Gutiérrez Capital Research
Pedro GutiérrezResearch institucional para inversores serios: análisis macro, liquidez real, estudios sectoriales y valoración profunda para tomar mejores decisiones de inversión.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 90 | Subscribers | Read | gutierrezcapitalresearch.substack.c... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
El edge está en los flows
El alpha en los próximos años no vendrá de stock picking, sino de anticipar flows. Quien entienda rotación sectorial, dominará el ciclo.
El ego: Mi mayor enemigo como inversor
Lo más importante a la hora de invertir es ser consciente de que eres humano, y puedes equivocarte.
La mayor destrucción de valor de la historia
La mayor destrucción de valor de la historia va a ocurrir en los próximos 5 años.
Querido Zuck, me bajo del barco
Cuando los números cambian, la tesis cambia. Y hoy, Meta deja de encajar en mi marco de Inevitable Investing.
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Authors
The writers behind this newsletter.
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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