Buscando Alfa (by JSP)
Inversiones, ideas, y el conocimiento que las conecta. Análisis riguroso de fondos, carteras y mercados — sin ruido, sin contrapartida, sin conflicto de interés. Soy JSP, economista, ingeniero e inversor.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Founded | 8 months ago | Last Issue | 3 days ago |
| Active | Language |  Spanish | |||
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buscandoalfa.substack.comLatest Issues
La Cartera Sofía
El día que nació mi hija Sofía, entre ese bonito caos de las primeras horas —las visitas, y ese cansancio eléctrico que solo conocen los padres primerizos—, me invadió una pregunta inevitable: ¿qué se le regala a alguien que acaba de llegar...
Análisis del sector inmobiliario residencial español
Estimada Comunidad de Buscando Alfa, este es un texto que llevaba tiempo moliendo. De esos que uno va rumiando en la cabeza durante meses, tomando notas sueltas, esperando el momento de sentarse a ordenarlo — y confieso que tenía muchas gan...
How To Make a Few Billion Dollars
El propósito de esta entrega para La Biblioteca de Buscando Alfa es diseccionar el marco mental de Brad Jacobs en How To Make a Few Billion Dollars y trasladarlo al terreno de la ejecución patrimonial. No buscamos una simple reseña de un li...
Carta Q2 2026
Estimada Comunidad,
Os comparto la carta trimestral de la Cartera Alfa. En esta sección repaso la arquitectura de esta cartera personal de fondos, los movimientos del trimestre y mi lectura macro. Lo que sigue no es una previsión: es un ma...
Duelo Asset-Heavy
1. Introducción: El Triunfo del Activo Tangible y la Anatomía de la Infraestructura Global
En el tablero de juego de la inversión contemporánea, donde los activos intangibles, el software y las valoraciones basadas en flujos de caja fu...
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| Subscribers | Engagement | 73 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Inversiones, ideas, y el conocimiento que las conecta. Análisis riguroso de fondos, carteras y mercados — sin ruido, sin contrapartida, sin conflicto de interés. Soy JSP, economista, ingeniero e inversor.
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