# ![@AccionEAFI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2926989562.png) @AccionEAFI Javier Acción, EAFN

Javier Acción, EAFN posts on X about $tsla, $nflx, $amzn, $spot the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2926989562/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2926989562/c:line/m:interactions.svg)

- [--] Week [------] +1,003%
- [--] Month [-------] +89%
- [--] Months [-------] +292%
- [--] Year [-------] +102%

### Mentions: [--] [#](/creator/twitter::2926989562/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2926989562/c:line/m:posts_active.svg)

- [--] Months [--] +15%
- [--] Year [--] -34%

### Followers: [------] [#](/creator/twitter::2926989562/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2926989562/c:line/m:followers.svg)

- [--] Week [------] +0.28%
- [--] Month [------] +1.20%
- [--] Months [------] +8.80%
- [--] Year [------] +18%

### CreatorRank: [-------] [#](/creator/twitter::2926989562/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2926989562/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [social networks](/list/social-networks)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$tsla](/topic/$tsla), [$nflx](/topic/$nflx), [$amzn](/topic/$amzn), [$spot](/topic/$spot) #4304, [tesla](/topic/tesla), [algo](/topic/algo), [$goog](/topic/$goog), [$googl](/topic/$googl), [$bn](/topic/$bn), [tsla](/topic/tsla)

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@jerrycap](/creator/undefined) [@libertyrpf](/creator/undefined) [@marceloplima](/creator/undefined) [@todoselectricos](/creator/undefined) [@tesla](/creator/undefined) [@findingmoats](/creator/undefined) [@sempiternoinv](/creator/undefined) [@310value](/creator/undefined) [@gothamresearch](/creator/undefined) [@acquirersclub](/creator/undefined) [@michaelgielkens](/creator/undefined) [@chitchatstocks](/creator/undefined) [@liderarmente](/creator/undefined) [@10ch10](/creator/undefined) [@alvarofaraco](/creator/undefined) [@worldstockss](/creator/undefined) [@martinviecha](/creator/undefined) [@bchesky](/creator/undefined) [@dei_biz](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Netflix Inc (NFLX)](/topic/$nflx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Spotify Technology (SPOT)](/topic/$spot) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Brookfield Corporation (BN)](/topic/$bn) [Danaher Corporation (DHR)](/topic/$dhr) [Microsoft Corp. (MSFT)](/topic/$msft) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tradeweb Markets Inc. Class A Common Stock (TW)](/topic/$tw) [Thermo Fisher Scientific Inc. (TMO)](/topic/$tmo) [American Tower Corp (AMT)](/topic/$amt) [Adobe, Inc. (ADBE)](/topic/$adbe) [Airbnb, Inc. (ABNB)](/topic/$abnb) [Merit Circle (MC)](/topic/$mc) [Novo-Nordisk (NVO)](/topic/$nvo) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Align Technology, Inc. (ALGN)](/topic/$algn) [DisChain (DIS)](/topic/$dis) [Ferrari N.V. (RACE)](/topic/$race) [Msci Inc (MSCI)](/topic/$msci) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Osisko Gold Royalties Ltd (OR)](/topic/$or)
### Top Social Posts
Top posts by engagements in the last [--] hours

"#GlobalTopSellers @Steam @Valheimgame"  
[X Link](https://x.com/AccionEAFI/status/1358129927569240067)  2021-02-06T19:06Z 11.6K followers, [--] engagements


"This follows here: https://x.com/AccionEAFI/status/1372503061982240770s=20 https://x.com/AccionEAFI/status/1372503061982240770s=20"  
[X Link](https://x.com/AccionEAFI/status/1372503261383655424)  2021-03-18T11:00Z 11.6K followers, [--] engagements


"Gentle reminder. $CSU.TO"  
[X Link](https://x.com/AccionEAFI/status/1487155405713203211)  2022-01-28T20:07Z 11.5K followers, [--] engagements


"Y sale la primera. $ABNB Impressive. what a business 🤯 La tpica recesin global"  
[X Link](https://x.com/AccionEAFI/status/1625615836802064388)  2023-02-14T21:59Z 11.6K followers, [--] engagements


"Spin-off Lumine & Constellation $CSU $LMN "RBC says may be worth about $18 a share - based on $TOI valuation" (via @BarrySchwartzBW) If RBC is right (let's see how Mr.Mkt values Lumine.) its 3*18CAD = [--] CAD per CSU share (that already opened today ex-LMN trading on 23-feb)"  
[X Link](https://x.com/AccionEAFI/status/1625892896321810438)  2023-02-15T16:20Z 11.6K followers, [----] engagements


"@Invesquotes @JerryCap @ArdaCapital Bernard Arnault has joined the conversation $LVMH $MC.PA"  
[X Link](https://x.com/AccionEAFI/status/1634191477948444673)  2023-03-10T13:56Z 11.8K followers, [---] engagements


"$PX Good start to the "back ended 2023" important for reach/exceed the organic raising target"  
[X Link](https://x.com/AccionEAFI/status/1679422328000724992)  2023-07-13T09:27Z 11.8K followers, [----] engagements


"Another relevant milestone for the next big release Good 👍🏽 #PAYDAY3 $EMBRAC $STARB Payday [--] Closed Beta First Impressions @IGN_IN https://in.ign.com/payday-3/190276/preview/payday-3-closed-beta-first-impressions https://in.ign.com/payday-3/190276/preview/payday-3-closed-beta-first-impressions"  
[X Link](https://x.com/AccionEAFI/status/1687455788682375168)  2023-08-04T13:29Z 11.8K followers, [----] engagements


"@Finding_Moats https://x.com/unusual_whales/status/1688565912885198849t=xEEhVTSbkCkK5tircxLgxw&s=19 https://x.com/unusual_whales/status/1688565912885198849t=xEEhVTSbkCkK5tircxLgxw&s=19"  
[X Link](https://x.com/AccionEAFI/status/1688668882066718720)  2023-08-07T21:50Z 11.6K followers, [---] engagements


"🍑 El melocotonazo de $NFLX para la "vuelta al cole" #OnePieceNetflix Todas esas cuentas que ya no son compartidas tendrn que elegir un tipo de suscripcin para poder comentar la serie en las semanas de regreso al cole la uni el curro. Pinta un gran 3er trimestre de subs antes de los platos fuertes del siempre estacional potente 4Q 🔝 *Margin expansion is coming* 'ONE PIECE' is currently #1 in [--] countries on NETFLIX surpassing the record set by 'STRANGER THINGS' Season [--] and 'WEDNESDAY'. https://t.co/cMwRAZRSk6 'ONE PIECE' is currently #1 in [--] countries on NETFLIX surpassing the record set"  
[X Link](https://x.com/AccionEAFI/status/1698266130689700134)  2023-09-03T09:26Z 11.6K followers, 14K engagements


"Interesante. $ALFEN: "The revenues however were slightly higher than in Q2 of this year and our view on the market is that destocking is at its end. Almost all customers have moved through their inventory and we have seen new orders again" Source👇🏽 https://alfen.com/es/news/alfen-delivers-record-quarter-revenues-and-improves-ebitda-compared-q2-2023 https://twitter.com/i/web/status/1724061385712082973 https://alfen.com/es/news/alfen-delivers-record-quarter-revenues-and-improves-ebitda-compared-q2-2023"  
[X Link](https://x.com/AccionEAFI/status/1724061385712082973)  2023-11-13T13:47Z 11.8K followers, [----] engagements


"Invertira en Stravade no ser por Garmin. Invertira en Garmin.de no ser por Strava 🏃🏽♂🚴🏼♂🏊🏼♂ Juntas seran un grandsimo negocio hardware+software con serias ventajas competitivasefecto red switching costrecurrencia.pero x separadose amenazan mutuamente. Q pensis"  
[X Link](https://x.com/AccionEAFI/status/1738289549409726477)  2023-12-22T20:04Z 11.6K followers, [----] engagements


"And the winner is. $GRF @GothamResearch So it could be $ACS or Grifols. Given the family's background their usual M&A during last years and "highly indebted" condition.It should be $GRF @GothamResearch So it could be $ACS or Grifols. Given the family's background their usual M&A during last years and "highly indebted" condition.It should be $GRF"  
[X Link](https://x.com/AccionEAFI/status/1744619114432270725)  2024-01-09T07:16Z 11.5K followers, [----] engagements


"Link al short report: https://www.gothamcityresearch.com/post/grifols-sa-scranton-and-the-undisclosed-debts https://www.gothamcityresearch.com/post/grifols-sa-scranton-and-the-undisclosed-debts"  
[X Link](https://x.com/AccionEAFI/status/1744619721226363219)  2024-01-09T07:18Z 11.5K followers, [----] engagements


"No es software. Es automocin . De lujo claro. What a beauty. 😍 $RACE"  
[X Link](https://x.com/AccionEAFI/status/1753034056982241723)  2024-02-01T12:34Z 11.6K followers, [----] engagements


"@CompTortoise @CJ0pp3l Expect lower organics going forward. As in general is happening in all the VMS's. Inflation linked contracts have been a tailwind during last [--] years and now is coming the opposite (higher comparable bases and lower CPI's) $TOI $CSU $VITb"  
[X Link](https://x.com/AccionEAFI/status/1757012571079442513)  2024-02-12T12:03Z 11.6K followers, [---] engagements


"🎙New episode of #TuDineroenAccin interviewing Olle Backman CEO of Vitec $VITB specialising in #verticalsoftware businesses. 💼An important position in our fund and the only #compounder we know of that has generated higher compound interest than $CSU or $JDG"  
[X Link](https://x.com/AccionEAFI/status/1781624044485312755)  2024-04-20T10:00Z 11.6K followers, [----] engagements


"Former sales manager at Brokk on pricing margins and competitive landscape $LIFCO #Demolition #Brokk #Husqvarna"  
[X Link](https://x.com/AccionEAFI/status/1804113382728995140)  2024-06-21T11:25Z 11.6K followers, [---] engagements


"$MSCI business and dynamics in a nutshell by CEO & founder Henry A. Fernandez 👇🏽"  
[X Link](https://x.com/AccionEAFI/status/1817512089872658616)  2024-07-28T10:47Z 11.8K followers, [----] engagements


"NBI Bearings. Hasta cundo. 🧐 $NBI @nbibearings"  
[X Link](https://x.com/AccionEAFI/status/1824744047325356256)  2024-08-17T09:44Z 11.6K followers, [----] engagements


"$LIFCO CEO Per Waldemarson. Sugar coating:"  
[X Link](https://x.com/AccionEAFI/status/1848725921794019343)  2024-10-22T13:59Z 11.6K followers, [----] engagements


