Te enseño a pescar, pero también te doy el pescado. Reflexiones y aprendizajes, pero también ideas de inversión.
Platform | Substack | Pricing | Only free issues | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 4 | Subscribers | Read | aconcaguaresearch.substack.com |
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Mi primera compra de Autopistas del Sol fue el 31 de agosto de 2021 a USD 0,5 centavos por acción y seguí comprando los meses siguientes hasta llevarla a representar el 60% de mi portfolio.
Dejé de escribir en Twitter sobre Mirgor porque despertaba demasiado enojo.
En una entrevista a Marcos Galperín le preguntaron si había algo en lo que cambió rotundamente de opinión. A lo que Marcos respondió:
Un carnicero que vende caro su Renault Clio para comprar a buen precio un Peugeot 208, es un analista del mercado automotor? necesitó cursar en Euroinnova International la Maestría en Ventas de Automóvil? la respuesta es un rotundo NO.
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Te enseño a pescar, pero también te doy el pescado. Reflexiones y aprendizajes, pero también ideas de inversión.
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