Miguel

[Miguel @pandabmu]

@madbuilders_ +1 please!

[Augustus Capital AM @augustusfunds]

🔵 Principales posiciones enero 2026:

1. Lab Rovi $ROVI
2. Aalberts NV $AALB
3. Assa Abloy $ASSA
4. Global Dom $DOM
5. Fresenius $FRE
6. Schneider Electric $SU
7. Roche Holding $RO
8. Puig Brands $PUIG
9. Merlin Properties $MRL
10. LVMH $MC

Síguenos para conocer la evolución.

[Miguel @pandabmu]

@hugomercierooo Twin

[Hugo Mercier @hugomercierooo]

𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗧𝘄𝗶𝗻 — 𝘁𝗵𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗯𝘂𝗶𝗹𝗱𝗲𝗿.
No setup. Secure. Infinitely scalable.

We just raised a $𝟭𝟬𝗠 𝘀𝗲𝗲𝗱.
After a beta with 𝟭𝟬𝟬,𝟬𝟬𝟬+ 𝗮𝗴𝗲𝗻𝘁𝘀 𝗱𝗲𝗽𝗹𝗼𝘆𝗲𝗱, we’re now opening to everyone.

RT and comment “Twin” — first agents on us. 👇

[Miguel @pandabmu]

@CarlosMoralesG_ [email protected]

[Miguel @pandabmu]

@The1FighterJET Didnt $ROO actually grow faster in UK 4Q23?

$ROO UK 7% vs $TKWY UK 5% (ccy)

[Miguel @pandabmu]

@RyanReeves_ Google doing 11bn/Q already. FY will be significantly above the 32bn

[Miguel @pandabmu]

@The1FighterJET At least they are growing orders >20% in the US, close to 30% in international with Wolt…pray they do not try to enter UK and/or aquire Deliveroo