Roberto Chamorro gilaberte
Roberto Chamorro gilaberte @robchamow

Tuottavuus
Kaikki

1.37%2026
2026
21.27%2025
2025
33.90%2024
2024
60.47%2023
2023
-5.73%2022
2022
0.40%2021
2021
46.96%2020
2020
60.5%0%-60.5%
Keskustelut
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
21 h
Portfolio 💼 +1.63%. We’ve recovered nearly 10% in a very short period of time. We were positioned in some of the best businesses in the world, purchased at valuations that I considered attractive both relative to their historical averages and to what I was willing to pay. That allowed us to build... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
7 pv
Meta accounted for 18% of my portfolio until a few moments ago. I have reduced the position to 15% after the stock rose from $542 to $666, a gain of approximately 23% since June 25. The investment thesis remains completely unchanged. In fact, yesterday Mark Zuckerberg reinforced it once again. He explained... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
9 pv
📝 Strategic Report | First Half of 2026 Full article available, including an audio version. 🎧 open.substack.com/pub/robertochamorrogilaberte/p/informe-estrategico-primer-semestre?r=5b5str&utm_medium=ios How I’ve experienced these six months, what I’ve learned, and how I see what comes next. The... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
9 pv
🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨🚨 U.S. President Trump said the temporary ceasefire with Iran “is over.” He called Iran “scum,” accused its leaders of being “sick,” and said they would use nuclear weapons if they had them. He added that he would not stop negotiators from continuing talks, but described... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
10 pv
💼 We were able to buy some of the best businesses in the world at discounted prices throughout the first half of 2026. We built our positions at attractive average prices. Now, all that’s left is to be patient and wait for the market narratives to change. It wasn’t just about buying; it was about giving... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
10 pv
📝 The memory sector has been selling off for the past two weeks… Declines from recent highs: 🔴 Micron Technology: -25% 🔴 SanDisk: -30% 🔴 Samsung Electronics: -21% 🔴 SK Hynix: -26% 🔴 Western Digital: -32% 🔴 Seagate: -29% I wrote an article about this a while ago and explained one of the biggest... Näytä enemmän Käännä
Micron en Abierto
robertochamorrogilaberte.substack.com
⚠️AVISO LEGAL Y DE RIESGO (#Ad): Este contenido tiene fines estrictamente educativos y refleja exclusivamente mi opinión personal.
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
12 pv
The plan remains exactly the same. As you can see, the portfolio strategy has never changed: owning some of the best businesses in the world, buying them when they trade at attractive valuations, and taking advantage of the opportunities created by market sentiment and short-term narratives. What makes... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
14 pv
Michael Burry has revealed on his Substack a new bearish position on Micron $MU (Micron Technology, Inc.) I published an article a few days ago, available for everyone to read, explaining why investing in Micron at this stage could be more complex than many investors think. I’ll share it again for... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
15 pv
We are now down around -3% year to date, while remaining invested in what we believe are some of the world’s greatest businesses, trading at some of their lowest valuations in years despite delivering record revenue and earnings. The plan has never changed. We have followed it with discipline, communicated... Näytä enemmän Käännä
Roberto Chamorro gilaberte
Roberto Chamorro gilaberte
Espanja
16 pv
💼 Meta is currently our second-largest position in the portfolio, with a 16% weighting. Meta’s AI capex is not the same as Microsoft’s, Amazon’s, or Google’s. Meta is different. The infrastructure it has built was primarily designed for internal use: improving its algorithms, enhancing its advertising... Näytä enemmän Käännä

Tietoa Roberto Chamorro gilaberte
Espanja
Strategia: Arvo

Quality growth✅+25% annualized ✅ Nominated best investor 2023 2024 2025 +270% dese 2020
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