Cristia Calle Mercado
Cristia Calle Mercado @CCalle

Ytelse
Alle

2.02%2026
2026
35.45%2025
2025
27.02%2024
2024
35.02%2023
2023
-8.81%2022
2022
2.78%2021
2021
33.51%2020
2020
0%2019
2019
0%2018
2018
0%2017
2017
1.55%2016
2016
-49.84%2015
2015
5.14%2014
2014
49.8%0%-49.8%
Cristia Calle Mercado
𝐓𝐡𝐞 𝐒𝐭𝐫𝐚𝐢𝐭 𝐨𝐟 𝐒𝐜𝐡𝐫ö𝐝𝐢𝐧𝐠𝐞𝐫 Open and closed at the same time. But that’s old news already. Today, the big news is that the US plans to charge a toll of 20% to every vessel crossing the Strait. Great. Anyway, this is just market noise. Intentional or not, who knows. But it doesn’t... Vis flere Oversett
Cristia Calle Mercado
𝙄'𝙫𝙚 𝙗𝙚𝙚𝙣 𝙗𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙖 𝙉𝙀𝙒, 𝙎𝙄𝙕𝙀𝘼𝘽𝙇𝙀 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣: It's a company that has grown its revenues by over 20% per year during the past 3 years Profits per share have increased by over 16% per year It's true that revenue and profit growth have been slowing down... Vis flere Oversett
Cristia Calle Mercado
𝙎𝙀𝙀𝙆𝙄𝙉𝙂 𝙊𝙋𝙋𝙊𝙍𝙏𝙐𝙉𝙄𝙏𝙄𝙀𝙎: If you like fishing, you know that the chances of catching a good fish increase when you're fishing in a good place that is not crowded. More fish, fewer people, a higher chance to fish. If you want to buy a house, the same applies: the fewer people bidding... Vis flere Oversett
Cristia Calle Mercado
𝘼𝙇𝙄𝘽𝘼𝘽𝘼 𝙐𝙋 𝙊𝙑𝙀𝙍 𝟭𝟬%. 𝙒𝙃𝙔?? Alibaba has risen today by over 10% in Hong Kong trading hours. As you know, $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) is one of my main positions, and very bullish about the company. But why is it going up today? Alibaba's management ( $BABA... Vis flere Oversett
Cristia Calle Mercado
𝙐𝙋 𝙒𝙃𝙀𝙉 𝙏𝙃𝙀 𝙈𝘼𝙍𝙆𝙀𝙏 𝙄𝙎 𝘿𝙊𝙒𝙉: It's curious to see how the portfolio is behaving lately. In days when the market goes up, it goes down; but in days when the market goes down, it goes up. Of course, this is due to my investment process. To avoid risk, I avoid overpriced stocks... Vis flere Oversett
Cristia Calle Mercado
𝐏𝐞𝐨𝐩𝐥𝐞 𝐚𝐬𝐤: “𝐖𝐡𝐲 𝐝𝐨𝐞𝐬 𝐢𝐭 𝐰𝐨𝐫𝐤?” My answer is: how can it not work? Value investing is very simple: you buy a business for less than it is worth, and then you simply wait for the market to recognize its value It can take some time, but it always happens. Why? Because you are... Vis flere Oversett
Cristia Calle Mercado
Alibaba ($BABA, $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) ) has been buying back over 4.000.000 shares in three consecutive days. That shows the confidence that the management has in the business. It also shows how undervalued the company is. $SPX500 $NSDQ100 $BTC $UK100 Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
Cristia Calle Mercado
𝙆𝙄𝙇𝙇𝙀𝘿 𝘽𝙔 𝘼𝙄? - 𝙉𝙊𝙋𝙀, 𝙐𝙋 𝟱% During the recent run-up of AI and AI-related stocks, I've been actively purchasing companies with great moats at very low valuations. One of those companies is $FDS (Factset Research Systems Inc.) $FDS has released results today and, of course, AI hasn't... Vis flere Oversett
Cristia Calle Mercado
𝘾𝙝𝙖𝙣𝙜𝙚 𝙤𝙛 𝙣𝙖𝙧𝙧𝙖𝙩𝙞𝙫𝙚 As of late, $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) has been performing poorly, along with $WISE.L (Wise Ltd) . Hence, the portfolio has been lagging the market significantly. However, there's a change of narrative already in place. You all know about... Vis flere Oversett
Cristia Calle Mercado
𝙀𝙫𝙚𝙧𝙮𝙩𝙝𝙞𝙣𝙜 𝙬𝙚 𝙚𝙭𝙥𝙚𝙘𝙩𝙚𝙙 Wise ( $WSE (Wise Group Plc), $WISE.L (Wise Ltd) ) released results yesterday. These are the main figures: ✅ Revenue up 19% ✅ Cross-border volume up 31% (this is the figure that tells you how the core business is doing) ✅ Card spend up 37% ❌ Operating and... Vis flere Oversett

Om Cristia Calle Mercado
Spania
Strategi: Verdi

Ex-CFO with 10+ years in finance applying disciplined value investing.
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