Iago Gallego Mato - Popular Investor | Strategia e performance

Iago Gallego Mato @iago_gallegom

Rendimento
0% Rendimento
Tutti

2026

2025

2024

2023

2022

2021

2020

72.7%0%-72.7%

Rendimento da inizio anno -15.21%

Rendimento a 2 anni 45.84%

Punteggio di rischio medio (ultimi 7 giorni)

Settimane in profitto 38.18%

Opinioni

Iago Gallego Mato

Spagna

10g

- Be $MELI (MercadoLibre Inc) - Your growth rate goes from 90% per year to ~30% - Stock tanks 20% as investors speculate you're losing market share - Respond decisevely by sacrificing margins to increase revenue, grow market share and build a stronger moat - This sacrifice works great and you go... Mostra di più Traduci

Iago Gallego Mato

Spagna

11g

𝗪𝗶𝗹𝗹 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗱𝗶𝗲? 𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴 𝘀𝗮𝘆𝘀 𝗻𝗼 Yesterday, $NVDA (NVIDIA Corporation) CEO Jen-Hsun Huang was interviewed, where he shared his perspective on the present and future of AI, while defending the future of software companies. Let's look at his... Mostra di più Traduci

Iago Gallego Mato

Spagna

11g

¿𝗠𝗼𝗿𝗶𝗿á𝗻 𝗹𝗮𝘀 𝗲𝗺𝗽𝗿𝗲𝘀𝗮𝘀 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲? 𝗝𝗲𝗻𝘀𝗲𝗻 𝗛𝘂𝗮𝗻𝗴 𝗱𝗶𝗰𝗲 𝗾𝘂𝗲 𝗻𝗼 Ayer le hicieron una entrevista al CEO de $NVDA (NVIDIA Corporation), Jen-Hsun Huang, en la que dió su punto de vista sobre el presente y futuro de la IA, a la vez que defendió el futuro de las empresas... Mostra di più Traduci

Iago Gallego Mato

Spagna

14g

𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝘁𝗿𝗮𝗱𝗶𝗻𝗴 𝗮𝘁 𝗮 𝗱𝗶𝘀𝗰𝗼𝘂𝗻𝘁 With the market at all-time highs, one might think that nothing could be cheap in this market, but nothing could be further from the truth. Here I show you 5 undervalued companies, their valuation, the investors' bear case, and the positive... Mostra di più Traduci

Iago Gallego Mato

Spagna

14g

𝗘𝗺𝗽𝗿𝗲𝘀𝗮𝘀 𝗲𝗻 𝗱𝗲𝘀𝗰𝘂𝗲𝗻𝘁𝗼 Con el mercado a máximos históricos uno podría pensar que no hay nada que pueda estar barato en este mercado, pero nada más lejos de la realidad. Aquí te muestro 5 empresas infravaloradas, su valución, los tesis negativa de los inversores y la contratesis positiva. 1️⃣... Mostra di più Traduci

Iago Gallego Mato

Spagna

18g

𝗧𝗵𝗲 𝗔𝗜 𝘄𝗶𝗻𝗻𝗲𝗿𝘀 𝗮𝗿𝗲 𝗵𝗲𝗿𝗲 Over the last few years, the market has been wondering which company would come out strongest thanks to the new AI technology. For a long time, there seemed to be a clear answer, $NVDA (NVIDIA Corporation), but following the recent diversification of big cloud... Mostra di più Traduci

Iago Gallego Mato

Spagna

18g

𝗟𝗼𝘀 𝗴𝗮𝗻𝗮𝗱𝗼𝗿𝗲𝘀 𝗱𝗲 𝗹𝗮 𝗜𝗔 𝗲𝘀𝘁á𝗻 𝗮𝗾𝘂í Durante los últimos años el mercado se ha estado preguntando qué empresa saldría más reforzada por la nueva tecnología de la IA. Por mucho tiempo parecía que había una respuesta clara, $NVDA (NVIDIA Corporation), pero tras la reciente diversificación... Mostra di più Traduci

Iago Gallego Mato

Spagna

19g

𝗢𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 𝗜 𝗵𝗮𝘃𝗲 𝗲𝘃𝗲𝗿 𝘀𝗲𝗲𝗻 $FICO reported yesterday after the market close and this is, without a doubt, one of the best reports I have seen, only surpassed by $NVDA’s 2023 reports. Let’s look at the numbers. 𝗧𝗵𝗲 𝗿𝗲𝗽𝗼𝗿𝘁 🔹️EPS: $12.5 vs. $10.97... Mostra di più Traduci

Iago Gallego Mato

Spagna

19g

𝗨𝗻𝗼 𝗱𝗲 𝗹𝗼𝘀 𝗺𝗲𝗷𝗼𝗿𝗲𝘀 𝗿𝗲𝗽𝗼𝗿𝘁𝗲𝘀 𝗾𝘂𝗲 𝗵𝗲 𝘃𝗶𝘀𝘁𝗼 $FICO (Fair Isaac Corporation) reportó ayer tras el cierre del mercado y este es, sin duda alguna, uno de los mejores reportes que he visto, solo superado por los reportes de 2023 de $NVDA (NVIDIA Corporation) . Veamos los números. 𝗘𝗹... Mostra di più Traduci