Miguel Maeztu – eToro Popular Investor

Miguel Maeztu @AzeriaInvest

Ytelse
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2026

2025

2024

2023

2022

2021

2020

32.9%0%-32.9%

Retur YTD -0.29%

Retur 2 år 67.21%

Gj.snitt risikoscore (siste 7D)

Lønnsomme uker 53.70%

Diskusjon

Miguel Maeztu

Luxembourg

11d

𝐖𝐡𝐞𝐧 𝐥𝐨𝐰𝐞𝐫 𝐩𝐫𝐢𝐜𝐢𝐧𝐠 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐦𝐨𝐚𝐭 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... Vis flere Oversett

Miguel Maeztu

Luxembourg

14d

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,... Vis flere Oversett

Miguel Maeztu

Luxembourg

21d

𝐓𝐞𝐧𝐜𝐞𝐧𝐭 𝐛𝐮𝐲𝐬 𝐚 𝐬𝐭𝐚𝐤𝐞 𝐢𝐧 𝐊𝐚𝐬𝐩𝐢 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... Vis flere Oversett

Miguel Maeztu

Luxembourg

21d

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... Vis flere Oversett

Miguel Maeztu

Luxembourg

26d

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... Vis flere Oversett

Miguel Maeztu

Luxembourg

1mnd

𝐒𝐞𝐥𝐥𝐢𝐧𝐠 𝐏𝐫𝐨𝐬𝐮𝐬... 𝐛𝐮𝐲𝐢𝐧𝐠 𝐓𝐞𝐧𝐜𝐞𝐧𝐭 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... Vis flere Oversett

Miguel Maeztu

Luxembourg

1mnd

𝐅𝐨𝐨𝐝 𝐝𝐞𝐥𝐢𝐯𝐞𝐫𝐲, 𝐦𝐚𝐫𝐤𝐞𝐭 𝐞𝐯𝐨𝐥𝐮𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐩𝐫𝐨𝐬𝐩𝐞𝐜𝐭𝐬 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... Vis flere Oversett

Miguel Maeztu

Luxembourg

2mnd

𝙏𝙝𝙚𝙧𝙚 𝙖𝙧𝙚 𝙩𝙬𝙤 𝙩𝙮𝙥𝙚𝙨 𝙤𝙛 𝙞𝙣𝙫𝙚𝙨𝙩𝙤𝙧𝙨: 𝙩𝙝𝙤𝙨𝙚 𝙬𝙝𝙤 𝙙𝙤𝙣'𝙩 𝙠𝙣𝙤𝙬, 𝙖𝙣𝙙 𝙩𝙝𝙤𝙨𝙚 𝙬𝙝𝙤 𝙠𝙣𝙤𝙬 𝙩𝙝𝙚𝙮 𝙙𝙤𝙣'𝙩 𝙠𝙣𝙤𝙬 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... Vis flere Oversett

Miguel Maeztu

Luxembourg

2mnd

@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 Oversett

Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.

Miguel Maeztu

Luxembourg

2mnd

I just came across this Substack on reading recommendations from Cristia Calle (Ccalle). Reading has been for me the cornerstone of investing and the main source of knowledge building. Highly recommend, its in Spanish, otherwise do web-translate. @CCalle if you also wrote it in English feel free to... Vis flere Oversett