Mr. Value
Mr ValueValue Investing
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 29 | Subscribers | Read | mrvalue.substack.com |
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Latest Issues
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Actualización Cartera (Jul24)
Tras varios meses sin ninguna publicación, ha llegado a la hora de publicar la actualización de mi cartera a cierre de julio de 2024. Siendo esta la siguiente:
Brookfield Asset Management
La tesis de este mes no va a ser sobre un serial acquirer, hoy voy a hablaros de la que seguramente es la acción que más recomiendo a mi entorno cercano cuando me preguntan en que compañía deberían invertir. ¡Esta no es más ni menos que... ...
Lagercrantz: Show me the IP and I’ll tell you the margin….
Hoy os vengo a hablar ota vez de un serial acquirer (os prometo que la próxima tesis no será sobre un serial acquirer).
CFROI: Parte III
Llegamos ya al final de esta pequeña colección de artículos para calcular el CFROI (Cash Flow Return On Investment). En los pasados dos artículos hablamos sobre como calcular el capital empleado ajustado a la inflación y la vida útil media ...
Authors
The writers behind this newsletter.
Buy side analyst
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