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# ![@AvutardaBolsa Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1590117968024932354.png) @AvutardaBolsa AvutardaBolsa

AvutardaBolsa posts on X about $bmy, $jnj, $log, $lvmh the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1590117968024932354/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590117968024932354/c:line/m:interactions.svg)

- [--] Week [-----] -80%
- [--] Month [------] +151%
- [--] Months [------] -37%
- [--] Year [-------] -96%

### Mentions: [--] [#](/creator/twitter::1590117968024932354/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590117968024932354/c:line/m:posts_active.svg)

- [--] Week [--] +10%
- [--] Month [--] -17%
- [--] Months [--] -57%
- [--] Year [---] -47%

### Followers: [-----] [#](/creator/twitter::1590117968024932354/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590117968024932354/c:line/m:followers.svg)

- [--] Week [-----] +0.19%
- [--] Month [-----] +3.90%
- [--] Months [-----] +50%
- [--] Year [-----] +147%

### CreatorRank: [---------] [#](/creator/twitter::1590117968024932354/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1590117968024932354/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[$bmy](/topic/$bmy), [$jnj](/topic/$jnj), [$log](/topic/$log), [$lvmh](/topic/$lvmh), [$mc](/topic/$mc), [$googl](/topic/$googl), [$khc](/topic/$khc), [$lyb](/topic/$lyb), [$dom](/topic/$dom), [hoy](/topic/hoy)

**Top accounts mentioned or mentioned by**
[@cajurite](/creator/undefined) [@profesordiv](/creator/undefined) [@libertydividend](/creator/undefined) [@rvbaloncesto](/creator/undefined) [@uemc](/creator/undefined) [@gestiprudent](/creator/undefined) [@divgro22](/creator/undefined) [@jessmouri](/creator/undefined) [@iparatx](/creator/undefined) [@laligaplus](/creator/undefined) [@cdividendos](/creator/undefined) [@inversornovato](/creator/undefined) [@israeld66638541](/creator/undefined) [@inversor40](/creator/undefined) [@nataninvesting](/creator/undefined) [@loloencinas](/creator/undefined) [@inversoracon30](/creator/undefined) [@resgro22](/creator/undefined) [@anniedob](/creator/undefined) [@cobsad](/creator/undefined)

**Top assets mentioned**
[Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Johnson & Johnson (JNJ)](/topic/$jnj) [Merit Circle (MC)](/topic/$mc) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Kraft Heinz Co (KHC)](/topic/$khc) [LyondellBasell Industries NV (LYB)](/topic/$lyb) [Ancient Kingdom (DOM)](/topic/$dom) [Crown Castle Inc (CCI)](/topic/$cci) [Alibaba Group (BABA)](/topic/$baba) [Augur (REP)](/topic/$rep) [MONDELEZ INTERNATIONAL INC (MDLZ)](/topic/$mdlz) [Concentra Group Holdings Parent, Inc (CON)](/topic/$con) [Merck & Co., Inc. (MRK)](/topic/$mrk) [VICI Properties, Inc. (VICI)](/topic/$vici) [British American Tobacco (BTI)](/topic/$bti) [PepsiCo, Inc. (PEP)](/topic/$pep) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [United Parcel Service, Inc. (UPS)](/topic/$ups) [T Rowe Price Group Inc (TROW)](/topic/$trow) [Molson Coors Beverage Co Class B (TAP)](/topic/$tap) [Verizon Communications Inc. (VZ)](/topic/$vz) [Microsoft Corp. (MSFT)](/topic/microsoft) [Innovation Beverage Group Limited (IBG)](/topic/$ibg) [Pfizer, Inc. (PFE)](/topic/$pfe) [Across Protocol (ACX)](/topic/$acx) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Nike Inc (NKE)](/topic/$nke) [Coca-Cola Co (KO)](/topic/$ko) [AMBEV S.A. (ABEV)](/topic/$abev) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Limitus (LMT)](/topic/$lmt) [Adobe, Inc. (ADBE)](/topic/$adbe) [American Tower Corp (AMT)](/topic/$amt) [UnitedHealth Group (UNH)](/topic/$unh) [Procter & Gamble (PG)](/topic/$pg) [Hershey Co (HSY)](/topic/$hsy)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@annie__dob @RVBaloncesto @COBSAD @UEMC @LaLigaPlus Sorry I think you're wrong. And probably you should not critizice to the best defenders of the team when your boy is not good in defence"  
[X Link](https://x.com/anyuser/status/1745929687702888497)  2024-01-12T22:04Z [--] followers, [--] engagements


"@ProfesorDiv Compr la semana pasada tras ver tu anlisis (no fue una recomendacin hice mi propio anlisis 😅 . de verdad). Viajaremos juntos en esta ocasin. Gracias por el trabajo de filtrado"  
[X Link](https://x.com/AvutardaBolsa/status/1753355800125252006)  2024-02-02T09:52Z [--] followers, [--] engagements


"@Gestiprudent Toda la razn en el argumento. No obstante le saco un pero: si ese dinero se trasvasase sera imposible gobernar los fondos de autor por su tamao"  
[X Link](https://x.com/AvutardaBolsa/status/1761482485748109568)  2024-02-24T20:05Z [--] followers, [--] engagements


"@Gestiprudent Por cierto me voy a hacer partcipe de este fondo en breve 🔥"  
[X Link](https://x.com/AvutardaBolsa/status/1761482958295142430)  2024-02-24T20:07Z [--] followers, [--] engagements


"CIE por qu baja Resultados buenos en lnea con lo previsto. Sube ventas resultado de explotacin EBITDA y resultado; mejora mrgenes cash flow. Reduce deuda. Sorpresa en la conversin de divisas con impacto fuerte en China @ProfesorDiv @LibertyDividend @DivGro22"  
[X Link](https://x.com/AvutardaBolsa/status/1762072148112269505)  2024-02-26T11:08Z [--] followers, [--] engagements


"@rodriguezjoma Este resumen lo espero con inters todas las semanas del ao (excepto agosto)"  
[X Link](https://x.com/AvutardaBolsa/status/1769310298828070996)  2024-03-17T10:30Z [--] followers, [--] engagements


"@ProfesorDiv Entrada hoy por mi parte en $CVS tras un tiempo esperando. $BMY ya tengo. Las otras me gustan todas pero hoy me he quedado sin liquidez 😢"  
[X Link](https://x.com/AvutardaBolsa/status/1778540583558238472)  2024-04-11T21:48Z [--] followers, [--] engagements


"Hoy he entrado en $CVS a 70$ y el lunes inici posicin en $ABEV"  
[X Link](https://x.com/AvutardaBolsa/status/1778541727818658148)  2024-04-11T21:52Z [--] followers, [--] engagements


"@DonPatoOro $MCD"  
[X Link](https://x.com/AvutardaBolsa/status/1778549142974837102)  2024-04-11T22:22Z [--] followers, [--] engagements


"@Gestiprudent Opcin 4: otros. Me gusta el contenido y la forma de comunicarlo. Eso s pronto ser opcin 2: inversor de Gestivalue"  
[X Link](https://x.com/AvutardaBolsa/status/1781687691622449399)  2024-04-20T14:13Z [--] followers, [--] engagements


"Qu estar pasando con Verallia que arranca hoy un 5% arriba sin noticia aparente @ProfesorDiv"  
[X Link](https://x.com/AvutardaBolsa/status/1783396441647390884)  2024-04-25T07:23Z [--] followers, [--] engagements


"+8% en este momento"  
[X Link](https://x.com/AvutardaBolsa/status/1783399300216524877)  2024-04-25T07:35Z [--] followers, [--] engagements


"Resultados Bristol-Myers Squibb $BMY 💥Desplome del 85% 🩸Qu es lo que no ha gustado al mercado Fuertes prdidas inesperadas [---] Bill. $ 😡Deuda total: [--] Bill. $❌ 😡Incremento deuda: [--] Bill. $ ❌ Las prdidas son efecto contable de las compras van contra reservas"  
[X Link](https://x.com/AvutardaBolsa/status/1783632930964717724)  2024-04-25T23:03Z [--] followers, [--] engagements


"Anlisis de resultados de Bristol-Myers Squibb $BMY Ventas: [---] Bill. $ (+5%) ✅ Ventas de nuevos productos: ✅ Compra de nuevas compaas: ✅ Costes: Crecen bastante ❌ Cash flow operativo: [--] Bill. $ (-5%) 🟰 Margen: 753% (baja [--] puntos) ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1783737790876012779)  2024-04-26T06:00Z [--] followers, [--] engagements


"Resultados 1T Verallia #VRLA Comparando con 1T [----] Ventas: [---] Mll. (-21%) ❌ EBITDA ajustado: [---] Mll. (-34%) ❌ Margen: 244% (-485 puntos) ❌ Deuda: [-----] Mll. (+132 Mll. respecto a 4T 2023) 🟰 Ratio deuda/EBITDA [--] ✅ Guidance: dbil para 2T y mejora en 3T y 4T"  
[X Link](https://x.com/AvutardaBolsa/status/1784601201268396042)  2024-04-28T15:10Z [--] followers, [--] engagements


"Hoy he entrado en $JNJ a 147$"  
[X Link](https://x.com/AvutardaBolsa/status/1784986209418191209)  2024-04-29T16:40Z [--] followers, [--] engagements


"Resultados 1T [----] WP Carey #WPC vs 1T [--] Ingresos: [---] Mll. $ (-9%) ❌ Gastos operativos: -18% ✅ AFFO: [----] Mill. $ AFFO por accin: [---] $ (-13%) ❌ Tasa ocupacin: 991% (+1%) ✅ Deuda neta/EBITDA: 53x ✅ Covenants: holgados ✅ Same store rent: +31% ✅ Pay out: 759% ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1785645242416333084)  2024-05-01T12:19Z [---] followers, [--] engagements


"Resultados 1T [----] Pfizer #PFE vs 1T [----] Ingresos: [---] Billion $ (-20%) ❌ Beneficio por accin: [---] $ (-44%) ❌ Beneficio ajustado por accin: [---] $ (-33%) ❌ Mejoran el guidance para el ao en [---] $ hasta 215-235 $ ✅ Resultados mejores a lo esperado"  
[X Link](https://x.com/AvutardaBolsa/status/1785721009972092953)  2024-05-01T17:20Z [--] followers, [--] engagements


"Cobrados dividendos de $BATS y $VZ y cartera en mximos a pesar de las bajadas esta semana de $CVS y $KHC que han sido compensadas por las subidas de $BABA y otras menores"  
[X Link](https://x.com/AvutardaBolsa/status/1786285992099397693)  2024-05-03T06:45Z [--] followers, [--] engagements


"Dividendos cobrados de $BMY y $CVS y cartera en mximos"  
[X Link](https://x.com/AvutardaBolsa/status/1787425053585314179)  2024-05-06T10:11Z [--] followers, [--] engagements


"@CDividendos No es un $MPW pero tampoco un $CELH. Lo calificara entre $NKE y $SBUX"  
[X Link](https://x.com/AvutardaBolsa/status/1787563496869081352)  2024-05-06T19:22Z [--] followers, [--] engagements


"Resultados 1S 2023/24 Logista $LOG vs 1S 2022/23 Ingresos: [-----] Mill. (+46%) ✅ Ventas econmicas: [----] Mill. (+4%) ✅ Beneficio explotacin ajustado: [----] Mill. (+54%) ✅ Margen sobre vtas. econmicas: 223% (+03 ptos) ✅ @bolsatero"  
[X Link](https://x.com/AvutardaBolsa/status/1788111781384134832)  2024-05-08T07:40Z [--] followers, [--] engagements


"@cajurite Efectivamente. No obstante el resultado financiero en este caso es una parte. Tambin mejora mucho la eficiencia: el resultado operativo crece un 15%. Adicionalmente hay una novedad: han cambiado las condiciones en la lnea de tesorera con Imperial Brands"  
[X Link](https://x.com/AvutardaBolsa/status/1788214268225048792)  2024-05-08T14:27Z [--] followers, [--] engagements


"@JessMouri Logista $LOG"  
[X Link](https://x.com/AvutardaBolsa/status/1788950772870221835)  2024-05-10T15:14Z [--] followers, [---] engagements


"@RVBaloncesto @UEMC @SanPabloBurgos @LaLigaPlus Partido con orgullo hasta el final hoy. Una pena de final de temporada el equipo mereca ms. nimo Paco Nos vemos el ao que viene"  
[X Link](https://x.com/AvutardaBolsa/status/1794112717973778751)  2024-05-24T21:06Z [--] followers, [--] engagements


"Recorto 25% de la posicin en Inversa Prime $YIPS y aumento un 50% la de Bristol-Myers Squibb $BMY"  
[X Link](https://x.com/AvutardaBolsa/status/1797647540692918725)  2024-06-03T15:12Z [--] followers, [--] engagements


"Venta total del resto de la posicin de Unilever $ULVR Compro Baidu $BIDU"  
[X Link](https://x.com/AvutardaBolsa/status/1798384031958028726)  2024-06-05T15:59Z [--] followers, [--] engagements


"Dividendo de Johnson & Johnson cobrado $JNJ"  
[X Link](https://x.com/AvutardaBolsa/status/1799082886861054399)  2024-06-07T14:16Z [--] followers, [--] engagements


"Amplo un 20% la posicin de Kraft Heinz $KHC a 3345$"  
[X Link](https://x.com/AvutardaBolsa/status/1800224162822439198)  2024-06-10T17:51Z [--] followers, [--] engagements


"Dividendo de Pfizer $PFE cobrado y cartera en mximos con el mtodo de @CDividendos hacer aportacin al broker"  
[X Link](https://x.com/AvutardaBolsa/status/1803050034260291941)  2024-06-18T13:00Z [--] followers, [--] engagements


"Amplo posicin de Johnson & Johnson $JNJ +100% a [-------] $"  
[X Link](https://x.com/AvutardaBolsa/status/1803109059890950466)  2024-06-18T16:54Z [--] followers, [--] engagements


"Inicio posicin en McDonalds $MCD en 2502599$"  
[X Link](https://x.com/AvutardaBolsa/status/1803785880496206181)  2024-06-20T13:44Z [--] followers, [--] engagements


"Todo sube hoy: cartera en mximos. Inicio posicin en UPS $UPS aunque no es el mejor da"  
[X Link](https://x.com/AvutardaBolsa/status/1805312357771731200)  2024-06-24T18:49Z [--] followers, [--] engagements


"@LibertyDividend @Investingcom Ya tengo respuesta del broker: "Le informamos que si no ha saltado tocando precio no es posible. Ha podido ser posiblemente una orden fuera de mercado a precio convenido.""  
[X Link](https://x.com/AvutardaBolsa/status/1805553372394619246)  2024-06-25T10:47Z [--] followers, [--] engagements


"Compro Paypal a 588085$ $PYPL"  
[X Link](https://x.com/AvutardaBolsa/status/1808155429668544703)  2024-07-02T15:07Z [--] followers, [--] engagements


"@InversorNovato_ Parece escrito para m. Tengo $BABA hace unos meses $NKE desde el viernes pasado y $PYPL la he comprado hoy"  
[X Link](https://x.com/AvutardaBolsa/status/1808256600114663778)  2024-07-02T21:49Z [--] followers, [--] engagements


"Inicio posicin en Vici Properties a $VICI a 279085$"  
[X Link](https://x.com/AvutardaBolsa/status/1808592445795352733)  2024-07-03T20:03Z [---] followers, [--] engagements


"Dividendos cobrados de Kraft Heinz $KHC y Gestamp $GEST"  
[X Link](https://x.com/AvutardaBolsa/status/1808592849241583889)  2024-07-03T20:05Z [--] followers, [---] engagements


"Dividendos cobrados de $CAF $CIE y $DOM"  
[X Link](https://x.com/AvutardaBolsa/status/1810700004404719846)  2024-07-09T15:38Z [---] followers, [---] engagements


"No pude verlo en directo pero s en diferido. Excelente video y me encanta el formato En mi cartera $DGE $ABEV y $TAP. Acabo de darme cuenta de que igual soy "el inversor del alcoholismo" 😅"  
[X Link](https://x.com/AvutardaBolsa/status/1812105258614636615)  2024-07-13T12:42Z [--] followers, [--] engagements


"Dividendo de Alibaba cobrado $BABA"  
[X Link](https://x.com/AvutardaBolsa/status/1813513821497225493)  2024-07-17T09:59Z [--] followers, [--] engagements


