GKC Research
Una newsletter sobre bolsa, negocios y economía.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 146 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | Language |  Spanish | |||
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gekkocapital.substack.comLatest Issues
Teqnion, luz al final del túnel?
Hoy os traemos al Substack un nuevo articulo en abierto sobre Teqnion, el serial acquirer sueco que ha pasado un par de años complicados y que parece estar remontando, pero queremos indagar de nuevo en el estado del grupo a ver si esa recup...
Movimientos en cartera - Julio 2026
Newsletter nº146
Esta semana hemos realizado varios movimientos en cartera, con una venta importante y también varias compras aprovechando la volatilidad del mercado estos días. Es en los días cuando más duele apretar el botón de comprar c...
Actualización de carteras a cierre de Q2-2026
Newsletter nº145
Ya hemos terminado el 2º trimestre de 2026 y es momento de darle un repaso al estado actual de nuestras carteras de acciones y de fondos a ver qué tal hemos terminado la 1º mitad del año.
OPA sobre Nagarro, fin del camino.
Hace justo una semana saltaba la sorpresa con “Gol en Las Gaunas” en Nagarro. El pasado viernes recibimos la noticia de que Persistent Systems había lanzado una OPA sobre Nagarro a 81 EUR/acción.
Justo en un momento en que las empresas de...
Mtron un año después
Newsletter nº 143
Hace algo más de un año publicamos en el Substack la tesis de inversión de Mtron Industries ($MPTI), una pequeña empresa de componentes de radiofrecuencia con sede en Orlando que pocos conocían. La idea era sencilla: nego...
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The writers behind this newsletter.
Ingeniero industrial e inversor privado.
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