López-Pérez Equity Research
Alan, Alan LópezEquity Deep Dive Researchs with a Value Investing view.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 6 | Subscribers | Read | lopezperezequityresearch.substack.c... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Italian Sea Group - Seguimiento H1 2024
Han pasado ya nueve meses desde que publicamos la tesis de inversión en The Italian Sea Group (la “Compañía” o “TISG”) -tesis original The Italian Sea Group-, con la que además daba comienzo la andadura de este proyecto. La tesis, en el pla...
Derichebourg, S.A. - Un ciclo por expandirse (II/II)
Si en la primera entrada dedicada a Derichebourg nos centramos en el análisis cualitativo de la compañía estudiando aspectos tan relevantes como su modelo de negocio, su panorama competitivo o el momento del ciclo económico de la industria ...
Derichebourg, S.A. - Un ciclo por expandirse (I/II)
En esta nueva publicación presentaremos una nueva idea de inversión en una empresa europea, cotizada en la Bolsa de París, que si bien opera en una industria altamente cíclica posee una serie de fosos defensivos que refuerzan su posición an...
Towercos (II): The Big Three
En la primera entrega de esta serie dedicada a la industria de las torres de telecomunicaciones -Towercos (I): tendencia secular, fosos defensivos y rentabilidad\- abordamos todos aquellos aspectos intrínsecos a la misma que, desde el prism...
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Authors
The writers behind this newsletter.
Private Investor.
Economista. | Finanzas e Inversión.
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