10 Comments
Oct 21, 2023Liked by Gonçalo Garcia

Hello Gonçalo thank you very much for this.

Let me know in the comments if this is something that you would like to see posted more often: YES PLEASE . It is really a pleasure to read you.

Btw que se passa com o podcast acções e companhia? Estou a ressacar pesado e estou sempre a ir ao vosso Spotify ver se há episódio novo e nada há alguns meses... Para mim vocês tinham ali uma cena incrível sem qq tipo de competição em Portugal. O mindset correcto. Ninguém estava a tentar vender nada, só partilhar conhecimento. De enorme valor, sem segundas intenções. Don't give up please. O vosso auditório apreciaria muito o vosso regresso, com ou sem convidados. Cumprimentos, Luís

Expand full comment
Oct 22, 2023Liked by Gonçalo Garcia

Hi Gonçalo. Great add to the article. Definitely you can add a lot of value with your writing. At least to me. Also missing the podcast! I sure you keep talking with Diogo about stocks, please record it in the form of a youtube video😊 Cheers

Expand full comment
Oct 21, 2023Liked by Gonçalo Garcia

Nice article!

Consider covering other topics in future articles, such as industry analysis, additional investment cases, and updates about companies you follow, like Vidrala.

Cheers

Expand full comment
Oct 22, 2023Liked by Gonçalo Garcia

Bom dia Gonçalo,

excelente artigo, tenho saudades do podcast, quando regressam?

A Vidrala parece ser uma excelente empresa e está a mínimos de PER e EV/EBITDA dos ultimos anos.

Parabéns

Expand full comment

Acabo de "descubrir" tu Substack y me encantan tus artículos. Enhorabuena y ánimo!

Expand full comment

Hello, one question, I have received the VID.D rights (derechos) in Interactive Brokers. To receive the share we don't have to do nothing right? Thanks in advance

Expand full comment
author

No need to do anything to receive new shares. This works a bit like a stock split and it's something that Vidrala does every year.

However, it would be good to have a multiple of 20 so that no rights are wasted (20 rights = 1 share; 19 rights = 0 shares)

Expand full comment

thanks for the quick reply. If I have 23 rights should i sell the extra 3 then? or keep them for the next year?

Expand full comment
author

They cannot be used next year, unfortunately.

Expand full comment

thanks!

Expand full comment