
MBA en Finanzas (Miami) y Contador (UCA). Inversor con 8 años de experiencia y foco en el largo plazo. Mi formación y estrategia me han permitido lograr grandes retornos. Aquí comparto mi visión y análisis del mercado. No es recomendacion Financiera.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 41 | Founded | a year ago | Last Issue | 3 days ago |
| Active | Language | ||||

Con un ratio de eficiencia de 17,6%, más de 135 millones de clientes, un PEG de 0,5 y una apuesta fuerte en Estados Unidos, ¿cuánto crecimiento le queda realmente a Nubank?
Hace apenas 13 años Nubank no existía. Hoy ya es la mayor instituc...
Empleo débil, yields más bajos y nuevos máximos del S&P 500.
Buen día inversores, espero que anden bien.
El ecosistema acelera fuerte y el margen se mantiene bajo. Lo que se viene:
El segundo trimestre dejó una foto bastante clara: Mercado Libre sigue creciendo a una velocidad extraordinaria para el tamaño que ya tiene, mientras acepta menos...
Margen, crédito, Fintech, Ads y compras internas: las 5 claves que pueden definir la lectura del trimestre.
Mercado Libre es la única empresa pública que creció más de 30% durante 28 trimestres consecutivos.
Semana del 27 al 31 de julio de 2026
Buen día inversores, espero que anden bien.
Subscribers, engagement, traffic and sponsorship for Lorenzo Bolsa.
| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
The writers behind this newsletter.
Inversor privado a largo plazo. Compro empresas de alta calidad a precios atractivos. Comparto análisis en profundidad, ideas de inversión y research sobre compañías que me gustan.
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