24 | Investment Analyst @ Aguja Capital | Ingeniero en Organización de las TIC
Joined July 2018
- Tweets 3,346
- Following 349
- Followers 2,703
- Likes 22,019
334 Photos and videos
Sergi Suades retweeted
Excited to share that the Special Situations Digest has moved to a new home.
If you want a free month of paid access (Pro), just do the following: retweet this, drop a comment below, and send me a DM with your email, and I will give you complimentary access.
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Sergi Suades retweeted
¡NUEVO EPISODIO EN INVERSIÓN RACIONAL!
Hoy hablamos con @AnalisisdeInver, analista y una joven promesa del research en España.
Entramos de lleno en análisis de empresas y el mercado hipotecario en busca de oportunidades.
Aquí el tráiler y el episodio completo más abajo.
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1/ With the upcoming $IMAX Investor Day I don't have much to add to the brilliant analyses by @ragingbullcap and @MikeFritzell on the business and the event potential. My additional points are focused on the poor governance and mistreatment on minority shareholders of $1970.HK.
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$IMAX is a Canadian $2bn NYSE listed company behaving like a TSX Ventures listed company by mistreating $1970.HK shareholders:
• IMAX China is a high-quality, high-ROIC business with strong growth.
• Yet it trades at almost a third of the parent’s valuation multiple.
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Sergi Suades retweeted
10 Sep 2025
As promised, my book Underground is finally available in English. Already in its 2nd edition in Spanish—hoping to repeat the success. I talk about Filo success, illegal gold price in Colombia, Chinese rare earths, lithium boom and more.
Thank you all for the support! :)
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11 Aug 2025
Last week it was 5 years since I published my first investment thesis on Georgia Capital $CGEO. It was trading at 372p. Today, it's at 2350p.
In between, we've had COVID, the Nagorno-Karabakh conflict, the Ukraine war, and the post-election protests. What an amazing journey😃
8 Aug 2020
I share you my investment thesis in Georgia Capital. I've been thinking about the idea for a while and today I've finally made up my mind. I hope you like it!😉
drive.google.com/file/d/1gIC…
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26 Jul 2025
He leído recientemente "Shoe Dog" de Phil Knight (Nunca te pares, en español). No se trata sólo de cómo se construyó Nike, sino de cómo logró sobrevivir lo suficiente para convertirse en lo que es.
Estas son las lecciones que saco, y por qué todo inversor debería leerlo🧵
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26 Jul 2025
💡Lección 6: La cultura escala lo insalvable
El equipo inicial de Nike no venía de MBAs. En palabras de Knight, “eran unos inadaptados leales”.
Dormían en el suelo, llevaban el maletero y la casa llena de zapatillas, y vivían el mensaje de Nike antes de que fuera Nike.
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26 Jul 2025
¿Lo has leído? ¿Cuál es tu parte favorita?
Si no lo has leído, te dejo el enlace aquí:
amzn.to/4535Wii
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Sergi Suades retweeted
28 Jun 2025
🚨 JUST IN. Anthropic gave Claude $1000 to run a shop. It lost money every single day.
But that's not the crazy part.
It rejected 566% profit margins and gave away inventory while claiming to wear business clothes.
If you think AI will replace workers, you need to see this:
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Sergi Suades retweeted
6 Jun 2025
The 9 founders of these Japanese companies
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Sergi Suades retweeted
5 Jun 2025
Summer giveaway!
Incredible to meet Will Thorndike, who signed two hardcovers of his classic title 'The Outsiders' for you, dear podcast listeners.
To win one of the books:
📚 Like & Retweet
📚 Follow us (so we can contact you)
The two winners will be announced on June 11.
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Sergi Suades retweeted
3 May 2025
I’m currently at the Berkshire AGM in Omaha
I will share the key takeaways with you live:
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Sergi Suades retweeted
3 May 2025
Warren Buffett dejará de ser el CEO de Berkshire Hathaway al final de 2025. Estas son algunas de las lecciones más valiosas que nos ha dejado durante todos estos años:
microvalue.es/lecciones-warr…
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