Tesis de inversión y gestión de cartera. 52,7% anualizado desde 08/2022
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 188 | Founded | 4 years ago | Last Issue | 5 days ago |
| Active | Language |  Spanish | |||
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10baggerportfolio.substack.comLatest Issues
Mi mayor pérdida en bolsa
A esta hora debería estar grabando el primer capítulo del taller de IA que debía publicar mañana. Ruego me perdonen si esa publicación tiene que ser rodada al viernes, ya que creo que lo de hoy era altamente necesario.
Lo que la mayoría e...
Q&A: 3 libros + 2 recursos para mejorar como inversor
Hablamos también de Propel, la IA, Nebius o los retornos esperados de cartera.
00:00 Introducción
Tasmea FY2026: Batir, subir guía, repetir
¿Qué podemos esperar de 2027?
La compañía los ha vuelto a conseguir: un crecimiento orgánico del 18,1% en EBIT acelerando en el segundo semestre, además de guidance FY27 revisado al alza apenas 60 días después de emitirlo y la entrada espe...
Q&A: Alternativas a invertir en acciones IA
Y hablamos sobre SPCX, UBER, TMDX, ELIX, KSPI, TSLA y mucho más
00:00 Introducción
Tesis: El negocio sin competencia
Una small cap de alto crecimiento en busca del 100% del TAM
- Introducción
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Un proyecto personal para aportar información y valor a la comunidad inversora. Retorno anualizado superior al 60% desde 2022
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