"$GAW #GAW Games Workshop sacndola del estadio con un comparable muy complicado por el lanzamiento de la [--] edicin de Warhammer [------] en junio de [----]. El boost de Space Marine II ha sido tremendo no solo para los royalties sino tambin para el hobbie principal tal y como esperbamos. Well done @AstutexAi and company 😉 Inefficiencies DO exist regarding the available information specially in small&midcap specially in Europe"  
[X Link](https://x.com/AccionEAFI/status/1859869319162663149)  2024-11-22T07:59Z 11.6K followers, [----] engagements


"Y Danaher $DHR y Thermo Fisher $TMO"  
[X Link](https://x.com/AccionEAFI/status/1890720074446569650)  2025-02-15T11:09Z 10.1K followers, [---] engagements


"@jbulltard1 @BradyInvest9989 Do it better. Just long $AMT. 😉"  
[X Link](https://x.com/AccionEAFI/status/1892212772131287488)  2025-02-19T14:00Z 10.2K followers, [---] engagements


"✍🏽Aqu tenis una lista de las empresas comentadas en este episodio (por orden alfabtico): Advanced Micro Devices - $AMD Alphabet Inc. - $GOOGL Amazon Inc. - $AMZN Apollo Global Management Inc. - $APO Blackstone Inc. - $BX BlueLinx Holdings Inc. - $BXC Broadcom Inc. - $AVGO Brookfield Corporation - $BN Builders FirstSource Inc. - $BLDR Direxion Daily Semiconductor Bull 3x Shares - $SOXL Fair Isaac Corporation - $FICO KKR & Co. Inc. - $KKR L'Oral S.A. - $OR MicroStrategy Incorporated - $MSTR Microsoft Corporation - $MSFT Netflix Inc. - $NFLX Novo Nordisk A/S - $NVO NVIDIA Corporation - $NVDA"  
[X Link](https://x.com/AccionEAFI/status/1901563013351748040)  2025-03-17T09:15Z 11.8K followers, [----] engagements


"Como no va a tratar bien el mercado a esta compaa. "Organically net sales grew by 8.1% and was particularly strong in Demolition & Tools and parts of Systems Solutions" Demolition is back 💪🏽 Long $LIFCO"  
[X Link](https://x.com/AccionEAFI/status/1915657525698986184)  2025-04-25T06:41Z 11.5K followers, [----] engagements


"Games Workshop ATH $GAW #GAW $NFLX ATH Impresionante $NFLX ATH Impresionante"  
[X Link](https://x.com/AccionEAFI/status/1915823354566807722)  2025-04-25T17:40Z 11.6K followers, [----] engagements


"Diploma ATH $DPLM #DPLM Spotify ATH $SPOT Spotify ATH $SPOT"  
[X Link](https://x.com/AccionEAFI/status/1924727261388767235)  2025-05-20T07:21Z 11.6K followers, [----] engagements


"#NeverForget $ROKO @Quartr_App @chriswmayer @SerialAcquirers @stonkmetal @CJ0pp3l @0xHorseman @TomSmith839 @acquirers_club @Peak_Ado @dekleinekapita1 @MichaelGielkens That said including this slide in a pre-IPO presentation is an orange-to-red flag 😅 https://t.co/ZFgyhgIFEO @Quartr_App @chriswmayer @SerialAcquirers @stonkmetal @CJ0pp3l @0xHorseman @TomSmith839 @acquirers_club @Peak_Ado @dekleinekapita1 @MichaelGielkens That said including this slide in a pre-IPO presentation is an orange-to-red flag 😅 https://t.co/ZFgyhgIFEO"  
[X Link](https://x.com/AccionEAFI/status/1928382791609110859)  2025-05-30T09:27Z 11.9K followers, [----] engagements


"@bondoux_thomas @Sempiterno_Inv Well. They also have $TEQ 😅 (Very different kind of situations must be said). Even great investors eventually make mistakes. Let's see how it goes. Time will tell"  
[X Link](https://x.com/AccionEAFI/status/1928398799300334060)  2025-05-30T10:31Z 11.6K followers, [---] engagements


"Nemetschek ATH $NEM"  
[X Link](https://x.com/AccionEAFI/status/1930531493224337559)  2025-06-05T07:45Z 11.9K followers, [--] engagements


"Halma ATH $HLMA #HLMA"  
[X Link](https://x.com/AccionEAFI/status/1933061821830660539)  2025-06-12T07:20Z 11.9K followers, [--] engagements


"Diploma performing 👌🏽 $DPLM"  
[X Link](https://x.com/AccionEAFI/status/1945773475148218393)  2025-07-17T09:12Z 11.6K followers, [----] engagements


"Cox Abg Group ATH $COXG Brookfield Corporation ATH $BN Brookfield Corporation ATH $BN"  
[X Link](https://x.com/AccionEAFI/status/1945853742252741012)  2025-07-17T14:30Z 11.7K followers, [----] engagements


"$BN Split 3x2 https://bn.brookfield.com/press-releases/brookfield-corporation-reports-strong-second-quarter-results-and-announces-three-two https://bn.brookfield.com/press-releases/brookfield-corporation-reports-strong-second-quarter-results-and-announces-three-two"  
[X Link](https://x.com/AccionEAFI/status/1953429036102758714)  2025-08-07T12:12Z 11.5K followers, [----] engagements


"$DPLM #DPLM"  
[X Link](https://x.com/AccionEAFI/status/1955911683752308950)  2025-08-14T08:37Z 11.8K followers, [----] engagements


"In fact Roko should trade at a discount vs Lifco. Take a look at Momentum Group I guess you already know them. Not cheap but more reasonable than Roko with the capital allocation standards of B&B family and the marvelous WC dinamics of the distributors. I think they'll beat Roko by far from here. http://MMGRB.ST http://MMGRB.ST http://MMGRB.ST http://MMGRB.ST"  
[X Link](https://x.com/AccionEAFI/status/1957137643000516649)  2025-08-17T17:49Z 11.8K followers, [---] engagements


"Trading update y dividendo de Games Workshop con motivo de su AGM. Creo que "in line" este ao podemos considerarlo como "bueno". Menuda cash cow 💵🐄. No hay Dividend Aristocrat mejor que GAW Enjoy the meeting fellows 😀🫰🏽 $GAW #GAW"  
[X Link](https://x.com/AccionEAFI/status/1968207789073006852)  2025-09-17T06:57Z 11.6K followers, [----] engagements


"Is luxury back. 🧐 $LVMH $MC $RMS $MONC"  
[X Link](https://x.com/AccionEAFI/status/1978222914362101919)  2025-10-14T22:14Z 11.8K followers, [----] engagements


"@chitchatstocks Because it's a company from Kazakhstan and it's not 2021"  
[X Link](https://x.com/AccionEAFI/status/1979277691200078161)  2025-10-17T20:05Z 11.5K followers, [----] engagements


"Viste que ayer estaban cados TIKR Strava y tantas otras ms 🚨 AWS tuvo una cada MASIVA Esto para m no solo no es bajista sino q reafirma q al invertir en $AMZN y en @awscloud estamos invertidos en la ESPINA DORSAL de la digitalizacin de la sociedad y la economa Aqu una lista de algunas de las aplicaciones afectadas. Cul has notado t que no te funcionaba 👇🏽 Adobe Creative Cloud Airtable Amazon Apple Music Asana AT&T Battlefield Blink Boost Mobile Canva ChatGPT Chime Coinbase CollegeBoard Dead By Daylight Delta Air Lines Duolingo Fanduel Fetch Fortnite GoDaddy Grubhub HBO Max Hinge Hulu IMDb"  
[X Link](https://x.com/AccionEAFI/status/1980579643775213721)  2025-10-21T10:19Z 11.5K followers, [----] engagements


"@zerohedge $NFLX debacle Are you f****ing serious"  
[X Link](https://x.com/AccionEAFI/status/1980733577160716619)  2025-10-21T20:30Z 11.5K followers, [----] engagements


"La meme stock de [----] $BYND Short squeeze antolgico 💣"  
[X Link](https://x.com/AccionEAFI/status/1980967331896406269)  2025-10-22T11:59Z 11.5K followers, 15.4K engagements


"@liderarmente Imposible no estar long $AMZN. . . . y lgicamente long $TSLA 😉"  
[X Link](https://x.com/AccionEAFI/status/1981249387142795403)  2025-10-23T06:40Z 11.5K followers, [---] engagements


"Netflix Top3 completo y 6/10. Good 👍🏽 $NFLX The latest @Nielsen Streaming Top10 is here 👑 #BLACKRABBIT bounds to #1 🐇 followed by #Wayward & #KpopDemomHunters as @Netflix dominates the overall top [--]. Plus new seasons of The #MorningShow& #TulsaKing debut strong See the full breakdown: https://t.co/J8XGgrIlqS https://t.co/eklz2ar5fd The latest @Nielsen Streaming Top10 is here 👑 #BLACKRABBIT bounds to #1 🐇 followed by #Wayward & #KpopDemomHunters as @Netflix dominates the overall top [--]. Plus new seasons of The #MorningShow& #TulsaKing debut strong See the full breakdown:"  
[X Link](https://x.com/AccionEAFI/status/1981623678044405884)  2025-10-24T07:27Z 11.5K followers, [----] engagements


"@Beth_Kindig Azure grew at 29% last Q (not 39%) there has been an acceleration of [--] points sequentially or [--] points in cc"  
[X Link](https://x.com/AccionEAFI/status/1983637248139784578)  2025-10-29T20:49Z 11.6K followers, [---] engagements


"@LibertyRPF Or.buy some NFLX shares 😆 Happy Halloween Liberty 🎃"  
[X Link](https://x.com/AccionEAFI/status/1984358617051431355)  2025-10-31T20:35Z 11.6K followers, [---] engagements


"Back to reality $KNSL"  
[X Link](https://x.com/AccionEAFI/status/1985416164907106723)  2025-11-03T18:37Z 11.8K followers, [----] engagements


"MASSIVE performer 40% CAGR during [--] years even with the multiple coming back to the origin. Talks a lot about its earnings compounding power during this E&S hard market $KNSL"  
[X Link](https://x.com/AccionEAFI/status/1985418289422414303)  2025-11-03T18:46Z 11.7K followers, [----] engagements


"I was already missing some of your comments on the underlying business dynamics seeing the stock rise these days "for no apparent reason 😏 Also I think Barclays upgraded it and they've just presented their autumn/winter collection. along with somewhat more constructive comments from their peers about the Chinese consumer (very important in their mix) and the Canada Goose debacle. These are all small things but together they help improve momentum. We'll see how It goes"  
[X Link](https://x.com/AccionEAFI/status/1986721614738677950)  2025-11-07T09:05Z 11.6K followers, [---] engagements


