Empresa
JP Morgan
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.
Recap mensual 2025 – I
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AI, tariffs and a pause (Weekly summary 01/02)
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IA, pausa y aranceles (Resumen semanal 01/02/25)
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28 December 2024
The model portfolio's return is +26.62% YTD compared to +23.26% for the S&P500, and +64.59% versus +44.59% for the S&P500 since inception (September 2022).
El juego del calamar de los tipos (Resumen semanal 11/05)
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