Research para inversores que quieren entender antes que el consenso qué está cambiando en los mercados, los sectores y las compañías.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 135 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | Language |  Spanish | |||
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gutierrezcapitalresearch.substack.c...Latest Issues
UNH, el suelo del ciclo
UNH 2Q26: La confirmación de la tesis, la guía que no hay que creerse y el camino hacia los $50bn.
En mayo publiqué la tesis de UnitedHealth Group con una idea central, lo que el mercado estaba descontando como deterioro estructural del mo...
Update de portfolio +200% de retorno esperado a 5Y
A recording from Pedro Gutiérrez's live video
Tesis DXCM - La importancia de medir la glucosa
A recording from Pedro Gutiérrez's live video
El coste de la IA no va a parar de subir
Aquí tenéis el modelo!
Aquí tenéis el modelo!
SPCX + CHTR - He comprado más
Ayer (26 de junio), Bloomberg informó de que SpaceX y Charter Communications han mantenido conversaciones a nivel directivo para asociarse en una oferta de telefonía móvil de consumo en Estados Unidos.
Ayer (26 de junio), Bloomberg informó...
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Soy un Quality/Macro Investor. Me gustan las ideas arriesgadas y con mucho potencial de upside. También soy un aficionado a la Economía Austriaca.
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