TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

xavier pla de llorens

T2 · manager / operator

Founded Deporvillage in 2011 after career at Dreams; scaled vertical sports e-commerce to €150M revenue and €14M EBITDA, sold to JD Sports in 2021 for €160M. Now runs family office and launches franchise retail ventures.

4 calls·4 names·75% bull·last heard 5 months ago·SeedRocket TV
track recordleaderboard →
hit rate
100%
avg alpha
+1.3pp
scored
1

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+1.3pp vs SPY
$AMZNAmazon

Amazon blocked from sports equipment by brand protection moat

Premium sports brands (Salomon, North Face) refuse to sell on Amazon to avoid brand banalization alongside cheap Chinese products; specialist retailers like Deporvillage and Tradeinn benefit as authorized channels preserving aspirational brand image.

SeedRocket TV2026-03→
2ndhigh conviction
$DEPORVILLAGEDeporvillageposition

Deporvillage exits for €160M at 11x EBITDA after €8M raised

Vertical specialist e-commerce in individual sports (cycling, outdoor) built defensible moat through brand curation, operational excellence, and scale that prevented Amazon disruption; achieved €14M EBITDA on €150M revenue with 30% gross margins.

SeedRocket TV2026-03→
3rdmedium conviction
$SAMAIPATASamaipata

Samaipata's first fund investment Deporvillage returned 100x

Early-stage VC fund Samaipata led Deporvillage Series A as first investment; demonstrates ability to back capital-efficient vertical e-commerce winners.

SeedRocket TV2026-03→

most discussed · click a bar to filter

recurring themes

4 total
$SAMAIPATA
Samaipata
MEDxavier pla de llorens·SeedRocket TV·5 months ago
Samaipata's first fund investment Deporvillage returned 100x
Early-stage VC fund Samaipata led Deporvillage Series A as first investment; demonstrates ability to back capital-efficient vertical e-commerce winners.
"conseguimos captar pues a Samepata que ha sido su fuimos su primera inversión lo cual pues bueno también tuvo muchos puntos buenos porque nos pudieron dedicar mucho tiempo"
9:40
$HIDROSAN
Hidrosan
LOWxavier pla de llorens·SeedRocket TV·5 months ago· position
Angel investment in sunscreen dispenser with recurring revenue model
Small ticket in consumer hardware/recurring revenue play (sunscreen dispenser) analogous to Incapto or Aquaservice; bets on brand building and go-to-market execution.
"Pues la inversión más reciente que he hecho ahora es en Hidrosan, que he puesto un muy pequeño ticket, que es un dispensador de cremas solares que yo creo que si crean bien la mar…"
29:00
$DEPORVILLAGE
Deporvillage
HIGHxavier pla de llorens·SeedRocket TV·5 months ago· position
Deporvillage exits for €160M at 11x EBITDA after €8M raised
Vertical specialist e-commerce in individual sports (cycling, outdoor) built defensible moat through brand curation, operational excellence, and scale that prevented Amazon disruption; achieved €14M EBITDA on €150M revenue with 30% gross margins.
"Pues Deport Village se vendió en 2021 por más de 160 millones de euros... la empresa en aquel momento tuvo 14 millones de euros de EBITDA... Fue un múltiplo de 11 veces EBITDA."
0:18
$AMZN
···
Amazon
HIGHxavier pla de llorens·SeedRocket TV·5 months ago
Amazon blocked from sports equipment by brand protection moat
Premium sports brands (Salomon, North Face) refuse to sell on Amazon to avoid brand banalization alongside cheap Chinese products; specialist retailers like Deporvillage and Tradeinn benefit as authorized channels preserving aspirational brand image.
"Yo creo que la clave han sido las marcas que no han querido vender a Amazon... son marcas aspiracionales... no quieren banalizar su imagen de marca... le ponían el Salomon al lado…"
54:54