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IcariaCap

IcariaCap

Una Newsletter creada por gestores profesionales, donde se hablará de finanzas e inversión en todo tipo de activos. Value investing, situaciones especiales, diversificación, Asset Allocation, son algunos de los temas que trataremos en la Newsletter.

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues61SubscribersRead icariacap.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Los sesgos del inversos (2)

El próximo halving de Bitcoin está previsto para el 20 de abril de 2024 y podría tener un gran impacto en el precio de la criptomoneda. Históricamente, este evento ha desencadenado volatilidad en los mercados, siendo un momento perfecto par...

24 days ago
7
0

Los sesgos del inversor (1)

Esta semana quería hablaros sobre un substack que sigo y me parece muy interesante. Quality Value nos trae ideas de inversión en empresas de calidad, compradas a precios razonables, la filosofía que más encaja con nuestro perfil profesional...

a month ago
10
1

Entendiendo la valoración por múltiplos (2)

Lo más probable es que perdieses la oportunidad de invertir en las “.com” a principios de siglo porque no entendías cómo funcionaba internet por aquel entonces. Porque te daba miedo.

2 months ago
11
1

Entendiendo la valoración por múltiplos (1)

En esta Newsletter, como ya sabéis, hablamos mayoritariamente de gestión activa, pero hoy me gustaría hablaros un poco de la gestión pasiva. Para todos aquellos que quieran tener muy bien diversificada su cartera, aparte de invertir en fond...

2 months ago
13
0

Authors

The writers behind this newsletter.

  • IcariaCap

    Inversión a largo plazo, centrada en compañías con altas barreras de entrada, crecimiento secular y precios razonables. more

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