Nos complace compartir la carta semestral de 2025 de Azagala, incluye: Situación del mercado Tesis en Swatch $UHR: un breve resumen de nuestra visión sobre esta compañía y las oportunidades que identificamos. Actualización sobre Zegona $ZEG y Triumph Financial $TFIN Enlace👇

Is CTT starting the process to divest their bank? @GWInvestors The stock trades at 9x FCF already now on our estimates. But with the DHL deal part 1 and part 2 + an eventuel bank sale, this multiple will drop significantly

$IAC announced sale of https://t.co/WkZcmrMDBk for 320M $ to PE (close first half 2026). Barry Diller's on capital allocation: “Funds from divestitures of non-core assets likely directed toward share repurchases and/or increasing $MGM” Portfolio streamlining continues.

Del LBO perfecto al deal en bonos convertibles que cambia carreras. Máster Online Finanzas Corporativas IEB – abril 2026. Orgulloso de formar parte del claustro. EL máster top. 👉 https://t.co/cCyA3E4bCI +Info: gestion@ieb.es

Delighted to announce I have reached an agreement with the National Army Museum which will mean that my collection of Victoria Crosses and George Crosses - the largest in the world - will go on display there @NAM_London @VC_and_GC_Assoc

Few investors I know combine conviction and discipline the way he does. His work on $ZEG has been outstanding thoughtful, patient, asymmetric in all the right ways. Make the winners count. Protect the downside. Let compounding work. Well done, my friend.

$NKR +7% today. The market seems to finally be waking up and realising the enormous profit boost coming in 2026 and 2027 from the major Intellilift/Intelliwell contracts announced last Thursday

Private markets are consolidating. Big alternative managers are buying smaller specialist firms. They want everything in one place: insurance, credit, real assets, and secondaries. Funds are turning into giant capital platforms.

Thank you for your unwavering support! ​• Game of the Year • Most Valuable Creators • Voice Actor (Konatsu Kato) The judges and fans have spoken! SILENT HILL f took home 3 major awards in this year’s Famitsu Dengeki Game Awards. This distinction is undoubtedly the highest

$NKR InteliWell, the JV between Intellilift and Transocean,also secured a major agreement for drilling automation solutions on 11 offshore rigs. Installations are set to commence during the second quarter with one or more rigs to be deployed per quarter over a 30-month period

$WED.V $WEDXF The Westaim Corporation Announces Executive Leadership Appointments https://t.co/KscpJ16w2h “she played a key role in the firm’s transition from the Toronto Stock Exchange to the NASDAQ, including oversight of the U.S. listing process and S-4 filing”

$CTT.PT announced a new share repurchase program just now... The company likes to talk about being the 2nd fastest growing global player (in operating income), but what I think it should highlight more is that it has shrunk its share count faster than any other logistics co...

$CTT Correios de Portugal New share buyback amounting to the overall value of €30m. To be implemented until 30 April 2027, repurchasing a maximum of up to 5.5 million shares.

February saw gold rise 5%, on dip buying, a weaker dollar and softer Treasury yields. Could a return of the US dollar’s medium‑term downtrend potentially provide further support for gold prices?

$IAC Advertising companies are dead ? 👇🏻

https://t.co/wwqLq3ftKj

$NKR Syncrolift customers turn capex into real capacity and measurable productivity. At DMC, impact is tangible: ✅ +25% vessels berthed ✅ +25% shiplifting operations ✅ Lower energy use and carbon footprint

$NKR "We’ve had shipyards visit from the Middle East with real-world problems. Right here in Vestby, we’ve prototyped solutions that they took back and applied successfully." https://t.co/nLzYM1QomI

$NKR

When Canadian values are under attack, B’nai Brith stands up. Follow us.

Company Size ≠ Quality Size merely signals the number of investors who can afford to pay attention to a stock. Most people aren't looking for the best companies; they’re just looking for the ones they are allowed to buy. Market caps are filters, not quality grades.

$TFIN Another top 5 join the payments network https://t.co/ncFbAGzL6T

$ZEG 24 hours later, listening again to Zegona’s CEO Eamonn O'Hare, I’m still impressed. Clear thinking. Rare determination. The future isn’t easy to see, but with him, you know this journey will be remembered by shareholders as unique.

$ZEG.L Keep on BN*PRICED: VODAFONE SPAIN €1.665B TLB REPRICING AT E+225/PAR

2026, el año en que empezará a pasar de todo en las 'telecos' https://t.co/wGeHNlDrS1