Financial District
Miquel Cantenys, CFAUna newsletter para inversores que quieran tomar mejores decisiones de inversión.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 123 | Founded | 4 years ago | Last Issue | 11 days ago |
| Active | Language |  Spanish | |||
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financialdistrict.substack.comLatest Issues
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...
Zeitenwende
El rearme europeo no va de tanques. Va de capital.
La semana pasada compartí un podcast dónde hablamos de la oportunidad de inversión que existe en el sector de defensa europeo. Las respuestas que llegaron en las horas siguientes me dijero...
¿Dónde está el dinero?
Si seguiste la primera parte, sabes de qué va esto.
Hablamos de Irán, de por qué Estados Unidos no es la misma potencia que en los 70, de la necesidad real de bajar tipos y de por qué la renta fija (¡por fin!) vuelve a merecer un hueco en...
Oportunidad en Renta Fija que no veíamos desde 2011
Hoy os traigo este podcast que grabé hace tres semanas con Santi Puig, de Oportunidades en Bolsa.
Los mercados llevan semanas mirando el estrecho de Ormuz como si el mundo fuese a acabarse.
Spoiler: no va a acabarse.
Pero sí hay cosas...
Más allá del dragón
Imagina que llevas meses analizando una empresa. Has leído sus cuentas, has modelado sus flujos de caja, has hablado con su equipo directivo. Inviertes. Y dos días después de cerrar tu posición, a las once de la noche, un funcionario public...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Financial District.
| Subscribers | Engagement | 76 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Una newsletter para inversores que quieran tomar mejores decisiones de inversión.
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