António Ferreira

Hey 👋 I'm the local organizer of the 5th European Value Investing Conference, and I couldn't be more excited about what we've put together this year. Some of the world's top value investors are coming to Lisbon - and here's why you should join 👀

An updated view on the future expectations for $PNP.to investors. A detailed look at Pinetree Capital's holdings, valuation, and return scenarios. Available tomorrow morning.

Most recent episode of Value Investing with Legends podcast with Prof Kent Daniel. Kent is a superb academic and fantastic teacher. A treat for those interested in finance theory, especially behavioral issues. ⁦@CenterDodd⁩ ⁦@Columbia_Biz⁩ podcasts.apple.com/us/podcast/val…

My PDF/book on Fairfax has been updated (750 pages). New posts have been added. I've had lots of help from others, like @BrownMarubozu. Click the link to get a free copy. The companion Excel document with models is also there. $FFH.TO $BRK $MKL $CB $WRB thecobf.com/forum/topic/20…

LVMH just reported first half FY25 results. 🧵Here is everything you need to know from the $LVMH Q2 earnings report!⬇️

New memo out on $JDG.L. I don’t currently own this, but wanted to put out the summary memo from my research. seekingwinners.substack.com/p/judges-scien…

Always a pleasure learning from Seth Klarman. youtu.be/IPvTrsFDPvE?si…

$JDG.L

¡Hola! ✍️ Esta mañana 20.000 personas recibieron en su 📩 mis impresiones y análisis sobre los últimos resultados de Teqnion $TEQ, además de una actualización de su valor intrínseco. El artículo está abierto para todos, excepto el último párrafo reservado para suscriptores 🍊.…

I was a guest on CSI Chat with Scott Denneny, who asked lots of good questions. #37 - Chris Mayer youtu.be/4EvUJ4Ha7cM?si… via @YouTube

I had an amazing conversation with the GOAT @EightTrack180. We discussed how he built a $100M+ portfolio and explored two case studies, $THEON.AS and $NREST.ST. 🎧 Spotify: creators.spotify.com/pod/profile/va… 📺 YouTube: youtu.be/UPwAGQ2dgIM

Just added everything J.T. Fitzgerald from Kingsway Financial $KFS has said publicly, organized in a Q&A format by topic in our Content Library! See changes in communication over time and get a 360º overview of the company in just 98 minutes just signal. value-bridge.co/post/kingsway-…

Latest Joel Greenblatt interview... youtube.com/watch?v=FGIj4m…

30 minute interview w/ the CEO of $FIH.U ‘s flagship asset, BIAL, which is marked well below its fair value. It’s hard not to be a fan of Hari and the airport. $FFH.TO

Bill Ackman on $BN valuation "Considering the composition of BN’s future cash flows and using a weighted-average multiple, we anticipate Brookfield should generate 25%-plus compounded returns for shareholders, assuming conservative assumptions on an exit-multiple for the…

@spiltan Invest delårsrapport q2 finns nu på hemsidan spiltan.se . Kommenterar rapporten i artikeln (betalvägg) affarsvarlden.se/artikel/per-h-… Börjar nu också med återköp av den egna aktien.

Publicly traded family-controlled companies consistently generate greater long-term performance mainly due to a long-term investment focus, a greater aversion to risk and a heritage dimension

Working through this episode right now, but @BrentBeshore will be one of the defining finance/investing figures of the next era. Love his business philosophy.

🚨 Isto é mau demais para ser verdade! 🚨 A RTP, paga com os nossos impostos, tem a lata de meter num vídeo nazi contra André Ventura como líder da oposição e Rita Matias como líder da juventude CHEGA. 🤡 Ao mesmo tempo, lá admitem sem querer: se tirarmos os alunos…

After the CMD/AGM and long talks with Jan Mohr at the drinks/dinner afterwards, I believe this describes him at Chapters Group quite well. $CHG.DE

Thank you @Greenbackd and @farnamjake1 for having me on Value: After Hours. Take a look if you're interested in: ✅ $XPEL - Moat and management ✅ $TVK.TO - Reinvestment runway ✅ $JDG.L - Acquiring good businsses at 5x EBIT ✅ Scuttlebutt investing **Link in the first…