"💥 Resultados Johnson & Johnson $JNJ 2T [----] vs 2T [----] Ingresos: [---] Bill$ (+43%) ✅ EPS: 193$ (-59%) ❌ EPS ajustado: 282$ (+102%) ✅ Cash flow: [--] Bill$ ✅ Guidance: EPS = 1005$ (en abril 1068$) impactados por M&A 🤔 Supera previsiones pero disminuye expectativas"  
[X Link](https://x.com/AvutardaBolsa/status/1813564553172820016)  2024-07-17T13:20Z [--] followers, [--] engagements


"Dividendo de WP Carey cobrado $WPC y cartera en mximos"  
[X Link](https://x.com/AvutardaBolsa/status/1813851511916507617)  2024-07-18T08:21Z [---] followers, [--] engagements


"Dividendo de Acerinox cobrado $ACX"  
[X Link](https://x.com/AvutardaBolsa/status/1815101246619197540)  2024-07-21T19:07Z [--] followers, [--] engagements


"@InversorNovato_ Debo ser el "rey de las empresas en mnimos". De las citadas llevo $JNJ $CVS $DEO $BABA $NKE $PYPL 🤣 Eso s $JNJ no la considero en mnimos despus de resultados"  
[X Link](https://x.com/AvutardaBolsa/status/1815103442412540245)  2024-07-21T19:15Z [--] followers, [--] engagements


"💥 Resultados Verizon $VZ 2T [----] (vs 2T 2023) Ingresos: [---] Bll$ (+06%) 🟰 EBITDA ajustado: [---] Bll$ (+28%) ✅ EPS ajustado: 115$ (-50%) ❌ FCF: [--] Bill$ (+05B)✅ Deuda: [----] Bll$ (-24 Bll$) ✅ Deuda/EBITDA: [--] (mejora 01) ✅ Guidance: EPS entre [---] y [---] $ ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1815386325476106377)  2024-07-22T14:00Z [--] followers, [--] engagements


"@ProfesorDiv Y malos en UPS $UPS con el dividendo en riesgo serio"  
[X Link](https://x.com/AvutardaBolsa/status/1815717275363663930)  2024-07-23T11:55Z [--] followers, [--] engagements


"💥 Resultados UPS $UPS 2T [----] (vs 2T 2023) Ventas: [---] B$ (-11%) ❌ Volumen paquetes: Plano 🟰 Precio por paquete: -17% ❌ Gastos operativos: [---] B$ (+31%) ❌ Resultado neto: 14B$ (-323%) ❌❌ EPS: [---] $ (-318%) ❌❌ FCF: [--] B$ (-123%) ❌ 🩸🩸- 75% en premarket"  
[X Link](https://x.com/AvutardaBolsa/status/1815734861589598673)  2024-07-23T13:05Z [--] followers, [--] engagements


"UPS. Malos resultados del 2T [----] $UPS Ponen en serio riesgo el dividendo. Como no vire el rumbo ya no es sostenible. Inician recompras con [---] Mll. $ que a este precio dara para un 04% de las acciones. Ahora mismo quiz sera mejor reducir deuda"  
[X Link](https://x.com/AvutardaBolsa/status/1815735112652251550)  2024-07-23T13:06Z [--] followers, [--] engagements


"@JessMouri @IsraelD66638541 La actividad de EPC (construccin llave en mano) de plantas de renovables forma parte del core de su negocio actualmente. Entrar en explotacin es cierto que ya es otra cosa"  
[X Link](https://x.com/AvutardaBolsa/status/1816016430489374975)  2024-07-24T07:43Z [--] followers, [--] engagements


"@JessMouri @IsraelD66638541 Acabo de ver que hay conferencia de analistas del 1S voy a escucharla. Una cosa que me gusta de esta empresa es que ofrece mucha transparencia (aunque hay que bucear para verlo)"  
[X Link](https://x.com/AvutardaBolsa/status/1816016877505638721)  2024-07-24T07:45Z [--] followers, [--] engagements


"Recorto 33% la posicin de WP Carey $WPC dado su bajo potencial de revalorizacin para tener algo de liquidez"  
[X Link](https://x.com/AvutardaBolsa/status/1816116553223413779)  2024-07-24T14:21Z [---] followers, [--] engagements


"Cartera actualizada tras la venta parcial de WP Carey $WPC que sale as de las [--] primeras posiciones"  
[X Link](https://x.com/AvutardaBolsa/status/1816117721450361057)  2024-07-24T14:26Z [---] followers, [--] engagements


"Compro Repsol a [-----] aprovechando que est en soporte de largo plazo $REP"  
[X Link](https://x.com/AvutardaBolsa/status/1816124652021784908)  2024-07-24T14:53Z [--] followers, [--] engagements


"📢Resultados 2T [----] WP Carey #WPC vs 2T [--] ➡Ingresos: [---] B$ (-139%) ❌ ➡Ingresos netos: [---] B$ (-12%) ❌ ➡Tasa ocupacin: 988%✅ ➡AFFO: [---] B$ ➡AFFO por accin: [---] $ (-3%) ❌ ➡DN/EBITDA: 54x ✅ ➡Covenants: Bien ✅ ➡Same store rent: +29% ✅ ➡Pay out: 744% ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1818648058135220251)  2024-07-31T14:01Z [---] followers, [--] engagements


"📢Resultados Ao [----] Diageo $DGE vs [----] ➡Ventas: [----] B$ (-14%) ❌ ➡Resultado operativo: [-----] B$ (+82%) ✅ ➡Margen operativo: 293% (cae [---] puntos) ❌ ➡FCF: [--] B$ (+05 B) ✅ ➡BPA: [---] ct (-12%) ❌ ➡Deuda neta: [------] B$ (+1.435 B$) ❌ ➡DN/EBITDA: [--] (antes 27)"  
[X Link](https://x.com/AvutardaBolsa/status/1818651580474048710)  2024-07-31T14:15Z [--] followers, [--] engagements


"Buena mejora en el cash flow. El incremento del resultado operativo es por extraordinarios el margen de reduce. Aspectos a vigilar: recuperacin de mrgenes ratio de deuda en el lmite entre el bien y el mal"  
[X Link](https://x.com/AvutardaBolsa/status/1818653017203192042)  2024-07-31T14:20Z [--] followers, [--] engagements


"📢Resultados 1S [----] Kraft Heinz $KHC vs 1S [----] ➡Ventas: [---] B$ (-24%) ❌ ➡Margen bruto: [--] B$ (+15%) ✅ ➡Margen: 350% (+190 pb) ✅ ➡Ingresos operativos ajustados: [--] B$ (+19%) ✅ ➡BPS ajustado: [---] $ (-07%) ❌ ➡FCF: 12B$ (+87%) ✅ ➡Deuda: [---] B$ 🟰"  
[X Link](https://x.com/AvutardaBolsa/status/1818688928490438698)  2024-07-31T16:43Z [--] followers, [--] engagements


"📢Resultados 1S [----] Pfizer #PFE vs 1S [----] ➡Ventas: [---] Billion $ (-11%) ❌ ➡BPA ajustado: [---] $ (-25%)❌ ➡Resultados mejores a lo esperado ✅Vuelven a mejorar el guidance para el ao. Esta vez en: ➡Ingresos en +1B ➡Resultado en +030 $ hasta 245-265 $"  
[X Link](https://x.com/AvutardaBolsa/status/1818773185476935948)  2024-07-31T22:18Z [---] followers, [--] engagements


"📢Resultados 2T [----] Vici Properties #VICI vs 2T [--] Ingresos: [---] B$ (+75%) ✅ Ingresos netos: [---] B (+10%) ✅ Tasa ocupacin: 100% ✅ AFFO por accin: [---] $ (+66%) ✅ Ratio de deuda: 54x ✅ Covenants: Holgados ✅ Pay out: 648% ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1819441407880208747)  2024-08-02T18:33Z [---] followers, [--] engagements


"Dividendos cobrados de CVS Health Bristol Myers y Verizon $CVS $BMY $VZ"  
[X Link](https://x.com/AvutardaBolsa/status/1820563601872085443)  2024-08-05T20:52Z [--] followers, [---] engagements


"Mi cartera a 06/08/2024: $MCD sube [--] posiciones y entra en el Top [--] por mejora de valoracin $JNJ adelanta a $DGE"  
[X Link](https://x.com/AvutardaBolsa/status/1820823390854287441)  2024-08-06T14:05Z [--] followers, [--] engagements


"📢Resultados 1S [----] Molson Coors $TAP vs 1S [----] Ventas: [-----] Mll. $ (+42%) ✅ Resultado neto: [----] Mll. $ (+53%) ✅✅ Margen: 1085% (sube [---] puntos) ✅ BPA GAAP: 299$ (+565%) ✅✅ BPA ajustado: [---] $ (+238%) ✅✅ Deuda neta: [-----] Mill. $ (-43%) ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1820854154358567178)  2024-08-06T16:07Z [--] followers, [--] engagements


"📢Resultados 2T [----] CVS Healthcare $CVS vs 1T [----] Ingresos: [---] Bill $ (+26%) ✅ Resultado operativo ajustado: [--] Bill $ (-165%)❌ BPA ajustado: [---] $ (-178%) ❌ Deuda neta: [---] Bill $ (sube [--] B desde 31/12) ❌"  
[X Link](https://x.com/AvutardaBolsa/status/1821231000984392016)  2024-08-07T17:04Z [--] followers, [--] engagements


"Vendo el 30% de la posicin de Acerinox para tener algo de liquidez $ACX"  
[X Link](https://x.com/AvutardaBolsa/status/1828424728207413428)  2024-08-27T13:30Z [---] followers, [--] engagements


"Actualizo cartera tras la compra de $JD y la venta parcial de Acerinox $ACX Verizon $VZ vuelve a entrar en el top 10"  
[X Link](https://x.com/AvutardaBolsa/status/1828428502900867262)  2024-08-27T13:45Z [---] followers, [--] engagements


"Dividendo de Logista cobrado y cartera en mximos $LOG"  
[X Link](https://x.com/AvutardaBolsa/status/1829244273901916461)  2024-08-29T19:46Z [---] followers, [--] engagements


"Cartera actualizada tras la compra de Indra $IDR Alibaba se cuela en el Top Ten $BABA"  
[X Link](https://x.com/AvutardaBolsa/status/1831657907517018264)  2024-09-05T11:37Z [---] followers, [---] engagements


"@Inversor_40 Acabo de ampliar $EBRO un 10%"  
[X Link](https://x.com/AvutardaBolsa/status/1832014291559456945)  2024-09-06T11:13Z [---] followers, [---] engagements


"🔥 Los [--] mximos contribuidores al resultado de mi cartera en Euros 1) $LOG 2) $BATS 3) $GCO 4) $VICI 5) $MCD"  
[X Link](https://x.com/AvutardaBolsa/status/1832433175554884091)  2024-09-07T14:58Z [---] followers, [--] engagements


"Y los [--] mximos contribuidores en % de rentabilidad 1) $GCO 2) $BATS 3) $LOG 4) $VICI 5) $PYPL"  
[X Link](https://x.com/AvutardaBolsa/status/1832434123287273844)  2024-09-07T15:01Z [---] followers, [--] engagements


"Reduzco un 21% la posicin en British American Tobacco a [----] Libras $BATS Sigo confiando en la compaa pero con las subidas ha superado el 10% de mi cartera y tocaba ajustar posicin. La siguiente ser Logista por el mismo motivo $LOG"  
[X Link](https://x.com/AvutardaBolsa/status/1833856771838165034)  2024-09-11T13:15Z [---] followers, [--] engagements


"Dividendo de Johnson & Johnson cobrado $JNJ"  
[X Link](https://x.com/AvutardaBolsa/status/1834098320081359306)  2024-09-12T05:14Z [---] followers, [---] engagements


"Reduzco un 15% la posicin en Logista a [----]. Sigue siendo la primera posicin de mi cartera pesaba ms del 11% del total y tocaba rebalancear posicin $LOG"  
[X Link](https://x.com/AvutardaBolsa/status/1834222936028483806)  2024-09-12T13:30Z [---] followers, [--] engagements


"El rincn de los horrores de la cartera: 1) Gestamp -29% $GEST 2) CVS Health -19% $CVS 3) Verallia -18% $VRLA 4) Global Dominion -14% $DOM 5) Baidu -13% $BIDU"  
[X Link](https://x.com/AvutardaBolsa/status/1836676605638512811)  2024-09-19T08:00Z [---] followers, [----] engagements


"🎯 Radar de esta semana: Louis Vutton $LVMH $MC Verallia $VRLA Moncler $MONC Diageo $DGE Repsol $REP"  
[X Link](https://x.com/AvutardaBolsa/status/1837827345928929654)  2024-09-22T12:12Z [---] followers, [---] engagements


"Dividendo cobrado de Molson Coors $TAP"  
[X Link](https://x.com/AvutardaBolsa/status/1838571588461162740)  2024-09-24T13:30Z [---] followers, [---] engagements


"Amplo Ebro Foods otro 36% ms a [----]. En mi opinin est acumulando bastante valor en este largo lateral y debera terminar saliendo al alza $EBRO"  
[X Link](https://x.com/anyuser/status/1839683317890768997)  2024-09-27T15:07Z [----] followers, [----] engagements


"@bikersoy Precisamente el exdividend fue hoy con lo cual el ltimo da para recibir el dividendo fue ayer. Salvo error mo claro 😃"  
[X Link](https://x.com/AvutardaBolsa/status/1839757470706684043)  2024-09-27T20:02Z [---] followers, [---] engagements


"Dividendos cobrados de Kraft Heinz y Ebro Foods $KHC $EBRO"  
[X Link](https://x.com/AvutardaBolsa/status/1841006872331001858)  2024-10-01T06:46Z [---] followers, [---] engagements


"@cajurite Y de hecho en acciones USA o OK es bastante habitual dado que el exdividend es con semanas de antelacin al pago (a diferencia de Espaa donde es 2-3 das antes)"  
[X Link](https://x.com/AvutardaBolsa/status/1841735081561333918)  2024-10-03T07:00Z [---] followers, [--] engagements


"Y as queda la cartera con la incorporacin de Celsius $CELH"  
[X Link](https://x.com/AvutardaBolsa/status/1842240695349755927)  2024-10-04T16:29Z [---] followers, [--] engagements


"Actualizo [--] das despus: 1) Gestamp -26% $GEST 2) Verallia: -15% $VRLA 3) Dominion -13% $DOM 4) CVS Health -9% $CVS 5) UPS -7% $BIDU se ha dado la vuelta a muy verder en este tiempo El rincn de los horrores de la cartera: 1) Gestamp -29% $GEST 2) CVS Health -19% $CVS 3) Verallia -18% $VRLA 4) Global Dominion -14% $DOM 5) Baidu -13% $BIDU https://t.co/6WONIGi910 El rincn de los horrores de la cartera: 1) Gestamp -29% $GEST 2) CVS Health -19% $CVS 3) Verallia -18% $VRLA 4) Global Dominion -14% $DOM 5) Baidu -13% $BIDU https://t.co/6WONIGi910"  
[X Link](https://x.com/AvutardaBolsa/status/1842944206542917983)  2024-10-06T15:05Z [---] followers, [---] engagements


"@PhDividends Veo varias en tu porfolio en las que se podra reinvertir sin mucho riesgo a precios actuales como $WPC $LOG $BATS $VRLA"  
[X Link](https://x.com/AvutardaBolsa/status/1843175113677824328)  2024-10-07T06:22Z [---] followers, [--] engagements


"Dividendo de VICI cobrado $VICI"  
[X Link](https://x.com/AvutardaBolsa/status/1843282632320143797)  2024-10-07T13:30Z [---] followers, [---] engagements


"@nataninvesting Thanks this is always difficult to know if is right or not. You sell part and it can rise to the moon later 😉"  
[X Link](https://x.com/AvutardaBolsa/status/1843548379072344395)  2024-10-08T07:05Z [---] followers, [--] engagements


"@nataninvesting Its progressive by sections: * 19% the first [-----] * 21% 6.000-50.000 * 23% 50.000-200.000 * 26% [-------] For you I read is always 26%. Where are you from"  
[X Link](https://x.com/AvutardaBolsa/status/1843552344245711145)  2024-10-08T07:21Z [---] followers, [--] engagements


"Radar de la semana: * Volkswagen $VOW3 * Teleperformance $TEP * Mercedes-Benz Group $MBG * Altria $MO * Pepsico $PEP"  
[X Link](https://x.com/AvutardaBolsa/status/1846068488059633765)  2024-10-15T06:00Z [---] followers, [---] engagements


