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Aconcagua Research

Aconcagua Research

Te enseño a pescar, pero también te doy el pescado. Reflexiones y aprendizajes, pero también ideas de inversión.

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Substack
PricingOnly free issuesPublishesWeekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Mi tesis más simple

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.

5 months ago
0
0

Mi inversión top 1 HOY

Dejé de escribir en Twitter sobre Mirgor porque despertaba demasiado enojo.

6 months ago
0
0

Operando China

En una entrevista a Marcos Galperín le preguntaron si había algo en lo que cambió rotundamente de opinión. A lo que Marcos respondió:

7 months ago
0
0

Tu primer acercamiento a la bolsa

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.

7 months ago
0
0

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  • Aconcagua Research

    Te enseño a pescar, pero también te doy el pescado. Reflexiones y aprendizajes, pero también ideas de inversión.

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