Your trusted source for unbiased insights, education and due diligence on private investments. Empowering Accredited Investors with informed decisions.
I am an equity analyst, and believe successful investing is a marathon (not a sprint) and a never ending learning exercise.
I share some of my ideas and look forward to learning from other fellow investors!
Blog de inversión en bolsa donde comparto tesis de inversión de manera gratuita. Además, con total transparencia también muestro mi cartera de inversión junto con sus respectivas posiciones y dinero invertido.
Independent Investment Researcher & Investor. Differentiated reports, deep dives, trading ideas, charts and educational topics. Risk management & hedging for an all weather portfolio. A Roger Federer fan ...
Early AMD and Tesla investor, with a 2,500% return since 2014.
Gain insights into my research process by reading my deep dives.
One free deep dive per month. Deep dive updates for paid subscribers only.
Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.
Inversor privado en empresas de muy alta calidad, explicadas de forma sencilla. Además, comparto íntegra y transparentemente mi camino como inversor particular
Global Quality Investing is a publication of my research to find high-quality companies worldwide. This newsletter will take you around the world to find the highest quality compounders with a bias towards smaller companies.
I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.