"💥 Resultados Johnson & Johnson 3T [----] vs 3T [----] $JNJ Ingresos: [---] B$ (+52%) ✅ Margen bruto: 690% (baja 01)🟰 Resultado neto ajustado: [--] B$ (-133%)❌ EPS ajustado: 242$ (-90%)❌ FCF: [--] Bill$ (+17%) ✅ 478% de acciones en circulacin que hace un ao✅"  
[X Link](https://x.com/anyuser/status/1846236624935608727)  2024-10-15T17:08Z [----] followers, [---] engagements


"Vuelvo a abrir posicin de LVMH a [---]. En el recorte anterior tambin inici pero subi tan bruscamente que me venci la tentacin y la liquid $MC"  
[X Link](https://x.com/AvutardaBolsa/status/1846559197883772964)  2024-10-16T14:29Z [---] followers, [--] engagements


"La cartera actualizada tras los movimientos de hoy: Venta parcial de $CAF Inicio de posicin en $ASML Inicio de posicin en $MC $LVMH"  
[X Link](https://x.com/AvutardaBolsa/status/1846589421023592632)  2024-10-16T16:30Z [---] followers, [--] engagements


"Dividendo de Diageo cobrado $DGE $DEO"  
[X Link](https://x.com/AvutardaBolsa/status/1847208060176969855)  2024-10-18T09:28Z [---] followers, [--] engagements


"Anticipo de resultados de Global Dominion $DOM La deuda le asfixia (+40% incremento de gastos financieros se come las ganancias del trimestre). Debe vender activos el primero PE Cerritos en Mxico para reducir deuda y generar extraordinarios A las 15:30 h amplo"  
[X Link](https://x.com/AvutardaBolsa/status/1849009134294704393)  2024-10-23T08:45Z [---] followers, [---] engagements


"Compro Volkswagen a [----] $VOW $VOW3"  
[X Link](https://x.com/AvutardaBolsa/status/1850900325600993336)  2024-10-28T14:00Z [---] followers, [---] engagements


"Avance resultados 3T [----] $ACX Flojos ventas EBITDA y resultado a la baja ❌Cash flow libre 9M negativo: [--] Mll. y reparti [---] Mll. en dividendos 💣Cuando se cierre la compra prevista subir la deuda ❓Dividendo sin cash flow A este precio es ms efectivo recomprar"  
[X Link](https://x.com/AvutardaBolsa/status/1851204997221888233)  2024-10-29T10:10Z [---] followers, [---] engagements


"Compro Continental a [----] $CON"  
[X Link](https://x.com/AvutardaBolsa/status/1851251576159048093)  2024-10-29T13:15Z [---] followers, [---] engagements


"Y as queda la cartera tras la incorporacin de Continental $CON"  
[X Link](https://x.com/AvutardaBolsa/status/1851323115520893376)  2024-10-29T18:00Z [---] followers, [---] engagements


"📢Resultados 3T [----] Kraft Heinz $KHC vs 3T [----] Ventas: [--] B$ (-28%)❌ Margen bruto: [--] B$ (-22%)❌ Margen ajustado: 343% (+03 puntos)✅ Resultado operativo ajustado: 13B$ (+13%) ✅ BPA ajustado: 075$ (+42%)✅ FCF YTY: 2B$ (+97%)✅ Deuda: [---] B$🟰"  
[X Link](https://x.com/AvutardaBolsa/status/1851634500716970309)  2024-10-30T14:37Z [---] followers, [---] engagements


"Resultados 3T [----] Kraft Heinz $KHC Guidance: mantienen resultado previsto entre [---] y [---] $. 💵 Cotiza a PER [--] ✅Recompras de 035B$ efectuadas. Reduccin del 15% de acciones en circulacin en [--] meses"  
[X Link](https://x.com/AvutardaBolsa/status/1851635741526200515)  2024-10-30T14:42Z [---] followers, [---] engagements


"📢Resultados 9M Volkswagen $VOW $VOW3 vs 9M [----] Ventas: [---] B (+1%)✅ Resultado operativo: [---] B (-21%)❌ Margen operativo: 54% (subyacente 65%) Resultado neto: [--] B (-31%)❌ BPA: [----] (-33%)❌ Vehculos vendidos: [--] M (-4%)❌ FCF: [--] B (-34%)❌"  
[X Link](https://x.com/AvutardaBolsa/status/1852420343324946456)  2024-11-01T18:40Z [---] followers, [---] engagements


"📢Resultados 9M Repsol $REP vs 9M [----] Ventas: [---] B (-2%)❌ EBITDA: [--] B Resultado neto: [--] B (-36%)❌❌ Resultado ajustado: [--] B (-30%)❌❌ FCO: [--] B✅ FCL: [---] B❌ Deuda neta: [--] B$✅"  
[X Link](https://x.com/AvutardaBolsa/status/1852424985928704118)  2024-11-01T18:58Z [---] followers, [---] engagements


"📢Resultados 3T [----] Vici Properties $VICI vs 3T [--] Ingresos: [---] M$ (+67%) ✅ Ingresos netos: [---] M$ (+317%)✅ Tasa ocupacin: 100%✅ AFFO por accin: [---] $ (+49%)✅ Ratio de deuda: 54x✅ Covenants: Holgados✅ Pay out: 759% Guidance 2024: AFFO 225-226$"  
[X Link](https://x.com/AvutardaBolsa/status/1852695121529032973)  2024-11-02T12:51Z [---] followers, [---] engagements


"📢Resultados 3TM [----] LyondellBasell $LYB vs 3T [----] Ventas: [---] B$ (-29%) ❌ EBITDA: [--] B$ (-134%)❌ Resultado neto: [--] B$ (-233%)❌❌ EPS: [---] $ (-236%)❌❌ CFO: [--] B$ DN/EBITDA: 19x"  
[X Link](https://x.com/AvutardaBolsa/status/1852755194078990566)  2024-11-02T16:50Z [---] followers, [---] engagements


"💰Dividendos cobrados de Bristol-Myers Squibb💊 Verizon 📞y CVS Health😷 (pstumo en este caso ya que vend toda la posicin recientemente⚰) $BMY $VZ $CVS"  
[X Link](https://x.com/AvutardaBolsa/status/1853741766194643231)  2024-11-05T10:10Z [---] followers, [---] engagements


"📢Resultados 3TM [----] Continental $CON vs 3T [----] Ventas: [--] B (-4%)❌ EBITDA: [-----] M (+196%)✅ EBIT ajustado: [---] M (+36%)✅ Margen EBIT: 89% (+260 puntos)✅ Res. neto: [---] M$ (+63%)✅ BPA: [---] (+63%)✅ FCF: [---] M (-31%)❌ DN: [-----] M (-64%) ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1855973757137129692)  2024-11-11T14:00Z [---] followers, [---] engagements


"@ProfesorDiv Entro en X a buscar el motivo de la subida de $BMY Nada ms abrir mi primer mensaje en el Timeline es este que lo explica me lee el pensamiento X Gracias @ProfesorDiv"  
[X Link](https://x.com/AvutardaBolsa/status/1855988954442428441)  2024-11-11T15:00Z [---] followers, [----] engagements


"Corazn dividido a quin quieres ms a pap o a mma $BMY $CON 🚀Bristol-Myers Squibb +10% ✅ 🚀Continental +10% ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1855990619811762401)  2024-11-11T15:07Z [---] followers, [---] engagements


"Recorto un 20% la posicin en Bristol Myers Squibb a 6017$ aprovechando el tirn alcista de hoy $BMY"  
[X Link](https://x.com/AvutardaBolsa/status/1856045939108262034)  2024-11-11T18:46Z [---] followers, [---] engagements


"@jorgeinversorr Movimiento similar he hecho hoy con $BMY"  
[X Link](https://x.com/AvutardaBolsa/status/1856067771932746230)  2024-11-11T20:13Z [---] followers, [---] engagements


"Cartera actualizada tras reducir Bristol-Myers Squibb y aumentar Pfizer $BMY $PFE"  
[X Link](https://x.com/anyuser/status/1856777241574981675)  2024-11-13T19:12Z [----] followers, [---] engagements


"@cajurite Gajes del oficio. Ahora bien si hacemos correr la voz de que han actualizado la frmula de sus vacunas y ahora contienen microchips de Elon Musk en vez de los de Bill Gates podra irse to the moon 😅"  
[X Link](https://x.com/AvutardaBolsa/status/1857373254987448794)  2024-11-15T10:41Z [---] followers, [---] engagements


"Y as queda la cartera tras reducir Logista y ampliar LVMH y ASML $LOG $ASML $MC $LVMH"  
[X Link](https://x.com/AvutardaBolsa/status/1857468606260396110)  2024-11-15T17:00Z [---] followers, [---] engagements


"📢Resultados 2T 2024/25 Alibaba $BABA vs 2T 2023/24 Ventas: [---] B$ (+5%)✅ EBITDA ajustado: [--] B$ (-5%)❌ Resultado operativo: [--] B$ (+63%)✅ Resultado non-GAAP por ADR: [---] $ (-4%)❌ FCF: [---] B$ (-70%)❌ Caja: [---] B$✅"  
[X Link](https://x.com/AvutardaBolsa/status/1857484847075274974)  2024-11-15T18:04Z [---] followers, [---] engagements


"📢 Resultados 3T [----] Baidu vs 3T [----] $BIDU Ventas: [--] B$ (-3%)❌ EBITDA ajustado: [----] B$ (-8%)❌ Margen EBITDA ajustado: 26% (-200 ptos)❌ Res. neto: [---] B$ (14%)✅ Res. neto non GAAP: [---] Mll. (-19%)❌ BP ADR: 308$ (19%)✅ BP ADR non GAAP: 237$ (-19%)❌"  
[X Link](https://x.com/AvutardaBolsa/status/1859985834914841069)  2024-11-22T15:42Z [---] followers, [---] engagements


"Amplo 100% LyondellBasell a 7798$ $LYB"  
[X Link](https://x.com/AvutardaBolsa/status/1864388658620412093)  2024-12-04T19:17Z [---] followers, [---] engagements


"Amplo 33% la posicin de Johnson & Johnson a 1498099$ $JNJ"  
[X Link](https://x.com/AvutardaBolsa/status/1864727687840801083)  2024-12-05T17:45Z [---] followers, [---] engagements


"Vendo Celsius a [----] $ $CELH"  
[X Link](https://x.com/AvutardaBolsa/status/1867286491590013408)  2024-12-12T19:12Z [---] followers, [---] engagements


"@LibertyDividend Que tal vez (por lo que sea) se corresponda con $JNJ"  
[X Link](https://x.com/AvutardaBolsa/status/1868916429430702489)  2024-12-17T07:09Z [---] followers, [--] engagements


"Amplo 67% Merck & Co a 988999$ $MRK"  
[X Link](https://x.com/AvutardaBolsa/status/1869792309706895701)  2024-12-19T17:10Z [---] followers, [---] engagements


"Amplo Acerinox 43% a [----] $ACX"  
[X Link](https://x.com/AvutardaBolsa/status/1869794826360860808)  2024-12-19T17:20Z [---] followers, [---] engagements


"Amplo 31% LyondellBasell a 7327$ $LYB"  
[X Link](https://x.com/AvutardaBolsa/status/1869802375965446294)  2024-12-19T17:50Z [---] followers, [---] engagements


"Actualizacin de cartera que probablemente sea la ltima del ao dado que esta semana he agotado la liquidez. Movimientos desde la anterior: -63% Verallia $VRLA +67% Merck & Co $MRK +43% Acerinox $ACX +70% Schroders $SDR +50% Alibaba $BABA +31% LyondellBasell $LYB"  
[X Link](https://x.com/AvutardaBolsa/status/1870397547807641892)  2024-12-21T09:15Z [---] followers, [---] engagements


"@LibertyDividend"  
[X Link](https://x.com/AvutardaBolsa/status/1877068393863430158)  2025-01-08T19:02Z [---] followers, [---] engagements


"Menuda subida de $LVMH $MC"  
[X Link](https://x.com/AvutardaBolsa/status/1879816711173804540)  2025-01-16T09:03Z [---] followers, [---] engagements


"Vamos para bingo con Ebro Foods $EBRO Un tramo de subida por favor 😀"  
[X Link](https://x.com/AvutardaBolsa/status/1884340545947930859)  2025-01-28T20:39Z [---] followers, [--] engagements


"Amplo 56% en Repsol a [-----] $REP"  
[X Link](https://x.com/AvutardaBolsa/status/1886491703038943293)  2025-02-03T19:07Z [---] followers, [---] engagements


"Guidance [----] Mondelez $MDLZ Ventas: +5% BPA: -10% impactado por subida del cacao FCF: [--] B$ Recompras: [--] B$"  
[X Link](https://x.com/AvutardaBolsa/status/1887407380008477014)  2025-02-06T07:46Z [---] followers, [---] engagements


"Guidance [----] Bristol-Myers Squibb $BMY Ingresos [---] B$ BPA non GAAP: [---] - [---] $ Reduccin de deuda Medicamentos Growth superan a Legacy"  
[X Link](https://x.com/AvutardaBolsa/status/1887765992907915411)  2025-02-07T07:31Z [---] followers, [---] engagements


"📢Resultados [----] Merck $MRK vs [----] Ventas: [---] B$ (+7%) ✅ Margen bruto %: 763% (+310 pb) ✅ Resultado neto ajustado: [---] B$ (+507%) ✅✅✅ BPA: 674$ (+4.814%) ✅✅✅ BPA ajustado: 765$ (+507%) ✅✅✅"  
[X Link](https://x.com/AvutardaBolsa/status/1888623296960208960)  2025-02-09T16:17Z [---] followers, [---] engagements


"Guidance [----] $MRK Ventas: [---] - [---] B$ BPA ajustado: [---] - [---] $ 💵 PER = 9"  
[X Link](https://x.com/AvutardaBolsa/status/1888623650007392334)  2025-02-09T16:19Z [---] followers, [---] engagements


"Vendo Baidu a 934601$ $BIDU"  
[X Link](https://x.com/AvutardaBolsa/status/1889021515699765595)  2025-02-10T18:40Z [---] followers, [---] engagements


"📢Resultados [----] Verallia $VRLA (comparado con 2023) Ventas: [--] B (-115%) ❌ EBITDA ajustado: [---] M (-24%)❌ Margen EBITDA: 244% (-401 pb)❌ Res. neto: [---] M (-498%)❌ BPA: [---] (-50%)❌ DN: [---] B (+433 M)❌ DN/EBITDA: [--] (+09)❌ FCF: [---] M❌"  
[X Link](https://x.com/AvutardaBolsa/status/1894447268800917581)  2025-02-25T18:00Z [---] followers, [---] engagements


"Guidance [----] Verallia $VRLA EBITDA: Similar a [----] FCF: [---] M"  
[X Link](https://x.com/AvutardaBolsa/status/1894448527209607427)  2025-02-25T18:05Z [---] followers, [---] engagements


"Guidance 2024-2026 Dominion $DOM Ventas: +5% CAGR EBITDA: +7% CAGR CFO: +9% CAGR"  
[X Link](https://x.com/AvutardaBolsa/status/1894800847378473322)  2025-02-26T17:25Z [---] followers, [---] engagements


"Resultados [----] de Global Dominion (comparado con 2023) $DOM Ventas: [-----] M (-3%)❌ EBITDA: [----] M (+4%)✅ Margen EBITDA: 131% (+90 pb)✅ Costes financieros: 347M (+98%)❌ Res neto: [---] M (-30%)❌❌ Deuda neta: [----] M (+108 M)❌❌ DN/EBITDA: [--] ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1894802106395066848)  2025-02-26T17:30Z [---] followers, [---] engagements


"Amplo 71% Paypal a 700899$ $PYPL"  
[X Link](https://x.com/AvutardaBolsa/status/1895557081907794162)  2025-02-28T19:30Z [---] followers, [---] engagements


"@AlejandroHRFin Misma historia para (Dennis) Schroders"  
[X Link](https://x.com/AvutardaBolsa/status/1897368574727217444)  2025-03-05T19:28Z [---] followers, [--] engagements


"📢Resultados [----] Continental $CON vs [----] Ventas: [---] B (-41%)❌ EBITDA: [--] B (+102%)✅ EBIT ajustado: [--] B (+66%)✅ Margen EBIT: 68% (+70 pb)✅ Res. neto: [--] B (+10%)✅ BPA: [---] (+10%)✅ FCF: [---] B (-186%)❌ DN: [-----] M (-81%)✅"  
[X Link](https://x.com/AvutardaBolsa/status/1898413304751493194)  2025-03-08T16:39Z [---] followers, [---] engagements


