Manuel’s Newsletter
Manuel Fernández RamírezInvestment thesis
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 4 years ago | Last Issue | 2 years ago |
| Active | Language |  Spanish | |||
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manuelfernandezramirez.substack.comLatest Issues
Empezando nuevas aventuras
Estimado suscriptor,
Este Substack llega a su fin. Durante estos últimos meses no he publicado mucho (mi actividad estaba más es Seeking Alpha), pero he llegado a alcanzar más de 500 suscriptores en esta plataforma, algo que me enorgullece...
The Howard Hughes Corporation: ¿activos reales para protegerse de la inflación?
Una de las primeras tareas de cualquier inversor es analizar el tipo de negocio ante el que se encuentra, para así saber cómo puede proceder. Howard Hughes es uno de esos negocios que, a primera vista, es imposible de clasificar. Muchos inv...
My thoughts on Costco
Description: Costco is an American company which is engaged in the operation of membership warehouses in different geographical locations around the world, but mainly in the United States of America. Their philosophy is simple: offer...
Berkshire Hathaway: the all-weather company
Investment thesis
Berkshire Hathaway is a company that needs little presentation. With a market capitalization of more than $600 billion, the listed holding company led by Warren Buffett has been a true success story over the years, acc...
GDI Integrated Facility Services: Are We Facing An Early Stage Compounder?
The absolute leader in the Canadian market
GDI Integrated Facility Services Inc. is the best janitorial and facility services company in Canada with a market cap of 1.2 CAD billion and has an interesting history behind it. GDI operates...
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Inversor privado. Busco valor en empresas cotizadas. Creo en la inversión a largo plazo como forma de aumentar el capital.
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