El Substack de Alberto
Alberto DGIMi Substack personal
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 17 | Subscribers | Read | albdgi.substack.com |
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El plan de Elliot para PepsiCo y más
#### PepsiCo (PEP):
De Damodaran al Coffee Can
Creo que una de las cosas que mucha gente no hace y que a mí me parecen más importantes a la hora de invertir, es conocer opiniones de personas que invierten de forma diferente a la tuya, sobre todo si se trata de personas exitosas. Por eso...
De Chris Hohn a Coatue
El tiempo pasa volando. Pensaba que había empezado a escribir este artículo hace algunas semanas, y cuando he ido a comprobarlo he visto que más que semanas eran ya varios meses. En cualquier caso, creo que mucho de lo que iba a decir sigue...
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