Miguel Maeztu
Miguel Maeztu @AzeriaInvest

Rendimento
Tutti

-1.88%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%
Opinioni
Miguel Maeztu
Miguel Maeztu
Lussemburgo
20o
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... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
14g
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... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
17g
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,... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
24g
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... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
24g
Modificato
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... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
29g
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... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
1me
๐’๐ž๐ฅ๐ฅ๐ข๐ง๐  ๐๐ซ๐จ๐ฌ๐ฎ๐ฌ... ๐›๐ฎ๐ฒ๐ข๐ง๐  ๐“๐ž๐ง๐œ๐ž๐ง๐ญ There has been a key change in the portfolio composition, but also not really a change. I have sold Prosus and bought Tencent. As a reminder, I held Prosus as a means to hold Tencent with the added bonus of ongoing sales of Tencent to fund... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
2mo
Modificato
๐…๐จ๐จ๐ ๐๐ž๐ฅ๐ข๐ฏ๐ž๐ซ๐ฒ, ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ž๐ฏ๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง ๐š๐ง๐ ๐ฉ๐ซ๐จ๐ฌ๐ฉ๐ž๐œ๐ญ๐ฌ I was reading about the Food Delivery industry over the week-end, partly because it lives for free in my mind since it is at the core of Alibaba's strategy (or fight) at the moment. I was trying to develop the mental... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
2mo
๐™๐™๐™š๐™ง๐™š ๐™–๐™ง๐™š ๐™ฉ๐™ฌ๐™ค ๐™ฉ๐™ฎ๐™ฅ๐™š๐™จ ๐™ค๐™› ๐™ž๐™ฃ๐™ซ๐™š๐™จ๐™ฉ๐™ค๐™ง๐™จ: ๐™ฉ๐™๐™ค๐™จ๐™š ๐™ฌ๐™๐™ค ๐™™๐™ค๐™ฃ'๐™ฉ ๐™ ๐™ฃ๐™ค๐™ฌ, ๐™–๐™ฃ๐™™ ๐™ฉ๐™๐™ค๐™จ๐™š ๐™ฌ๐™๐™ค ๐™ ๐™ฃ๐™ค๐™ฌ ๐™ฉ๐™๐™š๐™ฎ ๐™™๐™ค๐™ฃ'๐™ฉ ๐™ ๐™ฃ๐™ค๐™ฌ It is fat better to be in the latter. If you don't know, you are flying blind and don't know that you are flying blind. If... Mostra di piรน Traduci
Miguel Maeztu
Miguel Maeztu
Lussemburgo
2mo
@eToro_Moderation can you put back @felixfallax latest post please? It has been taken down as spam by hatters. It was a good discussion. Thanks Traduci
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Informazioni Miguel Maeztu
Lussemburgo
Strategia: Valore

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