"I understand your point and it makes perfect sense depending on your expectations as an investor. But firstly I don't think the Moncler brand has reached its maturity point especially not in the United States which is also where this type of marketing can resonate the most. Furthermore I believe that the segment of wealthy consumers who value technical clothing the most isn't exactly the target audience for Moncler who value the brand and the status itself which is what Ruffini does best. Finally keep in mind that a well-established brand growing back at a high single-digit rate with some"  
[X Link](https://x.com/AccionEAFI/status/1986728828568301966)  2025-11-07T09:33Z 11.6K followers, [--] engagements


"@MarceloPLima The most bullish news for Adobe in a long time LFG"  
[X Link](https://x.com/AccionEAFI/status/1988372465836548490)  2025-11-11T22:25Z 11.6K followers, [---] engagements


"@MarceloPLima Meanwhile @ $ADBE. https://www.instagram.com/reel/DQb3fk4jTeU/igsh=MWk0MXNsajY2NmUzZA== https://www.instagram.com/reel/DQb3fk4jTeU/igsh=MWk0MXNsajY2NmUzZA=="  
[X Link](https://x.com/AccionEAFI/status/1988372882708460031)  2025-11-11T22:26Z 11.6K followers, [---] engagements


"Se est bastante tranquilo con un CEO como @satyanadella al frente de $MSFT Thks to @borrowed_ideas @dwarkesh_sp @dylan522p 🙌🏽"  
[X Link](https://x.com/AccionEAFI/status/1989006792924279190)  2025-11-13T16:25Z 11.8K followers, [----] engagements


"Let's go $GOOG 1/ Gemini [--] in action a quick🧵 You can give Gemini [--] anything (images pdfs scribbles etc) and it will create whatever you like: an image becomes a board game a napkin sketch transformed into a full website a diagram could turn into an interactive lesson. https://t.co/xCry35mFbW 1/ Gemini [--] in action a quick🧵 You can give Gemini [--] anything (images pdfs scribbles etc) and it will create whatever you like: an image becomes a board game a napkin sketch transformed into a full website a diagram could turn into an interactive lesson. https://t.co/xCry35mFbW"  
[X Link](https://x.com/AccionEAFI/status/1990879159946526922)  2025-11-18T20:25Z 11.6K followers, [----] engagements


"Hace un ao: ChatGPT: 86.6% Gemini: 5.6% Perplexity: 2.2% Claude: 1.9% Copilot: 1.6% Hoy: ChatGPT: 72.3% Gemini: 13.7% DeepSeek: 4.2% Grok: 2.5% Claude: 2.4% Perplexity: 2.3% Copilot: 1.2% Se sobrevalora la ventaja del 1st mover y se infravalora el poder de distribucin. Ya lo vimos en su momento con Zoom VS Teams/Gmeet. #OpenAI #ChatGPT #Gemini #Grok #Perplexity #IA $GOOG $META $MSFT @Similarweb"  
[X Link](https://x.com/AccionEAFI/status/1995813263087382958)  2025-12-02T11:12Z 11.6K followers, 17.9K engagements


"@joecarlsonshow Absolutely it's pretty incredible how many uninformed takes are out there. Even there's a widespread hate towards a compounding beast like Netflix. I guess that's why there's alpha on an hyper-liquid company in plainsight. 🤷🏽♂"  
[X Link](https://x.com/AccionEAFI/status/1997223601888805348)  2025-12-06T08:36Z 11.7K followers, [---] engagements


"Global (in fact 128M obviously not all equally monetizable though). But it's a journey that Netflix knows how to navigate very well and having diverse options from the cheapest with ads (now at scale) to premium+ makes sense. I think that's the direction they seem to be thinking in based on their responses in the last two calls"  
[X Link](https://x.com/AccionEAFI/status/1999225954305212616)  2025-12-11T21:13Z 11.7K followers, [--] engagements


"@MarceloLima Well as far as I know $ADBE is buying back MORE than its annual FCF right now"  
[X Link](https://x.com/AccionEAFI/status/2001334509225246877)  2025-12-17T16:51Z 11.8K followers, [---] engagements


"Amazon no empieza a estar obscenamente barata Cmo lo veis 🤔 $AMZN"  
[X Link](https://x.com/AccionEAFI/status/2001570489706365399)  2025-12-18T08:29Z 11.8K followers, 45.7K engagements


"Turno de "La Mamma" 🤌🏽 Inditex ATH 🥹 $ITX"  
[X Link](https://x.com/AccionEAFI/status/2001964978778313050)  2025-12-19T10:37Z 11.8K followers, [--] engagements


"Dato mata relato: Sizzling 5.4% Growth: Atlanta Fed Doubles Q4 GDP Estimate Signaling Unprecedented U.S. Resilience "In a move that has sent shockwaves through global financial markets the Federal Reserve Bank of Atlanta drastically revised its GDPNow tracker for the fourth quarter of [----]. On January [--] [----] the estimate for real GDP growth was effectively doubled jumping from a projected 2.7% to a staggering 5.4%. This revision marks one of the most significant upward adjustments in the model's history suggesting that the American economy is not merely avoiding a recession but is currently"  
[X Link](https://x.com/AccionEAFI/status/2009541430079844540)  2026-01-09T08:23Z 11.8K followers, [----] engagements


"Terry Smith sobre Novo Nordisk 👇🏽 $NVO $NOVOb"  
[X Link](https://x.com/AccionEAFI/status/2009544762576310611)  2026-01-09T08:36Z 11.9K followers, 13.5K engagements


"@chitchatstocks In fact is trading at much less than that in pro-forma numbers post- $WBD"  
[X Link](https://x.com/AccionEAFI/status/2010382616554553456)  2026-01-11T16:05Z 11.9K followers, [----] engagements


"@chitchatstocks EV 417bn Est. [----] EBIT: 166bn 25x Including WBD if it goes through: EV 500bn aprox Est. pro-forma [----] EBIT (cost savings included): 22bn Pro-forma EV/EBIT 22-23x"  
[X Link](https://x.com/AccionEAFI/status/2010386466724319465)  2026-01-11T16:20Z 11.9K followers, [---] engagements


"$TSLA I am on the road without safety monitor in Austin Texas I am on the road without safety monitor in Austin Texas"  
[X Link](https://x.com/AccionEAFI/status/2014447156564812136)  2026-01-22T21:16Z 11.9K followers, [----] engagements


"@rubicon59 Adobe reduced its sharecount by 6% last year with EBIT +11% and EPS +17%. They're totally different"  
[X Link](https://x.com/AccionEAFI/status/2016454163064926599)  2026-01-28T10:11Z 11.9K followers, [---] engagements


"Se viene salseo.😬 Apuestas Later today we will be releasing a new report on a Company. Our report introduces previously non public information that we legally obtained and believe is a smoking gun. We believe this report will be regarded as the best and most impactful work we've done in our [--] year Later today we will be releasing a new report on a Company. Our report introduces previously non public information that we legally obtained and believe is a smoking gun. We believe this report will be regarded as the best and most impactful work we've done in our [--] year"  
[X Link](https://x.com/AccionEAFI/status/2016536743948718248)  2026-01-28T15:39Z 11.9K followers, [----] engagements


"@goldandgraham Ya est publicado Era Carvana $CVNA https://x.com/GothamResearch/status/2016547974776861083s=20 Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime https://x.com/GothamResearch/status/2016547974776861083s=20 Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited"  
[X Link](https://x.com/AccionEAFI/status/2016617421235184095)  2026-01-28T21:00Z 11.9K followers, [---] engagements


"Microsoft Cloud revenue was $51.5 billion and increased 26% (up 24% in constant currency) and commercial remaining performance obligation increased 110% to $625 billion $MSFT https://twitter.com/i/web/status/2016621667082981429 https://twitter.com/i/web/status/2016621667082981429"  
[X Link](https://x.com/AccionEAFI/status/2016621667082981429)  2026-01-28T21:17Z 11.9K followers, [----] engagements


"#JudgesScientific $JDG.L #JDG #COVID19"  
[X Link](https://x.com/AccionEAFI/status/1231859655057592326)  2020-02-24T08:33Z 11.9K followers, [--] engagements


"@Finding_Moats Oh.nice Aprox. same return than $CSU or $JDG. but [--] years later 😅 and infinite times more leveraged 😅😅😅 Capital intensivity stuff 🤷🏽♂"  
[X Link](https://x.com/AccionEAFI/status/1516488370431614986)  2022-04-19T18:46Z 11.9K followers, [--] engagements


"Looking at market reaction I don't think what today's Judges Scientific release implies is fully understood. And on the other side it completely confirms (or even improves) what we were expecting on Geotek's business. Happy holders. $JDG #JDG #AccionGlobalFI"  
[X Link](https://x.com/AccionEAFI/status/1572987542148091904)  2022-09-22T16:33Z 11.9K followers, [--] engagements


"Judges "Modestly ahead" 😂 Organic intake *softened in the second half but picked up strongly in December with the relaxation of China's Covid-19 restrictions* Interesting. 🤔 $JDG #JDG #AccionGlobalFI"  
[X Link](https://x.com/AccionEAFI/status/1615976720888201216)  2023-01-19T07:37Z 11.9K followers, [----] engagements


"Well it seems it's starting to be partially understood now. [--] months not bad 😅 #JDG $JDG #AIMstuff Looking at market reaction I don't think what today's Judges Scientific release implies is fully understood. And on the other side it completely confirms (or even improves) what we were expecting on Geotek's business. Happy holders. $JDG #JDG #AccionGlobalFI Looking at market reaction I don't think what today's Judges Scientific release implies is fully understood. And on the other side it completely confirms (or even improves) what we were expecting on Geotek's business. Happy holders. $JDG"  
[X Link](https://x.com/AccionEAFI/status/1625829440163831809)  2023-02-15T12:08Z 11.9K followers, [----] engagements


"$SDIP Sdiptech 2Q2023 cc #ConferenceCallsQuotes #AccionGlobalFI "Our business model is to acquire and develop companies within the infrastructure sector with high-margin positions. We believe provides the most sustainable long-term growth -- profitable growth in the long run""  
[X Link](https://x.com/AccionEAFI/status/1682794024954888192)  2023-07-22T16:45Z 11.9K followers, [----] engagements


"Kistos Holdings $KIST #KIST Good 👍🏽 Rishi Sunak has announced the approval of about [---] new North Sea oil and gas licences. Making a visit to Aberdeenshire on Monday Sunak argued that the move would help the UK reach its target of meeting net zero by 2050"  
[X Link](https://x.com/AccionEAFI/status/1685983392083374080)  2023-07-31T11:58Z 11.9K followers, 12K engagements


