Aitor-Sempiterno Investments

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Aitor-Sempiterno Investments

Aitor-Sempiterno Investments

@Sempiterno_Inv

Partial owner of companies with a long-term vision. My goal is to own lasting quality businesses with an aligned and reliable management.

Andalucia Katılım Mart 2023
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
My top 5 positions right now is: -Nintendo $NTDOY -Brookfield $BN -Amazon $AMZN -John Deere $DE -Constellation Software $CSU My goal is never reduce the overall quality of the portfolio. I have made a lot of mistakes but that's part of the game 🌹
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
@NestorPlanes Te interesa la empresa por lo que veo 🧐 Hay una empresa europea (Action) que cotiza a través de $III que también es un hard discounter, por si te apetece mirarla!
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Néstor Planes
Néstor Planes@NestorPlanes·
"what we found in the past is that once you become a 3B customer, you're very sticky. And so when things get better, if that's the case that things have gotten worse, then we're very unlikely to lose that customer."
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Néstor Planes
Néstor Planes@NestorPlanes·
$TBBB "Every aspect of our operations has been carefully optimized for efficiency. We reduce working hours and operating costs by designing our products and packaging with efficiency in mind, choosing the right truck sizes and equipment, making judicious use of technology and efficiently distributing refrigerated goods, store orders, and managing our proprietary logistics infrastructure. For example, we reduce time and costs from stocking shelves by selling directly from the box (usually lidless) that arrives from our distribution centers. Our trucks and stores are designed to allow one driver to unload a store delivery single-handedly in 30 minutes or less and our distribution centers are strategically located to allow optimal re-stocking efficiency and route planning. Standard supermarkets, with a larger number of SKUs are more complex and costly to run. They need higher gross margins to sustain their operations. By being able to operate at lower costs, we can achieve positive operating profit even with low gross margins, and can offer sustainable lower prices, which we believe is very hard to replicate for traditional grocery retailers."
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
Today I made 3 years since I started posting content here and in substack. I have improved and learnt significantly thanks to some people who does a great work online. I hope during this time I have posted something that you find interesting.
Aitor-Sempiterno Investments tweet media
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Néstor Planes
Néstor Planes@NestorPlanes·
@Sempiterno_Inv Cartera top! Creo que falta la mejor empresa del mundo, que está en rebajas🙄 $META
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MikeCAGR
MikeCAGR@MikeCAGR·
@Sempiterno_Inv A mí ya me ayudaste con una buena patraña de empresa de la que no podemos decir su nombre. Eso no tiene precio 🍀
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
@GutierrezCap_ Qué riesgos de segundo grado ves a ambas empresas? El ejemplo de Plix en Brasil me parece significativo pero dudo hasta que punto otros países pueden incentivar lo mismo con tanto éxito.
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Pedro Gutiérrez
Pedro Gutiérrez@GutierrezCap_·
El mercado está subestimando lo poco penetrado que está el TAM de digital payments. Algo bastante interesante sobre V/MA es que están empezando a sustituir las transacciones bancarias por ACH con RTP. Actualmente las transacciones C2B son aprox 40Tn en todo el mundo, y de manera digital a través de V/MA son 20Tn aprox. Pero eso solo es el consumo de individuos, pero el gasto empresarial es mucho mayor. Los RTP payments son muy interesantes para aquellos que hagan pagos periódicos a sus proveedores/trabajadores. Ahí hay +100Tn de TAM, y V/MA ofrecen una experiencia de usuario mucho mayor al resto de alternativas.
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
$DPLM is one of the best companies I have been following for some years but (sadly) I did not buy it. Thompson is doing an amazing job at the helm. He's a potential outsider
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
Respeto mucho a David y su trabajo pero esta afirmación es errónea. Si en la biografías que ha leído no se menciona ese aspecto, no quiere decir que no exista. Dudo mucho que personas como Sam Walton construyan un patrimonio tan bestial sin parar a pensar un minuto..
David Senra@davidsenra

