Quality Value Research
Cada semana, gratis, el boletín de actualidad del inversor. Cada mes, una tesis nueva sobre empresas de calidad y small caps desconocidas. Especialistas en software, por la década del fundador dentro del sector.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 468 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | Language |  Spanish | |||
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qualityvalueinvestments.comLatest Issues
CEO de consultora tech +€200M (Izertis) responde
Qué vas a leer hoy en el boletín:
El mercado se está poniendo selectivo, y eso nos gusta. Después de meses moviéndose por narrativas, vuelve a reajustarse poco a poco por datos. Lo vemos con nombres propios: Microsoft, Amazon, Meta o...
¡La IA NO Va a Matar la Ingeniería de Software! CEO de una Consultora de 200M€ Explica Por Qué
Pablo Martín (Izertis): treinta años creciendo al 23% mientras el mercado le pone valor terminal cero al software Conversamos con Pablo Martín, fundador y CEO de Izertis, consultora tecnológica que factura más de doscientos millones de euro...
El software está a punto de explotar.
Actualización Portfolio Quality Value
¿Son los Negocios Aburridos los Más Rentables? Experto en Serial Acquirers Revela Cómo Encontrarlos
Pedro León (Galileo Capital): más de doce multibaggers comprando serial acquirers a diez veces beneficios Conversamos con Pedro León, consejero de Galileo Capital. Su especialidad son las empresas que se multiplican: los serial acquirers, c...
¿Software muerto? Con SAP parece que NO
Qué vas a leer hoy en el boletín:
En los mercados, Alphabet presentó resultados por encima de lo esperado — ingresos +24%, Cloud +82% — pero las guías de capex, la suya (elevada hasta los 205.000M)yladeTesla(+142) y la de Tesla (+142%...
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Firma boutique de research para inversores minoristas e institucionales: análisis con rigor profesional, explicado con claridad y con enfoque ejecutivo. | Especialistas en empresas de Software y SaaS.
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