Reletter
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Financial District

Miquel Cantenys, CFA

Una newsletter para inversores que quieran tomar mejores decisiones de inversión.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues127Founded4 years agoLast Issue7 days ago
Active
Language
Spanish

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financialdistrict.substack.com
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Latest Issues

El arma secreta de los grandes fondos que casi nadie conoce (II)

Ejemplos reales y riesgos concretos. Todo lo que necesitas saber antes de tocar un LEAPS.

En la primera parte construimos los cimientos.

7 days ago
2
Paid

El arma secreta de los grandes fondos que casi nadie conoce (I)

Qué son los LEAPS, cómo funcionan y por qué los gestores institucionales los usan en silencio mientras el resto del mercado ni sabe que existen.

Hay cosas que los gestores institucionales hacen en silencio.

9 days ago
4
1
Paid

Los que ganan dinero hablan de zetabytes

Hay semanas en que el mercado te da todas las respuestas.

Y semanas en que lo único que hace es recordarte que las preguntas importan más.

Esta ha sido de las segundas.

Los índices rozando máximos. La narrativa de la inteligencia artific...

11 days ago
27
1

La lección de Alphabet esta semana

Permíteme empezar con una cifra.

Ochenta y cuatro mil setecientos cincuenta millones de dólares.

Léelo otra vez. Despacio.

Es algo de dinero, ¿no?

Alphabet, una de las empresas más rentables del planeta, que genera más de 160.000 millon...

25 days ago
34
2

Samsung, ¿Y ahora qué?

Hay empresas que pasan años en el olvido. Que el mercado ignora. Que acumulan polvo en las carteras de los inversores pacientes mientras el resto del mundo celebra la siguiente moda.

Y de repente, explotan.

Samsung Electronics lleva doce...

a month ago
21
2

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  • Miquel Cantenys, CFA

    Una newsletter para inversores que quieran tomar mejores decisiones de inversión.

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