López-Pérez Equity Research
AlanEquity Deep Dive Researchs with a Value Investing view.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | lopezperezequityresearch.substack.c... |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Italian Sea Group: nuestro primer gran error
Cuando un inversor pierde la confianza en el management de una de sus compañías, poco recorrido puede haber. Y, desde este pasado jueves 19 de febrero de 2026, este es el punto en el que nos encontramos en López-Pérez Equity Research respec...
Alantra Partners, S.A. | Seguimiento FY 2025
En el día de hoy, Alantra Partners, S.A. (en adelante, “Alantra” o la “Compañía”) ha publicado la presentación preliminar de sus resultados correspondientes al año fiscal 2025. Y, dado que es nuestra principal posición en cartera, aprovecha...
Vidrio: calidad en entredicho
En el día de hoy os traemos una industria que llevamos siguiendo desde hace mucho tiempo y que, pese al pesimismo que se ha posado sobre sus fundamentales a largo plazo, y que viene afectando a la cotización de las principales compañías del...
Carta Anual 2025
En el día de hoy, aprovechando el necesario período de reflexión tras la conclusión del año 2025 y por primera vez en nuestra Newsletter, entraremos a analizar, y sobre todo reflexionar, sobre lo que ha sido el año, tanto para las compañías...
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