Alvaro Jaraquemada Tellez
Alvaro Jaraquemada Tellez @Alvareitor4

Performance
All

9.92%2026
2026
-8.44%2025
2025
-7.03%2024
2024
3.31%2023
2023
-2.93%2022
2022
1.01%2021
2021
9.9%0%-9.9%
Alvaro Jaraquemada Tellez
💰 Pfizer $PFE (Pfizer) Dividend — Income While You Wait? One of the reasons I continue watching Pfizer is its dividend. For long-term investors, $PFE offers an interesting combination: a well-known pharmaceutical business, a relatively attractive dividend yield, and the potential for capital appreciation... Show More
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PFE
Pfizer
28.59
0.1900 (0.67%)
Alvaro Jaraquemada Tellez
I’m staying positive on $NKE (NIKE). At these levels, I see Nike as a **recovery story**, not a broken company. The brand, global reach and financial strength are still there — what needs to return is stronger product momentum, margins and execution. Turnarounds take time, but I believe Nike has the... Show More
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NKE
NIKE
35.42
0.0700 (0.20%)
Alvaro Jaraquemada Tellez
🚀 AppLovin: Is the 20% sell-off an opportunity? $APP (Applovin Corp) just had a brutal reaction to its Q2 earnings, with shares dropping around 20%. But when you look under the hood, the numbers hardly look like a business in trouble: 📈 Revenue: $ 1.92B, +53% YoY 💰 Net income: $ 1.27B, +55% YoY 🔥... Show More
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APP
Applovin Corp
269.70
-1.17 (-0.43%)
Alvaro Jaraquemada Tellez
🥃 Diageo: bad year, interesting turnaround? Diageo’s FY26 results show a business that is still under pressure, but there are some signs that the underlying economics are starting to improve. 📉 Organic net sales: -2.0% 📈 Organic operating profit: +2.0% 📈 Adjusted operating margin: +116 bps 💰 Free... Show More
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DGE.L
Diageo
1707.50
42.00 (2.52%)
Alvaro Jaraquemada Tellez
McDonald’s & Pfizer Earnings: Two Different Stories, One Long-Term Thesis This earnings season, two companies in my portfolio were in the spotlight: McDonald’s ($MCD (McDonald's)) and Pfizer ($PFE (Pfizer)). 🍔 McDonald’s delivered another earnings beat, although revenue and U.S. same-store sales... Show More
Alvaro Jaraquemada Tellez
$IIPR (Innovative Industrial Properties Inc. A) delivered a mixed quarter, but I believe the market is overlooking the long-term story. Three reasons I'm confident the stock can recover: ✅ 1. Strong cash generation. EPS beat expectations, showing the business remains profitable despite ongoing... Show More
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IIPR
Innovative Industrial Properties Inc. A
51.19
-0.6400 (-1.23%)
Alvaro Jaraquemada Tellez
$PLTR (Palantir Technologies Inc.) just delivered another outstanding earnings report, proving once again that execution matters. Strong revenue growth, expanding margins, and continued momentum across both commercial and government businesses reinforce the long-term AI story. The company's ability... Show More
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PLTR
Palantir Technologies Inc.
207.75
-1.25 (-0.60%)
Alvaro Jaraquemada Tellez
🚀 **Microsoft delivers another powerful quarter** $MSFT (Microsoft) has moved sharply higher after reporting an impressive set of earnings, reinforcing why it remains one of the core positions in my portfolio. The strongest highlights: ☁️ **Microsoft Cloud revenue reached $ 59.3B**, growing 27%... Show More
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MSFT
Microsoft
541.86
0.7100 (0.13%)
Alvaro Jaraquemada Tellez
🛢️ Oil is surging again — just as the World Cup comes to an end. Coincidence or careful timing? The market is once again pricing in geopolitical risk, potential supply disruptions and renewed inflationary pressure. Whether the timing is accidental or not, the economic consequences are clear: higher... Show More
Alvaro Jaraquemada Tellez
📈 $IIPR (Innovative Industrial Properties Inc. A): Dividend paid — is a recovery taking shape? Innovative Industrial Properties paid its latest quarterly dividend of $1.90 per share on July 15, maintaining an annualized dividend of $7.60 per share. At the current share price, this represents a very... Show More
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IIPR
Innovative Industrial Properties Inc. A
51.19
-0.6400 (-1.23%)

About Alvaro Jaraquemada Tellez
Spain
Strategy: Multi-Strategy

Statisticals models to predict patterns and turning points. Long positions.
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24 Followers