Empresa
Alphabet ($GOOGL)
Stock Market Review #14
Consultorio Bursátil #14
China, India and Russia (Weekly Report Sep 7, 2025)
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China, India y Rusia (Resumen Semanal 7 Septiembre 2025)
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Alphabet y Tesla (Expectativas)
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Alphabet y Tesla – Future Expectations (Spanish)
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The FED must cut (Weekly summary 22/03/2025)
This week has been very active in terms of video content creation. I took part in an episode of Rompiendo el Mercado alongside Edgar and, most notably, conducted an interview with the CEO of Dynacor, one of our core positions.
The dollar smile (08/03/2025)
Yesterday, we published the third and final installment of our Q4 earnings review for the companies in our watchlist, covering $ICL, $GLNG, and $VET.TO. The remaining companies that have yet to be discussed will be covered in detail in our weekly reports and on Discord.
08 March 2025
The model portfolio's return is -3.47% YTD compared to -1.89% for the S&P500, and +65.23% versus +43.74% for the S&P500 since inception (September 2022).
Recap mensual 2025 – II
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The dragon awakens (Weekly summary 22/02/2025)
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22 February 2025
The model portfolio's return is +2.7% YTD compared to +2.36% for the S&P500, and +69.4% versus +45.63% for the S&P500 since inception (September 2022).
