Email: daniel.tello@andbank.es 💻Cuenta oficial del fondo Gestión Boutique VII Azagala. Código ISIN: ES0131444111
Joined June 2020
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146 Photos and videos
7 Oct 2025
RT @dantelriv: Nos complace compartir la carta semestral de 2025 de Azagala, incluye:
Situación del mercado
Tesis en Swatch $UHR: un breve…
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Azagala Capital retweeted
7 Jul 2025
US Trucking Industry/Freight Ecosystem.
After a reasonable number of interviews with various industry experts, here are some initial notes (which will undoubtedly need to be improved and refined) on the market research on 14 platforms that serve the logistics and really the trucking industry.
We welcome any feedback from others platform users.
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4 Jul 2025
RT @dantelriv: $NKR
Syncrolift AS has been awarded a
contract to deliver two ship transfer systems to Dubai Maritime City (DMC) for a 5M$ c…
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19 Jun 2025
RT @dantelriv: $ZEG JM Garcia, CEO of Vodafone Spain, in an interview about his first 12 months and future.
- Financial Results: Revenue st…
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14 Jun 2025
RT @dantelriv: $WED.V $WEDXF
It's always been this way.
Only way to differentiate yourself in this niche is the ability to achieve higher r…
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9 Jun 2025
RT @dantelriv: It's all about finding the right company, with the right people, at the right price.
This is only easy to write, but it's o…
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7 Jun 2025
RT @dantelriv: $ZEG
Telefónica y MasOrange exploran la compra de Vodafone España de manera conjunta
elconfidencial.com/empresas/…
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3 Jun 2025
RT @dantelriv: $CLAR
Warren B. Kanders received approval to potentially increase his ownership to about 32.9% of the company’s shares, cont…
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3 Jun 2025
RT @dantelriv: $IAC
Very clear and concise interview from @BoyarValue to Chris Halpin, Chief Operating Officer and Chief Financial Officer…
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Azagala Capital retweeted
27 May 2025
$IAC
"DDM had 60% of traffic coming from Google Search 3 years ago and now it's only 33%, while DDM has been growing its audience every quarter "
Neil Vogel DDM CEO
pod.link/1595625177/episode/…
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Azagala Capital retweeted
27 May 2025
$IAC
Good summary of some of the “potential" catalysts to reduce IAC's undervaluation from Arkhouse.
More aggressive buybacks
M&A for DDM/Sale to a PE/Future spinoff
Sale of TURO
Future revaluation of MGM, a unique asset trading at a deep discount
youtu.be/vT7QP8q9TGA?si=OpFb…
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Azagala Capital retweeted
5 May 2025
$IAC
The shift is now very evident. More and more detail is being provided in investor presentations.
ir.iac.com/static-files/cebd…
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Azagala Capital retweeted
5 May 2025
This is actually my favorite, especially since the market barely gives it any value
5 May 2025
$IAC
The shift is now very evident. More and more detail is being provided in investor presentations.
ir.iac.com/static-files/cebd…
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Azagala Capital retweeted
25 Apr 2025
Acceso a la carta:andbank.es/boutiquehub/wp-co…
English:drive.google.com/file/d/1AXq…
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Azagala Capital retweeted
25 Apr 2025
Compartimos nuestra carta anual de 2024
Junto a algunas reflexiones generales sobre la situación actual y la valoración de las pequeñas compañías, detallo nuestras tesis de inversion en las compañías Zegona y Triumph Financial
English version is also available in the tweet below
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Azagala Capital retweeted
22 Apr 2025
$NKR
Nekkar's subsidiary Techano Oceanlift has been awarded a contract by Hercules Supply AS to deliver an offshore 70-tonnes capacity crane.
live.euronext.com/en/product…
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Azagala Capital retweeted
16 Apr 2025
Semanal de Inversión #85 con publicaciones (link en bio)
@CipresMomentum
@AldeaValue
@SlowDividend
@AzagalaCapital
@dantelriv
@WorldStockss
@ResGloStocks
@GaliciaInvestor
@HolyFinance
@MCantenys14
@TorrasLuis
@IcariaCap
@ValueInvestingS
@BiadiuDani
@AcrataOpciones
@VanguardEconomy
@10baggerproyect
@Invesquotes
@Dan1D1az
@em4947790
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Azagala Capital retweeted
15 Apr 2025
Enlace a la 2ª entrevista en Territorio Inversor
@WorldStockss @idafegonzalez @SualemBetancor Hablamos en detalle sobre como invertir en micro caps, situaciones especiales y credito,puede ser diferencial en momentos de caídas del mercado como el actual.
youtu.be/A74YPcpQBYQ?si=PsyO…
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Azagala Capital retweeted
13 Apr 2025
Lo prometido es deuda:
@dantelriv estará de vuelta (el martes) en Territorio Inversor, el podcast de @WorldStockss 🔥
Más de 30.000 escuchas la última vez que vino.
Hablamos sobre microcaps, special situation, inversión en crédito...
¡Y mucho más!
Aquí tienes un adelanto👇🏼
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