VALENCIAN BAT CAPITAL
@VBATCAPITAL
Private investor & Msc structural engineer. Lover of learning 》 hard work 》hard saving 》owner excellent long-term businesses 》freedom of conscience.
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Today I share with you the top ten stocks in my portfolio. (If you like the post let me know and maybe I'll share more stocks from the portfolio). 😉
$EXOR is trading below €74/sh, at a significant discount to its net asset value. Over the past 15 years, its NAV/sh has compounded at 17.5% annually. A few weeks ago, East 72 Dynasty Trust shared a sharp and deeply researched thesis on EXOR. 🧐🧐 east72.com.au/wp-content/upl…
No se trata de ser el más inteligente cada día, año tras año, exprimiendo la información del mercado. No es el camino de la rentabilidad, no es sostenible. No hay que dejar de aprender, pero el camino es tener un mejor temperamento, y mayor paciencia.
The boring goldmine of aggregates! $MLM 🪨 (I do not own shares of $MLM at these prices)
This FRED chart illustrates how US aggregate prices have increased above general inflation (specially since 2006). Reasons include quarry scarcity, permit limitations, & higher transport costs, alongside solid demand for building & infrastructure. $MLM $VMC $CRH $EXP $SUM $CX
$APO Q3 2025 VS Q3 2024 🦾 Fee-Related Earnings >22% (FRE Margin 56.8%) Spread-Related Earnings = 1.8% Adjusted Net Income > 20% Assets Under Management > 23% (Nearly 60% AUM is perpetual capital).
🚂 Rail freight has a competitive advantage like no other. It’s not just economic—it’s physical. This image captures it brutally: a single train, winding through unforgiving terrain, moving massive volumes with unmatched efficiency. $CP $CNI $CNR
“I think a lot of people are ready to write us off… but we keep those old headlines around for when the market eventually reflects back to the positive.” — CFO of $ODFL Q3 25 🚛 Average annual total return > 23% (since 1999). Yes, even through multiple freight recessions.
The LTL sector is brutal: only 8 of the top 60 carriers in 1980 were still around by 2003. The rest? Bankrupt o absorbed. $ODFL endured. In every downturn—2008 included—they raised prices,boosted wages, invested, stayed non-union. That’s how you survive. That’s how you gain share
Solid 3Q results from $CNI. 🚂 Share repurchase worth C$1 billion. FCF 9M was C$2,341 million. In 2026, capital expenditures are set to decline by nearly C$600 million versus current levels, supporting stronger free cash flow.
“Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100 billion quarter,” said Sundar Pichai, CEO $GOOG Imagine not holding Google
The LTL sector is brutal: only 8 of the top 60 carriers in 1980 were still around by 2003. The rest? Bankrupt o absorbed. $ODFL endured. In every downturn—2008 included—they raised prices,boosted wages, invested, stayed non-union. That’s how you survive. That’s how you gain share
$ERF.PA continues to execute investments and allocate capital with a long-term vision. The goal for 2027 hasn’t changed. $ERF.PA has been buying back shares publicly for over a year. But the CEO just hinted at something different during the CC—or maybe just my interpretation. 🧐
After reading $RTO conference call, it looks like they’ve finally found the right path in integrating Terminix and managing their branch network. A real turning point. Months ago, I read a former $ROL exec commenting on what they should be doing. (I share personal notes). 🪳
$BRO Brown & Brown just authorized a $1.5B share buyback up to 4.8% of outstanding shares. Revisited their 2008 Annual Report recently: solid performance during the financial crisis + standout culture. (No position)
$TSLA Q3 2025 "And Optimus at scale is the infinite money glitch. In conclusion, we're excited about the updated mission of Tesla, which is sustainable abundance".
BREAKING NEWS: Brookfield acquires full control of Oaktree. This is bullish: Oaktree, led by Howard Marks, is the world’s largest, most respected distressed-debt investor. Congratulations to shareholders. Thrilled to now “fully” own Oaktree. 😄 $BN $BAM
$AMZN Founder Jeff Bezos: "I always say be stubborn on the vision and flexible on the details and you have to be because the world is changing and you change your mind. I've noticed that people who are right a lot change their mind a lot. People who are wrong a lot are very…
How can you not love Mark Leonard. What other CEO would say this. $CSU.to
Great piece on GEICO’s Lou Simpson
Esto es de lo mejor que verás este año. Compártelo. El mundo necesita verlo.
$bn's wealth solutions' DE grew 34% last quarter. It will soon overtake $bam as the largest earnings generator and is currently larger than all of the listed affiliates + BPG.
United States Trends
- 1. Jonathan Taylor 19.9K posts
- 2. Falcons 30.8K posts
- 3. Colts 51.1K posts
- 4. Bills 110K posts
- 5. Kyle Williams 4,943 posts
- 6. Diggs 5,440 posts
- 7. Browns 22.3K posts
- 8. Daniel Jones 9,925 posts
- 9. Penix 10.7K posts
- 10. Joe Brady 1,541 posts
- 11. Jaxson Dart 3,088 posts
- 12. Parker Washington 2,675 posts
- 13. Dillon Gabriel 1,359 posts
- 14. Liverpool 218K posts
- 15. Bijan 6,641 posts
- 16. Drake Maye 5,576 posts
- 17. Starks 1,932 posts
- 18. Max B 25.1K posts
- 19. #NYGiants 1,834 posts
- 20. #DawgPound 1,608 posts
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