"Continental Guidance [----] $CON Ventas: [--] - [--] B Margen EBIT ajustado: [--] - 75% FCF ajustado: [--] - [--] B"  
[X Link](https://x.com/AvutardaBolsa/status/1898413804528062573)  2025-03-08T16:41Z [---] followers, [---] engagements


"📢Resultados [----] $JD vs [----] Ventas: [----] B$ (+68%)✅ Res operativo: [--] B$ (+488%)✅ Margen operativo: 33% (+90 pb)✅ Res neto: [--] B$ (+711%)✅ BPA por ADR: 426$ (+401%)✅ BPA non GAAP por ADR: 368$ (+764%)✅ FCF: [--] B$ (+76%)✅ http://JD.com http://JD.com"  
[X Link](https://x.com/AvutardaBolsa/status/1898421354094800968)  2025-03-08T17:11Z [---] followers, [---] engagements


"Compro Novo Nordisk a [----] (531 DDK) $NOVO"  
[X Link](https://x.com/AvutardaBolsa/status/1900600311024414959)  2025-03-14T17:30Z [---] followers, [---] engagements


"Crown Castle Guidance [----] $CCI AFFO: [---] - [---] B$ AFFO por accin: [---] - [---] $ Venta de negocio fibra en [--] B$ Previsto para 1S [----] Futuro plan de recompras 3B$ (aprox 6% acciones)"  
[X Link](https://x.com/AvutardaBolsa/status/1901360123521421315)  2025-03-16T19:49Z [---] followers, [---] engagements


"@cajurite Bye bye the Celsius buy in Granada bay"  
[X Link](https://x.com/AvutardaBolsa/status/1905945713843847346)  2025-03-29T11:30Z [---] followers, [---] engagements


"Compro Alexandria a 918799$ $ARE"  
[X Link](https://x.com/AvutardaBolsa/status/1907488416603775414)  2025-04-02T17:40Z [---] followers, [----] engagements


"Vendo Mondelez a 6786$ $MDLZ"  
[X Link](https://x.com/AvutardaBolsa/status/1907859996043546745)  2025-04-03T18:17Z [---] followers, [---] engagements


"Amplo 42% UPS a 1008699$ $UPS"  
[X Link](https://x.com/AvutardaBolsa/status/1907869994719011250)  2025-04-03T18:57Z [---] followers, [---] engagements


"Compro Acerinox a [----] $ACX"  
[X Link](https://x.com/AvutardaBolsa/status/1908064164213403749)  2025-04-04T07:48Z [---] followers, [---] engagements


"Compro Schroders a [----] Libras $SDR"  
[X Link](https://x.com/AvutardaBolsa/status/1909514284024873110)  2025-04-08T07:50Z [---] followers, [---] engagements


"@Amaensanchaalma He ido comprando o ampliando Alphabet T-Rowe Price Alexandria LVMH Acerinox y Schroders"  
[X Link](https://x.com/AvutardaBolsa/status/1909529353039258029)  2025-04-08T08:50Z [---] followers, [--] engagements


"📢 Resultados 1T [----] Repsol vs 1T [----] $REP (en ) Ventas: [--] B (-5%)❌ EBITDA: [--] B (-26%)❌ Res. neto: [---] M (-62%)❌ Res. ajustado: [---] M (-50%)❌ BPA: [---] (-62%)❌ FCO: [--] B (-16%)❌ FCL: [--] M (1T [----] negativo)✅ Deuda neta: [--] B (+08B desde 31/12)❌"  
[X Link](https://x.com/AvutardaBolsa/status/1918946198448197923)  2025-05-04T08:30Z [---] followers, 15K engagements


"📢 Resultados 1T [----] Merck vs 1T [----] $MRK Ventas: [---] B$ (-2%)❌ Margen bruto ajustado: 822% (+100 pb)✅ Resultado neto: [--] B$ (+7%)✅ Resultado neto ajustado: [--] B$ (+6%)✅ BPA: 201$ (+7%)✅ BPA ajustado: 222$ (+7%)✅ 📣Reduce ligeramente guidance para 2025"  
[X Link](https://x.com/AvutardaBolsa/status/1919070228312363134)  2025-05-04T16:42Z [---] followers, [---] engagements


"📢 Resultados 1T [----] UPS vs 1T [----] $UPS Ventas: [---] B$ (-07%)❌ Resultado operativo ajustado: [--] B$ (+09%)✅ Margen operativo ajustado: 82% (+20 pb)✅ BPA ajustado: 149$ (+4%)✅ FCF: [--] B$✅ Recompras: [--] B$ en el 1T(lo previsto para todo 2025)"  
[X Link](https://x.com/AvutardaBolsa/status/1919075801670070429)  2025-05-04T17:05Z [---] followers, [---] engagements


"📢 Resultados 1T [----] Kraft Heinz vs 1T [----] $KHC Ventas: [--] B$ (-47%)❌ % Margen ajust.: [---] (-10 pb)❌ Resultado operativo ajustado: [--] B$ (-44%)❌ BPA ajustado: 062$ (-101%)❌ FCF: [---] M$ (+1%)✅ Deuda neta: [---] B$🟰 DN/EBITDA: 29x🟰"  
[X Link](https://x.com/AvutardaBolsa/status/1919787993713541577)  2025-05-06T16:15Z [---] followers, [---] engagements


"📢 Resultados 1T [----] Acerinox vs 1T [----] $ACX Ventas: [-----] M (+5%)✅ EBITDA: [---] M (-8%)❌ Margen EBITDA: 7%🟰 EBIT: [--] M (-26%)❌ Res. neto: [--] M (-80%)❌❌❌ BPA: [---] (-80%)❌❌❌ CFO: [--] M (-47%)❌ Deuda neta: [--] B DN/EBITDA: 29x (+24x)"  
[X Link](https://x.com/AvutardaBolsa/status/1921569393651118484)  2025-05-11T14:13Z [---] followers, [---] engagements


"📢 Resultados 1T [----] Global Dominion vs 1T [----] $DOM Ventas: [---] M (-7%)❌ EBITDA: [---] M (+3%)✅ Margen EBITDA: 136% (sube [---] pb)✅ Resultado financiero: [----] M (+137%)❌ Resultado neto: [--] M (+25%)✅ * Comparado sin considerar las desinversiones de 2024"  
[X Link](https://x.com/AvutardaBolsa/status/1921579800550162539)  2025-05-11T14:55Z [---] followers, [---] engagements


"📢 Trading Update 1T [----] Schroders vs 1T [----] $SDR (en Libras) Activos bajo gestin a 31/03: [----] B (-26%)❌ Flujo de capital neto: [---] B❌ Flujo de capital neto excluidas joint ventures y asociados: [--] B✅ Flujo de capital joint ventures y asociados: [---] B❌"  
[X Link](https://x.com/AvutardaBolsa/status/1921596353865519146)  2025-05-11T16:00Z [---] followers, [---] engagements


"📢 Resultados 1T [----] continental vs 1T [----] $CON Ventas: [--] B (-08%)❌ EBITDA: [---] M (+27%)✅ EBIT ajustado: [---] M (+218%)✅✅ Margen EBIT: 66% (+450 pb)✅✅ Res. neto: [--] M (prdidas 2024)✅ BPA: 034✅ FCF: [----] M (+73%)✅ DN: [-----] M (-22%)✅"  
[X Link](https://x.com/AvutardaBolsa/status/1921888381056717287)  2025-05-12T11:21Z [---] followers, [---] engagements


"📢 Resultados 1T [----] Novo Nordisk vs 1T [----] $NOVO (en DKK) Ventas: [---] B (+19%)✅ Res. bruto: [---] B (18%)✅ Margen bruto %: 835% (-130 pb)❌ Res. operativo: [---] B (+22%)✅ Res. neto: [---] B (+14%)✅ BPA: [---] DKK (+15%)✅ FCF: [--] B✅ Reduce un poco guidance"  
[X Link](https://x.com/AvutardaBolsa/status/1922320939254948216)  2025-05-13T16:00Z [---] followers, [---] engagements


"Resultados 2024/25 Alibaba vs 2023/24 $BABA Ventas: [----] B$ (+6%) ✅ EBITDA ajustado: [---] B$ (+5%)✅ Resultado operativo: [---] B$ (+24%)✅ Resultado ajustado por ADR: 901$ (+5%)✅ FCF: [---] B$ (-53%)❌ Caja neta: [---] B$ Recompras: 51% acciones amortizadas [--] ao"  
[X Link](https://x.com/AvutardaBolsa/status/1926565150662037965)  2025-05-25T09:05Z [---] followers, [---] engagements


"📢 Trading update 3T 2024/25 Diageo vs 3T 2023/24 $DGE Ventas: [--] B$ (+29% reportado)✅ Ventas orgnicas: +59% (28% volumen 31% precio/mix)✅ Nuevo guidance DN/EBITDA: [--] - 35x❌ Retrasa el objetivo DN/EBITDA [--] - [--] para 2028❌"  
[X Link](https://x.com/AvutardaBolsa/status/1926600343070142649)  2025-05-25T11:24Z [---] followers, [----] engagements


"Trading Update 2T 2024/25 British American Tobacco $BATS $BTI Ingresos: entre +1 y +2% (antes +1%) Resultado ajustado: Entre +15 y +25% Vuelta al crecimiento en USA DN/EBITDA entre [--] y 25x para 31/12/2026 Recompras de [-----] Mll. Libras en 2025"  
[X Link](https://x.com/AvutardaBolsa/status/1931036668313710873)  2025-06-06T17:13Z [---] followers, [---] engagements


"Compro Rio Tinto a [----] Libras $RIO"  
[X Link](https://x.com/AvutardaBolsa/status/1936074120057274664)  2025-06-20T14:50Z [---] followers, [---] engagements


"Vendo Nike a 7182$ Euros $NKE RESULTADO: -09% TIR: -35%"  
[X Link](https://x.com/AvutardaBolsa/status/1938627753865339250)  2025-06-27T15:57Z [---] followers, [----] engagements


"Compro Sanofi a [----] $SAN"  
[X Link](https://x.com/AvutardaBolsa/status/1938654655418187805)  2025-06-27T17:44Z [---] followers, [---] engagements


"Resultados 1T 2025/2026 Constellation Brands vs 1T 2024/25 $STZ Ventas: [--] B$ (-4%) ❌ Margen operativo: 284% (-700 pb) ❌❌❌ Res. operativo: [--] B$ (-11%) ❌ Res. neto: [--] B$ (-12%) ❌ BPA: 322$ (-10%) ❌ FCF: [---] B$ ✅ CFO: [---] B$ ✅ * Datos comparables"  
[X Link](https://x.com/AvutardaBolsa/status/1941570134516408739)  2025-07-05T18:49Z [---] followers, [---] engagements


"Vendo Schroders a [---] Libras $SDR RESULTADO: 214% TIR: 807%"  
[X Link](https://x.com/AvutardaBolsa/status/1945155309439189195)  2025-07-15T16:15Z [---] followers, [---] engagements


"📢Resultados 2T [----] ASML vs 2T [----] $ASML Ventas: [--] B (+23%)✅✅ Margen bruto: [--] B (+29%)✅✅ Margen bruto %: 537% (+220 pb)✅ Res. neto: [--] B (+45%)✅✅✅ BPA: [---] (+47%)✅✅✅ Net bookings: [--] B🟰 Recompras: [--] B (reduce 05% acciones)"  
[X Link](https://x.com/AvutardaBolsa/status/1946964727143264584)  2025-07-20T16:05Z [---] followers, [---] engagements


"📢Resultados 2T [----] Pepsico vs 2T [----] $PEP Ventas: [---] B$ (+1%)✅ Res. operativo: [--] B$ (-11%)❌ Margen operativo: 16% (baja [---] pb)❌ Res. neto: [--] B$ (-59%)❌❌ BPA GAAP: 092$ (-59%)❌❌ BPA ajustado: 212$ (-5%)❌ * Excluido impairment [--] B$ salvo res. neto"  
[X Link](https://x.com/AvutardaBolsa/status/1946986915858694247)  2025-07-20T17:33Z [---] followers, [---] engagements


"Compro (el 22/07) Lockheed Martin a 41758$ $LMT"  
[X Link](https://x.com/AvutardaBolsa/status/1948307179041112244)  2025-07-24T09:00Z [---] followers, [---] engagements


"Amplo 40% ASML a [----] $ASML"  
[X Link](https://x.com/AvutardaBolsa/status/1948768732660003197)  2025-07-25T15:34Z [---] followers, [---] engagements


"Recorto un 27% en British American Tobacco a [----] Libras $BATS $BTI RESULTADO: 676% TIR: 501%"  
[X Link](https://x.com/AvutardaBolsa/status/1948769245183008813)  2025-07-25T15:36Z [---] followers, [----] engagements


"Actualizo nuevamente la cartera con los ltimos movimientos realizados en el toque de campana de la semana en la bolsa europea: 🔼Ampliacin del 40% en $ASML 🔽Recorte del 27% en British American Tobacco $BATS $BTI"  
[X Link](https://x.com/AvutardaBolsa/status/1948771954313310579)  2025-07-25T15:46Z [---] followers, [---] engagements


"📢Resultados 1S [----] Acerinox vs 1S [----] $ACX Ventas: [-----] M (+10%)✅ EBITDA: [---] M (-9%)❌ Margen EBITDA: 7% (-149 pb)❌ EBIT: [---] M (-25%)❌ Res. neto: [---] M❌😇 BPA: -007❌ CFO: [---] M (-44%)❌ Deuda neta: [--] B DN/EBITDA: 27x"  
[X Link](https://x.com/AvutardaBolsa/status/1949132783940501630)  2025-07-26T15:40Z [---] followers, [---] engagements


"📢 Resultados 1S [----] Alphabet vs 1S [----] $GOOGL Ventas: [---] B$ (+14%)✅ Resultado operativo: [---] B$ (+14%)✅ Margen operativo: 32% (=) Resultado neto: [---] B$ (+19%)✅ BPA: 231$ (+22%)✅ FCF: [--] B$ (-61%)*❌ * Por inversiones en compra de inmuebles (data centers)"  
[X Link](https://x.com/AvutardaBolsa/status/1949537257020702865)  2025-07-27T18:27Z [---] followers, [---] engagements


"📢 Resultados 1S [----] LVMH vs 1S [----] $LVMH $MC Ventas: [---] B (-4%)❌ Resultado operativo: [--] B (-15%)❌ Margen operativo %: 226% (-300 pb)❌ Resultado neto: [--] B (-22%)❌ CFO: [--] B (+29%)✅ Deuda financiera neta: [---] B (-16%)✅"  
[X Link](https://x.com/AvutardaBolsa/status/1949878959342010527)  2025-07-28T17:05Z [---] followers, [----] engagements


"📢 Resultados 1S [----] Verizon vs 1S [----] $VZ Ventas: [--] B$ (+34%)✅ EBITDA ajustado: [---] B$ (+1%)✅ Res. neto: [---] B$ (+72%)✅ BPA: 234$ (+73%)✅ BPA ajust.: 234$ (+73%)✅ FCF: [--] B$ (+36%)✅ Deuda total: [---] B$ (-33B)✅ DN/EBITDA: 23x (mejora 02) ✅"  
[X Link](https://x.com/AvutardaBolsa/status/1949903891924951422)  2025-07-28T18:44Z [---] followers, [---] engagements


"Vendo T Rowe Price a 10408$ $TROW RESULTADO: 76% TIR: 210%"  
[X Link](https://x.com/AvutardaBolsa/status/1953529097092571439)  2025-08-07T18:50Z [---] followers, [---] engagements


"Compro Adobe a 36201$ $ADBE"  
[X Link](https://x.com/AvutardaBolsa/status/1970142507364389174)  2025-09-22T15:05Z [---] followers, [---] engagements


"Cartera actualizada tras la compra de Adobe $ADBE"  
[X Link](https://x.com/AvutardaBolsa/status/1970187105063068146)  2025-09-22T18:03Z [---] followers, [---] engagements


"@brines96 Llegada al objetivo previsto"  
[X Link](https://x.com/AvutardaBolsa/status/1976357197484302721)  2025-10-09T18:40Z [---] followers, [---] engagements


"Mi radar para esta semana: Crown Castle $CCI Celsius $CELH Pepsico $PEP Ebro Foods $EBRO"  
[X Link](https://x.com/AvutardaBolsa/status/1842958243724996968)  2024-10-06T16:01Z [----] followers, [---] engagements


