Tesis de inversión y gestión de cartera. 52,7% anualizado desde 08/2022
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 203 | Founded | 4 years ago | Last Issue | 40 hours ago |
| Active | Language |  Spanish | |||
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10baggerportfolio.substack.comLatest Issues
Tesis: La digestión del Kraken
Tras una adquisición mayor que su propio negocio, el mercado no ha decidido cómo valorarla
Dos tamaños de tesis y glosario
Dashboard 2.0 / Más posibilidades (incluye 1 tesis gratis)
Para suscriptores gratuitos:
En el vídeo en el que presento el Dashboard 2.0 enseño por dentro una de las tesis del Agente watchlist, ya que quería que cualquier suscriptor gratuito pudiera descargarla y leerla con calma. Aquí puedes desca...
ASTS: SpaceX al ataque
Qué cambia y qué no en nuestra tesis de ASTS tras la compra del espectro de 800 MHz
Ayer SpaceX anunció un acuerdo definitivo para comprar a Grain Management su cartera nacional de espectro de 800 MHz en Estados Unidos. El precio no se ha...
Q&A: 4 valores interesantes
Y algunas cosas sobre mi yo inversor
00:00 Introducción
[Pre tesis]: Kraken Robotics, el barco que muchos abandonaron
Una compañía cara con una gran historia de defensa compró un negocio cíclico que el mercado no esperaba. Por qué eso la ha abaratado, y por qué ese ciclo pesará mucho menos dentro de unos años.
Cuando hablé sobre Titomic expliqué que mi fa...
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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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