Francisco Pinillos @MarangoCapital
Marango Equity Fund, FI @MarangoFund Invirtiendo en negocios difíciles de sustituir. Escéptico optimista. marangofund.com Madrid Joined March 2018-
Tweets593
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Followers435
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Ficha Mensual - Abril 2026 ▶️marangofund.com/wp-content/upl…
Cartera completa de Marango Equity Fund, FI al cierre del primer trimestre.
Actualización del estudio de 𝗛𝗲𝗻𝗱𝗿𝗶𝗸 𝗕𝗲𝘀𝘀𝗲𝗺𝗯𝗶𝗻𝗱𝗲𝗿 (1926 - 2025): papers.ssrn.com/sol3/papers.cf… ➡️ 46 empresas explican el 50% de toda la riqueza creada en un siglo Entre ellas: Apple → $5,0T Nvidia → $4,6T Microsoft → $4,0T Alphabet → $3,6T Amazon → $2,3T Un pequeño grupo de ganadores extremos explica prácticamente todo el resultado. Y la concentración está aumentando: en 2016 eran 89 empresas para explicar el 50%. Hoy son solo 46.
@WorldStockss Enhorabuena y suerte! Me gusta el logo
Ficha Mensual - Febrero 2026 ➡️marangofund.com/wp-content/upl…
@alvariteus Allí pasé los veranos de mi infancia... y algún invierno pasado por agua
A partir de 2026, reducimos nuestras comisiones para todos nuestros partícipes: ▶️Comisión de gestión: del 1,35% al 1,25% ▶️ Comisión de éxito: del 9% al 7% Esta medida es el primer paso en nuestra hoja de ruta estratégica: trasladar progresivamente las economías de escala a nuestros co-inversores a medida que el fondo crece. Queremos agradecer a @Renta4 su apoyo constante en la optimización operativa, que nos permite hoy ser más eficientes y competitivos.
📈Rentabilidad diciembre: -0,3% 🔼Contribuyentes: AST SpaceMobile, Visa y S&P Global 🔽Detractores: Stryker, Idexx y Coinbase 💼Venta: Uber
Ficha Mensual - Diciembre 2025
@BellaBaddie__ Cinema Paradiso
He estado probando #NotebookLM cargando mis propias notas y cartas a inversores. Me devolvió este mapa mental y, la verdad, es un buen resumen de mi filosofía de inversión!
Ficha Mensual - Octubre 2025 ➡️marangofund.com/wp-content/upl…
UBS sobre Microsoft $MSFT: Los ingresos de Azure pasarán de $42 bn (2023) a $105 bn (2026E). La IA, que apenas suponía el 2 % del negocio cloud, será el 28 % en 2026. Eso implica un +320 % CAGR en Azure AI. Pero hay un coste oculto: Los márgenes caen del 61 % ex-IA al ~53 % total, ya que el negocio de IA opera con solo ~32 % de margen, lastrado por el precio de GPUs y energía.
🧠 La obsolescencia de la IA es un riesgo de balance. ¿Están las empresas de "cloud" depreciando correctamente las GPUs? La infraestructura de IA cambia las reglas de inversión en tech. Tradicionalmente, GPUs se depreciaban en 3-5 años, pero esto podría ser un error costoso. Jonathan Ross (CEO Groq) lo dice claro: Innovación de NVIDIA (ciclos anuales con Hopper/Blackwell) reduce costos por tokens de inferencia 10-20x por generación, superando Ley de Moore. Hardware obsoleto más rápido. Implicaciones financieras: ➡️ CapEx acelerado: Ciclos de 5-6 años sobreestiman activos; realidad 1-2 años, inflando depreciación. ➡️ OpEx creciente: Electricidad/refrigeración encarecen chips ineficientes. ➡️ Divergencia: Hyperscalers (AWS/Google/Azure) usan 3-4 años; Neoclouds (Coreweave/Lambda) 6 años... Conclusión: Carrera de IA es eficiencia financiera. Métrica clave: "tokens por vatio", no solo cómputo. Empresas sin depreciación realista enfrentan sorpresas en balances.
