Andrรฉs Felipe Gรณmez Trimino
Andrรฉs Felipe Gรณmez Trimino @agomez259

Performance
All

0%2026
2026
3.94%2025
2025
21.60%2024
2024
55.04%2023
2023
-24.16%2022
2022
7.15%2021
2021
55.0%0%-55.0%
Discussions
Andrรฉs Felipe Gรณmez Trimino
Australia
9m
๐ˆ๐ฆ๐ฉ๐จ๐ซ๐ญ๐š๐ง๐ญ ๐”๐ฉ๐๐š๐ญ๐ž: ๐‚๐ฅ๐จ๐ฌ๐ข๐ง๐  ๐Œ๐ฒ ๐๐จ๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ ๐จ๐ง ๐€๐ฉ๐ซ๐ข๐ฅ ๐Ÿ‘๐ŸŽ๐ญ๐ก ๐ƒ๐ž๐š๐ซ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ: I want to share an important update with everyone following my portfolio. I will be closing all my positions once the market closes on April 30th. The... Show More
Andrรฉs Felipe Gรณmez Trimino
Australia
11m
๐๐‘๐ˆ๐‚๐ˆ๐๐† ๐๐Ž๐–๐„๐‘! In my latest post on AG Quality Capital, I address the topic of pricing power and its importance in identifying winning investments. The post also includes examples of companies with a high degree of pricing power, some of which are in my portfolio. agqualitycapital.substack.com/p/pricing-power-a-crucial-factor-in $SPX500... Show More
Pricing Power: A crucial factor in sustainable long-term Investing
agqualitycapital.substack.com
Pricing power is essential for long-term investing and how it can help businesses thrive in any market.
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
๐Žโ€™๐‘๐ž๐ข๐ฅ๐ฅ๐ฒ: ๐€ ๐’๐ญ๐š๐ง๐๐จ๐ฎ๐ญ ๐ข๐ง ๐š "๐๐จ๐ซ๐ข๐ง๐ " ๐ˆ๐ง๐๐ฎ๐ฌ๐ญ๐ซ๐ฒ ๐ƒ๐ž๐š๐ซ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ: Iโ€™ve just published my investment thesis on Oโ€™Reilly, a company thatโ€™s thriving in the automotive aftermarket space. While this industry might seem "boring"... Show More
O'REILLY: MASTERING THE INVENTORY MANAGEMENT
agqualitycapital.substack.com
O'Reilly has turned inventory management into an unmatched competitive advantage. In an industry still highly fragmented, the company is well-positioned for continued growth.
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
๐๐ฎ๐š๐ฅ๐ข๐ญ๐ฒ ๐ฏ๐ฌ. ๐•๐š๐ฅ๐ฎ๐š๐ญ๐ข๐จ๐ง: ๐–๐ก๐ข๐œ๐ก ๐ฆ๐š๐ญ๐ญ๐ž๐ซ๐ฌ ๐ฆ๐จ๐ซ๐ž ๐Ÿ๐จ๐ซ ๐ฅ๐จ๐ง๐ -๐ญ๐ž๐ซ๐ฆ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐ฌ๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ? In my latest post on AG Quality Capital, I dive into why focusing on high-quality companies often outperforms chasing cheap valuations. Learn how compound returns... Show More
Investing in Quality: Why Valuation Matters Less Than You Think
agqualitycapital.substack.com
High-quality companies outperform cheap stocks. Learn about long-term growth, high returns on capital and insights of value vs. quality investing.
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
Edited
๐“๐ก๐ž ๐ฆ๐š๐ข๐ง ๐ฉ๐ซ๐จ๐›๐ฅ๐ž๐ฆ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐ญ๐ก๐ž ๐/๐„ ๐ซ๐š๐ญ๐ข๐จ ๐ญ๐ก๐š๐ญ ๐ฆ๐š๐ง๐ฒ ๐ข๐ง๐ฏ๐ž๐ฌ๐ญ๐จ๐ซ๐ฌ ๐š๐ซ๐ž ๐ฎ๐ง๐š๐ฐ๐š๐ซ๐ž ๐จ๐Ÿ:. Check out my latest post where I explain the key limitations of the P/E ratio $NSDQ100 $AMZN (Amazon.com Inc) $TSLA (Tesla Motors, Inc.)
The P/E Ratio: Why It Fails and Better Alternatives:
agqualitycapital.substack.com
