Aldea Value
Jairo / Aldea Value, Ander / Aldea ValueIdeas de inversión, tesis y alguna otra disertación personal.
| Platform |  | Pricing | Only free issues |
|---|---|---|---|
| Publishes | Twice weekly | Issues | 62 |
| Subscribers | Read | aldeavalue.substack.com |
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Las empresas de consumo básico ¿una oportunidad de inversión?
* Tradicionalmente, las empresas de consumo básico han sido una buena opción de inversión, dando rendimientos medios por encima del S&P500, con menores niveles de volatilidad y un dividendo atractivo.
InMode presenta los resultados del Q4 de 2024
* InMode vuelve a presentar unos resultados flojos en ventas y con un margen bruto en mínimos históricos.
SPOT presenta los resultados del Q4 de 2024
* Resultados muy buenos para SPOTIFY con récord en muchas de las métricas: revenues, MAUs, FCF, ARPU, márgenes, etc.
Cómo afecta la IA a la bolsa: ¿Es Nvidia la nueva CISCO?
* Esta semana DeepSeek ha estado en boca de todos y, aunque podamos diferir del avance de esta tecnología, lo que está claro es que este movimiento ha provocado una fuerte reacción en las bolsas.
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