"@GamerTrader1 Quite hard going through the first weekend whith that. don't you think #PAYDAY3 $STARB $EMBRAC"  
[X Link](https://x.com/AccionEAFI/status/1705099679602515999)  2023-09-22T06:00Z 12K followers, [----] engagements


"What a mess. 🤦🏽♂ #PAYDAY3 $EMBRAC $STARB @Lakrixx @10_ch_10 @GamerTrader1"  
[X Link](https://x.com/AccionEAFI/status/1705321030066065584)  2023-09-22T20:39Z 12K followers, 10.6K engagements


"$SDIP Sdiptech: Interview with CEO Jakob Holm 👍🏽 a travs de @Redeye_ https://www.redeye.se/research/954192/sdiptech-interview-with-ceo-jakob-holm https://www.redeye.se/research/954192/sdiptech-interview-with-ceo-jakob-holm"  
[X Link](https://x.com/AccionEAFI/status/1718931153447452816)  2023-10-30T10:01Z 11.9K followers, [----] engagements


"🎙Nuevo episodio de #TuDineroenAccin entrevistando a  CEO de Judges Scientific $JDG. 🗨Hablamos sobre cmo fund la empresa invertir en nichos factores a tener en cuenta en fusiones y adquisiciones aprendizajes TAM futuro planes de sucesin"  
[X Link](https://x.com/AccionEAFI/status/1730904854422241562)  2023-12-02T11:00Z 11.9K followers, [----] engagements


"$HLMA.L #HLMA 🎙 Podis encontrar los links a las distintas plataformas aqu 👇🏽 https://accioninversiones.com/73-invertir-serial-acquirers-halma/ https://accioninversiones.com/73-invertir-serial-acquirers-halma/"  
[X Link](https://x.com/AccionEAFI/status/1735980485652660592)  2023-12-16T11:09Z 11.9K followers, [---] engagements


"Definitivamente llevaban pocas. 👍🏽 $SDIP El management de Sdiptech tras el rally reciente ha considerado que tenan pocas en cartera 👍🏽 $SDIP #Insiders https://t.co/CsFFSBwo0v El management de Sdiptech tras el rally reciente ha considerado que tenan pocas en cartera 👍🏽 $SDIP #Insiders https://t.co/CsFFSBwo0v"  
[X Link](https://x.com/AccionEAFI/status/1800088360931004610)  2024-06-10T08:51Z 11.9K followers, [----] engagements


"@investseekers Well if you read carefully the wording the CEO used at the JPM Conference the reality is that the outlook for [----] seems pretty weak. So in this case (just for once) Jefferies is probably right and the consensus isn't negative enough yet. We'll know for sure in a few days"  
[X Link](https://x.com/AccionEAFI/status/2013932039305568496)  2026-01-21T11:09Z 11.9K followers, [----] engagements


"No. They buy (in case the $WBD deal goes through) the royalties but NOT the physical assets that are owned and operated by local groups &/or PE funds (EQT-Parques Reunidos for the Warner Madrid Miral for Abu Dhabi etc.). The only physical assets they'd be acquiring are the production stages at Hollywood. https://twitter.com/i/web/status/2015818746342817902 https://twitter.com/i/web/status/2015818746342817902"  
[X Link](https://x.com/AccionEAFI/status/2015818746342817902)  2026-01-26T16:06Z 11.9K followers, [---] engagements


"@DurableCreators What drove Alphabet's shift from a "disrupted business" to "the ultimate IA winner" $GOOG Same Execution -- Earnings -- Sentiment shift -- +150% in less than a year"  
[X Link](https://x.com/AccionEAFI/status/2018943462813376785)  2026-02-04T07:03Z 11.9K followers, [----] engagements


"Tic tac. 😬🎙"  
[X Link](https://x.com/AccionEAFI/status/2019532337437085963)  2026-02-05T22:03Z 11.9K followers, [----] engagements


"@R_and_Invest There is a reason for GCP growing at exactly DOUBLE the rate of AWS's"  
[X Link](https://x.com/AccionEAFI/status/2019772659001622830)  2026-02-06T13:58Z 12K followers, [----] engagements


"Link a la ficha aqu 👇🏽 https://accioninversiones.com/ficha-3t2023-accion-global-fi/ https://accioninversiones.com/ficha-3t2023-accion-global-fi/"  
[X Link](https://x.com/AccionEAFI/status/1715669847961448742)  2023-10-21T10:02Z 12K followers, [----] engagements


"@SantiCiruelos Creo que s aunq todava no a esos precios. Es un negocio superior y el mercado lo sabe. Pero increble los ltimos resultados q presentaron lo q dijeron en la conferencia los buybacks gigantescos y la accin ya despegando.Y de repente otra vez a tiro. El mercado es as"  
[X Link](https://x.com/AccionEAFI/status/2022307820037693629)  2026-02-13T13:52Z 12K followers, [---] engagements


"No podemos decir que debute con mal pie Brookfield Corp en cartera. 😳 $BN"  
[X Link](https://x.com/AccionEAFI/status/1920503035567972633)  2025-05-08T15:36Z 12K followers, [----] engagements


"🎙Nuevo episodio de Tu Dinero en Accin en el que continuamos con la temporada de resultados correspondiente al primer trimestre de [----]. Lo hacemos hablando de Novo Nordisk $NOVOB Spotify $SPOT NBI Bearings $NBI Sngular $SNG y Diploma $DPLM. 📲Escchalo (o mralo) aqu: https://accioninversiones.com/119-resultados-novonordisk-spotify-nbi-sngular-diploma/ https://accioninversiones.com/119-resultados-novonordisk-spotify-nbi-sngular-diploma/"  
[X Link](https://x.com/AccionEAFI/status/1926216730063278330)  2025-05-24T10:00Z 12K followers, [----] engagements


"Shit keep doing shit over and over again 💩 🚩🚩🚩 #gamigo #m8g $VER @RemcoWestermann @VerveGroupHQ @Lakrixx @10_ch_10"  
[X Link](https://x.com/AccionEAFI/status/1935403316432794048)  2025-06-18T18:24Z 12K followers, 10.6K engagements


"Una cosa es el % de la facturacin que suponen Ozempic y Wegovy y otra cosa es decir % de la facturacin que est "en riesgo". Te planteo algunas preguntas porque obviamente no tengo respuestas absolutas. pero tambin tengo claro que no todos los riesgos que est llevando al precio el mercado a da de hoy se van a terminar confirmando. De ah la oportunidad. La parte de Ozempic que se destina a diabetes (que es para lo que est indicado en realidad) est en el mismo riesgo que la que se est usando para adelgazar Y TODA la parte de Wegovy est realmente en riesgo. o solo en riesgo de reducirse (que no"  
[X Link](https://x.com/anyuser/status/1956747323456843854)  2025-08-16T15:58Z 12K followers, 32.7K engagements


"A classic Hohn style investment like $AENA.MC Critical infrastructure that's difficult to replace with high barriers to entry and good economies of scale as occupancy increases. The thing is that at Cellnex he played it in an active way replacing a large part of the board including the CEO. for those of us who can't do that kind of thing the most common play with the same drivers (inverse correlation with interest rates structural tailwinds and more growth in emerging markets than in developed markets with the added bonuson a small baseof data centers) would be $AMT."  
[X Link](https://x.com/AccionEAFI/status/1960703805646880930)  2025-08-27T13:59Z 12K followers, [---] engagements


"@MarceloPLima As you can see they are almost like twins in any significant timeframe. $CLNX.MC $AMT"  
[X Link](https://x.com/AccionEAFI/status/1960704786321350681)  2025-08-27T14:03Z 12K followers, [---] engagements


"Lifco: Slida como una roca 💎 Orgnicos reacelerando mrgenes aumentando desplegando capital a saco. una maravilla de compaa. Y adems ahora menos impuestos en Alemania directo a cash flow. q aumenta un +19% YoY en el Q 😱 Orgullo de Top [--] en cartera 💪🏽 $LIFCO"  
[X Link](https://x.com/AccionEAFI/status/1981661282794434941)  2025-10-24T09:57Z 12K followers, [----] engagements


"@investordotdev De ah el titular del tweet. De hecho es muy poco que haya hecho +6% con esta info pinta que le vienen das calentitos. 😬"  
[X Link](https://x.com/AccionEAFI/status/1983272542925439237)  2025-10-28T20:39Z 12K followers, [---] engagements


"@inversorBetico Tal cual. con copia a las compaas de software tradicional VMS ( $CSU $TOI $VITEC) o incluso $ADBE Gracias a ti"  
[X Link](https://x.com/AccionEAFI/status/1983497464159080635)  2025-10-29T11:33Z 12K followers, [----] engagements


"$NBI Roberto Martnez CEO y fundador de NBI Bearings adquiere en el mercado 76k acciones adicionales de la compaa a sumar al casi 40% de la misma que ya tena. Esto se produce justo despus de que la compaa haya conseguido incrementar el EBITDA un +51% en el 3er trimestre del ao que normalmente es estacionalmente flojo lo cual demuestra que los planes de eficiencia y el foco absoluto en costes est dando sus frutos. No es que Roberto tuviese poco "skin in the game". pero sin duda con la accin en mnimos de varios aos es un gesto de confianza adicional en su proyecto que se agradece y mucho. La"  
[X Link](https://x.com/AccionEAFI/status/1988888987931459795)  2025-11-13T08:37Z 12K followers, [----] engagements


"@BuyAndHold2015 @ReturnsJourney Interesante s. Mucho ms atractiva ahora la configuracin q en 2021desde luego. Hay muchos casossin tener q jugrsela a que el alcohol vaya bien o malNestl es otro buen ejemplo. La pregunta es.q pensaremos dentro de [--] aos de cmo cotizaban HOYlas Walmart y ca. 🤔"  
[X Link](https://x.com/AccionEAFI/status/2009319901551534093)  2026-01-08T17:42Z 12K followers, [---] engagements


"MSCI es bastante oportunista con los buybacks (como deberan ser todas las empresas). Suelen equivocarse poco. Mirad lo que hicieron a finales de [----]. y otra vez en [----]. Y ahora mirad lo que han hecho estos dos ltimos trimestres. 🧐 $MSCI"  
[X Link](https://x.com/AccionEAFI/status/2018380191358140903)  2026-02-02T17:45Z 12K followers, 12.2K engagements