I just published my cautious view on the current state of the AI market & why I have trimmed or sold many of my positions. - We are running out of organic capital - GPUs are a fast-depreciating asset - Valuations are factoring in a very small chance of things slowing down
Menudo downgrade del balón de oro en los últimos 3 años
Implicación para inversores: Certificación + escala + aftermarket = pricing power y compounding predecible en ciclos. ¡3 de cada 4 vuelos despegan con sus motores!
2) 𝗪𝗶𝗱𝗲-𝗯𝗼𝗱𝘆: GE9X exclusivo en Boeing 777X; GEnx impulsa ~2/3 del 787. Resultado: >80% tráfico mundial en narrow-body; aftermarket ~70% revenue GE con márgenes 25-30%. Barreras: IP + certificación FAA/EASA (miles de millones I+D, 50+ años sin competidor nuevo). Switching costs extremos: MRO, repuestos, formación.
🛫 Safran $SAF & GEAerospace $GE: El duopolio inquebrantable de los cielos En motores de aviación, quien gana la plataforma controla décadas de aftermarket de alto margen. CFM International (JV Safran-GE) domina: 𝗡𝗮𝗿𝗿𝗼𝘄-𝗯𝗼𝗱𝘆: Monopolio en 737 MAX (LEAP-1B) y ~54% en A320neo (LEAP-1A). Base instalada >45K motores = flujo cautivo.
📈Impresionante ServiceNow $NOW. Los clientes que empezaron en 2010 han aumentado su gasto inicial un 280%. Y los nuevos, de 2025, crecen un 45%! Clientes fieles que invierten más.
Todas las recesiones en EE. UU. en los últimos 50 años —salvo la de 2020— fueron precedidas por un aumento interanual del 100% en el precio del crudo
Hermes $RMS 1Q25. El ultra-lujo resiste. El resto... no tanto.
Quality&Alpha 💹 �... @qualityandalpha
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Flow God(private) @FLOWGODxl
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Diego F. ツ (aka Moc... @MoclanoD11
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BuffettStyle🇺🇸 @Obaqu0999260
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SigmaTrader🇺🇸 @Falnaj222
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Luis Ángel Hernánde... @luisangelhern31
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The Transcript @TheTranscript_
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Rafael Ortega 🔮 @riverpatrimonio
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Javier DV @Javieerdelvalle
37K Followers 2K Following La bolsa es el único lugar donde la gente prefiere tener razón antes que ganar dinero. No mando MD ni tengo telegram, que no te estafen.
Connor Haley @AltaFoxCapital
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santi @santtiagom_
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106K Followers 251 Following Sub to my X for exclusive post | Master flow yourself: Real-time tracking, AI alerts & instant phone notifications. Use link below — code FLOW for 20% off!
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PhotonBull @PhotonBull
45K Followers 2K Following Photonics Defense Space AI Busines: [email protected]
Midas @midascabal
61K Followers 627 Following Asymmetric investor finding 10x stocks early ⦁ AI/Fintech/Semi's Analyst ⦁ Founder of @asymmetrix_xyz ⦁ Join my free discord (50k+ members) 👇
Mark Sterling @MarkSterling0
37K Followers 61 Following Full-time professional http://trader. Investments & market insights 📈 Specializing in growth and value balancing to seize market opportunities with precision.
Ben Bajarin @BenBajarin
48K Followers 2K Following CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.
Black Panther Capital @BlackPantherCap
47K Followers 329 Following Independent Analyst & Asymmetric Investor: 100% Transparency on Portfolio. Never buy or sell based on my tweets. This is my ONLY profile. Not financial advice.
