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 | 559 | Founded | 5 years ago | Last Issue | 5 days ago |
| Active | Language |  Spanish | |||
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La Cantera #2: tres fichajes de tres países
La primera de ellas, al precio adecuado, sería objetivo de Constellation Software
Hola y bienvenid@ de nuevo.
67. Empresas que pueden ganar con tendencias del futuro ☕️
Cuando todo el mundo habla de IA, robótica, automatización o centros de datos, la tentación es irse a las empresas más obvias. Las que salen en todas las conversaciones y las que cualquiera puede explicar en treinta segundos. Y ojo, algunas...
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 📖🚨
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Authors
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Inversor privado en empresas de calidad y a largo plazo. Altamente influenciado por Warren Buffett y Charlie Munger.
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