GKC Research
Una newsletter sobre bolsa, negocios y economía.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 144 | Founded | 5 years ago | Last Issue | 13 days ago |
| Active | Language |  Spanish | |||
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gekkocapital.substack.comLatest Issues
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...
Resultados Nagarro Q1-2026. Punto y final?
Hoy os traemos el análisis de los resultados del Q1-2026 de Nagarro y un update general a la empresa ya que llevamos desde diciembre sin dedicarle un artículo específico y ya iba tocando. Mil disculpas que no hemos podido publicar antes, pe...
IREN: Take off
Newsletter nº 141
Ha sido una semana en la cual IREN nos ha dado varios titulares relevantes que todavía tenemos que digerir y analizar bien para poder entender de qué estamos hablando y la dimensión que tienen. Será el momento del despegu...
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Ingeniero industrial e inversor privado.
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