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GCR

Pedro Gutiérrez

Research para inversores que quieren entender antes que el consenso qué está cambiando en los mercados, los sectores y las compañías.

Platform
Substack
PricingFreemiumPublishesDaily
Issues114SubscribersRead gutierrezcapitalresearch.substack.c...

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Macro Update: El shock que el sistema no podía absorber

> Gutiérrez Capital Research es una publicación independiente de análisis de inversión. Nuestro trabajo consiste en identificar qué está descontando mal el mercado, qué está ignorando y qué se está entendiendo de forma superficial. Eso nos ...

4 days ago
11
2

Lo que faltaba entre el análisis y la acción: GCR Market Tools

Una capa de datos diseñada para ver el mercado con la misma lógica que usamos para analizarlo.

8 days ago
5
0
Paid

¿Vender ahora? Estás loco

10 posiciones, 7,87% de FCF yield y 18% de crecimiento esperado. La lógica detrás de cada una.

17 days ago
17
0
Paid

La Tercera Guerra Mundial, y sus segundas derivadas

Cuando un conflicto altera el mapa geopolítico, las mejores oportunidades rara vez están en el activo obvio. Están en los cuellos de botella que el mercado todavía no ha valorado.

a month ago
15
0
Paid

Authors

The writers behind this newsletter.

  • Pedro Gutiérrez

    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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