Hoy os traigo algo distinto. Llevaba meses queriendo sentarme a hablar en serio de un tema que nos toca a todos los que invertimos en software, cómo está afectando de verdad la IA al sector. Y no quería la versión c...

12 days ago

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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...

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La psicología detrás del sector lujo

Lo que ningún Excel te va a contar sobre Hermès, Ferrari y Patek Philippe

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a month ago

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