"📢Resultados 12M 2023/24 Logista vs 12M 2022/23 $LOG Ingresos: [------] Mll. (+45%)✅ Ventas econmicas: [-----] Mll. (+43%)✅ Margen sobre V/E: 219% (+021 puntos)✅ Res. explotacin: [---] Mll. (+112%)✅ Res. neto: [---] Mll. (+132%)✅ BPA: [---] (+13%)✅"  
[X Link](https://x.com/AvutardaBolsa/status/1854076252736344140)  2024-11-06T08:20Z [---] followers, [---] engagements


"📢 Resultados 9M [----] Elecnor vs 9M [----] $ENO Ventas: [-----] Mll. (-05%)❌ EBITDA: [---] Mll. (-383%)❌❌ BAI: 692% (-118%)❌ Resultado ordinario: [---] Mll. (-259%)❌ Res. extraordinario: [----] Mll. 🔥💥 Res. total: [----] Mll. (+1.167%)✅✅✅🔥🔥"  
[X Link](https://x.com/AvutardaBolsa/status/1866082071799812560)  2024-12-09T11:26Z [----] followers, [---] engagements


"Elecnor: subidn y volumen disparado algn institucional comprando justo antes del megadividendo $ENO"  
[X Link](https://x.com/AvutardaBolsa/status/1867164003698368844)  2024-12-12T11:06Z [----] followers, [----] engagements


"Radar de ampliaciones activado: Merck $MRK Alibaba $BABA Vici Properties $VICI Crown Castle $CCI LyondellBasell $LYB Schroders $SDR"  
[X Link](https://x.com/AvutardaBolsa/status/1869649658525757568)  2024-12-19T07:43Z [---] followers, [---] engagements


"@REIT_Wolf Thanks for the idea. I agree you are right; in this case I've bought this company for the short term dividend. In case of $AMT falls enough I would add It to the portfolio"  
[X Link](https://x.com/AvutardaBolsa/status/1869679828712231341)  2024-12-19T09:43Z [---] followers, [--] engagements


"Amplo Schroders un 70% a [----] Libras $SDR"  
[X Link](https://x.com/AvutardaBolsa/status/1869797344704663682)  2024-12-19T17:30Z [---] followers, [---] engagements


"Vendo McDonalds a 3088201$ $MCD"  
[X Link](https://x.com/AvutardaBolsa/status/1889017950264254927)  2025-02-10T18:25Z [---] followers, [---] engagements


"Guidance [----] $KHC Ventas: [--] a -25% Margen operativo: [---] a -4% BPA: [---] - 274$ ❌ Mal guidance con todo en claro descenso"  
[X Link](https://x.com/AvutardaBolsa/status/1891075375909802412)  2025-02-16T10:41Z [---] followers, [---] engagements


"Guidance [----] $KO Ingresos: +5 - 6% Ingresos tras divisa: +3- 4% BPA: +2 - 3%"  
[X Link](https://x.com/AvutardaBolsa/status/1891108159441273093)  2025-02-16T12:51Z [---] followers, [---] engagements


"Amplo 80% Randstad a [----] $RAND"  
[X Link](https://x.com/AvutardaBolsa/status/1894084887847539108)  2025-02-24T18:00Z [---] followers, [---] engagements


"Recorto 37% la posicin de Johnson & Johnson a 1640301$ $JNJ"  
[X Link](https://x.com/AvutardaBolsa/status/1894092429277761706)  2025-02-24T18:30Z [---] followers, [---] engagements


"Guidance [----] $CAF Ventas: Crecimiento cerca al doble dgito Mejora de rentabilidad DN/EBITDA: Estable"  
[X Link](https://x.com/AvutardaBolsa/status/1894818178775294204)  2025-02-26T18:33Z [---] followers, [---] engagements


"📢 Resultados 1T [----] Alexandria vs 1T [----] $ARE Ingresos: [----] B$ (-14%)❌ Ocupacin: 917% (-29)❌ AFFO: [---] M (-29%)❌ Alquiler medio restante: [--] aos✅ AFFO por accin: 230$ (-21%)❌ DN/EBITDA: 59x (objetivo en 52)❌ Liquidez: [--] B$✅ Pay out: 57%✅"  
[X Link](https://x.com/AvutardaBolsa/status/1919693621860958224)  2025-05-06T10:00Z [----] followers, [----] engagements


"📢 Resultados 6M 2024/25 Logista vs 6M 23/24 $LOG Ingresos: [-----] M (+35%)✅ Vtas. econmicas: [---] M (+56%)✅ Margen sobre V/E: 221% (-21 pb)❌ Res. explot: [---] M (+38%)✅ Res. financiero: [--] M (-40%)❌ Res. neto: [---] M (-54%)❌ BPA: [---] (-54%)❌"  
[X Link](https://x.com/AvutardaBolsa/status/1921223152815710484)  2025-05-10T15:17Z [---] followers, [---] engagements


"📢 Resultados 1T [----] Compaa Auxiliar de Ferrocarriles vs 1T [----] $CAF Ventas: [-----] M (+11%)✅ EBIT: [--] M (+21%)✅ Margen EBIT: 51% (+40 pb)✅ Resultado neto: [--] M (+53%)✅✅✅ Contratacin: [-----] M (+356%)✅✅✅ 💥Resultados espectaculares"  
[X Link](https://x.com/AvutardaBolsa/status/1921282460966391891)  2025-05-10T19:13Z [---] followers, [---] engagements


"📢 Resultados 1T [----] Vici Properties vs 1T [----] $VICI Ingresos: [----] M$ (+34%)✅ Res. neto: [----] M$ (-79%)❌ Tasa ocupacin: 100%✅ AFFO: [---] M$ (+56%)✅ AFFO por accin: 058$ (+43%)✅ Ratio de deuda: 53x✅ Covenants: holgados✅ Pay out: 745%✅"  
[X Link](https://x.com/AvutardaBolsa/status/1921820103483523363)  2025-05-12T06:49Z [----] followers, [---] engagements


"📢 Resultados 1T [----] Randstad vs 1T [----] $RAND Ventas: [--] B (-42%)❌ Margen bruto: [--] B (-6%)❌ Margen bruto ajust.: 193% (-90 pb)❌ EBITA ajust.: [---] M (-15%)❌ Margen EBITA ajust.: 30%🟰 Res. neto: [--] M (-10%)❌ BPA: [---] (-9%)❌ FCF: [--] M✅"  
[X Link](https://x.com/AvutardaBolsa/status/1922243710105825326)  2025-05-13T10:53Z [---] followers, [---] engagements


"Patn Investments presenta: cadveres en la cartera 😱😱😱 🔼Diageo: -28% $DGE 🔼Kraft Heinz: -25% $KHC 🔼LyondellBasell: -24% $LYB 🔼UPS: -21% $UPS 🔼Merck & Co: -20% $MRK 🔼Alexandria: -19% $ARE 🔼LVMH: -16% $MC $LVMH 🔼Novo Nordisk: -16% $NOVO 🔼Pepsico: -12% $PEP"  
[X Link](https://x.com/AvutardaBolsa/status/1944079307019636942)  2025-07-12T17:00Z [---] followers, 11.7K engagements


"📢Resultados 9M 2024/25 Logista vs 9M 23/24 $LOG Ingresos: [-----] M (+48%)✅ Vtas. econmicas: [-----] M (+33%)✅ Margen sobre V/E: 211% (-92 pb)❌ Res. explot: [---] M (-17%)❌ Res. financiero: [--] M (-37%)❌ Res. neto: [---] M (-97%)❌ BPA: [---] (-10%)❌"  
[X Link](https://x.com/AvutardaBolsa/status/1945904772193636675)  2025-07-17T17:53Z [---] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@AvutardaBolsa Avatar @AvutardaBolsa AvutardaBolsa

AvutardaBolsa posts on X about $bmy, $jnj, $log, $lvmh the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] -80%
  • [--] Month [------] +151%
  • [--] Months [------] -37%
  • [--] Year [-------] -96%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +10%
  • [--] Month [--] -17%
  • [--] Months [--] -57%
  • [--] Year [---] -47%

Followers: [-----] #

Followers Line Chart

  • [--] Week [-----] +0.19%
  • [--] Month [-----] +3.90%
  • [--] Months [-----] +50%
  • [--] Year [-----] +147%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks technology brands cryptocurrencies fashion brands luxury brands currencies social networks automotive brands finance countries

Social topic influence $bmy, $jnj, $log, $lvmh, $mc, $googl, $khc, $lyb, $dom, hoy

Top accounts mentioned or mentioned by @cajurite @profesordiv @libertydividend @rvbaloncesto @uemc @gestiprudent @divgro22 @jessmouri @iparatx @laligaplus @cdividendos @inversornovato @israeld66638541 @inversor40 @nataninvesting @loloencinas @inversoracon30 @resgro22 @anniedob @cobsad

Top assets mentioned Bristol-Myers Squibb Co (BMY) Johnson & Johnson (JNJ) Merit Circle (MC) Alphabet Inc Class A (GOOGL) Kraft Heinz Co (KHC) LyondellBasell Industries NV (LYB) Ancient Kingdom (DOM) Crown Castle Inc (CCI) Alibaba Group (BABA) Augur (REP) MONDELEZ INTERNATIONAL INC (MDLZ) Concentra Group Holdings Parent, Inc (CON) Merck & Co., Inc. (MRK) VICI Properties, Inc. (VICI) British American Tobacco (BTI) PepsiCo, Inc. (PEP) Alexandria Real Estate Equities Inc (ARE) United Parcel Service, Inc. (UPS) T Rowe Price Group Inc (TROW) Molson Coors Beverage Co Class B (TAP) Verizon Communications Inc. (VZ) Microsoft Corp. (MSFT) Innovation Beverage Group Limited (IBG) Pfizer, Inc. (PFE) Across Protocol (ACX) PayPal Holdings Inc (PYPL) Nike Inc (NKE) Coca-Cola Co (KO) AMBEV S.A. (ABEV) Celsius Holdings, Inc. Common Stock (CELH) Lockheed Martin Corporation (LMT) Limitus (LMT) Adobe, Inc. (ADBE) American Tower Corp (AMT) UnitedHealth Group (UNH) Procter & Gamble (PG) Hershey Co (HSY)

Top Social Posts

Top posts by engagements in the last [--] hours

"@annie__dob @RVBaloncesto @COBSAD @UEMC @LaLigaPlus Sorry I think you're wrong. And probably you should not critizice to the best defenders of the team when your boy is not good in defence"
X Link 2024-01-12T22:04Z [--] followers, [--] engagements

"@ProfesorDiv Compr la semana pasada tras ver tu anlisis (no fue una recomendacin hice mi propio anlisis 😅 . de verdad). Viajaremos juntos en esta ocasin. Gracias por el trabajo de filtrado"
X Link 2024-02-02T09:52Z [--] followers, [--] engagements

"@Gestiprudent Toda la razn en el argumento. No obstante le saco un pero: si ese dinero se trasvasase sera imposible gobernar los fondos de autor por su tamao"
X Link 2024-02-24T20:05Z [--] followers, [--] engagements

"@Gestiprudent Por cierto me voy a hacer partcipe de este fondo en breve 🔥"
X Link 2024-02-24T20:07Z [--] followers, [--] engagements

"CIE por qu baja Resultados buenos en lnea con lo previsto. Sube ventas resultado de explotacin EBITDA y resultado; mejora mrgenes cash flow. Reduce deuda. Sorpresa en la conversin de divisas con impacto fuerte en China @ProfesorDiv @LibertyDividend @DivGro22"
X Link 2024-02-26T11:08Z [--] followers, [--] engagements

"@rodriguezjoma Este resumen lo espero con inters todas las semanas del ao (excepto agosto)"
X Link 2024-03-17T10:30Z [--] followers, [--] engagements

"@ProfesorDiv Entrada hoy por mi parte en $CVS tras un tiempo esperando. $BMY ya tengo. Las otras me gustan todas pero hoy me he quedado sin liquidez 😢"
X Link 2024-04-11T21:48Z [--] followers, [--] engagements

"Hoy he entrado en $CVS a 70$ y el lunes inici posicin en $ABEV"
X Link 2024-04-11T21:52Z [--] followers, [--] engagements

"@DonPatoOro $MCD"
X Link 2024-04-11T22:22Z [--] followers, [--] engagements

"@Gestiprudent Opcin 4: otros. Me gusta el contenido y la forma de comunicarlo. Eso s pronto ser opcin 2: inversor de Gestivalue"
X Link 2024-04-20T14:13Z [--] followers, [--] engagements

"Qu estar pasando con Verallia que arranca hoy un 5% arriba sin noticia aparente @ProfesorDiv"
X Link 2024-04-25T07:23Z [--] followers, [--] engagements

"+8% en este momento"
X Link 2024-04-25T07:35Z [--] followers, [--] engagements

"Resultados Bristol-Myers Squibb $BMY 💥Desplome del 85% 🩸Qu es lo que no ha gustado al mercado Fuertes prdidas inesperadas [---] Bill. $ 😡Deuda total: [--] Bill. $❌ 😡Incremento deuda: [--] Bill. $ ❌ Las prdidas son efecto contable de las compras van contra reservas"
X Link 2024-04-25T23:03Z [--] followers, [--] engagements

"Anlisis de resultados de Bristol-Myers Squibb $BMY Ventas: [---] Bill. $ (+5%) ✅ Ventas de nuevos productos: ✅ Compra de nuevas compaas: ✅ Costes: Crecen bastante ❌ Cash flow operativo: [--] Bill. $ (-5%) 🟰 Margen: 753% (baja [--] puntos) ✅"
X Link 2024-04-26T06:00Z [--] followers, [--] engagements

"Resultados 1T Verallia #VRLA Comparando con 1T [----] Ventas: [---] Mll. (-21%) ❌ EBITDA ajustado: [---] Mll. (-34%) ❌ Margen: 244% (-485 puntos) ❌ Deuda: [-----] Mll. (+132 Mll. respecto a 4T 2023) 🟰 Ratio deuda/EBITDA [--] ✅ Guidance: dbil para 2T y mejora en 3T y 4T"
X Link 2024-04-28T15:10Z [--] followers, [--] engagements

"Hoy he entrado en $JNJ a 147$"
X Link 2024-04-29T16:40Z [--] followers, [--] engagements

"Resultados 1T [----] WP Carey #WPC vs 1T [--] Ingresos: [---] Mll. $ (-9%) ❌ Gastos operativos: -18% ✅ AFFO: [----] Mill. $ AFFO por accin: [---] $ (-13%) ❌ Tasa ocupacin: 991% (+1%) ✅ Deuda neta/EBITDA: 53x ✅ Covenants: holgados ✅ Same store rent: +31% ✅ Pay out: 759% ✅"
X Link 2024-05-01T12:19Z [---] followers, [--] engagements

"Resultados 1T [----] Pfizer #PFE vs 1T [----] Ingresos: [---] Billion $ (-20%) ❌ Beneficio por accin: [---] $ (-44%) ❌ Beneficio ajustado por accin: [---] $ (-33%) ❌ Mejoran el guidance para el ao en [---] $ hasta 215-235 $ ✅ Resultados mejores a lo esperado"
X Link 2024-05-01T17:20Z [--] followers, [--] engagements

"Cobrados dividendos de $BATS y $VZ y cartera en mximos a pesar de las bajadas esta semana de $CVS y $KHC que han sido compensadas por las subidas de $BABA y otras menores"
X Link 2024-05-03T06:45Z [--] followers, [--] engagements

"Dividendos cobrados de $BMY y $CVS y cartera en mximos"
X Link 2024-05-06T10:11Z [--] followers, [--] engagements

"@CDividendos No es un $MPW pero tampoco un $CELH. Lo calificara entre $NKE y $SBUX"
X Link 2024-05-06T19:22Z [--] followers, [--] engagements

"Resultados 1S 2023/24 Logista $LOG vs 1S 2022/23 Ingresos: [-----] Mill. (+46%) ✅ Ventas econmicas: [----] Mill. (+4%) ✅ Beneficio explotacin ajustado: [----] Mill. (+54%) ✅ Margen sobre vtas. econmicas: 223% (+03 ptos) ✅ @bolsatero"
X Link 2024-05-08T07:40Z [--] followers, [--] engagements

"@cajurite Efectivamente. No obstante el resultado financiero en este caso es una parte. Tambin mejora mucho la eficiencia: el resultado operativo crece un 15%. Adicionalmente hay una novedad: han cambiado las condiciones en la lnea de tesorera con Imperial Brands"
X Link 2024-05-08T14:27Z [--] followers, [--] engagements

"@JessMouri Logista $LOG"
X Link 2024-05-10T15:14Z [--] followers, [---] engagements

