Year of Strong Profitability
As we approach the final stretch of the year, the market has shown a more optimistic tone over the past few weeks. After recovering part of the declines we experienced earlier, we are currently sitting at +22% in gains, which reflects a very solid performance.
Given this... Show More
Market Update
The results season is entering its final stretch. While many of the companies that have published are not part of our portfolio, the focus remains on the aggregate impact on market sentiment, especially in a context where macroeconomic catalysts are gaining prominence over individual fundamentals.
In... Show More
MAKING MONEY SMARLY
We are approaching the end of the year and, with it, the close of 2025. The markets continue to show some volatility, which is normal and healthy at this stage, but we are approaching the finish line with good news and important agreements between the companies we co-own. These developments... Show More
📅 Weekly Outlook: Earnings Ahead and Key Portfolio Updates
We are heading into an important week on the market calendar, as several companies in our portfolio are scheduled to report their quarterly earnings 📊. These announcements often bring increased market activity, and we will be monitoring all... Show More
📊Market Update: A Volatile Week📊
Last week was very volatile, as we experienced a market correction. It is important to remember that this is how the market works: sometimes it goes up and sometimes it goes down. What really matters is to remain patient and stay committed to a long-term strategy... Show More
📢 New position announcement 📢
I am pleased to announce that we have opened positions in a company that I have had my eye on for quite some time: Wolters Kluwer N.V.
💰💰 Based on my analysis, this company shows strong long-term potential, and I believe we can benefit from its growth over time. That... Show More Translate
📢📢 Movimientos de Big Tech: OpenAI firma un acuerdo de $ 38 mil millones con Amazon Web Services 📢📢
💡 OpenAI acaba de firmar un acuerdo de $ 38 mil millones con Amazon para comenzar a usar de inmediato la infraestructura de AWS, un acuerdo histórico que marca el primer gran paso de OpenAI hacia... Show More Translate
🚀 Alphabet da un gran salto en la carrera de la IA 🚀
Las acciones de Alphabet llevan ya un acumulado de +2,67% después de anunciar su asociación multimillonaria en la nube con Anthropic, una de las startups de inteligencia artificial más prometedoras del mercado.
👉 A pesar de este último aumento,... Show More Translate
📈 Tanto mis copiadores como yo hemos alcanzado un rendimiento acumulado a tan solo dos meses antes de fin de año del 🚀🚀 +18.09% 🚀🚀
💼 A medida que avanzamos en el cuarto trimestre, estoy ansioso por evaluar qué tan bien se ha traducido en resultados la planificación estratégica que me marqué... Show More Translate
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Mon Feb 09 2026 11:43:30 GMT+0000 (Coordinated Universal Time)