El crecimiento por sí solo está sobrevalorado y la resiliencia subestimada. Invierte en empresas que gestionen su capital como tú gestionas el tuyo. Piensa en décadas, no en trimestres. Empleamos más de 100h por análisis para que tú no tengas que hacerlo.
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¿Oportunidad o trampa de valor?
Empresa de pequeña capitalización y poco seguida que ha batido holgada e ininterrumpidamente al S&P 500 en períodos de 5, 10, 15 y 20 años.
Principales ideas y cambios en cartera. Nueva estrategia.
Reflexiones sobre Evolution AB (EVO) y un consolidador en serie del que estoy comprando más acciones
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