"Slido $BAM La principal generadora (de momento) de ganancias distribuibles de $BN viento en popa. +18% en DE por accin es ligeramente superior al 13% que modelamos 🙂 Connor se sigue haciendo fuerte. Veremos el resto de divisiones la semana que viene. Tesis completa en el primer comentario 👇🏽 https://twitter.com/i/web/status/2019168818572964129 https://twitter.com/i/web/status/2019168818572964129"  
[X Link](https://x.com/AccionEAFI/status/2019168818572964129)  2026-02-04T21:58Z 12K followers, [----] engagements


"Tesis de Brookfield Corporation $BN 👇🏽 Spotify: YouTube: https://youtu.be/CJcKZ6Hk59Y https://open.spotify.com/episode/6DqZvEiyoAuzTSjU70MqgFsi=dbd03fd418a845e3 https://youtu.be/CJcKZ6Hk59Y https://open.spotify.com/episode/6DqZvEiyoAuzTSjU70MqgFsi=dbd03fd418a845e3"  
[X Link](https://x.com/AccionEAFI/status/2019169357541032020)  2026-02-04T22:01Z 12K followers, [----] engagements


"Amazon creciendo ventas al 14% con un incremento de plantilla del 1%. Eso es todo lo que necesitas saber de sus resultados. Me da igual lo que est haciendo en after market ni lo voy a mirar. PD: Bueeeeeno venga una perlita ms: "Con una demanda tan fuerte de nuestras ofertas actuales y oportunidades clave como la inteligencia artificial los chips la robtica y los satlites de rbita baja esperamos invertir alrededor de [------] millones de dlares en gastos de capital en Amazon en [----] y anticipamos un slido retorno a largo plazo del capital invertido" Long $AMZN"  
[X Link](https://x.com/AccionEAFI/status/2019524703048605781)  2026-02-05T21:33Z 12K followers, 28.6K engagements


"Sobre el CapEx de las big tech $MSFT $GOOG $AMZN Probablemente alguno recuerde este episodio: Ep. 112: Cules son las MEJORES situaciones de inversin La MEJOR situacin posible: Una empresa con buen track record ve oportunidades y decide invertir para el futuro. Una empresa que pospone la recompensa. Y el mercado la castiga por ello. Est pasando ahora mismo delante de nuestros ojos. Y en varias empresas a la vez. Links en la primera respuesta 👇🏽 https://twitter.com/i/web/status/2019700142199144943 https://twitter.com/i/web/status/2019700142199144943"  
[X Link](https://x.com/AccionEAFI/status/2019700142199144943)  2026-02-06T09:10Z 12K followers, 16.9K engagements


"Topicus a precios de [----]. pero generando este [----] unas 2'5 veces el flujo de caja de [----] $TOI"  
[X Link](https://x.com/AccionEAFI/status/2020953536373326298)  2026-02-09T20:10Z 12K followers, [----] engagements


"Si en vez de comerse al software la IA genera la era dorada del software. El cambio de narrativa va a ser de poca Claude Code ya genera el 4% de los commits diarios en GitHub. Ha subido del 2% al 4% en un solo mes. La velocidad a la que se genera software es exponencial https://t.co/iclF3sITi5 Claude Code ya genera el 4% de los commits diarios en GitHub. Ha subido del 2% al 4% en un solo mes. La velocidad a la que se genera software es exponencial https://t.co/iclF3sITi5"  
[X Link](https://x.com/AccionEAFI/status/2020959333660667977)  2026-02-09T20:33Z 12K followers, 10.3K engagements


"Quin ganar la batalla por la autonoma Ser Tesla con su FSD Ser Waymo Qu papel puede jugar Uber Sin olvidar a los chinos y a NVIDIA. $TSLA #FSD $GOOG @Waymo $NVDA #TuDineroEnAccin 🎙 Nuestra tesis completa en el primer comentario 👇🏽"  
[X Link](https://x.com/AccionEAFI/status/2021159338576941118)  2026-02-10T09:48Z 12K followers, [----] engagements


"@dei_biz Muchas gracias David. No eres la primera ni la segunda persona de dentro del sector que me dice lo mismo en estas ltimas semanas. Configuracin muy interesante en el mercado a corto plazo reina la narrativa contraria. Lo cual puede ser una gran oportunidad. Veremos"  
[X Link](https://x.com/AccionEAFI/status/2021164663904350413)  2026-02-10T10:09Z 12K followers, [---] engagements


"Y qu opinas de la posibilidad de que al reducirse las barreras de entrada los sistemas actuales crticos para el funcionamiento de empresas que no son de software (desde una SAP hasta un software vertical) se vean desplazadas o tengan menor poder de fijacin de precios a futuro Narrativa del mercado: La competencia va a aumentar masivamente y estas empresas ven reducido su moat deben cotizar a menor mltiplo y existe mucha incertidumbre sobre su valor terminal. Opiniones que he recibido hasta ahora (desde empleados de las propias empresas hasta desarrolladores consultores externos y clientes.y"  
[X Link](https://x.com/AccionEAFI/status/2021167791147974960)  2026-02-10T10:22Z 12K followers, [--] engagements


"@dei_biz Joe muchas gracias. Opinin que vale quilates. Te tomo la palabra 🍻"  
[X Link](https://x.com/AccionEAFI/status/2021171070418522491)  2026-02-10T10:35Z 12K followers, [--] engagements


"Spotify. Todo en orden. Siguen ensanchando base de usuarios especialmente en emergentes. Hiper-eficiencia en OpEx (me gusta). Mrgenes siguen expandindose. Buena generacin de caja. Gua del 1Q26 algo "meh" pero siempre es as el primer trimestre del ao. Long $SPOT 👍🏽"  
[X Link](https://x.com/AccionEAFI/status/2021183563207434453)  2026-02-10T11:24Z 12K followers, [----] engagements


"Ojito que mirando en detalle es todava mejor que a simple vista. Han expandido 90bps el margen bruto en el 4Q25 y guan a una expansin de 120bps YoY en el 1Q26. Siempre hubo la duda de si $SPOT conseguira superar mrgenes brutos del 30% (y ya va por el 33%) y operativos del 10% (y ya va por el 155%). Y atencin: "Assumes [---] bps headwind to growth" Qu estara haciendo esta gente sin esa bestialidad de impacto divisa Nmeros rpidos esto va a hacer en breve 900M de FCF al Q pasado a dlares son 43bn al ao EV fwd [----] de 75bn. .esto cerr ayer a unas 175x EV/FCF 🤯"  
[X Link](https://x.com/AccionEAFI/status/2021189611410583999)  2026-02-10T11:48Z 12K followers, [----] engagements


"@Sempiterno_Inv 16x earnings run rate del 4Q me sale que podra ser una buena idea de lo que puede ser [----] completo (si no ms.) Nada mal para cmo lleg a cotizar esto la verdad"  
[X Link](https://x.com/AccionEAFI/status/2022066223526424912)  2026-02-12T21:52Z 12K followers, [---] engagements


"Visto esto en detalle. Beneficio operativo alto (con su impacto en ratio combinado y ROE) por menores indemnizaciones pero primas mayormente planas con la principal divisin cayendo con fuerza. El mercado estima que secuencialmente en breve aparecer la ralentizacin. Cabra preguntar (hay que ver cmo lo explican en la call) si el extraordinario en siniestros fue el comparable de [----] (por lo alto) o este de [----] (por lo bajo) y qu tendencias estn viendo en la generacin en este comienzo de [----]. Ah va a estar la clave. Aunque el sentimiento hacia el sector ha pasado de hiper-bullish a muy escpico"  
[X Link](https://x.com/anyuser/status/2022309407053246896)  2026-02-13T13:58Z 12K followers, [---] engagements


"@alvarofaraco @IDBInvestor Exacto. 20x por s solo no dice nada. A qu tasa est creciendo ese FCF Como de predecibles y resistente es Como est cotizando el resto del mercado Y las comparables"  
[X Link](https://x.com/AccionEAFI/status/2022677048322609182)  2026-02-14T14:19Z 12K followers, [--] engagements


"No es para nada injusto. Primero porque la deuda tiene un coste. Y ese coste genera un beneficio para quien te financia que paga impuestos por ello. Segundo la deuda hay que devolverla. Y la devolvers con dinero que hayas ganado con tu trabajo (que paga impuestos) o deshaciendo inversiones ms adelante que pagan impuestos. Lo que compres con la deuda paga ITP o IVA y rendimientos del capital por la renta y a futuro ganancias patrimoniales cuando lo vendas. Y el banco al ganar dinero al financiarte contrata empleados que pagan impuestos. Y t al invertir tambin generas empleo que tambin tributa."  
[X Link](https://x.com/anyuser/status/2022706642064675290)  2026-02-14T16:16Z 12K followers, [----] engagements


"Y salt la sorpresa en Las Gaunas. 😏🎁 Volkswagen Audi Porsche and Scout Motors brands to implement the North American Charging Standard to access the Tesla Supercharger network $TSLA $VOW.DE $P911.DE $PAH3.DE https://media.vw.com/en-us/releases/1774 https://media.vw.com/en-us/releases/1774"  
[X Link](https://x.com/AccionEAFI/status/1737220668544970852)  2023-12-19T21:17Z 12K followers, [----] engagements


"Algunas de las empresas mencionadas en el captulo de esta semana. ✍🏽👀🎙 Meta Platforms $META Burford Capital $BUR Align Technology $ALGN Peloton Interactive $PTON Etsy $ETSY Open Lending $LPRO P10 $PX Kistos $KIST Fasadgruppen $FASAD Instalco $INSTAL Embracer $EMBRAC Topicus $TOI Novo Nordisk $NVO ASML Holding $ASML L'Oreal $OR Moncler $MONC Nemetschek $NEM Diploma $DPLM Halma $HLMA Lifco $LIFCO Momentum Group $MMGR Vitec Software $VIT Brookfield Corporation $BN Danaher Corp $DHR MSCI $MSCI Netflix $NFLX Tesla $TSLA Thermo Fisher Scientific $TMO Cox Energy $COXE Sngular People $SNG"  
[X Link](https://x.com/AccionEAFI/status/1919337945179316667)  2025-05-05T10:26Z 12K followers, [----] engagements


"@Sempiterno_Inv La prxima Lifco. Es Lifco 😉 Serial acquirers buenas de verdad hay muy pocas en realidad. Veremos cmo evoluciona lo de Roko desde la barrera por supuesto a ver si ejecutan OK o al final se convierte en shitco del todo"  
[X Link](https://x.com/AccionEAFI/status/1928386676369268866)  2025-05-30T09:43Z 12K followers, [---] engagements


