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@QualityAlvaro "In the last two weeks sold $TEP.PA $NKE $VRLA.PA TEP: lost confidence in management and execution. Learnt a few mistakes here. NKE: last ride from lows gave low margin of safety reinvested in existing positions VRLA: takeover % higher than expected low future visibility"
X Link @QualityAlvaro 2025-08-02T11:14Z XX followers, XXX engagements

"Daikin $DKILY $6367.T continues to show resilience and strategic focus. Applied is the business unit with highest growth last Q (Japan America and Europe) with data centers leading it. Push for after-sell services in CN due to weak housing demand smart move"
X Link @QualityAlvaro 2025-08-05T12:00Z XX followers, XX engagements

"Find out if stock is as good as coffee made with these machines $DLG $DLG.MI"
X Link @QualityAlvaro 2025-07-02T14:07Z XX followers, 3499 engagements

"Portfolio update- 8/10/2025 ---- YTD 1517% Since inception oct/21 1487% ---- Comment: higher turnover than expected top optimize IRR $ASML $LVMH $MC.PA $PYPL $LOOMIS $REY.MI $WSM $ROVI.MC $NTDOY $NTO $ALLFG $DKILY $6367.JP $DNP.WA $DCR.WA $IWB.MI $PUIG $PUIG.MC $RMB.V $KITS"
X Link @QualityAlvaro 2025-10-08T14:08Z XX followers, XXX engagements

"$DNP.WA feels like Spains supermarket story: from regional player national leader in XX years. Moat built quietly (vertical integration smart M&A standardized stores). As markets mature RE ownership leases. Competition isnt a threat its what keeps management sharp"
X Link @QualityAlvaro 2025-08-27T12:41Z XX followers, XXX engagements

"Anta Sports what a wonderful company at a fair valuation. $2020.HK"
X Link @QualityAlvaro 2025-09-01T14:01Z XX followers, XX engagements

"@Basteph_ Mix feelings with Fast Retailing: quality clothing (Better than $ITX.MC) room for growth ahead but Uniqlo is the only brand moving forward. Even if valuation has stayed around 30ish after whats going on with Comptoir FR looks more expensive than before"
X Link @QualityAlvaro 2025-10-06T16:44Z XX followers, XX engagements