Comparto mi cartera y todos sus movimientos desde 2020, con una filosofía de calidad y largo plazo. En ella tengo invertido el 90% de mi patrimonio y el de mi familia. Cada mes, además, un análisis en profundidad de una empresa. Substack nº1 en español.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 557 | Founded | 5 years ago | Last Issue | 7 days ago |
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Por fin voy bailando al trabajo
“Deberías coger el trabajo que cogerías si fueras económicamente independiente. Aprenderás algo, estarás ilusionado y saltarás de la cama. No puedes fallar.” - Warren Buffett
Os escribo esto un miércoles por la mañana desde Coruña, con un...
He ampliado una posición y pasa a ser la primera de la cartera
La empresa que más convicción me genera: cerca del 11% de la cartera.
Ayer volví a ampliar una posición de la cartera. Ya lo había hecho la semana pasada, pero en los últimos días he podido contar con algo más de liquidez y he decidido seg...
Röko
La segunda vida del hombre que construyó Lifco.
Una hora de lectura 📖🚨
Cartera y ampliaciones julio 2026
Cuatro ampliaciones, todas las posiciones y el rango de valor que le doy hoy a cada una.
El primer semestre de 2026 ha vuelto a recordarme algo que sé desde hace años y que aun así tengo que reaprender cada pocos meses: los precios cambian...
66. ¿Por qué creo que Meta es tan buena? ☕️
Independientemente de lo que diga el mercado
Meta es una de esas empresas que parecen fáciles de entender hasta que uno intenta explicarla bien. Casi todo el mundo sabe a qué se dedica. Facebook, Instagram, WhatsApp, Messenger, Reels, Thre...
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Authors
The writers behind this newsletter.
Inversor privado en empresas de calidad y a largo plazo. Altamente influenciado por Warren Buffett y Charlie Munger.
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