Miguel Maeztu
Miguel Maeztu @AzeriaInvest

Performance
Alle

-2.88%2026
2026
32.94%2025
2025
26.14%2024
2024
32.75%2023
2023
-20.35%2022
2022
19.08%2021
2021
15.07%2020
2020
32.9%0%-32.9%
Themen
Miguel Maeztu
Miguel Maeztu
Luxembourg
20 h
SpaceX: my personal take on this SpaceX has all the ingredients for an exciting movie. Erratic visionary at the top, massive placement to institutional investors, huge flow to retail. Musk knows how to time the market for himself. He is very good at it. With barely any sales and prospects relying... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
14 d
Bearbeitet
Wise under money-laundering investigation When I completed my due diligence on Wise I loved everything but the weaker regulatory framework, opening the door to AML scrutiny. I wrote it as such on eToro. After a while I moved ahead and bought it anyway. Why? Other banking / neobank groups have been... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
19 d
๐“๐ก๐ž ๐ข๐ง๐œ๐จ๐ฆ๐ž ๐ฌ๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ ๐ข๐ฌ ๐ฅ๐ข๐ค๐ž ๐š ๐›๐ข๐ค๐ข๐ง๐ข Great quote from a Random Walk Down Wall Street (which itself quotes as well). ๐‘พ๐’‰๐’‚๐’• ๐’Š๐’• ๐’“๐’†๐’—๐’†๐’‚๐’๐’” ๐’Š๐’” ๐’Š๐’๐’•๐’†๐’“๐’†๐’”๐’•๐’Š๐’๐’ˆ, ๐’ƒ๐’–๐’• ๐’˜๐’‰๐’‚๐’• ๐’Š๐’• ๐’„๐’๐’๐’„๐’†๐’‚๐’๐’” ๐’Š๐’” ๐’—๐’Š๐’•๐’‚๐’. There is a reason why fundamental investors... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
28 d
Everytime I buy, someone is selling It is something worth remembering. Regardless of the level of conviction when buying a stock, it means someone is selling on the other side. For whichever reason, but it is important to remember that a transfer of risk is taking place, and the other seller might have... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
29 d
The European Carvana? A company that I am researching is called Auto 1. It is a German company that aims to break down the traditional dealer-based car (re)sale model by putting forward a website were consumers can buy directly the car (and merchants too). Similar to Carvana, although Auto1 also caters... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
1 Monat
Iran quagmire and the unfolding supply crunch Oil, but also fertilisers are stuck in the Gulf, not being able to get out as both Iran and the US seem to compete to see who does the best blockade. This will inevitably affect supplies, and since ships cannot travel at the speed of a plane, even once... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
2Mon.
๐–๐ก๐ž๐ง ๐ฅ๐จ๐ฐ๐ž๐ซ ๐ฉ๐ซ๐ข๐œ๐ข๐ง๐  ๐ข๐ฌ ๐ฒ๐จ๐ฎ๐ซ ๐ฆ๐จ๐š๐ญ Often moats are associated with prices hikes - a company's pricing power. And to a large extent it is true. However, another competitive advantage is based on being the cheapest. CostCo is an example where being the cheapest at scale has... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
2Mon.
A week away from Berkshire's AGM This will be Greg's first time leading the AGM, with Warren sitting in the front row. With record-high cash, Greg will be judged by his ability and willingness to swing hard next time there is a big opportunity to do so, as well as by his attitude towards cash. Recently,... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
2Mon.
๐“๐ž๐ง๐œ๐ž๐ง๐ญ ๐›๐ฎ๐ฒ๐ฌ ๐š ๐ฌ๐ญ๐š๐ค๐ž ๐ข๐ง ๐Š๐š๐ฌ๐ฉ๐ข The news that Tencent invested alongside the CEO and CFO in Kaspi are good news to me. I am a shareholder of both companies and I hold Tencent in very high regard as a company with very reasoned and cautious capital allocation. I do not know the... Mehr anzeigen รœbersetzen
Miguel Maeztu
Miguel Maeztu
Luxembourg
2Mon.
Bearbeitet
FICO: the moat with pricing power and its erosion Within the investable universe I monitor, I would argue that FICO has the largest moat that comes to mind. In a nutshell, it provides a credit score to US borrowers and lenders. With decades of credit data, its score becomes incredibly valuable. If someone... Mehr anzeigen รœbersetzen

รœber Miguel Maeztu
Luxembourg
Strategie: Wert

Fundamentals matter. Concentrated portfolio. Target ARR>10%. Margin of safety & patience.
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