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HerediaLaso | Inversión GARP

HerediaLaso

Tesis de inversión principalmente en Small Cap, con un enfoque GARP (crecimiento a precios razonables) | Sin prejuicios por geografías | Probablemente una publicación por trimestre

Platform
Substack
PricingFreemiumPublishesWeekly
Issues26Founded3 years agoLast Issuea year ago
Active
Language
Spanish

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Latest Issues

¿Pueden ser los GCCs una amenaza para proveedoras de servicios externalizados?

Hace unas semanas, Manas Human (CEO de Nagarro, una de las compañías de Ingeniería Digital más seguida por la comunidad de Momentum), ofreció una entrevista en BW Businessworld (https://businessworld.in/article/nagarro-will-grow-5-7x-in-ind...

a year ago
9
1

Y por esto, nunca tendrás 100-baggers

1. Introducción

Una 100-bagger es una inversión que multiplica su valor original por 100. Por ejemplo, si inviertes 1.000€, obtendrías 100.000€. Hasta aquí está todo claro para la inmensa mayoría de vosotros, pero hay otros aspectos r...

2 years ago
13
5

¿HACIA DONDE VAMOS EN IT?

Tiempo estimado de lectura:

Como muchos sabéis, vigilo muy de cerca el sector de IT ya que llevo en cartera bastantes compañías: Shelly Group, Nagarro, Spyrosoft, Performance Technologies, Sword Group, knowmad mood y Epsilon Net. Estas com...

2 years ago
3
Paid

Athens International Airport - Actualización FY2023

¿Y si finalmente la reducción de ingresos por los cambios en la regulación no tiene efecto?

En el presente post vamos a actualizar la tesis del Athens International Airport una vez conocidos los resultados del FY2023.

2 years ago
5
Paid

Sword Group - Actualización FY2023

Revisión de resultados del FY2023, guidance 2024 y plan de negocio a 2028

En el presente post vamos a analizar los resultados del FY2023 de Sword Group. También revisaremos la guía de beneficios para 2024 y el plan de negocio a 2028.Puedes...

2 years ago
3
Paid

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