"@RVBaloncesto @UEMC @SanPabloBurgos @LaLigaPlus Partido con orgullo hasta el final hoy. Una pena de final de temporada el equipo mereca ms. nimo Paco Nos vemos el ao que viene"
X Link 2024-05-24T21:06Z [--] followers, [--] engagements

"Recorto 25% de la posicin en Inversa Prime $YIPS y aumento un 50% la de Bristol-Myers Squibb $BMY"
X Link 2024-06-03T15:12Z [--] followers, [--] engagements

"Venta total del resto de la posicin de Unilever $ULVR Compro Baidu $BIDU"
X Link 2024-06-05T15:59Z [--] followers, [--] engagements

"Dividendo de Johnson & Johnson cobrado $JNJ"
X Link 2024-06-07T14:16Z [--] followers, [--] engagements

"Amplo un 20% la posicin de Kraft Heinz $KHC a 3345$"
X Link 2024-06-10T17:51Z [--] followers, [--] engagements

"Dividendo de Pfizer $PFE cobrado y cartera en mximos con el mtodo de @CDividendos hacer aportacin al broker"
X Link 2024-06-18T13:00Z [--] followers, [--] engagements

"Amplo posicin de Johnson & Johnson $JNJ +100% a [-------] $"
X Link 2024-06-18T16:54Z [--] followers, [--] engagements

"Inicio posicin en McDonalds $MCD en 2502599$"
X Link 2024-06-20T13:44Z [--] followers, [--] engagements

"Todo sube hoy: cartera en mximos. Inicio posicin en UPS $UPS aunque no es el mejor da"
X Link 2024-06-24T18:49Z [--] followers, [--] engagements

"@LibertyDividend @Investingcom Ya tengo respuesta del broker: "Le informamos que si no ha saltado tocando precio no es posible. Ha podido ser posiblemente una orden fuera de mercado a precio convenido.""
X Link 2024-06-25T10:47Z [--] followers, [--] engagements

"Compro Paypal a 588085$ $PYPL"
X Link 2024-07-02T15:07Z [--] followers, [--] engagements

"@InversorNovato_ Parece escrito para m. Tengo $BABA hace unos meses $NKE desde el viernes pasado y $PYPL la he comprado hoy"
X Link 2024-07-02T21:49Z [--] followers, [--] engagements

"Inicio posicin en Vici Properties a $VICI a 279085$"
X Link 2024-07-03T20:03Z [---] followers, [--] engagements

"Dividendos cobrados de Kraft Heinz $KHC y Gestamp $GEST"
X Link 2024-07-03T20:05Z [--] followers, [---] engagements

"Dividendos cobrados de $CAF $CIE y $DOM"
X Link 2024-07-09T15:38Z [---] followers, [---] engagements

"No pude verlo en directo pero s en diferido. Excelente video y me encanta el formato En mi cartera $DGE $ABEV y $TAP. Acabo de darme cuenta de que igual soy "el inversor del alcoholismo" 😅"
X Link 2024-07-13T12:42Z [--] followers, [--] engagements

"Dividendo de Alibaba cobrado $BABA"
X Link 2024-07-17T09:59Z [--] followers, [--] engagements

"💥 Resultados Johnson & Johnson $JNJ 2T [----] vs 2T [----] Ingresos: [---] Bill$ (+43%) ✅ EPS: 193$ (-59%) ❌ EPS ajustado: 282$ (+102%) ✅ Cash flow: [--] Bill$ ✅ Guidance: EPS = 1005$ (en abril 1068$) impactados por M&A 🤔 Supera previsiones pero disminuye expectativas"
X Link 2024-07-17T13:20Z [--] followers, [--] engagements

"Dividendo de WP Carey cobrado $WPC y cartera en mximos"
X Link 2024-07-18T08:21Z [---] followers, [--] engagements

"Dividendo de Acerinox cobrado $ACX"
X Link 2024-07-21T19:07Z [--] followers, [--] engagements

"@InversorNovato_ Debo ser el "rey de las empresas en mnimos". De las citadas llevo $JNJ $CVS $DEO $BABA $NKE $PYPL 🤣 Eso s $JNJ no la considero en mnimos despus de resultados"
X Link 2024-07-21T19:15Z [--] followers, [--] engagements

"💥 Resultados Verizon $VZ 2T [----] (vs 2T 2023) Ingresos: [---] Bll$ (+06%) 🟰 EBITDA ajustado: [---] Bll$ (+28%) ✅ EPS ajustado: 115$ (-50%) ❌ FCF: [--] Bill$ (+05B)✅ Deuda: [----] Bll$ (-24 Bll$) ✅ Deuda/EBITDA: [--] (mejora 01) ✅ Guidance: EPS entre [---] y [---] $ ✅"
X Link 2024-07-22T14:00Z [--] followers, [--] engagements

"@ProfesorDiv Y malos en UPS $UPS con el dividendo en riesgo serio"
X Link 2024-07-23T11:55Z [--] followers, [--] engagements

"💥 Resultados UPS $UPS 2T [----] (vs 2T 2023) Ventas: [---] B$ (-11%) ❌ Volumen paquetes: Plano 🟰 Precio por paquete: -17% ❌ Gastos operativos: [---] B$ (+31%) ❌ Resultado neto: 14B$ (-323%) ❌❌ EPS: [---] $ (-318%) ❌❌ FCF: [--] B$ (-123%) ❌ 🩸🩸- 75% en premarket"
X Link 2024-07-23T13:05Z [--] followers, [--] engagements

"UPS. Malos resultados del 2T [----] $UPS Ponen en serio riesgo el dividendo. Como no vire el rumbo ya no es sostenible. Inician recompras con [---] Mll. $ que a este precio dara para un 04% de las acciones. Ahora mismo quiz sera mejor reducir deuda"
X Link 2024-07-23T13:06Z [--] followers, [--] engagements

"@JessMouri @IsraelD66638541 La actividad de EPC (construccin llave en mano) de plantas de renovables forma parte del core de su negocio actualmente. Entrar en explotacin es cierto que ya es otra cosa"
X Link 2024-07-24T07:43Z [--] followers, [--] engagements

"@JessMouri @IsraelD66638541 Acabo de ver que hay conferencia de analistas del 1S voy a escucharla. Una cosa que me gusta de esta empresa es que ofrece mucha transparencia (aunque hay que bucear para verlo)"
X Link 2024-07-24T07:45Z [--] followers, [--] engagements

"Recorto 33% la posicin de WP Carey $WPC dado su bajo potencial de revalorizacin para tener algo de liquidez"
X Link 2024-07-24T14:21Z [---] followers, [--] engagements

"Cartera actualizada tras la venta parcial de WP Carey $WPC que sale as de las [--] primeras posiciones"
X Link 2024-07-24T14:26Z [---] followers, [--] engagements

"Compro Repsol a [-----] aprovechando que est en soporte de largo plazo $REP"
X Link 2024-07-24T14:53Z [--] followers, [--] engagements

"📢Resultados 2T [----] WP Carey #WPC vs 2T [--] ➡Ingresos: [---] B$ (-139%) ❌ ➡Ingresos netos: [---] B$ (-12%) ❌ ➡Tasa ocupacin: 988%✅ ➡AFFO: [---] B$ ➡AFFO por accin: [---] $ (-3%) ❌ ➡DN/EBITDA: 54x ✅ ➡Covenants: Bien ✅ ➡Same store rent: +29% ✅ ➡Pay out: 744% ✅"
X Link 2024-07-31T14:01Z [---] followers, [--] engagements

"📢Resultados Ao [----] Diageo $DGE vs [----] ➡Ventas: [----] B$ (-14%) ❌ ➡Resultado operativo: [-----] B$ (+82%) ✅ ➡Margen operativo: 293% (cae [---] puntos) ❌ ➡FCF: [--] B$ (+05 B) ✅ ➡BPA: [---] ct (-12%) ❌ ➡Deuda neta: [------] B$ (+1.435 B$) ❌ ➡DN/EBITDA: [--] (antes 27)"
X Link 2024-07-31T14:15Z [--] followers, [--] engagements

"Buena mejora en el cash flow. El incremento del resultado operativo es por extraordinarios el margen de reduce. Aspectos a vigilar: recuperacin de mrgenes ratio de deuda en el lmite entre el bien y el mal"
X Link 2024-07-31T14:20Z [--] followers, [--] engagements

"📢Resultados 1S [----] Kraft Heinz $KHC vs 1S [----] ➡Ventas: [---] B$ (-24%) ❌ ➡Margen bruto: [--] B$ (+15%) ✅ ➡Margen: 350% (+190 pb) ✅ ➡Ingresos operativos ajustados: [--] B$ (+19%) ✅ ➡BPS ajustado: [---] $ (-07%) ❌ ➡FCF: 12B$ (+87%) ✅ ➡Deuda: [---] B$ 🟰"
X Link 2024-07-31T16:43Z [--] followers, [--] engagements

"📢Resultados 1S [----] Pfizer #PFE vs 1S [----] ➡Ventas: [---] Billion $ (-11%) ❌ ➡BPA ajustado: [---] $ (-25%)❌ ➡Resultados mejores a lo esperado ✅Vuelven a mejorar el guidance para el ao. Esta vez en: ➡Ingresos en +1B ➡Resultado en +030 $ hasta 245-265 $"
X Link 2024-07-31T22:18Z [---] followers, [--] engagements

"📢Resultados 2T [----] Vici Properties #VICI vs 2T [--] Ingresos: [---] B$ (+75%) ✅ Ingresos netos: [---] B (+10%) ✅ Tasa ocupacin: 100% ✅ AFFO por accin: [---] $ (+66%) ✅ Ratio de deuda: 54x ✅ Covenants: Holgados ✅ Pay out: 648% ✅"
X Link 2024-08-02T18:33Z [---] followers, [--] engagements

"Dividendos cobrados de CVS Health Bristol Myers y Verizon $CVS $BMY $VZ"
X Link 2024-08-05T20:52Z [--] followers, [---] engagements

"Mi cartera a 06/08/2024: $MCD sube [--] posiciones y entra en el Top [--] por mejora de valoracin $JNJ adelanta a $DGE"
X Link 2024-08-06T14:05Z [--] followers, [--] engagements

"📢Resultados 1S [----] Molson Coors $TAP vs 1S [----] Ventas: [-----] Mll. $ (+42%) ✅ Resultado neto: [----] Mll. $ (+53%) ✅✅ Margen: 1085% (sube [---] puntos) ✅ BPA GAAP: 299$ (+565%) ✅✅ BPA ajustado: [---] $ (+238%) ✅✅ Deuda neta: [-----] Mill. $ (-43%) ✅"
X Link 2024-08-06T16:07Z [--] followers, [--] engagements

"📢Resultados 2T [----] CVS Healthcare $CVS vs 1T [----] Ingresos: [---] Bill $ (+26%) ✅ Resultado operativo ajustado: [--] Bill $ (-165%)❌ BPA ajustado: [---] $ (-178%) ❌ Deuda neta: [---] Bill $ (sube [--] B desde 31/12) ❌"
X Link 2024-08-07T17:04Z [--] followers, [--] engagements

"Vendo el 30% de la posicin de Acerinox para tener algo de liquidez $ACX"
X Link 2024-08-27T13:30Z [---] followers, [--] engagements

"Actualizo cartera tras la compra de $JD y la venta parcial de Acerinox $ACX Verizon $VZ vuelve a entrar en el top 10"
X Link 2024-08-27T13:45Z [---] followers, [--] engagements

"Dividendo de Logista cobrado y cartera en mximos $LOG"
X Link 2024-08-29T19:46Z [---] followers, [--] engagements

"Cartera actualizada tras la compra de Indra $IDR Alibaba se cuela en el Top Ten $BABA"
X Link 2024-09-05T11:37Z [---] followers, [---] engagements

"@Inversor_40 Acabo de ampliar $EBRO un 10%"
X Link 2024-09-06T11:13Z [---] followers, [---] engagements

"🔥 Los [--] mximos contribuidores al resultado de mi cartera en Euros 1) $LOG 2) $BATS 3) $GCO 4) $VICI 5) $MCD"
X Link 2024-09-07T14:58Z [---] followers, [--] engagements

"Y los [--] mximos contribuidores en % de rentabilidad 1) $GCO 2) $BATS 3) $LOG 4) $VICI 5) $PYPL"
X Link 2024-09-07T15:01Z [---] followers, [--] engagements

"Reduzco un 21% la posicin en British American Tobacco a [----] Libras $BATS Sigo confiando en la compaa pero con las subidas ha superado el 10% de mi cartera y tocaba ajustar posicin. La siguiente ser Logista por el mismo motivo $LOG"
X Link 2024-09-11T13:15Z [---] followers, [--] engagements

"Dividendo de Johnson & Johnson cobrado $JNJ"
X Link 2024-09-12T05:14Z [---] followers, [---] engagements

"Reduzco un 15% la posicin en Logista a [----]. Sigue siendo la primera posicin de mi cartera pesaba ms del 11% del total y tocaba rebalancear posicin $LOG"
X Link 2024-09-12T13:30Z [---] followers, [--] engagements

"El rincn de los horrores de la cartera: 1) Gestamp -29% $GEST 2) CVS Health -19% $CVS 3) Verallia -18% $VRLA 4) Global Dominion -14% $DOM 5) Baidu -13% $BIDU"
X Link 2024-09-19T08:00Z [---] followers, [----] engagements

"🎯 Radar de esta semana: Louis Vutton $LVMH $MC Verallia $VRLA Moncler $MONC Diageo $DGE Repsol $REP"
X Link 2024-09-22T12:12Z [---] followers, [---] engagements

"Dividendo cobrado de Molson Coors $TAP"
X Link 2024-09-24T13:30Z [---] followers, [---] engagements

"Amplo Ebro Foods otro 36% ms a [----]. En mi opinin est acumulando bastante valor en este largo lateral y debera terminar saliendo al alza $EBRO"
X Link 2024-09-27T15:07Z [----] followers, [----] engagements

"@bikersoy Precisamente el exdividend fue hoy con lo cual el ltimo da para recibir el dividendo fue ayer. Salvo error mo claro 😃"
X Link 2024-09-27T20:02Z [---] followers, [---] engagements

"Dividendos cobrados de Kraft Heinz y Ebro Foods $KHC $EBRO"
X Link 2024-10-01T06:46Z [---] followers, [---] engagements

"@cajurite Y de hecho en acciones USA o OK es bastante habitual dado que el exdividend es con semanas de antelacin al pago (a diferencia de Espaa donde es 2-3 das antes)"
X Link 2024-10-03T07:00Z [---] followers, [--] engagements

"Y as queda la cartera con la incorporacin de Celsius $CELH"
X Link 2024-10-04T16:29Z [---] followers, [--] engagements

"Actualizo [--] das despus: 1) Gestamp -26% $GEST 2) Verallia: -15% $VRLA 3) Dominion -13% $DOM 4) CVS Health -9% $CVS 5) UPS -7% $BIDU se ha dado la vuelta a muy verder en este tiempo El rincn de los horrores de la cartera: 1) Gestamp -29% $GEST 2) CVS Health -19% $CVS 3) Verallia -18% $VRLA 4) Global Dominion -14% $DOM 5) Baidu -13% $BIDU https://t.co/6WONIGi910 El rincn de los horrores de la cartera: 1) Gestamp -29% $GEST 2) CVS Health -19% $CVS 3) Verallia -18% $VRLA 4) Global Dominion -14% $DOM 5) Baidu -13% $BIDU https://t.co/6WONIGi910"
X Link 2024-10-06T15:05Z [---] followers, [---] engagements

"@PhDividends Veo varias en tu porfolio en las que se podra reinvertir sin mucho riesgo a precios actuales como $WPC $LOG $BATS $VRLA"
X Link 2024-10-07T06:22Z [---] followers, [--] engagements

"Dividendo de VICI cobrado $VICI"
X Link 2024-10-07T13:30Z [---] followers, [---] engagements

"@nataninvesting Thanks this is always difficult to know if is right or not. You sell part and it can rise to the moon later 😉"
X Link 2024-10-08T07:05Z [---] followers, [--] engagements

"@nataninvesting Its progressive by sections: * 19% the first [-----] * 21% 6.000-50.000 * 23% 50.000-200.000 * 26% [-------] For you I read is always 26%. Where are you from"
X Link 2024-10-08T07:21Z [---] followers, [--] engagements

"Radar de la semana: * Volkswagen $VOW3 * Teleperformance $TEP * Mercedes-Benz Group $MBG * Altria $MO * Pepsico $PEP"
X Link 2024-10-15T06:00Z [---] followers, [---] engagements

