Guillem Serra Verdaguer

23 posts

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Guillem Serra Verdaguer

Guillem Serra Verdaguer

@guillemserrav

Katılım Eylül 2018
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Guillem Serra Verdaguer
Guillem Serra Verdaguer@guillemserrav·
INNOSCRIPTA: $1INN Market Cap: 700M € Could AI kill INNOSCRIPTA business… or is it a hidden European SaaS gem? 🤔 Margins >60%, international expansion, and new tax incentives = huge upside… if they can navigate the risks! Watch my take 👇 youtube.com/watch?v=5bBT27…
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Guillem Serra Verdaguer
Guillem Serra Verdaguer@guillemserrav·
Now, what does all this mean for the country? Well, brace yourselves, because when you start printing money and devaluing your currency, things can get a bit rocky. But hey, on the bright side, the price of gold might just rise.
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Guillem Serra Verdaguer
Guillem Serra Verdaguer@guillemserrav·
1️⃣ Austerity ➡️ Grumbling galore. 2️⃣ Debt Restructuring ➡️ Investor jitters. 3️⃣ Income Redistribution ➡️ Rich folks aren't fans. 4️⃣ Printing Money ➡️ Default go-to.
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Guillem Serra Verdaguer
Guillem Serra Verdaguer@guillemserrav·
Amundi Physical Gold ETC $GOLD l FR0013416716 ETC is a security that tracks the price of gold and can be traded on a stock exchange. Sources: The changing world order & Principles for Navigating Big Debt Crises by @RayDalio
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Guillem Serra Verdaguer
Guillem Serra Verdaguer@guillemserrav·
This presents a compelling point to bring to investors' attention—the significant opportunity right in front of them 🧐 P.D. Management team owns 26% of the shares
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Guillem Serra Verdaguer
Guillem Serra Verdaguer@guillemserrav·
What's the impact of these repurchases? When we examine the NAV/share equation, we find two contributing factors: the NAV, influenced by the fund's investments, and the shares. By reducing the shares , we effectively boost the NAV value, consequently widening the NAV discount.
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Guillem Serra Verdaguer
Guillem Serra Verdaguer@guillemserrav·
Pershing Square Holding, Ltd. Ticker: $PSH Market Cap: 9.78B USD General Partner: @BillAckman Business Model: Closed-end fund specializing in long-term investments within the United States, typically holding around 8 significant positions.
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