The P/E ratio is a widely used but flawed valuation tool. This post highlights its main issues and presents better valuation methods
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
๐Ÿš—๐Ÿ“Š ๐‚๐จ๐ฉ๐š๐ซ๐ญ ๐๐Ÿ’ ๐Ÿ๐ŸŽ๐Ÿ๐Ÿ’: Iโ€™ve just published a new article analyzing Copartโ€™s latest earnings report. Explore the companyโ€™s recent challenges and why it remains a strong investment for the future. $CPRT (Copart Inc) $SPX500 $NSDQ100
Copart Q4 2024: Short-Term Issues, Long-Term Outlook
agqualitycapital.substack.com
A Dive into Copart's Q4 Earnings: current challenges, strategic moves and future outlook
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
Edited
๐Ÿ“ˆ ๐Ž'๐‘๐ž๐ข๐ฅ๐ฅ๐ฒ ๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ฆ๐ž๐ง๐ญ ๐”๐ฉ๐๐š๐ญ๐ž! ๐ƒ๐ž๐š๐ซ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ Iโ€™ve just published a detailed update on O'Reilly's recent Investor Day, covering their industry outlook, inventory management, international expansion, and capital allocation strategy.... Show More
O'Reilly Investor Day: What's Next?
agqualitycapital.substack.com
A look at O'Reilly's latest Investor Day, exploring the updated long-term outlook and key industry trends that shape the company's growth.
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
Edited
๐–๐ก๐ฒ ๐Œ๐ฒ ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐ข๐ฌ ๐…๐ฎ๐ง๐๐š๐ฆ๐ž๐ง๐ญ๐š๐ฅ๐ฅ๐ฒ ๐’๐ฎ๐ฉ๐ž๐ซ๐ข๐จ๐ซ ๐ญ๐จ ๐ญ๐ก๐ž ๐’&๐ ๐Ÿ“๐ŸŽ๐ŸŽ ๐ƒ๐ž๐š๐ซ ๐œ๐จ๐ฉ๐ข๐ž๐ซ๐ฌ ๐š๐ง๐ ๐Ÿ๐จ๐ฅ๐ฅ๐จ๐ฐ๐ž๐ซ๐ฌ I want to share insights into the strength of this portfolio, so you can recognize that it presents significant opportunities for value creation... Show More
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
๐ˆ๐ง๐ฏ๐ž๐ฌ๐ญ๐ข๐ง๐  ๐ข๐ง ๐ช๐ฎ๐š๐ฅ๐ข๐ญ๐ฒ ๐œ๐จ๐ฆ๐ฉ๐š๐ง๐ข๐ž๐ฌ: Quality often shines through even in the most unexpected places. Copart, a company many might overlook due to its industry, has proven to be a rare gem with immense competitive advantages. Curious to learn more about why this company deserves... Show More
COPART: THE ENDLESS COMPOUNDING MACHINE
agqualitycapital.substack.com
Strong revenue growth, stable relationships with insurers, increasing gross margin, prudent financing, consistent high returns on capital and effective capital allocation.
Andrรฉs Felipe Gรณmez Trimino
Australia
1y
Companies that sacrifice short-term profits often turn out to be winning investments in the long run. Learn about the characteristics these companies display and how the market recognizes them as good investments.
Why Sacrificing Short-Term Profits Leads to Long-Term Wins
agqualitycapital.substack.com
customer loyalty fuels success for companies that avoid price increases by prioritizing satisfaction and building strong relationships.

About Andrรฉs Felipe Gรณmez Trimino
Australia
Strategy: Value

Buy and hold high quality companies for the long term.
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4 Copiers
1.3K Followers

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