"@robchamo Y luego decan los amigos de @WorldStockss q no daba oportunidades para subirse. 😉 SIEMPRE pasan trenes. Incluso en los mejores negocios del mundo"  
[X Link](https://x.com/AccionEAFI/status/1950671569719906462)  2025-07-30T21:35Z 12K followers, [---] engagements


"Luxury: Kering $KER: [--] ao -15% [--] aos -57% LVMH $MC: [--] ao -27% [--] aos +27% Moncler $MONC: [--] ao -14% [--] aos +48% Ferrari $RACE: [--] ao -6% [--] aos +147% Herms $RMS: [--] ao -4% [--] aos +193% Est claro. no"  
[X Link](https://x.com/AccionEAFI/status/1958172177120858621)  2025-08-20T14:20Z 12K followers, 49.4K engagements


"Healthcare no estaba muerto. estaba de parranda 🧐 $DHR $TMO $ROVI $NVO"  
[X Link](https://x.com/AccionEAFI/status/1974124369669664966)  2025-10-03T14:48Z 12K followers, [----] engagements


"Vitec Software from SELL to BUY @ Carnegie "AI: we see an opportunity" Msica celestial para Mr. Market tal y como est todo en VMS. $VITEC $VITb +9'5%"  
[X Link](https://x.com/AccionEAFI/status/1975822044857270766)  2025-10-08T07:14Z 12K followers, [----] engagements


"LVMH $MC +13% Herms $RMS +8% Moncler $MONC +8% Richemont $CFR +6% Parece que ha gustado el "bottom" en China. 😅 Is luxury back. 🧐 $LVMH $MC $RMS $MONC https://t.co/wIlZs0IZER Is luxury back. 🧐 $LVMH $MC $RMS $MONC https://t.co/wIlZs0IZER"  
[X Link](https://x.com/AccionEAFI/status/1978367096292520056)  2025-10-15T07:47Z 12K followers, [----] engagements


"$MONC Resiste razonablemente bien Moncler con ventas ms o menos flat a divisa constante en el Q (-3% con divisa includa) algo mejor que las estimaciones que eran bastante pesimistas de un -48% YoY en ventas en el trimestre. Se podra haber esperado algo ms de Asia tras los comentarios de LVMH y Herms pero la mejora de China se la llevan Corea y Japn. Y los flujos de viajeros en Europa tampoco han ayudado. Veremos ahora la poca estacionalmente ms importante del ao (recordemos que el ao pasado de octubre en adelante Moncler la sac del estadio en Asia con su eventazo de Shanghai el comparable no"  
[X Link](https://x.com/AccionEAFI/status/1983230237585641770)  2025-10-28T17:51Z 12K followers, [----] engagements


"$MONC Moncler aumentando trfico web un +23% yoy en octubre (frente al +9% en septiembre y +4% en agosto) 🧐 Casualmente la accin "misteriosamente" despertando. cc @AstutexAi"  
[X Link](https://x.com/AccionEAFI/status/1995866770490708013)  2025-12-02T14:44Z 12K followers, 16.3K engagements


"@ismael27_X @WeAreAltia Una imagen vale ms que mil palabras. El tpico [--] bagger en [--] aos aqu en casita. con una pandemia global un [----] y una disrupcin existencial por medio"  
[X Link](https://x.com/AccionEAFI/status/2014368162330890252)  2026-01-22T16:02Z 12K followers, [----] engagements


"Vitec Software contina a lo suyo $VITEC $VITb"  
[X Link](https://x.com/AccionEAFI/status/2018282708288327724)  2026-02-02T11:17Z 12K followers, [----] engagements


"@profitablestcks Lo es. van un poco ms con el "piloto automtico" que MSCI (la nica as tan oportunista que yo haya visto es Copart). Pero bueno. A Adobe nada que achacar que se han pulido un 6% de las acciones en circulacin en [----] a precios ms que atractivos. as que 👍🏽"  
[X Link](https://x.com/AccionEAFI/status/2018428766242914436)  2026-02-02T20:58Z 12K followers, [---] engagements


"Tradeweb es uno de esos negocios que en una poca "mala" te crece ventas al 12% y beneficio operativo al 17%. Cada vez tenemos ms cosas as en la cartera. Hablamos de ella en la reciente carta del 4T25 📝 $TW"  
[X Link](https://x.com/anyuser/status/2019406677284384961)  2026-02-05T13:44Z 12K followers, [----] engagements


"Wow "En ese sentido reportamos volmenes e ingresos rcord en enero lo que se tradujo en un crecimiento interanual de los ingresos totales del 17%. Cabe recordar que enero de [----] tuvo un da de negociacin adicional y tambin se benefici de un aumento de $8 millones en datos de mercado vinculados a la entrega de conjuntos de datos a LSEG. El reconocimiento de ingresos de estos conjuntos de datos en [----] pasar a ser de $2 millones en el primer mes de cada trimestre. Ajustando estos dos factores el crecimiento promedio diario de los ingresos fue del 26% interanual lo que demuestra la gran actividad"  
[X Link](https://x.com/AccionEAFI/status/2019456312535376179)  2026-02-05T17:01Z 12K followers, [---] engagements


"Dime que eres un hedge contra la volatilidad y los eventos inesperados sin decirme que eres un hedge: $TW"  
[X Link](https://x.com/AccionEAFI/status/2019457761113772065)  2026-02-05T17:07Z 12K followers, [---] engagements


"Apalancamiento operativo "teledirigido". Prcticamente en cualquier escenario. $TW"  
[X Link](https://x.com/AccionEAFI/status/2019458880829374671)  2026-02-05T17:11Z 12K followers, [---] engagements


"Buen da para recordar la entrevista que le hicimos al bueno de Olle CEO de Vitec en la primavera de [----]. Aqu la tenis 👇🏽 Spotify: YouTube: $VITEC $VITb https://youtu.be/VUtsmhL8PwAsi=qnNr_-pOxMr9Bm7L https://open.spotify.com/episode/4EprJywpkrT46FxByrzuXrsi=b52e9aac33954984 Vitec Software. Otra de las que suelen fallar poco. Cerrando el ao con orgnicos del +8% (acelerndose desde el Q anterior) y beneficio operativo +16%. en un ao "malo". Mayor drawdown de su historia (-65%) incluso superior al de [----]. 13x EV/EBIT de este [----]. https://t.co/oUucfRuyQb"  
[X Link](https://x.com/AccionEAFI/status/2019758627087634657)  2026-02-06T13:02Z 12K followers, [----] engagements


"🎙Nuevo episodio de #TuDineroenAccin en el que nos preguntamos quin ganar la batalla por la . Ser $TSLA Ser Waymo Y qu papel puede jugar $UBER Mencionamos el papel clave de $NVDA y los competidores chinos y hablamos de cules son los    . 🔗Enlace al episodio en el primer comentario. https://twitter.com/i/web/status/2020059968095817924 https://twitter.com/i/web/status/2020059968095817924"  
[X Link](https://x.com/AccionEAFI/status/2020059968095817924)  2026-02-07T09:00Z 12K followers, [----] engagements


"Gua floja de SPGI. y al hoyo. Se ve que [----] no pudo con ellas pero la IA s que va a poder. En un par de aos veremos la tpica emisin de bonos con rating de Claude o el ndice Anthropic500. 🙄 $MCO $SPGI"  
[X Link](https://x.com/anyuser/status/2021208531223925133)  2026-02-10T13:04Z 12K followers, 13.8K engagements


"Tradeweb siguiendo su camino habitual de innovacin para volver electrnicas cada vez ms transacciones $TW Tradeweb es uno de esos negocios que en una poca "mala" te crece ventas al 12% y beneficio operativo al 17%. Cada vez tenemos ms cosas as en la cartera. Hablamos de ella en la reciente carta del 4T25 📝 $TW https://t.co/OYyNgAaput Tradeweb es uno de esos negocios que en una poca "mala" te crece ventas al 12% y beneficio operativo al 17%. Cada vez tenemos ms cosas as en la cartera. Hablamos de ella en la reciente carta del 4T25 📝 $TW https://t.co/OYyNgAaput"  
[X Link](https://x.com/anyuser/status/2021590143560282241)  2026-02-11T14:20Z 12K followers, [----] engagements


"Plvora seca para Vitec a un coste del 358% anual $VITEC $VITb Vitec Software. Otra de las que suelen fallar poco. Cerrando el ao con orgnicos del +8% (acelerndose desde el Q anterior) y beneficio operativo +16%. en un ao "malo". Mayor drawdown de su historia (-65%) incluso superior al de [----]. 13x EV/EBIT de este [----]. https://t.co/oUucfRuyQb Vitec Software. Otra de las que suelen fallar poco. Cerrando el ao con orgnicos del +8% (acelerndose desde el Q anterior) y beneficio operativo +16%. en un ao "malo". Mayor drawdown de su historia (-65%) incluso superior al de [----]. 13x EV/EBIT de este"  
[X Link](https://x.com/anyuser/status/2021603294372622529)  2026-02-11T15:12Z 12K followers, [----] engagements


"Correcto la regulacin como con cualquier tecnologa nueva que afecte a la seguridad de las personas ser uno de los principales escollos a ir resolviendo (ya lo est siendo con la autonoma en s incluso con supervisin). Ten en cuenta que hace unos aos solo haba taxis. Y la regulacin tuvo que adaptarse a una necesidad de mayor conveniencia para la poblacin por un cambio tecnolgico (aunque los lobbies establecidos se quejaron lgicamente como suele suceder cuando un cambio no les viene bien) y ahora tenemos licencias de VTC y existe Uber Cabify y compaa. Pues en este caso no ser diferente. De manera"  
[X Link](https://x.com/AccionEAFI/status/2021905107328061844)  2026-02-12T11:11Z 12K followers, [--] engagements


"Trimestre flojo de Brookfield Corporation $BN Aunque la mayora de titulares se refieren al crecimiento de [----] en su conjunto que haba tenido trimestres muy slidos el nuevo periodo presentado (si es que importa algo un trimestre) despus de ver a BAM presentando +13% la semana pasada ha sido plano o negativo en el resto de divisiones. Ganancias distribuibles antes de realizaciones: - BAM: +13% (dato que ya se conoca) 🟢 - Inversiones directas: -45% 🔴 (Total gestin de activos: +75%) 🟠 - BWS: +2% (notablemente por debajo de los periodos anteriores) 🟠 - Negocios operativos: -18% 🔴 TOTAL "DE""  
[X Link](https://x.com/anyuser/status/2021948577019203928)  2026-02-12T14:04Z 12K followers, [----] engagements


