Tesis de inversión y gestión de cartera. 52,7% anualizado desde 08/2022
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 181 | Founded | 4 years ago | Last Issue | 2 days ago |
| Active | Language |  Spanish | |||
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10baggerportfolio.substack.comLatest Issues
ASTS Q2/2026
Será difícil para los bajistas.
Los ingresos van llegando
Hims Q2/2026
Para los optimistas y los pesimistas
Ingresos de $753,2m (+38% interanual), casi 3 millones de suscriptores, y guidance anual elevado a $3,1-3,3B. En superficie, un trimestre de libro. Pero hay tres capas debajo que a mí me cambian bastant...
Rocket Lab Q2/2026
La acción baja por esto, pero la esperamos más abajo.
Antes de empezar a leer
AbCellera y Freshworks Q2/2026
Cuando la realidad valida la tesis
He reunido dos análisis del trimestre en una sola publicación, ya que suponen un seguimiento más ligero que otras compañías más “intensas”. En AbCellera los trimestrales son simple repaso, ya que la tesis...
Transmedics Q2/2026
Luces en el negocio, sombras en la directiva
TransMedics publicó ayer su segundo trimestre de 2026 con, en mi opinión, luces y sombras. Creo tener muy claro el motivo por el que pasó de un +10% tras resultados a un -7% una vez ya metidos e...
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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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