Value Investing with CCalle
Cristià Calle MercadoInvesting with a Margin of Safety
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 20 | Subscribers | Read | ccalle.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Does activity generate value?
Active or passive. That’s a question that most people often ask. But we don’t read that often about studies to show if the activity has worked or not. For that reason, I’m comparing my portfolios at a given point in time to the current port...
July 2025 Portfolio update
July came to an end, and the portfolio’s return since inception stands at 163.70%, or 19.28% annualized. During the same period, the SP500 has returned 90.15% or 12.39% annually.
Important Red Flags People Might Be Missing About Microsoft
Microsoft released results, and everyone is excited about them and for a good reason, since revenue growth and earnings are quite good. But have you seen the red flags? Let’s dive into them.
The most powerful IP in the market
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Authors
The writers behind this newsletter.
Value Investor \ud83c\udf96️ Former CFO \ud83d\udcbc +20% Compounded Annual Return \ud83d\udcaf More than 2,400 people copy my investments
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