"Wow. Esto s que no se ve todos los das 😨 $ROL (Rollins hace control de plagas uno de los negocios ms estables del mundo y su accin en consecuencia de las menos voltiles aunque siempre ha cotizado a una valoracin muy exigente)"  
[X Link](https://x.com/anyuser/status/2021957522027094147)  2026-02-12T14:40Z 12K followers, 12.1K engagements


"@MarcosChica Eso es Marcos. Por eso deca "si importa algo un trimestre". Si bien es cierto q los datos de los primeros aos de Brookfieldvan a ser difciles de replicar.Aunque ellos en su gua dicen q hasta [----] componen al 20% incluso algo ms con la asignacin de capital. Veremos.🍿"  
[X Link](https://x.com/AccionEAFI/status/2021978748200096078)  2026-02-12T16:04Z 12K followers, [----] engagements


"@AlexPeire Sospecho q tan pronto no tienen capacidad en los modelos ms avanzados te responden por defecto los anteriores ms sencillos pq algunas cosas no se entienden. Hay veces q las respuestas son la leche y otras q parecen de los modelos de 2022-2023. Por ah deben ir los tiros"  
[X Link](https://x.com/AccionEAFI/status/2022022560377192959)  2026-02-12T18:58Z 12K followers, [---] engagements


"L'Oreal $OR Bien las ventas comparables en el 4Q contina la aceleracin a lo largo del ao hasta un +6% (especialmente positivo derma +11'5%) Con el fuerte impacto de la divisa el crecimiento reportado es notablemente menor y el beneficio operativo crece un prrico +2% en [----]. Pero bueno con la recuperacin en marcha y un comparable ms fcil en divisa a lo largo del ao [----] no pinta mal. https://twitter.com/i/web/status/2022042607711387814 https://twitter.com/i/web/status/2022042607711387814"  
[X Link](https://x.com/anyuser/status/2022042607711387814)  2026-02-12T20:18Z 12K followers, [----] engagements


"@liderarmente Voy a tener que volver a @grok durante un tiempo 🤷🏽♂"  
[X Link](https://x.com/AccionEAFI/status/2022047105729339640)  2026-02-12T20:36Z 12K followers, [---] engagements


"Lo de Kinsale Capital empieza a ser un caso de estudio $KNSL Que la sacaban en hard market OK pero con todo specialty insurance reportando ralentizacin van estos y se sacan un Q con earnings al +28% ROE del 29% y RC del 72%. Increble 😯"  
[X Link](https://x.com/anyuser/status/2022064890480144845)  2026-02-12T21:46Z 12K followers, [----] engagements


"Netflix y Spotify a la valoracin ms baja desde [----] Luego no digis que no pasan trenes. 🚂😉 Por cierto la call de Spotify brutal. Recomiendo encarecidamente su lectura. Tremendamente bullish con la accin marcndose casi un -50% desde mximos. Long $SPOT y $NFLX"  
[X Link](https://x.com/anyuser/status/2022295730585567365)  2026-02-13T13:04Z 12K followers, 13.3K engagements


"Supongo que quin supiese con certeza quines seran los ganadores hace [--] aos llevar un buen [--] bagger en Netflix desde [----] y un [--] bagger en Spotify desde la IPO en [----]. En ambos casos seran inversiones extraordinarias an despus de sus cadas recientes de casi un 50%. Hace diez aos era complicadsimo invertir en Netflix. Perda dinero y estaba diciendo que esas prdidas iban a aumentar notablemente prcticamente no tena contenido propio an y luchaba contra gigantes con recursos prcticamente ilimitados. En el momento de su IPO el planteamiento de Spotify era dursimo: Negocio "commodity" tres"  
[X Link](https://x.com/anyuser/status/2022346961001513017)  2026-02-13T16:27Z 12K followers, [----] engagements


"🎙Nuevo episodio de #TuDineroenAccin en el que seguimos avanzando con la temporada de correspondiente al  . Comentamos los datos de las  y otras compaas relevantes para nuestra cartera y para el mercado. 💼 Microsoft $MSFT Alphabet $GOOG Amazon $AMZN Thermo Fisher Scientific $TMO Visa $V y Mastercard $MA Lifco $LIFCOB Tradeweb $TW y Novo Nordisk $NOVOB. 🔗Enlace al episodio en el primer comentario"  
[X Link](https://x.com/anyuser/status/2022596685214441846)  2026-02-14T09:00Z 12K followers, [----] engagements


"Podis escuchar el episodio en las distintas plataformas aqu 👇🏽 https://accioninversiones.com/133-resultados-microsoft-alphabet-amazon-thermo-fisher-scientific-visa-lifco/ https://accioninversiones.com/133-resultados-microsoft-alphabet-amazon-thermo-fisher-scientific-visa-lifco/"  
[X Link](https://x.com/anyuser/status/2022598029761503467)  2026-02-14T09:05Z 12K followers, [---] engagements


"Una de las segundas derivadas del impuesto a las ganancias no realizadas en caso de aplicarse en Europa a nivel general es el impacto en el sector inmobiliario. Dado que no tiene una tasacin anual de manera muy probable estara exento permite hacer bola de nieve permite apalancar los retornos y se beneficia directamente de la inflacin. La burbuja en vivienda sera pica"  
[X Link](https://x.com/anyuser/status/2022789026315489336)  2026-02-14T21:44Z 12K followers, 10.2K engagements


"Esto. no empieza a ser algo de moat $NFLX $AMZN"  
[X Link](https://x.com/AccionEAFI/status/1073328242487103488)  2018-12-13T21:26Z [----] followers, [--] engagements


"Worldline to acquire payments rival Ingenico for $8.6B 👀 $ING.PA $WLN.PA @MobilePayToday #Mergers&Acquisitions #MobilePayments #POS #Region:EMEA #RegulatoryIssues #Retail https://www.mobilepaymentstoday.com/news/worldline-to-acquire-payments-rival-ingenico-for-86b/ https://www.mobilepaymentstoday.com/news/worldline-to-acquire-payments-rival-ingenico-for-86b/"  
[X Link](https://x.com/AccionEAFI/status/1224402251973824519)  2020-02-03T18:40Z [----] followers, [--] engagements


"Zuck: +90% FCF Sundar: Hold my beer. $FB $GOOG 🤯"  
[X Link](https://x.com/AccionEAFI/status/1356716941742923776)  2021-02-02T21:31Z [----] followers, [--] engagements


"$NFLX historical drawdowns 🧐"  
[X Link](https://x.com/AccionEAFI/status/1484585926344986627)  2022-01-21T17:57Z [----] followers, [--] engagements


"@CJOppel $SDIP $JDG $INSTAL"  
[X Link](https://x.com/AccionEAFI/status/1507459005492436998)  2022-03-25T20:46Z 10.9K followers, [--] engagements


"@DeepSailCapital Sdiptech $SDIP Instalco $INSTAL Judges Scientific $JDG"  
[X Link](https://x.com/AccionEAFI/status/1553786462025531392)  2022-07-31T16:55Z 10.9K followers, [--] engagements


"Instalco is a sleepwell position. Change my mind. $INSTAL #AccionGlobalFI"  
[X Link](https://x.com/AccionEAFI/status/1562746781095432192)  2022-08-25T10:20Z 11.5K followers, [--] engagements


"Empezamos. HQ de Salesforce $CRM @salesforce"  
[X Link](https://x.com/AccionEAFI/status/1576844507802267648)  2022-10-03T08:00Z 11.4K followers, [--] engagements


"@salesforce HQ de Autodesk @ San Francisco CA USA $ADSK @autodesk @AutoCAD"  
[X Link](https://x.com/AccionEAFI/status/1577206892623020034)  2022-10-04T08:00Z 11.4K followers, [--] engagements


"$EMBRAC + $AMZN games 👍🏽 #LordOfTheRings"  
[X Link](https://x.com/AccionEAFI/status/1658141397558480898)  2023-05-15T16:04Z [----] followers, [--] engagements


"Wait till the narrative shifts again to find that $TSLA is maybe a better #AI play than $MSFT or $GOOG. 😅"  
[X Link](https://x.com/AccionEAFI/status/1658530817667129354)  2023-05-16T17:52Z [----] followers, [--] engagements


"$NFLX alcanzando 5M MAUs en publi realmente rpido. Refuerzo d flywheel con anunciantes y audiencia refuerza CPMs. A continuacin viene la expansin d mrgenes. Todo ello tiene especial valor con la situacin q atraviesa la competencia. O ser la causa y aquel el efecto 🤔"  
[X Link](https://x.com/AccionEAFI/status/1659190881574957057)  2023-05-18T13:35Z [----] followers, [--] engagements


"@MarceloPLima Meanwhile in the real business. $NFLX $DIS"  
[X Link](https://x.com/AccionEAFI/status/1659555364839342081)  2023-05-19T13:43Z [----] followers, [---] engagements


"🎙Nuevo episodio de #TuDineroenAccin: 🗨Entrevista en vdeo a  fundador y CEO de  . #Videopodcast sobre outsourcing energtico situacin en Europa M&A #electrificacin. ☀🔌 $ETC 👇🏽👇🏽👇🏽"  
[X Link](https://x.com/AccionEAFI/status/1659861521818869761)  2023-05-20T10:00Z [----] followers, [--] engagements


"Una de las claves de la tesis. Ser propietario de una gran parte del contenido es absolutamente clave pero tener a la audiencia para que todos quieran estar delante de ella lo es si cabe ms Long $NFLX"  
[X Link](https://x.com/AccionEAFI/status/1660035143245889537)  2023-05-20T21:29Z [----] followers, [--] engagements


"Viendo cmo se estn desarrollando los acontecimientoses probable q en el futuro lleguemos a ver un plan de acceso a $NFLX COMPLETAMENTE GRATUITO Si llegan a estar en disposicin d hacer algo as sera un game changer en la industria y dursimo para la competencia. Veremos"  
[X Link](https://x.com/AccionEAFI/status/1660586069081948162)  2023-05-22T09:59Z [----] followers, [--] engagements


"Short term churn Mid term cash printing machine 🚀 Long $NFLX"  
[X Link](https://x.com/AccionEAFI/status/1661090585921372197)  2023-05-23T19:23Z [----] followers, [--] engagements


"@unusual_whales Short term churn Mid term cash printing machine 🚀 Long $NFLX"  
[X Link](https://x.com/AccionEAFI/status/1661090821611896840)  2023-05-23T19:24Z [----] followers, [--] engagements


"🎙 Nuevo episodio de #TuDineroEnAccin: 📆Iniciamos la recta final de la temporada y finalizamos con los  que tenamos pendientes del . 💼 $PTON $ABNB $LPRO $FG $CSU $PX y $EMBRAC #podcast #AccionGlobalFI 👇🏽👇🏽👇🏽"  
[X Link](https://x.com/AccionEAFI/status/1664934953321218049)  2023-06-03T10:00Z [----] followers, [--] engagements


