Alaminos Inversiones

Capital, Commentary and Investments.

[Alaminos Inversiones @AlaminosInv]

Well, $ONON at $29 looks very tempting

[Alaminos Inversiones @AlaminosInv]

In 2025 Kodak surpassed Fujifilm in film usage in Japan - Fuji's home turf.
Source: film-photo

[Alaminos Inversiones @AlaminosInv]

Eastman Kodak's wide moat is their manufacturing campus. Simply can not be replicated. $KODK

[Kodak @Kodak]

#DidYouKnow?

#Kodak’s Eastman Business Park is one of the largest U.S. industrial #manufacturing campuses, spanning 1,200 acres with 13 miles of railroad and generates $2B+ in manufacturing revenue.

#MadeIntheUSA #KodakInnovation

[Alaminos Inversiones @AlaminosInv]

As the Fed funds rate climbed from near zero in 2021 to above 5% in 2024, the number of new paper bills the government ordered printed each year fell from roughly 7.6 billion to about 4.4 billion
Source: Apollo

[QE Infinity @StealthQE4]

This is excellent:

Rick Santelli on the soaring issuance of Treasury debt and the challenges/repercussions of it:

Good stuff:

[Alaminos Inversiones @AlaminosInv]

Scott Bessent has been muzzled and kept off air for some reason. If he quits his job it will not be good for the economy nor the markets.

[Kalani o Māui @MauiBoyMacro]

“Pending home sales in July. The second lowest level in history.” 👇🏼

- Charles Schwab

[Alaminos Inversiones @AlaminosInv]

@MayorJoeQuimby @Amanda_Goodall what is there moat?

[Alaminos Inversiones @AlaminosInv]

Stocks trading at under fair value.

Source: Morningstar

[Alaminos Inversiones @AlaminosInv]

Morningstar on $MELI : MercadoLibre has has dropped 20.49% over the past year. The stock’s fair value estimate rose to $2,250 per share from $2,150 during the week. It ended the week trading at an 18% discount to its new fair value estimate, with an Uncertainty Rating of High.

[Amanda Goodall @Amanda_Goodall]

$KODK Kodak spent a year cutting the old company down. Now I’m looking thru my data sets and it is stacking scientists, engineers, battery/coating and advanced-materials talent without really growing headcount. Kinda crazy really… Then Q2 shows up: revenue +18%, gross profit +61%. Tough to ignore.

[Alaminos Inversiones @AlaminosInv]

@rickjeff78 Step down or impeached?

[Alaminos Inversiones @AlaminosInv]

Eastman Kodak – A Picture Perfect Growth Story $KODK https://t.co/xUy7DjRITS

[Alaminos Inversiones @AlaminosInv]

Eastman Kodak – A Picture Perfect Growth Story will be published on Monday morning. $KODK

[Alaminos Inversiones @AlaminosInv]

Funds that have added to their existing Eastman Kodak $KODK position in Q2 2026 according to 13-F filings

[Alaminos Inversiones @AlaminosInv]

Funds that have initiated a position in Eastman Kodak $KODK in Q2 2026 according to 13-F filings

[Evan @StockMKTNewz]

Here's Bill Ackman's $19.5 Billion portfolio

[Alaminos Inversiones @AlaminosInv]

@kejca Surprising

[Alaminos Inversiones @AlaminosInv]

Berkshire not investing in $FNMA as expected

[Alaminos Inversiones @AlaminosInv]

Berkshire buying Lennar and DR Horton. Time to look closer at homebuilders. $LEN $DHI