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Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.
The academically fascinating Tesla
Solaria – Intrinsic Value Update (March 2026)
Solaria delivered strong audited results for 2025, reporting €303M in revenue, €266M EBITDA and €137M net income. The company also reached 3.1 GW of installed capacity and continues to expand its renewable infrastructure platform.Read more
The "AI Fear" Arbitrage Opportunity
Amadeus IT (AMS.MC): The "AI Fear" Arbitrage Opportunity Current Price: ~€48.84 | Target Range: €62.00 – €75.00 | View: Strong Buy / Accumulate The market has priced Amadeus as a "terminal decline" asset due to fears of AI disintermediation. However, operational reality contradicts this narrative.Read more
EU#7 - From Aprons in Galicia to the World’s Most Efficient Fashion Machine
Inditex: From Aprons in Galicia to the World’s Most Efficient Fashion Machine In 1963, in the rainy port city of A Coruña in northern Spain, a young man did not dream of runways, Paris fashion weeks, or luxury branding. He was not sketching haute couture.Read more
Banco de Sabadell to shower investors in 2026 with up to 0.64€/share dividends
Concrete return plan: management unveiled a strategic plan to distribute €6.3 billion to shareholders between 2025–2027 (cash dividends + buybacks). comunicacion.grupbancsabadell.com • Ordinary dividend guidance: the bank says ordinary cash dividends for 2025, 2026 and 2027 will exceed the 2024 gross dividend of €0.2044 per share (so market should expect >€0.2044 in 2026, per the plan).Read more
NBI Bearings Europe Revenue to Surge with 7.38% Growth
En el cierre de los nueve primeros meses de 2025, NBI Bearings Europe confirma una recuperación gradual : mejora de márgenes (EBITDA 17,2%) y generación positiva de caja, con una reducción real de deuda (DFN/EBITDA ≈ 4x) y una sólida tesorería de más de 26 M€. Aunque los ingresos acumulados caen un 6,4% interanual, el tercer trimestre muestra reactivación operativa , impulsada por el fuerte crecimiento en India —ya con 90 nuevos clientes y expansión de producción superior al 100%—, mientras la nueva planta de Ahmedabad avanza hacia su apertura en 2026.Read more
Reasons to Buy IAG Shares in 2025
International Airlines Group (IAG) currently presents a strong investment opportunity supported by solid operational, financial, and strategic fundamentals. The key reasons include: Sustained Demand Recovery : The group is benefiting from a robust rebound in international travel, with increasing capacity and high load factors, especially on key routes such as North America, Latin America, and Southern Europe.Read more
The future of Merlin lies in the management of data centers.
Merlin Propiertis is a Spanish REIT with 4 lines of business: 1. Bureaux 2.Read more
ITX sails towards a brighter future with fair value at 54.79
Key takeaways Surface area growth of 5% per year is expected between 2025 and 2026 Exchange rate risk has increased this year, and in previous years it represented significant losses. The management of rental contracts for premises and logistics centres involves a high percentage of costs, and their management is constant.Read more
The future of Rovi is very uncertain, we must wait until the year 2026 to have a clear projection.
Recent Financial Performance In H1 2025, Rovi’s net profit dropped by 10% to €39.7 million. The decline was mainly due to reduced third-party manufacturing, especially COVID-19 vaccine production.Read more
