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Valuation Matters

Value investing

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues38Founded4 years agoLast Issue2 years ago
Active
Language
Spanish

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Latest Issues

Capital Allocation: La Clave para Crear Valor a Largo Plazo

Bienvenido a otra edición de Valuation Matters,

Hoy nos adentramos en el apasionante mundo de la asignación de capital. Si alguna vez te has preguntado cómo los grandes directivos deciden dónde poner su dinero para maximizar el valor, está...

2 years ago
15

Desmitificando los Moats: 5 Lecciones de Rob Vinall para los Inversores

En la reciente conferencia en ‘‘Value Investor Conference’’ celebrada en Omaha antes de la reunión anual de Berkshire Hathaway, Rob Vinall, fundador de RV Capital, ofreció una charla esclarecedora sobre los "5 mitos de los Moats". Esta pres...

2 years ago
14

Descubre los 10 Atributos de los Grandes Inversores para Ganar Dinero en Bolsa

¿Quieres convertirte en un mejor inversor? Aprende de los mejores. El profesor Michael Mauboussin, con más de 30 años de experiencia, ha identificado 10 atributos clave que comparten los grandes inversores.

‘’La enseñanza impone una disc...

2 years ago
9
3

Análisis Meliá Hotels International - Por Noely The Vanguard Research

Hoy tengo el placer de que Noely (@thephoenixinv en Twitter) haya venido a exponer su análisis detallado de la compañía española Meliá Hotels International.

Antes de nada, comentaros que Noely tiene una web y canal de YouTube donde da segu...

2 years ago
6
2

Resultados Embracer: Q4 23-24. Más ajustado que la camisa de Johan

Hoy veremos los impactos de los impairments y gastos no monetarios, y los ajustes proforma que moldean la actual imagen financiera de la compañía.

Además, exploraremos las perspectivas futuras, incluidos los próximos lanzamientos y la valo...

2 years ago
10
1

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