Cómo INVERTIR en EMPRESAS COMPOUNDERS y SERIAL ACQUIRERS | ENTRE INVERSORES #18 ft DANIEL PORTÉ

🎁Blog Daniel: https://mrvalue.substack.com 🐥Twitter Daniel: https://twitter.com/danip96 🎁Web Adrià: https://turtlecapital.substack.com/ 🐥Twitter Adrià: https://twitter.com/adriarivero_ 🔥Recursos mencionados: RedEye: https://www.redeye.se/ REQ Capital: https://reqcapital.com/ Acquirers.com: https://www.acquirers.com/ ROIIC: https://research-doc.credit-suisse.com/docView?language=ENG&format=PDF&sourceid=csplusresearchcp&document_id=806230540&serialid=dBve3cH%2BHSFm1zoXnWVgkwZUHD2g0c1RqyUyHTE3o%2BM%3D&cspId=null Libros mencionados Expectations Investing: https://www.amazon.es/Ma-Maniere-DArbre-Alto-Instruments/dp/0231203047/ref=sr_1_1?adgrpid=57611098020&hvadid=601180061905&hvdev=c&hvlocphy=20270&hvnetw=g&hvqmt=e&hvrand=4496855439065842093&hvtargid=kwd-300765591485&hydadcr=414_2605563&keywords=expectations+investing&qid=1678816365&sr=8-1 The Outsiders: https://www.amazon.es/Los-outsiders-convencionales-radicalmente-racional/dp/8412432924/ref=sr_1_1?crid=8GVH6HTSMLO2&keywords=the+outsiders&qid=1678816478&sprefix=the+out%2Caps%2C154&sr=8-1 Lista empresas mencionadas con sus tickers Instalco (INSTAL) Topicus (TOI) Constellation Software (CSU) Tesis Constellation: https://mrvalue.substack.com/p/constellation-software-serial-acquieres RCI Hospitality (RICK) Tesis RCI: https://mrvalue.substack.com/p/rci-hospitality-la-lujuria-de-wall-3c1 SDI Plc (SDI) Tesis SDI: https://mrvalue.substack.com/p/sdi-serial-acquirer-en-uk Volati (VOLO) CVS (CVSG) Berkshire Hathaway (BRK.A) Transdigm (TDG) Lifco (LIFCOB) Teqnion (TEQ) Victoria Plc (VCP) Investor AB (INVEA) MTY Food (MTY) Dye&Durham (DND) Heico (HEI)