What will you find here?
Investment is a self-discovery process about how much we don’t know. Therefore, here there will be:
Investment thesis in 10 slides. Aiming for one per month.
Books summaries and key leanings in a reduce number of slides.
We need to learn how the world works, why some industries are better than others, why incentives can “predict” the future, why the current monetary policies lead us to an abysm, etc…
In summary, we will try to become better investors. At least once per week.
Our investment principles
You can find also the link to the full pdf:
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Javier Pérez Álvarez | Buy-side at Anker Capital | Partner at NIO Ventures | Books & Finance | Aerospace engineer | MBA | CFA Level II candidate