Tesis de inversión y gestión de cartera. 52,7% anualizado desde 08/2022
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 162 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | Language |  Spanish | |||
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Tasmea adquiere, ¿y ahora qué?
Repaso a la adquisición, valoración y operativa en nuestra 4 Bagger
En la actualización de los resultados del semestre dejamos tres ideas sobre la mesa. La primera, que el negocio subyacente estaba sólido y que la gran novedad era ver, por...
Por qué creo que este valor es el más infravalorado en cartera
Actualización sobre la última presentación
La semana pasada TransMedics participó en la conferencia de William Blair, y aunque buena parte del mensaje era ya conocido para quien sigue la compañía de cerca, hubo varias cosas que merecen un...
Nueva posición en cartera: Compounder desconocido de alto crecimiento
Tesis de 1 hora en vídeo
Si te ha aportado, agradezco tu like. Hemos comprado en el día de hoy títulos de este valor, comunicaré precio de entrada en el canal de Discord y durante la noche en nuestro Dashboard de cartera:
Tesis: 3 activos en 1 (Parte II)
Crecimientos del 20%, brutos cercanos al 50% e hipotética infravaloración por falta de profundidad en su estudio.
Esta en esta segunda parte de la tesis terminaremos de completar el estudio sobre la compañía. Si aún no la has leído, te inv...
AppCellera - Cálculo de valor intrínseco
Por qué creo que la compañía ha elegido el camino correcto
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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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