Azagala Capital

Email: [email protected] 💻Cuenta oficial del fondo Gestión Boutique VII Azagala. Código ISIN: ES0131444111

[Daniel Tello Rivero @dantelriv]

Enlace acceso a la carta:
https://t.co/uhGBUy0R4G

[Daniel Tello Rivero @dantelriv]

Nos complace compartir la carta semestral de 2025 de Azagala, incluye:
Situación del mercado
Tesis en Swatch $UHR: un breve resumen de nuestra visión sobre esta compañía y las oportunidades que identificamos.
Actualización sobre Zegona $ZEG y Triumph Financial $TFIN
Enlace👇

[Daniel Tello Rivero @dantelriv]

US Trucking Industry/Freight Ecosystem.
After a reasonable number of interviews with various industry experts, here are some initial notes (which will undoubtedly need to be improved and refined) on the market research on 14 platforms that serve the logistics and really the trucking industry.
We welcome any feedback from others platform users.

[Daniel Tello Rivero @dantelriv]

$NKR
Syncrolift AS has been awarded a
contract to deliver two ship transfer systems to Dubai Maritime City (DMC) for a 5M$ contract value.
The systems will be delivered in the beginning 2026.This latest contract where DMC has decided to buy two more transfer systems, follows an award in March 2024 for delivery of an identical ship transfer system to DMC. In addition, Syncrolift in September 2024 announced a comprehensive five-year service agreement with DMC for their shiplifts and transfer systems.

In December 2022, Syncrolift also received a USD 10 million letter of award to modernize two shiplift systems at DMC. These shiplifts has been successfully commissioned by the Syncrolift team.
https://t.co/8IQwpldQnA

[Daniel Tello Rivero @dantelriv]

$ZEG JM Garcia, CEO of Vodafone Spain, in an interview about his first 12 months and future.
- Financial Results: Revenue stabilization, especially Ebitda less capex.
- Next Year: Focus on "transformation," after a year of stabilization.
- Telefónica-Vodafone Spain Rumors: Dismissed as "somewhat unfounded information."
- Role in Netcos: Vodafone is a "key player" in asset valuation.

https://t.co/Ukb5zJQPmC

[Daniel Tello Rivero @dantelriv]

$WED.V $WEDXF
It's always been this way.
Only way to differentiate yourself in this niche is the ability to achieve higher returns for the same unit of risk.
That's why an alternative asset manager like Arena (4.4B in AUM as of June 25) is so valuable as it is not replicable.

[Daniel Tello Rivero @dantelriv]

It's all about finding the right company, with the right people, at the right price.

This is only easy to write, but it's only possible in very rare cases and always after tons of work.

[Daniel Tello Rivero @dantelriv]

$ZEG

Telefónica y MasOrange exploran la compra de Vodafone España de manera conjunta

https://t.co/azdRVqGnHm

[Daniel Tello Rivero @dantelriv]

$CLAR
Warren B. Kanders received approval to potentially increase his ownership to about 32.9% of the company’s shares, contingent upon certain conditions.

https://t.co/Ds3RPEhO5U

[Daniel Tello Rivero @dantelriv]

$IAC
Very clear and concise interview from @BoyarValue to Chris Halpin, Chief Operating Officer and Chief Financial Officer of IAC.
https://t.co/CQFdGm6Qqe

[Daniel Tello Rivero @dantelriv]

$IAC
"DDM had 60% of traffic coming from Google Search 3 years ago and now it's only 33%, while DDM has been growing its audience every quarter "
Neil Vogel DDM CEO
https://t.co/xkvgHsn74C

[Daniel Tello Rivero @dantelriv]

$IAC
Good summary of some of the “potential" catalysts to reduce IAC's undervaluation from Arkhouse.
More aggressive buybacks
M&A for DDM/Sale to a PE/Future spinoff
Sale of TURO
Future revaluation of MGM, a unique asset trading at a deep discount
https://t.co/OC0yocEq9d

[Daniel Tello Rivero @dantelriv]

$IAC
The shift is now very evident. More and more detail is being provided in investor presentations.

https://t.co/DJdSOCVgCt

[Daniel Tello Rivero @dantelriv]

This is actually my favorite, especially since the market barely gives it any value

[Daniel Tello Rivero @dantelriv]

Acceso a la carta:https://t.co/vXDGHY6KMk

English:https://t.co/b0VdWTbh9S

[Daniel Tello Rivero @dantelriv]

Compartimos nuestra carta anual de 2024

Junto a algunas reflexiones generales sobre la situación actual y la valoración de las pequeñas compañías, detallo nuestras tesis de inversion en las compañías Zegona y Triumph Financial
English version is also available in the tweet below

[Daniel Tello Rivero @dantelriv]

$NKR
Nekkar's subsidiary Techano Oceanlift has been awarded a contract by Hercules Supply AS to deliver an offshore 70-tonnes capacity crane.
https://t.co/djTobybmaW

[Semanal de Inversión @semanainversion]

Semanal de Inversión #85 con publicaciones (link en bio)
@CipresMomentum
@AldeaValue
@SlowDividend
@AzagalaCapital
@dantelriv
@WorldStockss
@ResGloStocks
@GaliciaInvestor
@HolyFinance
@MCantenys14
@TorrasLuis
@IcariaCap
@ValueInvestingS
@BiadiuDani
@AcrataOpciones
@VanguardEconomy
@10baggerproyect
@Invesquotes
@Dan1D1az
@em4947790

[Daniel Tello Rivero @dantelriv]

Enlace a la 2ª entrevista en Territorio Inversor
@WorldStockss @idafegonzalez @SualemBetancor Hablamos en detalle sobre como invertir en micro caps, situaciones especiales y credito,puede ser diferencial en momentos de caídas del mercado como el actual.
https://t.co/zfjozzuT7P

[Idafe González @idafegonzalez]

Lo prometido es deuda:

@dantelriv estará de vuelta (el martes) en Territorio Inversor, el podcast de @WorldStockss 🔥

Más de 30.000 escuchas la última vez que vino.

Hablamos sobre microcaps, special situation, inversión en crédito...

¡Y mucho más!

Aquí tienes un adelanto👇🏼