Thierry from arvy �... @ThierryBorgeat
29K Followers 703 Following CFA | Quality stocks and compounders, market cycles & investor psychology, on fundamentals AND technicals | #IBDPartner
Regarding Semi @regardingsemi
40K Followers 560 Following Market intelligence on the companies behind chips. Weekly Semi Engine • Every Monday, 7AM ET
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52K Followers 296 Following Retired 2 years ago at 33, Small &Mid cap expert, 80%+ winning ratio in earning prediction, JOIN Discord for regular signals, Multibagger &Penny stocks. NFA
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46K Followers 87 Following Investing into the AI buildout ⚡️ 500% YTD Head of AI | Product Manager 10+ years DD and full thesis in https://t.co/4NlE3Jd7E7 NFA
KaizenInvestor @Kaizen_Investor
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Serenity @aleabitoreddit
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Francisco Amador | Sl... @SleepwellCap
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CK Capital @CKCapitalxx
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Demis Hassabis @demishassabis
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Lilian Weng @lilianweng
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François Chollet @fchollet
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Matt Smith @nerdalert
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Jeffrey Currie 🆔++ @CommodMkt
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Autopilot @joinautopilot
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The Assembly @InTheAssembly
511K Followers 4 Following Macro analysis, market structure, and the trades nobody else is showing you. Access closed. Not financial advice.
Stockcoach @StockcoachPB
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Diego F. ツ (aka Moc... @MoclanoD11
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Ferros Capital @FerrosCapital
3K Followers 97 Following Stoic Pragmatism X Lynchian Growth | Independent Wealth Management & Research | Tech/AI/SaaS/Consumer/Industrials/Financials/Pharma | No financial advice.
Idafe González @idafegonzalez
12K Followers 261 Following Asesor de un fondo de inversión: First Principles Fund (ES0118795006) Cofundador de @worldstockss Los tweets son opiniones, NO recomendaciones de inversión
unusual_whales @unusual_whales
4.5M Followers 2K Following Stocks/Options/Crypto/Market News/Tools. Not advice @Polymarket partner Open a tastytrade account: https://t.co/wGf2ZdlXpw Discord: https://t.co/0xJ9e0ZYYG More: https://t.co/nsxZlPV0pC
Quality Equities @qualityequities
10K Followers 1K Following Investing in a concentrated portfolio of the highest quality companies in the world. All opinions my own. Not financial advice.
Mu Hat Capital @Muhatcapital
9K Followers 51 Following Mu Hat is an institutional IM building quantitative portfolios that target superior risk-adjusted returns | Open to QPs only | Not financial advice.
Brian Roemmele @BrianRoemmele
478K Followers 44K Following we can only see what we think is possible...
Yann LeCun @ylecun
1.2M Followers 787 Following Professor at NYU & Executive Chairman at AMI Labs. Ex-Chief AI Scientist at Meta. Researcher in AI, Machine Learning, Robotics, etc. ACM Turing Award Laureate.
Futurist | 10x Disrup... @futurist_lens
28K Followers 72 Following Spotting 10× disruptive stocks before the crowd. Photonics • Space • AI Infra • Defense • Robotics $AAOI $AEHR $AXTI $RKLB $OUST $VPG | Not financial advice
Felix Wang, CFA @HedgeyeTech
19K Followers 750 Following MD @ Hedgeye; AI/Frontier Tech, Semis, China, $AAPL $NVDA $MSFT $CRWV $NBIS, OpenAI, Anthropic, $BABA $VRT $SE $AVGO Not Investment Advice
Firecrawl @firecrawl
73K Followers 22 Following The API to search, scrape, and interact with the web at scale. 🔥
Michael Sikand @michaelsikand
99K Followers 719 Following Investor & Entrepreneur || $70M AUM @joinautopilot || $KRKNF at $3 || Positions Will Change + Not Financial Advice || Prev exit @MorningBrew || Forbes 30u30
Gonzalo Canete @GonzaloCanete
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