
Borja Martínez
868 posts

Borja Martínez
@borjamc8
The first step towards change is awareness




$LNZA Amazing work again from @kingtutcap This company is significantly mispriced and part of a very strong secular growth trend. Will dive into the company more, especially the financial statements during the holiday. This is another gem from New Zealand. What’s in the food there? Will probably start a 5% ish position, considering it is a) significant undervalued and b) has very strong long term growth drivers, especially in the EU. Previously loved his write ups for Aurora and Joby and took positions, but sold those off in favor of AST Spacemobile. These companies were valued similarly, but lack the frictionless GTM approach and MNO wholesale model.

Brian De Palma cambió esa idea por la memorable escena de las escaleras en la Union Station de Chicago cuando Paramount Pictures dijo que lo de encontrar un tren de época de los años 30 era muy caro. (sigue) #LosIntocables

#MediaInvitation: journalists are invited to join Europe’s space community at the Industry Space Days at ESA ESTEC in Noordwijk, the Netherlands, on 18–19 September. Details and registration 👇#ISD2024ESA 🔗esa.int/Newsroom/Press…






Madrid tendrá una playa artificial y piscinas de olas para hacer surf en 2025 #Echobox=1686742621-1" target="_blank" rel="nofollow noopener">elpais.com/espana/madrid/…

























