Carlos Serrano: Inside Teqnion's HQ's, Chat With Lumine's CEO, Serial Acquirers | ValueHunt

- 🎙 Introduction to Carlos García Serrano from Galileo Capital SICAV: Insights from a seasoned Spanish fund manager on valuing high-quality compounders and identifying red flags in serial acquirers. - 🚀 Deep Dive into Teqnion: Exclusive look at the company's recent strategic changes and firsthand observations from visiting Teqnion's HQ and subsidiaries. - 🔍 Quality of Acquisitions: How to assess acquisition quality, featuring practical tips and personal experiences. - 💡 Investment Wisdom: Reflections on past investing mistakes and learning curves, plus a toolkit for assessing management teams. - 🌟 Spotlight on Lumine: Engaging chat with Lumine's CEO, offering unique perspectives on leadership and corporate success. - 📊 Fund Manager Insights: A day in the life of a fund manager, culminating in the single most important investment concept to understand. Connect with Carlos and Pedro Carlos -   / garchacarlos   Pedro -   / pedroleongarci2   Connect with me :) Linkedin -   / david-barbato   Twitter -   / ghrxcutvjb   Substack: https://valuehunt1.substack.com Resources Check Teqnion's Subsidiaries - https://www.allabolag.se/ Video on Teqnion -    • Ep.2 How To Analyze Stocks: A Complet...   Lumine Pitch -    • Showdown #2 | Lumine Group vs Evoluti...   Time Stamps 00:00:00 Intro 00:01:51 Who is Carlos? 00:09:26 Investment Philosophy 00:14:54 How to Value High-Quality Compounders? 00:21:00 Serial Acquirers, Red Flags, and what to look for? 00:29:36 Teqnion 00:40:30 Latest Changes in Teqnion 00:45:46 Visiting Teqnion HQ's and subsidiaries 00:53:20 How to assess the quality of Acquisitions 00:55:58 Investing Mistakes and How to Learn from Them 01:00:45 Toolkit to assess management teams? 01:06:15 Lumine and Chat with its CEO 01:16:00 Day in the Life of a Fund Manager 01:21:35 Single Most Important Investment Concept