Reletter
Artwork for Financial District

Financial District

Miquel Cantenys, CFA

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

Platform
Substack
PricingFreemiumPublishesWeekly
Issues133Founded4 years agoLast Issue8 days ago
Active
Language
Spanish

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financialdistrict.substack.com
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Latest Issues

El mercado no perdona, amigo

El 24 de julio, Leopold Aschenbrenner escribió una carta a sus inversores diciendo que la corrección de las acciones ligadas a la IA era una de las mejores oportunidades de compra desde principios de 2025.

Pedía capital nuevo para su fond...

8 days ago
32
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¿Viene el lobo?

Analizamos los tres frentes abiertos que tiene el mercado esta próxima semana.

Hay semanas dónde no sucede casi nada en los mercados.

16 days ago
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Tener razón o ganar dinero

En 1985, Warren Buffett cerró la operativa de Berkshire Hathaway.

No fue una decisión impulsiva.

Llevaba casi veinte años intentando salvar el negocio que le dio nombre a su imperio, invirtiendo capital en maquinaria nueva, contratando me...

17 days ago
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3

¿Quién va a pagar la fiesta de la inteligencia artificial?

Hay cifras que están hechas para ser titulares y cifras que están hechas para ser bien analizadas.

La que comentaremos hoy pertenece a las dos categorías a la vez.

Con las primeras compañías ya presentando resultados (dieciocho hasta la...

23 days ago
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¿Do nothing?

Voy a empezar por donde casi nadie empieza: por la trayectoria, no por los resultados del último trimestre.

Terry Smith nació en 1953. Se formó en un mercado que ya no existe. Fue director de análisis en UBS Phillips & Drew a finales de lo...

a month ago
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  • Miquel Cantenys, CFA

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

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