Empresa
Goldman Sachs
El apagón (Resumen Semanal 03/05)
Este contenido es solo para miembros.Únete ahora¿Ya eres miembro? Accede aquÃ
The blackout (Weekly summary 03/05)
Este contenido es solo para miembros.Únete ahora¿Ya eres miembro? Accede aquÃ
Be careful what you wish for (Weekly summary 05/04/2025)
Panic has hit the markets. Between Thursday and Friday, we witnessed two of the worst market sessions in recent decades.
Be careful what you wish for (Resumen semanal 05/04/2025)
El pánico ha llegado a los mercados. Entre el jueves y el viernes encadenamos dos de las peores sesiones de los mercados de los últimas décadas.
Liberation day (Weekly summary 29/03/2025)
Our prediction, shared at the beginning of the year in the positioning and ideas for 2025 article, is starting to materialize.
El dÃa de la liberación (29/03/2025)
Nuestra predicción, compartida al inicio de año en el artÃculo de posicionamiento e ideas para 2025, empieza a materializarse.
Trump 2.0 (Weekly summary 15/03/2025)
There have been quite a few interesting events to analyze this week, and below I list the most noteworthy news.
Q424 Earnings review, part IIl
This delivery is the third and final installment of the fourth-quarter earnings commentary for 2024 for the companies under our watch or model portfolio. These presentations tend to be highly positive events for our portfolio, as they showcase to the market the strong cash-generating capacity of our holdings and are often accompanied by generous shareholder returns.
Q424 Earnings review, part II
This delivery is the second installment of the fourth-quarter earnings commentary for 2024 for the companies under our watch or model portfolio. These presentations tend to be highly positive events for our portfolio, as they showcase to the market the strong cash-generating capacity of our holdings and are often accompanied by generous shareholder returns.
08 February 2025
The model portfolio's return is +4.57% YTD compared to +2.55% for the S&P500, and +70.67% versus +45.72% for the S&P500 since inception (September 2022).
18 January 2025
The model portfolio's return is +4.84% YTD compared to +2.01% for the S&P500, and +70.85% versus +45.48% for the S&P500 since inception (September 2022).
Weekly summary 28/12
Warpping up
