Miguel Maeztu
Miguel Maeztu @AzeriaInvest

Rendimiento
Todo

-6.07%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%
Conversaciones
Miguel Maeztu
Miguel Maeztu
Luxemburgo
9d
Editado
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
14d
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
23d
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
24d
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
29d
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
1me
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
2mo
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,... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
2mo
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
2mo
Editado
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... Mostrar mรกs Traducir
Miguel Maeztu
Miguel Maeztu
Luxemburgo
2mo
Can Bitcoin become a means of payment? Reading A Random Walk down Wall Street, one of the points discussed is whether Bitcoin can become a means of payment. Very interesting topic. In essence, a key element for Bitcoin to become a means of payment is price stability. Volatility is a killer for any... Mostrar mรกs Traducir

Acerca de Miguel Maeztu
Luxemburgo
Estrategia: Valor

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