"💥 Resultados Johnson & Johnson 3T [----] vs 3T [----] $JNJ Ingresos: [---] B$ (+52%) ✅ Margen bruto: 690% (baja 01)🟰 Resultado neto ajustado: [--] B$ (-133%)❌ EPS ajustado: 242$ (-90%)❌ FCF: [--] Bill$ (+17%) ✅ 478% de acciones en circulacin que hace un ao✅"
X Link 2024-10-15T17:08Z [----] followers, [---] engagements

"Vuelvo a abrir posicin de LVMH a [---]. En el recorte anterior tambin inici pero subi tan bruscamente que me venci la tentacin y la liquid $MC"
X Link 2024-10-16T14:29Z [---] followers, [--] engagements

"La cartera actualizada tras los movimientos de hoy: Venta parcial de $CAF Inicio de posicin en $ASML Inicio de posicin en $MC $LVMH"
X Link 2024-10-16T16:30Z [---] followers, [--] engagements

"Dividendo de Diageo cobrado $DGE $DEO"
X Link 2024-10-18T09:28Z [---] followers, [--] engagements

"Anticipo de resultados de Global Dominion $DOM La deuda le asfixia (+40% incremento de gastos financieros se come las ganancias del trimestre). Debe vender activos el primero PE Cerritos en Mxico para reducir deuda y generar extraordinarios A las 15:30 h amplo"
X Link 2024-10-23T08:45Z [---] followers, [---] engagements

"Compro Volkswagen a [----] $VOW $VOW3"
X Link 2024-10-28T14:00Z [---] followers, [---] engagements

"Avance resultados 3T [----] $ACX Flojos ventas EBITDA y resultado a la baja ❌Cash flow libre 9M negativo: [--] Mll. y reparti [---] Mll. en dividendos 💣Cuando se cierre la compra prevista subir la deuda ❓Dividendo sin cash flow A este precio es ms efectivo recomprar"
X Link 2024-10-29T10:10Z [---] followers, [---] engagements

"Compro Continental a [----] $CON"
X Link 2024-10-29T13:15Z [---] followers, [---] engagements

"Y as queda la cartera tras la incorporacin de Continental $CON"
X Link 2024-10-29T18:00Z [---] followers, [---] engagements

"📢Resultados 3T [----] Kraft Heinz $KHC vs 3T [----] Ventas: [--] B$ (-28%)❌ Margen bruto: [--] B$ (-22%)❌ Margen ajustado: 343% (+03 puntos)✅ Resultado operativo ajustado: 13B$ (+13%) ✅ BPA ajustado: 075$ (+42%)✅ FCF YTY: 2B$ (+97%)✅ Deuda: [---] B$🟰"
X Link 2024-10-30T14:37Z [---] followers, [---] engagements

"Resultados 3T [----] Kraft Heinz $KHC Guidance: mantienen resultado previsto entre [---] y [---] $. 💵 Cotiza a PER [--] ✅Recompras de 035B$ efectuadas. Reduccin del 15% de acciones en circulacin en [--] meses"
X Link 2024-10-30T14:42Z [---] followers, [---] engagements

"📢Resultados 9M Volkswagen $VOW $VOW3 vs 9M [----] Ventas: [---] B (+1%)✅ Resultado operativo: [---] B (-21%)❌ Margen operativo: 54% (subyacente 65%) Resultado neto: [--] B (-31%)❌ BPA: [----] (-33%)❌ Vehculos vendidos: [--] M (-4%)❌ FCF: [--] B (-34%)❌"
X Link 2024-11-01T18:40Z [---] followers, [---] engagements

"📢Resultados 9M Repsol $REP vs 9M [----] Ventas: [---] B (-2%)❌ EBITDA: [--] B Resultado neto: [--] B (-36%)❌❌ Resultado ajustado: [--] B (-30%)❌❌ FCO: [--] B✅ FCL: [---] B❌ Deuda neta: [--] B$✅"
X Link 2024-11-01T18:58Z [---] followers, [---] engagements

"📢Resultados 3T [----] Vici Properties $VICI vs 3T [--] Ingresos: [---] M$ (+67%) ✅ Ingresos netos: [---] M$ (+317%)✅ Tasa ocupacin: 100%✅ AFFO por accin: [---] $ (+49%)✅ Ratio de deuda: 54x✅ Covenants: Holgados✅ Pay out: 759% Guidance 2024: AFFO 225-226$"
X Link 2024-11-02T12:51Z [---] followers, [---] engagements

"📢Resultados 3TM [----] LyondellBasell $LYB vs 3T [----] Ventas: [---] B$ (-29%) ❌ EBITDA: [--] B$ (-134%)❌ Resultado neto: [--] B$ (-233%)❌❌ EPS: [---] $ (-236%)❌❌ CFO: [--] B$ DN/EBITDA: 19x"
X Link 2024-11-02T16:50Z [---] followers, [---] engagements

"💰Dividendos cobrados de Bristol-Myers Squibb💊 Verizon 📞y CVS Health😷 (pstumo en este caso ya que vend toda la posicin recientemente⚰) $BMY $VZ $CVS"
X Link 2024-11-05T10:10Z [---] followers, [---] engagements

"📢Resultados 3TM [----] Continental $CON vs 3T [----] Ventas: [--] B (-4%)❌ EBITDA: [-----] M (+196%)✅ EBIT ajustado: [---] M (+36%)✅ Margen EBIT: 89% (+260 puntos)✅ Res. neto: [---] M$ (+63%)✅ BPA: [---] (+63%)✅ FCF: [---] M (-31%)❌ DN: [-----] M (-64%) ✅"
X Link 2024-11-11T14:00Z [---] followers, [---] engagements

"@ProfesorDiv Entro en X a buscar el motivo de la subida de $BMY Nada ms abrir mi primer mensaje en el Timeline es este que lo explica me lee el pensamiento X Gracias @ProfesorDiv"
X Link 2024-11-11T15:00Z [---] followers, [----] engagements

"Corazn dividido a quin quieres ms a pap o a mma $BMY $CON 🚀Bristol-Myers Squibb +10% ✅ 🚀Continental +10% ✅"
X Link 2024-11-11T15:07Z [---] followers, [---] engagements

"Recorto un 20% la posicin en Bristol Myers Squibb a 6017$ aprovechando el tirn alcista de hoy $BMY"
X Link 2024-11-11T18:46Z [---] followers, [---] engagements

"@jorgeinversorr Movimiento similar he hecho hoy con $BMY"
X Link 2024-11-11T20:13Z [---] followers, [---] engagements

"Cartera actualizada tras reducir Bristol-Myers Squibb y aumentar Pfizer $BMY $PFE"
X Link 2024-11-13T19:12Z [----] followers, [---] engagements

"@cajurite Gajes del oficio. Ahora bien si hacemos correr la voz de que han actualizado la frmula de sus vacunas y ahora contienen microchips de Elon Musk en vez de los de Bill Gates podra irse to the moon 😅"
X Link 2024-11-15T10:41Z [---] followers, [---] engagements

"Y as queda la cartera tras reducir Logista y ampliar LVMH y ASML $LOG $ASML $MC $LVMH"
X Link 2024-11-15T17:00Z [---] followers, [---] engagements

"📢Resultados 2T 2024/25 Alibaba $BABA vs 2T 2023/24 Ventas: [---] B$ (+5%)✅ EBITDA ajustado: [--] B$ (-5%)❌ Resultado operativo: [--] B$ (+63%)✅ Resultado non-GAAP por ADR: [---] $ (-4%)❌ FCF: [---] B$ (-70%)❌ Caja: [---] B$✅"
X Link 2024-11-15T18:04Z [---] followers, [---] engagements

"📢 Resultados 3T [----] Baidu vs 3T [----] $BIDU Ventas: [--] B$ (-3%)❌ EBITDA ajustado: [----] B$ (-8%)❌ Margen EBITDA ajustado: 26% (-200 ptos)❌ Res. neto: [---] B$ (14%)✅ Res. neto non GAAP: [---] Mll. (-19%)❌ BP ADR: 308$ (19%)✅ BP ADR non GAAP: 237$ (-19%)❌"
X Link 2024-11-22T15:42Z [---] followers, [---] engagements

"Amplo 100% LyondellBasell a 7798$ $LYB"
X Link 2024-12-04T19:17Z [---] followers, [---] engagements

"Amplo 33% la posicin de Johnson & Johnson a 1498099$ $JNJ"
X Link 2024-12-05T17:45Z [---] followers, [---] engagements

"Vendo Celsius a [----] $ $CELH"
X Link 2024-12-12T19:12Z [---] followers, [---] engagements

"@LibertyDividend Que tal vez (por lo que sea) se corresponda con $JNJ"
X Link 2024-12-17T07:09Z [---] followers, [--] engagements

"Amplo 67% Merck & Co a 988999$ $MRK"
X Link 2024-12-19T17:10Z [---] followers, [---] engagements

"Amplo Acerinox 43% a [----] $ACX"
X Link 2024-12-19T17:20Z [---] followers, [---] engagements

"Amplo 31% LyondellBasell a 7327$ $LYB"
X Link 2024-12-19T17:50Z [---] followers, [---] engagements

"Actualizacin de cartera que probablemente sea la ltima del ao dado que esta semana he agotado la liquidez. Movimientos desde la anterior: -63% Verallia $VRLA +67% Merck & Co $MRK +43% Acerinox $ACX +70% Schroders $SDR +50% Alibaba $BABA +31% LyondellBasell $LYB"
X Link 2024-12-21T09:15Z [---] followers, [---] engagements

"@LibertyDividend"
X Link 2025-01-08T19:02Z [---] followers, [---] engagements

"Menuda subida de $LVMH $MC"
X Link 2025-01-16T09:03Z [---] followers, [---] engagements

"Vamos para bingo con Ebro Foods $EBRO Un tramo de subida por favor 😀"
X Link 2025-01-28T20:39Z [---] followers, [--] engagements

"Amplo 56% en Repsol a [-----] $REP"
X Link 2025-02-03T19:07Z [---] followers, [---] engagements

"Guidance [----] Mondelez $MDLZ Ventas: +5% BPA: -10% impactado por subida del cacao FCF: [--] B$ Recompras: [--] B$"
X Link 2025-02-06T07:46Z [---] followers, [---] engagements

"Guidance [----] Bristol-Myers Squibb $BMY Ingresos [---] B$ BPA non GAAP: [---] - [---] $ Reduccin de deuda Medicamentos Growth superan a Legacy"
X Link 2025-02-07T07:31Z [---] followers, [---] engagements

"📢Resultados [----] Merck $MRK vs [----] Ventas: [---] B$ (+7%) ✅ Margen bruto %: 763% (+310 pb) ✅ Resultado neto ajustado: [---] B$ (+507%) ✅✅✅ BPA: 674$ (+4.814%) ✅✅✅ BPA ajustado: 765$ (+507%) ✅✅✅"
X Link 2025-02-09T16:17Z [---] followers, [---] engagements

"Guidance [----] $MRK Ventas: [---] - [---] B$ BPA ajustado: [---] - [---] $ 💵 PER = 9"
X Link 2025-02-09T16:19Z [---] followers, [---] engagements

"Vendo Baidu a 934601$ $BIDU"
X Link 2025-02-10T18:40Z [---] followers, [---] engagements

"📢Resultados [----] Verallia $VRLA (comparado con 2023) Ventas: [--] B (-115%) ❌ EBITDA ajustado: [---] M (-24%)❌ Margen EBITDA: 244% (-401 pb)❌ Res. neto: [---] M (-498%)❌ BPA: [---] (-50%)❌ DN: [---] B (+433 M)❌ DN/EBITDA: [--] (+09)❌ FCF: [---] M❌"
X Link 2025-02-25T18:00Z [---] followers, [---] engagements

"Guidance [----] Verallia $VRLA EBITDA: Similar a [----] FCF: [---] M"
X Link 2025-02-25T18:05Z [---] followers, [---] engagements

"Guidance 2024-2026 Dominion $DOM Ventas: +5% CAGR EBITDA: +7% CAGR CFO: +9% CAGR"
X Link 2025-02-26T17:25Z [---] followers, [---] engagements

"Resultados [----] de Global Dominion (comparado con 2023) $DOM Ventas: [-----] M (-3%)❌ EBITDA: [----] M (+4%)✅ Margen EBITDA: 131% (+90 pb)✅ Costes financieros: 347M (+98%)❌ Res neto: [---] M (-30%)❌❌ Deuda neta: [----] M (+108 M)❌❌ DN/EBITDA: [--] ✅"
X Link 2025-02-26T17:30Z [---] followers, [---] engagements

"Amplo 71% Paypal a 700899$ $PYPL"
X Link 2025-02-28T19:30Z [---] followers, [---] engagements

"@AlejandroHRFin Misma historia para (Dennis) Schroders"
X Link 2025-03-05T19:28Z [---] followers, [--] engagements

"📢Resultados [----] Continental $CON vs [----] Ventas: [---] B (-41%)❌ EBITDA: [--] B (+102%)✅ EBIT ajustado: [--] B (+66%)✅ Margen EBIT: 68% (+70 pb)✅ Res. neto: [--] B (+10%)✅ BPA: [---] (+10%)✅ FCF: [---] B (-186%)❌ DN: [-----] M (-81%)✅"
X Link 2025-03-08T16:39Z [---] followers, [---] engagements

"Continental Guidance [----] $CON Ventas: [--] - [--] B Margen EBIT ajustado: [--] - 75% FCF ajustado: [--] - [--] B"
X Link 2025-03-08T16:41Z [---] followers, [---] engagements

"📢Resultados [----] $JD vs [----] Ventas: [----] B$ (+68%)✅ Res operativo: [--] B$ (+488%)✅ Margen operativo: 33% (+90 pb)✅ Res neto: [--] B$ (+711%)✅ BPA por ADR: 426$ (+401%)✅ BPA non GAAP por ADR: 368$ (+764%)✅ FCF: [--] B$ (+76%)✅ http://JD.com http://JD.com"
X Link 2025-03-08T17:11Z [---] followers, [---] engagements

"Compro Novo Nordisk a [----] (531 DDK) $NOVO"
X Link 2025-03-14T17:30Z [---] followers, [---] engagements

"Crown Castle Guidance [----] $CCI AFFO: [---] - [---] B$ AFFO por accin: [---] - [---] $ Venta de negocio fibra en [--] B$ Previsto para 1S [----] Futuro plan de recompras 3B$ (aprox 6% acciones)"
X Link 2025-03-16T19:49Z [---] followers, [---] engagements

"@cajurite Bye bye the Celsius buy in Granada bay"
X Link 2025-03-29T11:30Z [---] followers, [---] engagements

"Compro Alexandria a 918799$ $ARE"
X Link 2025-04-02T17:40Z [---] followers, [----] engagements

"Vendo Mondelez a 6786$ $MDLZ"
X Link 2025-04-03T18:17Z [---] followers, [---] engagements

"Amplo 42% UPS a 1008699$ $UPS"
X Link 2025-04-03T18:57Z [---] followers, [---] engagements

"Compro Acerinox a [----] $ACX"
X Link 2025-04-04T07:48Z [---] followers, [---] engagements

"Compro Schroders a [----] Libras $SDR"
X Link 2025-04-08T07:50Z [---] followers, [---] engagements

"@Amaensanchaalma He ido comprando o ampliando Alphabet T-Rowe Price Alexandria LVMH Acerinox y Schroders"
X Link 2025-04-08T08:50Z [---] followers, [--] engagements

"📢 Resultados 1T [----] Repsol vs 1T [----] $REP (en ) Ventas: [--] B (-5%)❌ EBITDA: [--] B (-26%)❌ Res. neto: [---] M (-62%)❌ Res. ajustado: [---] M (-50%)❌ BPA: [---] (-62%)❌ FCO: [--] B (-16%)❌ FCL: [--] M (1T [----] negativo)✅ Deuda neta: [--] B (+08B desde 31/12)❌"
X Link 2025-05-04T08:30Z [---] followers, 15K engagements

"📢 Resultados 1T [----] Merck vs 1T [----] $MRK Ventas: [---] B$ (-2%)❌ Margen bruto ajustado: 822% (+100 pb)✅ Resultado neto: [--] B$ (+7%)✅ Resultado neto ajustado: [--] B$ (+6%)✅ BPA: 201$ (+7%)✅ BPA ajustado: 222$ (+7%)✅ 📣Reduce ligeramente guidance para 2025"
X Link 2025-05-04T16:42Z [---] followers, [---] engagements

