Sector
Materials
Mining, chemicals, paper, and construction materials.
Stock Market Review #4
Q225 earnings review, part II
Este contenido es solo para miembros.Únete ahora¿Ya eres miembro? Accede aquÃ
July 27, 2025
Este contenido es solo para miembros.Únete ahora¿Ya eres miembro? Accede aquÃ
Warrior Met Coal
Crecimiento a IRR < 50%
Dynacor Group
Transforming gold
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.
29 March 2025
After starting the year focused on updating previously published investment articles (this week we’ve released the one on Sylvania Platinum, and the rest are on the way), we’re now also returning with new investment ideas starting Monday.
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.
Trump 2.0 (Resumen semanal 15/03/2025)
Esta semana ha habido muchos eventos interesantes que analizar en el panorama geopolÃtico y económico.
G&R Q424 analysis
In this deep dive, we will analyze the Q424 commentary from Goehring & Rozencwajg, an American investment firm specialized in commodities, which always provides a very interesting and groundbreaking perspective.
Análisis comentario G&R Q424
En este deep dive, vamos a analizar el comentario de Q424 de Goehring&Rozencwajg, una firma de inversión americana especializada en materias primas, y que siempre tiene una visión muy interesante y rompedora.
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.
