Publications

Please find below our investment team’s quarterly letters and opinion pieces.

Categoríes
•April 14, 2026

Javier Echevarria of Invexcel Patrimonio presented his in-depth investment thesis on Tubacex (Spain: TUB) at Best Ideas 2026.

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•April 14, 2026

Diageo: Short-Term Noise Obscures Cash-Gushing Quality Business

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•April 14, 2026

Invexcel's quarterly comment, March 2026

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•March 10, 2026

Iran: "I doubt the OPEC have the capacity..."

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•January 16, 2026

Invexcel's quarterly comment, December 2025

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•October 27, 2025

Invexcel's quarterly comment, September 2025

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•July 16, 2025

Invexcel's quarterly comment, June 2025

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•April 10, 2025

Invexcel's quarterly comment, March 2025

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•February 20, 2025

More business, more jobs, more wealth

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•February 20, 2025

Unhealthy derogatory mania

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