Guillem Serra Verdaguer

[Guillem Serra Verdaguer @guillemserrav]

INNOSCRIPTA: $1INN
Market Cap: 700M €

Could AI kill INNOSCRIPTA business… or is it a hidden European SaaS gem? 🤔

Margins >60%, international expansion, and new tax incentives = huge upside… if they can navigate the risks!

Watch my take 👇
https://t.co/R3mVhXj92Y

[Guillem Serra Verdaguer @guillemserrav]

Now, what does all this mean for the country? Well, brace yourselves, because when you start printing money and devaluing your currency, things can get a bit rocky. But hey, on the bright side, the price of gold might just rise.

[Guillem Serra Verdaguer @guillemserrav]

Amundi Physical Gold ETC

$GOLD l FR0013416716
ETC is a security that tracks the price of gold and can be traded on a stock exchange.
Sources: The changing world order & Principles for Navigating Big Debt Crises by @RayDalio

[Guillem Serra Verdaguer @guillemserrav]

1️⃣ Austerity ➡️ Grumbling galore.
2️⃣ Debt Restructuring ➡️ Investor jitters.
3️⃣ Income Redistribution ➡️ Rich folks aren't fans.
4️⃣ Printing Money ➡️ Default go-to.

[Guillem Serra Verdaguer @guillemserrav]

This presents a compelling point to bring to investors' attention—the significant opportunity right in front of them 🧐

P.D. Management team owns 26% of the shares

[Guillem Serra Verdaguer @guillemserrav]

Pershing Square Holding, Ltd.

Ticker: $PSH
Market Cap: 9.78B USD
General Partner: @BillAckman
Business Model: Closed-end fund specializing in long-term investments within the United States, typically holding around 8 significant positions.

[Guillem Serra Verdaguer @guillemserrav]

What's the impact of these repurchases?
When we examine the NAV/share equation, we find two contributing factors: the NAV, influenced by the fund's investments, and the shares. By reducing the shares , we effectively boost the NAV value, consequently widening the NAV discount.