| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 80 | Founded | 4 years ago | Last Issue | 3 days ago |
| Active | Language |  Spanish | |||
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idresearch.substack.comLatest Issues
Safran: Tesis de inversión (Parte 1)
Introducción
¡Muy buenas a todos! 🫡
Hoy os traigo la primera parte de una tesis que llevo tiempo queriendo escribir, Safran. Una empresa francesa especializada en motores de aviación que en mi opinión opera en uno de los modelos de ne...
La psicología detrás del sector lujo
Lo que ningún Excel te va a contar sobre Hermès, Ferrari y Patek Philippe
Introducción
Hims & Hers: Por Qué He Vuelto a Comprar (a Pesar de sus Malos Resultados)
Análisis resultados Q1 2026
¡Bienvenidos a todos de nuevo! 👋
TransMedics: Al mercado le preocupan los márgenes. A mí otra cosa.
Introducción
Hola a todos y bienvenidos de nuevo.
TransMedics se está dejando un 25% en pre-market mientras escribo esto y el mercado ha entrado directamente en modo pánico. Mensajes de pánico por todas partes, gente vendiendo sin ent...
🥳 ID Research cumple hoy un año: Ganadores del sorteo y agradecimientos
Hoy hace exactamente un año subí a este Substack la tesis de inversión sobre AST Space Mobile. Era lo primero que publicaba aquí y, sinceramente, no tenía ni idea de si alguien la iba a leer.
Un año después somos 2.400 personas y más de 17...
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