Sempiterno Investments | Substack

Secure Waste

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Clínica Baviera

Jul 12, 2025 • Sempiterno Investments

Nov 16, 2024 • Sempiterno Investments

Mi colección de negocios

Oct 5, 2024 • Sempiterno Investments

Watches of Switzerland

Mar 1, 2025 • Sempiterno Investments

Recent posts

Revisiting Nintendo

What happened since I posted my investment thesis

Dec 27, 2025 • Sempiterno Investments

What´s going on lately

Quick thoughts about how I manage my portfolio

Nov 8, 2025 • Sempiterno Investments

Stories of failed investments

An analysis of what was going wrong in those companies

Aug 3, 2025 • Sempiterno Investments

Clínica Baviera

Unknown Spanish compounder in a very attractive niche market

Jul 12, 2025 • Sempiterno Investments

M&A como fuente de valor para un 26% CAGR desde 2001

Apr 26, 2025 • Sempiterno Investments

Sempiterno company's IV

Mis notas sobre Redeye Serial Acquirer Conference 2025

Apr 6, 2025 • Sempiterno Investments

Tiempo de resultados II

Boston Omaha & TISG

Apr 1, 2025 • Sempiterno Investments

Watches of Switzerland

Más lujo a la cartera

Mar 1, 2025 • Sempiterno Investments

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