Investment Notes
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| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 26 | Founded | 3 years ago | Last Issue | 5 months ago |
| Active | Language |  Spanish | |||
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investmentnotes.substack.comLatest Issues
La Tormenta Silenciosa
A menudo eclipsada por el oro, la plata ha dejado de ser simplemente un “activo monetario” para convertirse en un engranaje insustituible de la transición energética. Si observamos los datos más recientes del Silver Institute y las proyecci...
¿Sunrise o Liberty Global?
Puntos clave de la tesis
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¿Por qué este spin-off es distinta? Veremos el papel de John C. Malone, el cowboy del cable, en esta operación y la seña distintiva de su gestión de capital.
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Alineamiento con la escindida: La matriz...
Sunrise, spin-off inminente
Sunrise es el segundo proveedor de telecomunicaciones más grande de Suiza en términos de ingresos y ofrece servicios de telecomunicaciones convergentes, ofreciendo servicios de telefonía móvil, banda ancha, televisión y línea fija princip...
Porsche entrega 226.026 vehículos hasta Q3, un 6.88% menos
Las ventas de la marca se mantienen con una caída estable del -6.88%, un trimestre más, en línea con los últimos resultados reportados hace tres meses. Lo que supone un descenso de -16,696 unidades entregadas en lo que llevamos de año 202...
Sunrise calienta que sales, hay que aflorar valor
Liberty Global es un holding con participaciones en varias empresas de telecomunicaciones en el Reino Unido, los Países Bajos, Bélgica, Suiza, Irlanda y Eslovaquia. Liberty es propietaria de la principal red de cable en cada una de estas...
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La regla número uno ¡Haz tus deberes!, un camino muy largo para el sí y un camino muy corto para el no.
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