10Bagger Newsletter
10BaggerPortfolioTesis de inversión y gestión cartera
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 28 |
| Subscribers | Read | 10baggerportfolio.substack.com |
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Resultados de SoFi y una idea en su mejor momento
Repasamos el Q4 de SoFi y su guía para 2025 y conocemos un valor de calidad que cotiza en la actualidad con un buen margen de seguridad
Te cuento la clave sobre Hims que el mercado ignora
El mercado piensa que crecerá en torno al 13% anualizado en los próximos tres años, pero lo hará a más del 30% durante los próximos 5.
Salgo de esta posición después de mucho tiempo
Repaso de la semana y de la situación de tres valores de la cartera
Tesis: Compounder de extrema calidad esperando a ser descubierta
Con unos retornos esperados de un 25% anual, la elaboración de esta tesis reconozco que me ha sacudido a medida que he ido descubriendo paso a paso todos los detalles ocultos que el mercado ignora.
Authors
The writers behind this newsletter.
Un proyecto personal para aportar información y valor a la comunidad inversora. El objetivo: Convertir 70K en 700K antes de 2030
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