La Newsletter de Momentum
Momentum Financial, Researching Global Stocks, SPConeSigue con la Newsletter de Momentum toda la actualidad bursátil y financiera, la situación de las empresas más interesantes del momento y ten acceso a los mejores artículos de inversión y finanzas.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 135 | Subscribers | Read | momentumfinancial.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
XiaoCaiYuan (小菜园)
En esta ocasión traigo una empresa China de la bolsa de Hong Kong que he comentado en el Club de momentum.financial. Mi idea es compartir aquí los puntos que me han parecido interesantes del negocio y, a la vez, mostrar una parte del seguim...
La burbuja de la IA occidental vs la realidad China
Yo fui uno de los 4 que levantó la mano cuando Alex Fusté preguntó si nos asustan las valoraciones actuales, acerca del ciclo disruptivo de la IA que ha dado comienzo, en el cual llevamos 2,4 años con una subida del 78%
Value Dividend Chino, una oportunidad histórica.
El Value Dividend, mi estrategia de inversión favorita. Consiste en crear una cartera con empresas que tengan una sólida situación financiera, un futuro decente a nivel de negocio y que repartan dividendos de alto calibre de forma sostenibl...
Alphabet o Tencent: ¿Cuál negocio es mejor?
Navegando por redes chinas me encontré con un artículo muy interesante que comparaba los negocios de Alphabet y Tencent. Quiero traer una parte de ese análisis en este espacio y sumar algunos aspectos de elaboración propia.
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Authors
The writers behind this newsletter.
La mejor comunidad en Español para seguir la actualidad del mundo de la inversión y acceder al mejor contenido relacionado con la inversión y las finanzas.
Researching Stocks of the World, searching opportunities, thinking in the Fundamentals, Macro context and economic-political news. I am not professional: DYOR
Los impuestos son un robo
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