Great men of history had little to no introspection. The personality that builds empires is not the same personality that sits around quietly questioning itself. @pmarca and I discuss what we both noticed but no one talks about: David: You don't have any levels of introspection? Marc: Yes, zero. As little as possible. David: Why? Marc: Move forward. Go! I found people who dwell in the past get stuck in the past. It's a real problem and it's a problem at work and it's a problem at home. David: So I've read 400 biographies of history’s greatest entrepreneurs and someone asked me what the most surprising thing I’ve learned from this was [and I answered] they have little or zero introspection. Sam Walton didn't wake up thinking about his internal self. He just woke up and was like: I like building Walmart. I'm going to keep building Walmart. I'm going to make more Walmarts. And he just kept doing it over and over again. Marc: If you go back 400 years ago it never would've occurred to anybody to be introspective. All of the modern conceptions around introspection and therapy, and all the things that kind of result from that are, a kind of a manufacture of the 1910s, 1920s. Great men of history didn't sit around doing this stuff. The individual runs and does all these things and builds things and builds empires and builds companies and builds technology. And then this kind of this kind of guilt based whammy kind of showed up from Europe. A lot of it from Vienna in 1910, 1920s, Freud and all that entire movement. And kind of turned all that inward and basically said, okay, now we need to basically second guess the individual. We need to criticize the individual. The individual needs to self criticize. The individual needs to feel guilt, needs to look backwards, needs to dwell in the past. It never resonated with me.

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Néstor Planes
Néstor Planes@NestorPlanes·
Hoy se nos ha ido el capitán de la familia. Una vida dedicada a su trabajo, a su pueblo y, sobre todo, a los suyos. Con apenas 14 años empezó a trabajar para ayudar en casa, sin pedir nada a cambio. Y aunque nunca pidió nada, construyó y consiguió lo más importante de la vida: un amor verdadero, una familia que lo adora y la tranquilidad de irse sabiendo que lo hizo bien. Fue un hombre bueno que mejoró la vida de los que cruzaron su camino. El mejor ejemplo de vida que podíamos tener. Su familia, hoy y siempre, lo recordaremos. Gracies Abuelo, te volem i mai t’oblidem.
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Miguel Dabán Baines-MDBbolsa
🗓️ Llegó la cita anual con las cuentas de Mercadona 🛒 Ventas: +7.2% Beneficio Bruto / Ventas: 25% vs 24.7% YoY Gastos de Personal: +12.1% EBITDA: +7.2% Tasa Impositiva: 22.8% vs. 25.1% YoY Beneficio Neto: +24.9% Margen de Beneficio: 4.5% vs 3.9% YoY Cosas a mencionar. Este año Mercado ha ganado más por la venta de productos (ha subido el margen bruto), pero sigue siendo más bajo que en 2022 y años anteriores. Los gastos de personal crecen muy por encima de las ventas. (+12.1% vs. +7.2% de las ventas) Los ingresos por intereses, lo que verdaderamente está inflando los beneficios estos años, decrecen un poco La tasa impositiva baja, pero sigue siendo la 2º mayor de los últimos años El margen de beneficio (4.5%) sube, pero principalmente por estos intereses. Por cada 100€ en ingresos, Mercadona se queda con 4.5€ de beneficio Os vendrá bien para cuando ese amigo analfabeto abra la boca y suelte algún dato erróneo
Miguel Dabán Baines-MDBbolsa tweet media
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
I´m watching videos about Pokemon Pokopia and wow...it gives me FOMO 😂 Their ability to build strong games narrative and their attention to details are just unique. Hat offs to the team $NTDOY
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Aitor-Sempiterno Investments
Aitor-Sempiterno Investments@Sempiterno_Inv·
New company within $TOI.V and they operate in.... Managing parkings 😂😂 I'm sure a goverment will develop its own software using AI to manage parking spots
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