Correos and customs to get it from Switzerland to my door. Thank you, my friend. I’m thrilled to read Stock Picker by @iancassel, but even more grateful for your tenacity. 🙏
$AVTS (ex-Westaim) keeps harvesting legacy Arena book: The Armstrong, a 46-condo Harlem building taken over after a $26M construction loan defaulted, sold for $34.2M. Exit above loan principal after a years-long workout.
therealdeal.com/data/new-yor…
Daniel Tello Rivero retweeted
Comenzamos en noviembre con una nueva edición del Programa de Debt Advisory del IEB @IEB_Spain
ieb.es/executive-education/p…
Inscripción: [email protected]
Daniel Tello Rivero retweeted
$LEAT has announced the launch of GRiTT by Leatt, a new brand of bike cleaning, maintenance, and protection products engineered to keep every ride performing at its best.
pinkbike.com/news/introducin…
grittbyleatt.com/
Daniel Tello Rivero retweeted
bill ackman on why large, boring companies now drop 25% in a day, something he says almost never happened when he started:
"a quarter of every american business, plus or minus, is owned by some combination of vanguard, state street and northern trust. when you shrink the float of a public company, the marginal buyer and seller is going to have more impact on the stock price."
"the marginal buyer and seller today is a citadel or a millennium. they operate with a large amount of leverage, very large gross books, and they're increasingly short-term."
"most investors are very short-term focused because they're compensated that way. they won't invest in a company unless they're confident the price is going to be higher on december 31st."
passive owns the float, pods set the price, and both are structurally unable to hold through a bad quarter. that inability is the opportunity.
Pareto initiates Nekkar $NKR coverage with BUY and TP NOK 22, 57% upside.
Net cash, FCF of NOK 240-260m/yr seen in 2027-28e, room for M&A and buybacks.
EBITDA seen rising ~6x to NOK 440m by 2028e. Trades at 3.3x 2028e EV/EBIT.
🚀 Nueva edición del Programa de Especialización en Debt Advisory del IEB.
Formato executive (viernes tarde y sábados mañana, alternos), presencial y online. Inicio en noviembre.
Un placer volver a formar parte del claustro.
Más info: ieb.es/executive-education/p…
#DebtAdvisory
Daniel Tello Rivero retweeted
Another new record of monthly debt subscriptions for CTT in July 2026. Highest levels since 2023!
@GWInvestors, @henrikinvest, @dantelriv
$NKR Nekkar Q2 2026: Intellilift order backlog jumped to NOK 198m (22x increase). Order intake in H1 26 hit NOK 187m (NOK 20m H125). High-margin SaaS revenue (78-80% gross margin at scale) is finally showing up in the backlog. Small numbers today, but the trend is the story.
Daniel Tello Rivero retweeted
$ENDI Q2 results. Congrats to @shermancbfunds and the @CBfunds team. Give them a follow.
otcmarkets.com/news-otcapi/n…
Daniel Tello Rivero retweeted
Noviembre, nueva edición del Programa de Debt Advisory del IEB, reconocido por Forbes como el mejor programa de formación en Deuda.
Una visión completa y práctica de:
📌 Bonos IG&HY
📌 Term LoanB(TLB)
📌 Direct Lending
📌 Préstamos Sindicados
📩 Inscripciones: [email protected]
$PDX
The Board of Directors of Paradox Interactive has resolved on SEK 200 M share buyback program.
The purpose of the acquisition of own shares is to optimize the capital structure of the Company by reducing the share capital, thereby creating added shareholder value.
Daniel Tello Rivero retweeted
CrossingBridge 2Q26 Investment Commentary - "To Infinity and Beyond”
Link is here:
blog.crossingbridgefunds.com…
#FixedIncome, #Bonds, #HighYield, #Credit, #MutualFunds, #UCITs
$SPCX, $ORCL, $WBD, $BALY


















