Sector
Consumer Staples
Food, beverages, hygiene products, and supermarkets.
Stock Market Review #12
Stock Market Review #12
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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.
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 I
This delivery is the first 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.
Resumen resultados Q424, parte I
Este envÃo es la primera entrega del comentario de resultados del cuarto trimestre para el año 2024 de las empresas en seguimiento o cartera modelo. Las presentaciones acostumbran a ser eventos muy positivos para nuestra cartera
Peace talks (Weekly Summary 15/02/2025)
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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).
Resumen resultados Q324, parte III
Parte III
Resumen resultados Q324, parte I
Parte I
Decepción en China (Resumen semanal 12/10/24)
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El primer debate (Resumen semanal 14/09/24)
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