"📢 Resultados 1T [----] UPS vs 1T [----] $UPS Ventas: [---] B$ (-07%)❌ Resultado operativo ajustado: [--] B$ (+09%)✅ Margen operativo ajustado: 82% (+20 pb)✅ BPA ajustado: 149$ (+4%)✅ FCF: [--] B$✅ Recompras: [--] B$ en el 1T(lo previsto para todo 2025)"
X Link 2025-05-04T17:05Z [---] followers, [---] engagements

"📢 Resultados 1T [----] Kraft Heinz vs 1T [----] $KHC Ventas: [--] B$ (-47%)❌ % Margen ajust.: [---] (-10 pb)❌ Resultado operativo ajustado: [--] B$ (-44%)❌ BPA ajustado: 062$ (-101%)❌ FCF: [---] M$ (+1%)✅ Deuda neta: [---] B$🟰 DN/EBITDA: 29x🟰"
X Link 2025-05-06T16:15Z [---] followers, [---] engagements

"📢 Resultados 1T [----] Acerinox vs 1T [----] $ACX Ventas: [-----] M (+5%)✅ EBITDA: [---] M (-8%)❌ Margen EBITDA: 7%🟰 EBIT: [--] M (-26%)❌ Res. neto: [--] M (-80%)❌❌❌ BPA: [---] (-80%)❌❌❌ CFO: [--] M (-47%)❌ Deuda neta: [--] B DN/EBITDA: 29x (+24x)"
X Link 2025-05-11T14:13Z [---] followers, [---] engagements

"📢 Resultados 1T [----] Global Dominion vs 1T [----] $DOM Ventas: [---] M (-7%)❌ EBITDA: [---] M (+3%)✅ Margen EBITDA: 136% (sube [---] pb)✅ Resultado financiero: [----] M (+137%)❌ Resultado neto: [--] M (+25%)✅ * Comparado sin considerar las desinversiones de 2024"
X Link 2025-05-11T14:55Z [---] followers, [---] engagements

"📢 Trading Update 1T [----] Schroders vs 1T [----] $SDR (en Libras) Activos bajo gestin a 31/03: [----] B (-26%)❌ Flujo de capital neto: [---] B❌ Flujo de capital neto excluidas joint ventures y asociados: [--] B✅ Flujo de capital joint ventures y asociados: [---] B❌"
X Link 2025-05-11T16:00Z [---] followers, [---] engagements

"📢 Resultados 1T [----] continental vs 1T [----] $CON Ventas: [--] B (-08%)❌ EBITDA: [---] M (+27%)✅ EBIT ajustado: [---] M (+218%)✅✅ Margen EBIT: 66% (+450 pb)✅✅ Res. neto: [--] M (prdidas 2024)✅ BPA: 034✅ FCF: [----] M (+73%)✅ DN: [-----] M (-22%)✅"
X Link 2025-05-12T11:21Z [---] followers, [---] engagements

"📢 Resultados 1T [----] Novo Nordisk vs 1T [----] $NOVO (en DKK) Ventas: [---] B (+19%)✅ Res. bruto: [---] B (18%)✅ Margen bruto %: 835% (-130 pb)❌ Res. operativo: [---] B (+22%)✅ Res. neto: [---] B (+14%)✅ BPA: [---] DKK (+15%)✅ FCF: [--] B✅ Reduce un poco guidance"
X Link 2025-05-13T16:00Z [---] followers, [---] engagements

"Resultados 2024/25 Alibaba vs 2023/24 $BABA Ventas: [----] B$ (+6%) ✅ EBITDA ajustado: [---] B$ (+5%)✅ Resultado operativo: [---] B$ (+24%)✅ Resultado ajustado por ADR: 901$ (+5%)✅ FCF: [---] B$ (-53%)❌ Caja neta: [---] B$ Recompras: 51% acciones amortizadas [--] ao"
X Link 2025-05-25T09:05Z [---] followers, [---] engagements

"📢 Trading update 3T 2024/25 Diageo vs 3T 2023/24 $DGE Ventas: [--] B$ (+29% reportado)✅ Ventas orgnicas: +59% (28% volumen 31% precio/mix)✅ Nuevo guidance DN/EBITDA: [--] - 35x❌ Retrasa el objetivo DN/EBITDA [--] - [--] para 2028❌"
X Link 2025-05-25T11:24Z [---] followers, [----] engagements

"Trading Update 2T 2024/25 British American Tobacco $BATS $BTI Ingresos: entre +1 y +2% (antes +1%) Resultado ajustado: Entre +15 y +25% Vuelta al crecimiento en USA DN/EBITDA entre [--] y 25x para 31/12/2026 Recompras de [-----] Mll. Libras en 2025"
X Link 2025-06-06T17:13Z [---] followers, [---] engagements

"Compro Rio Tinto a [----] Libras $RIO"
X Link 2025-06-20T14:50Z [---] followers, [---] engagements

"Vendo Nike a 7182$ Euros $NKE RESULTADO: -09% TIR: -35%"
X Link 2025-06-27T15:57Z [---] followers, [----] engagements

"Compro Sanofi a [----] $SAN"
X Link 2025-06-27T17:44Z [---] followers, [---] engagements

"Resultados 1T 2025/2026 Constellation Brands vs 1T 2024/25 $STZ Ventas: [--] B$ (-4%) ❌ Margen operativo: 284% (-700 pb) ❌❌❌ Res. operativo: [--] B$ (-11%) ❌ Res. neto: [--] B$ (-12%) ❌ BPA: 322$ (-10%) ❌ FCF: [---] B$ ✅ CFO: [---] B$ ✅ * Datos comparables"
X Link 2025-07-05T18:49Z [---] followers, [---] engagements

"Vendo Schroders a [---] Libras $SDR RESULTADO: 214% TIR: 807%"
X Link 2025-07-15T16:15Z [---] followers, [---] engagements

"📢Resultados 2T [----] ASML vs 2T [----] $ASML Ventas: [--] B (+23%)✅✅ Margen bruto: [--] B (+29%)✅✅ Margen bruto %: 537% (+220 pb)✅ Res. neto: [--] B (+45%)✅✅✅ BPA: [---] (+47%)✅✅✅ Net bookings: [--] B🟰 Recompras: [--] B (reduce 05% acciones)"
X Link 2025-07-20T16:05Z [---] followers, [---] engagements

"📢Resultados 2T [----] Pepsico vs 2T [----] $PEP Ventas: [---] B$ (+1%)✅ Res. operativo: [--] B$ (-11%)❌ Margen operativo: 16% (baja [---] pb)❌ Res. neto: [--] B$ (-59%)❌❌ BPA GAAP: 092$ (-59%)❌❌ BPA ajustado: 212$ (-5%)❌ * Excluido impairment [--] B$ salvo res. neto"
X Link 2025-07-20T17:33Z [---] followers, [---] engagements

"Compro (el 22/07) Lockheed Martin a 41758$ $LMT"
X Link 2025-07-24T09:00Z [---] followers, [---] engagements

"Amplo 40% ASML a [----] $ASML"
X Link 2025-07-25T15:34Z [---] followers, [---] engagements

"Recorto un 27% en British American Tobacco a [----] Libras $BATS $BTI RESULTADO: 676% TIR: 501%"
X Link 2025-07-25T15:36Z [---] followers, [----] engagements

"Actualizo nuevamente la cartera con los ltimos movimientos realizados en el toque de campana de la semana en la bolsa europea: 🔼Ampliacin del 40% en $ASML 🔽Recorte del 27% en British American Tobacco $BATS $BTI"
X Link 2025-07-25T15:46Z [---] followers, [---] engagements

"📢Resultados 1S [----] Acerinox vs 1S [----] $ACX Ventas: [-----] M (+10%)✅ EBITDA: [---] M (-9%)❌ Margen EBITDA: 7% (-149 pb)❌ EBIT: [---] M (-25%)❌ Res. neto: [---] M❌😇 BPA: -007❌ CFO: [---] M (-44%)❌ Deuda neta: [--] B DN/EBITDA: 27x"
X Link 2025-07-26T15:40Z [---] followers, [---] engagements

"📢 Resultados 1S [----] Alphabet vs 1S [----] $GOOGL Ventas: [---] B$ (+14%)✅ Resultado operativo: [---] B$ (+14%)✅ Margen operativo: 32% (=) Resultado neto: [---] B$ (+19%)✅ BPA: 231$ (+22%)✅ FCF: [--] B$ (-61%)*❌ * Por inversiones en compra de inmuebles (data centers)"
X Link 2025-07-27T18:27Z [---] followers, [---] engagements

"📢 Resultados 1S [----] LVMH vs 1S [----] $LVMH $MC Ventas: [---] B (-4%)❌ Resultado operativo: [--] B (-15%)❌ Margen operativo %: 226% (-300 pb)❌ Resultado neto: [--] B (-22%)❌ CFO: [--] B (+29%)✅ Deuda financiera neta: [---] B (-16%)✅"
X Link 2025-07-28T17:05Z [---] followers, [----] engagements

"📢 Resultados 1S [----] Verizon vs 1S [----] $VZ Ventas: [--] B$ (+34%)✅ EBITDA ajustado: [---] B$ (+1%)✅ Res. neto: [---] B$ (+72%)✅ BPA: 234$ (+73%)✅ BPA ajust.: 234$ (+73%)✅ FCF: [--] B$ (+36%)✅ Deuda total: [---] B$ (-33B)✅ DN/EBITDA: 23x (mejora 02) ✅"
X Link 2025-07-28T18:44Z [---] followers, [---] engagements

"Vendo T Rowe Price a 10408$ $TROW RESULTADO: 76% TIR: 210%"
X Link 2025-08-07T18:50Z [---] followers, [---] engagements

"Compro Adobe a 36201$ $ADBE"
X Link 2025-09-22T15:05Z [---] followers, [---] engagements

"Cartera actualizada tras la compra de Adobe $ADBE"
X Link 2025-09-22T18:03Z [---] followers, [---] engagements

"@brines96 Llegada al objetivo previsto"
X Link 2025-10-09T18:40Z [---] followers, [---] engagements

"Mi radar para esta semana: Crown Castle $CCI Celsius $CELH Pepsico $PEP Ebro Foods $EBRO"
X Link 2024-10-06T16:01Z [----] followers, [---] engagements

"📢Resultados 12M 2023/24 Logista vs 12M 2022/23 $LOG Ingresos: [------] Mll. (+45%)✅ Ventas econmicas: [-----] Mll. (+43%)✅ Margen sobre V/E: 219% (+021 puntos)✅ Res. explotacin: [---] Mll. (+112%)✅ Res. neto: [---] Mll. (+132%)✅ BPA: [---] (+13%)✅"
X Link 2024-11-06T08:20Z [---] followers, [---] engagements

"📢 Resultados 9M [----] Elecnor vs 9M [----] $ENO Ventas: [-----] Mll. (-05%)❌ EBITDA: [---] Mll. (-383%)❌❌ BAI: 692% (-118%)❌ Resultado ordinario: [---] Mll. (-259%)❌ Res. extraordinario: [----] Mll. 🔥💥 Res. total: [----] Mll. (+1.167%)✅✅✅🔥🔥"
X Link 2024-12-09T11:26Z [----] followers, [---] engagements

"Elecnor: subidn y volumen disparado algn institucional comprando justo antes del megadividendo $ENO"
X Link 2024-12-12T11:06Z [----] followers, [----] engagements

"Radar de ampliaciones activado: Merck $MRK Alibaba $BABA Vici Properties $VICI Crown Castle $CCI LyondellBasell $LYB Schroders $SDR"
X Link 2024-12-19T07:43Z [---] followers, [---] engagements

"@REIT_Wolf Thanks for the idea. I agree you are right; in this case I've bought this company for the short term dividend. In case of $AMT falls enough I would add It to the portfolio"
X Link 2024-12-19T09:43Z [---] followers, [--] engagements

"Amplo Schroders un 70% a [----] Libras $SDR"
X Link 2024-12-19T17:30Z [---] followers, [---] engagements

"Vendo McDonalds a 3088201$ $MCD"
X Link 2025-02-10T18:25Z [---] followers, [---] engagements

"Guidance [----] $KHC Ventas: [--] a -25% Margen operativo: [---] a -4% BPA: [---] - 274$ ❌ Mal guidance con todo en claro descenso"
X Link 2025-02-16T10:41Z [---] followers, [---] engagements

"Guidance [----] $KO Ingresos: +5 - 6% Ingresos tras divisa: +3- 4% BPA: +2 - 3%"
X Link 2025-02-16T12:51Z [---] followers, [---] engagements

"Amplo 80% Randstad a [----] $RAND"
X Link 2025-02-24T18:00Z [---] followers, [---] engagements

"Recorto 37% la posicin de Johnson & Johnson a 1640301$ $JNJ"
X Link 2025-02-24T18:30Z [---] followers, [---] engagements

"Guidance [----] $CAF Ventas: Crecimiento cerca al doble dgito Mejora de rentabilidad DN/EBITDA: Estable"
X Link 2025-02-26T18:33Z [---] followers, [---] engagements

"📢 Resultados 1T [----] Alexandria vs 1T [----] $ARE Ingresos: [----] B$ (-14%)❌ Ocupacin: 917% (-29)❌ AFFO: [---] M (-29%)❌ Alquiler medio restante: [--] aos✅ AFFO por accin: 230$ (-21%)❌ DN/EBITDA: 59x (objetivo en 52)❌ Liquidez: [--] B$✅ Pay out: 57%✅"
X Link 2025-05-06T10:00Z [----] followers, [----] engagements

"📢 Resultados 6M 2024/25 Logista vs 6M 23/24 $LOG Ingresos: [-----] M (+35%)✅ Vtas. econmicas: [---] M (+56%)✅ Margen sobre V/E: 221% (-21 pb)❌ Res. explot: [---] M (+38%)✅ Res. financiero: [--] M (-40%)❌ Res. neto: [---] M (-54%)❌ BPA: [---] (-54%)❌"
X Link 2025-05-10T15:17Z [---] followers, [---] engagements

"📢 Resultados 1T [----] Compaa Auxiliar de Ferrocarriles vs 1T [----] $CAF Ventas: [-----] M (+11%)✅ EBIT: [--] M (+21%)✅ Margen EBIT: 51% (+40 pb)✅ Resultado neto: [--] M (+53%)✅✅✅ Contratacin: [-----] M (+356%)✅✅✅ 💥Resultados espectaculares"
X Link 2025-05-10T19:13Z [---] followers, [---] engagements

"📢 Resultados 1T [----] Vici Properties vs 1T [----] $VICI Ingresos: [----] M$ (+34%)✅ Res. neto: [----] M$ (-79%)❌ Tasa ocupacin: 100%✅ AFFO: [---] M$ (+56%)✅ AFFO por accin: 058$ (+43%)✅ Ratio de deuda: 53x✅ Covenants: holgados✅ Pay out: 745%✅"
X Link 2025-05-12T06:49Z [----] followers, [---] engagements

"📢 Resultados 1T [----] Randstad vs 1T [----] $RAND Ventas: [--] B (-42%)❌ Margen bruto: [--] B (-6%)❌ Margen bruto ajust.: 193% (-90 pb)❌ EBITA ajust.: [---] M (-15%)❌ Margen EBITA ajust.: 30%🟰 Res. neto: [--] M (-10%)❌ BPA: [---] (-9%)❌ FCF: [--] M✅"
X Link 2025-05-13T10:53Z [---] followers, [---] engagements

"Patn Investments presenta: cadveres en la cartera 😱😱😱 🔼Diageo: -28% $DGE 🔼Kraft Heinz: -25% $KHC 🔼LyondellBasell: -24% $LYB 🔼UPS: -21% $UPS 🔼Merck & Co: -20% $MRK 🔼Alexandria: -19% $ARE 🔼LVMH: -16% $MC $LVMH 🔼Novo Nordisk: -16% $NOVO 🔼Pepsico: -12% $PEP"
X Link 2025-07-12T17:00Z [---] followers, 11.7K engagements

"📢Resultados 9M 2024/25 Logista vs 9M 23/24 $LOG Ingresos: [-----] M (+48%)✅ Vtas. econmicas: [-----] M (+33%)✅ Margen sobre V/E: 211% (-92 pb)❌ Res. explot: [---] M (-17%)❌ Res. financiero: [--] M (-37%)❌ Res. neto: [---] M (-97%)❌ BPA: [---] (-10%)❌"
X Link 2025-07-17T17:53Z [---] followers, [----] engagements

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@AvutardaBolsa
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