"$NFLX "Data indicate that fewer users in the U.S. and U.K. are leaving Netflix as a result of recent changes at least compared with Canada" 🔝"  
[X Link](https://x.com/AccionEAFI/status/1665985296226197504)  2023-06-06T07:33Z [----] followers, [--] engagements


"@7_bagger Exacto. El pirateo tuvo sentido hasta que alguien demostr que la gente est dispuesta a pagar un precio razonable por un valor acorde. Same $SPOT"  
[X Link](https://x.com/AccionEAFI/status/1666475657440681985)  2023-06-07T16:02Z [----] followers, [--] engagements


"#DeleteNetflix O.quiz no 😅 "Shortly After Crackdown $NFLX Had Highest Rate of Sign-Ups Since Antenna Began Tracking Data in 2019" - WSJ $NFLX "Data indicate that fewer users in the U.S. and U.K. are leaving Netflix as a result of recent changes at least compared with Canada" 🔝 https://t.co/k9AiAb7vuJ $NFLX "Data indicate that fewer users in the U.S. and U.K. are leaving Netflix as a result of recent changes at least compared with Canada" 🔝 https://t.co/k9AiAb7vuJ"  
[X Link](https://x.com/AccionEAFI/status/1667224086341099553)  2023-06-09T17:36Z [----] followers, [----] engagements


"Nuevo episodio de #TuDineroEnAccin🎙 🏦#ForoMedcap2023 de @BolsaBME: reuniones con  $VIS $ITZ $EST $HLZ $LOR $ART $SNG y $DOM. 📑Comentarios de $LTIA $VID $CML $CIE $ALNT $ROVI y el Plan 100/27 $NBI. 👇🏽👇🏽👇🏽"  
[X Link](https://x.com/AccionEAFI/status/1667471675263262721)  2023-06-10T10:00Z [----] followers, [----] engagements


"Cuando veo este tipo de cosas y adems tengo claro que estamos al principio de la curva. me recuerda el por qu aunque admire muchsimo a una compaa como $CPRT no podra estar cmodo siendo su accionista a LP. Poca visibilidad acerca de su valor terminal"  
[X Link](https://x.com/AccionEAFI/status/1668258790704128002)  2023-06-12T14:07Z [----] followers, [--] engagements


"@LibertyRPF Is it a marketplace that offsets the massive dilution"  
[X Link](https://x.com/AccionEAFI/status/1673817351148515328)  2023-06-27T22:15Z [----] followers, [--] engagements


"@LibertyRPF AI WilL FiX ThiS fOr SuRe $U"  
[X Link](https://x.com/AccionEAFI/status/1673819684754317313)  2023-06-27T22:24Z [----] followers, [--] engagements


"Anda mira $NFLX Solo aadir q cada usuario nuevo o incremento d ARPU x usuarios extra q antes no pagabanva directamente del Top Line al EBIT y al FCF y los usuarios q acaben en el Ad Tiertambin son margin accretive. Los aumentos en downline en % van a ser para verlos. 🍿"  
[X Link](https://x.com/AccionEAFI/status/1674156990937849856)  2023-06-28T20:45Z [----] followers, [--] engagements


"@Irteza61486616 That's right and the earn outs are in balance as debt (no interest bearing but debt) but to be paid they require much highet EBITA (so NOPAT) so with the same capital employed the return will be higher. And if the EBITA doesn't come the capital employed will be lower"  
[X Link](https://x.com/anyuser/status/1677988927246856192)  2023-07-09T10:37Z [--] followers, [--] engagements


"@Irteza61486616 At the endSdiptech business is to deploy capital and the return in the LT is the inverse of the multiple paid (so7 to [--] times this is [--] to 14% ROIC)plus the organic growth of the underlying businesses(target [--] to 10% current average 9%). All in 20+% compounding machine 🙂"  
[X Link](https://x.com/AccionEAFI/status/1677989741919186944)  2023-07-09T10:37Z [----] followers, [--] engagements


"Bien Align 👍🏽 $ALGN"  
[X Link](https://x.com/AccionEAFI/status/1684307571945922562)  2023-07-26T20:59Z [----] followers, [--] engagements


"@FromValue Friendly Q. Seriously. Have you researched DEEPLY $NFLX before doing that If so I really appreciate your comments regarding your final decision on $DIS investment. Thanks"  
[X Link](https://x.com/AccionEAFI/status/1689088591337512961)  2023-08-09T01:37Z [----] followers, [----] engagements


"Interesante esto $EMBRAC $HAS #MagicTheGathering #LOTR"  
[X Link](https://x.com/AccionEAFI/status/1691037512796356608)  2023-08-14T10:42Z [----] followers, [----] engagements


"📩 Me hizo mucha ilusin recibir este email de $SPOT 👇🏽 Mi cabeza ya se puso a pensar rpido en un evento nico organizado por la propia Spotify y dirigido a su ENORME base de usuarios en el que por supuesto pudieses acudir a verlo en directo comprando las entradas a travs de la propia plataforma de $SPOT (para que los usuarios ya nos fusemos acostumbrando.) pero en el que por supuesto tambin pudieses optar por presenciarlo desde la plataforma online desde tu ordenador tablet o telfono mvil en directo por streaming a travs de Spotify Live Video en el que los usuarios gratuitos tuviesen pausas"  
[X Link](https://x.com/AccionEAFI/status/1697275456058220985)  2023-08-31T15:49Z [----] followers, [----] engagements


"Parece que nuestra teora de que la red de cumplimiento y envo de Amazon era un activo igual de valioso si no ms que la infraestructura para cloud de AWS y de que era un activo prcticamente irreplicable que terminara siendo un "royalty" sobre el e-commerce global no era del todo descabellada. Cabe destacar que Amazon DUPLIC su capacidad de fulfillment construida a lo largo de [--] aos en el plazo de [--] meses durante la pandemia para atender correctamente a sus clientes. Si los acontecimientos siguen desarrollndose as con el tiempo veremos que no solo Andy Jassy es el perfil adecuado para el"  
[X Link](https://x.com/AccionEAFI/status/1697553616440107014)  2023-09-01T10:14Z [----] followers, [---] engagements


"Aqu tenis la noticia y los datos del acuerdo entre Amazon y Shopify $AMZN $SHOP 👇🏽 In a surprise tie-up Shopify merchants will be able to offer Amazon's 'Buy with Prime' option"  
[X Link](https://x.com/AccionEAFI/status/1697553838704673152)  2023-09-01T10:15Z [----] followers, [---] engagements


"Mark my words: Este coche con todas estas mejoras al mismo precio de la versin anterior (unos 30k en Espaa despus de todas las ayudas). se va a vender como churros"  
[X Link](https://x.com/AccionEAFI/status/1697727100680073539)  2023-09-01T21:44Z [----] followers, [----] engagements


"@acquirers_club @W_Scott_Griffin I hope $TEQ vs $LIFCO is a typo. 😅 I'd say. Lifco $LIFCO - Sdiptech $SDIP And remember: When Mark Leonard started his adventure there were a couple of swedish guys around that have been rolling up VMS business in the nordics for a while. 😉"  
[X Link](https://x.com/AccionEAFI/status/1699030342617690441)  2023-09-05T12:02Z 10.9K followers, [----] engagements


"Interesante esta adquisicin pequeita de Align Technology. 🤔 $ALGN #Cubicure #3D #Invisalign"  
[X Link](https://x.com/AccionEAFI/status/1699795809913733600)  2023-09-07T14:44Z [----] followers, [----] engagements


"Oh.wait 😉 #AI #DOJO $TSLA"  
[X Link](https://x.com/AccionEAFI/status/1701152695644475837)  2023-09-11T08:36Z [----] followers, [--] engagements


"Me gustara escuchar argumentos para comprender por qu $PYPL podra ser un long 🤔 Creo que de toda esta lista es la ltima opcin que escogera y con diferencia sobre las dems"  
[X Link](https://x.com/AccionEAFI/status/1701240874540159132)  2023-09-11T14:26Z [----] followers, 18.1K engagements


"@naya_adrian Ni idea la verdadlo tpico d "haba subido mucho y estaba descontado"o algo as.pero la publicacin bate d largo estimaciones y tb las noticias del siguiente trimestre son mejores d lo previsto. No hay q hacer demasiado caso del ruido de CPveremos q pasa las prximas semanas"  
[X Link](https://x.com/AccionEAFI/status/1701863648606519768)  2023-09-13T07:41Z [----] followers, [---] engagements


"Lo comento en mi tweet original: - En las semanas que llevamos del 3er Trim las ventas continan igual de fuertes al +14% lo cual tambin supone batir holgadamente el +8% que esperaban los analistas para este periodo Otra cosa es que alguna casa esperase ms pero eso no estaba reflejado en los estimates"  
[X Link](https://x.com/AccionEAFI/status/1701915020412481574)  2023-09-13T11:05Z [----] followers, [--] engagements


"Games Workshop la compaa fabricante de #Warhammer en la que tuvimos que convivir con una falta de visibilidad en su crecimiento futuro acaba de presentar un trading update en el que con un aumento de ventas del 14% las ganancias antes de impuestos se le disparan un +47%"  
[X Link](https://x.com/AccionEAFI/status/1702569484215615834)  2023-09-15T06:26Z [----] followers, [--] engagements


"Interesante a la par que inesperado. 🧐 $PTON $LULU"  
[X Link](https://x.com/AccionEAFI/status/1707144300054638749)  2023-09-27T21:24Z [----] followers, [----] engagements


"@Swordfishv44183 US Treasury yields have expanded 400bps while Japan's did [---]. Carry trade makes now much more sense than three years ago and the evolution of the USD/JPY confirms that"  
[X Link](https://x.com/AccionEAFI/status/1708928302755229741)  2023-10-02T19:33Z [----] followers, [---] engagements


"La resaca del sector solar en USA: $ENPH Enphase Energy Consenso analistas Revs. 4Q23: 570M USD Outlook compaa: [---] a 350M 💥 Aqu las fotos de cuando estuvimos por su sede. increble pensar que esto pudiese llegar a capitalizar por ejemplo el 50% de lo que un gigante global como Inditex. Lo cual da una idea de la borrachera que hubo en algunos sectores. Y lo de las renovables lloviendo sobre mojado adems"  
[X Link](https://x.com/AccionEAFI/status/1717824184099668361)  2023-10-27T08:42Z [----] followers, [--] engagements

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