Rodrigo Villanueva - Attitude Small Caps
Rodrigo VillanuevaAnalysis of Small Caps
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 31 | Founded | 6 years ago | Last Issue | 13 days ago |
| Active | Language |  Spanish | |||
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attitudesmallcaps.substack.comLatest Issues
Cae el petróleo, ¿efecto dominó? | Resultados Q2 2026
Informe Trimestral Q2 2026: Attitude Small Caps FI
1. Contexto Macroeconómico: La Normalización del Crudo
La noticia más relevante de este trimestre ha sido la significativa bajada del precio del petróleo, que ha pasado de super...
Los 5 agentes de IA que uso para mi proceso de inversión
En small y micro caps la ventaja nace de hacer el trabajo aburrido que casi nadie hace. El problema es que ese trabajo no escala. Estos son los cinco agentes de IA que tengo integrados hoy en mi proceso en Attitude Small Caps para quitarme...
Cuando los márgenes te mienten
Hace poco me encontré analizando una empresa que, sobre el papel, pintaba francamente bien. Margen operativo subiendo trimestre tras trimestre. Y, sin embargo, había algo que no me cuadraba: el retorno sobre el capital invertido llevaba dos...
¿Qué hemos hecho en las caídas? | Resultados Q1 2026
¡Hola a todos! Bienvenidos al resumen del primer trimestre del año de Attitude Small Caps. Ha sido un trimestre revuelto por diversos problemas geopolíticos, así que en este vídeo he querido hacer una sesión mucho más práctica: vamos a ater...
Por qué la valoración no lo es todo
Cuando empezamos a invertir, especialmente quienes venimos de carreras técnicas, tendemos a creer que los números lo explican todo. Que si el modelo de valoración arroja un potencial del 40%, la decisión está tomada. Que si una empresa coti...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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The writers behind this newsletter.
Fund Manager at Attitude Small Caps FI
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