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JGR se especializa en small caps donde el valor existe, pero el mercado todavía no lo reconoce.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues102Founded10 months agoLast Issue6 days ago
Active
Language
Spanish

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Artwork for JGR Value

Latest Issues

El mayor magnate de Australia compra el 17% de EQR

El cuarto hombre más rico de Australia (”Twiggy”) absorbe la participación del fondo de capital privado. Analizamos qué significa esta jugada de $190M AUD para Barruecopardo, la geopolítica de metales críticos y el horizonte en EE. UU.

Si...

6 days ago
6

El monstruo del wolframio empieza a rugir (Y por qué sigo acumulando)

Hola a tod@s!

He vuelto a compra EQR y te explico por que!

Acaban de publicar su actualización preliminar al cierre de su año fiscal (30 de junio de 2026), y el mensaje es bastante loco: la plataforma está lista para capitalizar un entorn...

17 days ago
5

¿Por qué he decidido volver a comprar acciones de Surge Battery Metals (NILI)?

Hola a tod@s!

Hoy vengo a hablaros de por qué a veces el mercado te regala la oportunidad perfecta para machacar el botón de comprar.

Hay una diferencia enorme entre seguir una acción y creer en una tesis con convicción absoluta. Lo que h...

a month ago
6

Top 5 libros que no te puedes perder

Hola a tod@s!!

Hay una frase clásica en el ecosistema inversor: “Busca donde no haya competencia”. Mientras miles de analistas “ultra-preparados” desmenuzan cada céntimo de Apple o Microsoft, hay empresas de pequeña capitalización creciend...

a month ago
3

El plan maestro de EQR

Hola a tod@s!!

Hoy vengo hablaros de la jugada maestra que acaba de realizar EQ Resources (EQR). Un movimiento que va a cambiar por completo cómo producen el tungsteno.


Una compra gigante de terreno

Hace unos días, EQR anunció...

a month ago
2

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Authors

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  • Javier Gonzalez

    Análisis sobre small caps y micro caps.

  • Maven Tracker

    Market Timing en Large Caps, busco qué empresa está en oportunidad. Trabajo en una Trading Desk y comparto el análisis que hace un operador de mercado de profesión.

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