Alejandro Jimenez Rico
Alejandro Jimenez Rico @MrKnoot

Performance
All

3.97%2026
2026
21.43%2025
2025
22.00%2024
2024
32.67%2023
2023
-31.90%2022
2022
22.85%2021
2021
39.55%2020
2020
10.17%2019
2019
39.5%0%-39.5%
Alejandro Jimenez Rico
๐—”๐—ป๐˜๐—ต๐—ฟ๐—ผ๐—ฝ๐—ถ๐—ฐ ๐—ฎ๐—ป๐—ป๐—ผ๐˜‚๐—ป๐—ฐ๐—ฒ๐˜€ ๐— ๐˜†๐˜๐—ต๐—ผ๐˜€, ๐˜€๐—ต๐—ฎ๐—ธ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐˜„๐—ต๐—ผ๐—น๐—ฒ ๐—–๐˜†๐—ฏ๐—ฒ๐—ฟ๐˜€๐—ฒ๐—ฐ๐˜‚๐—ฟ๐—ถ๐˜๐˜† ๐—น๐—ฎ๐—ป๐—ฑ๐˜€๐—ฐ๐—ฎ๐—ฝ๐—ฒ Anthropic, the company behind Claude, just announced Mythos. Their new frontier model ranks way above Opus 4.6 (and GPT 5.4 Pro, if we're to trust indirect reports)... Show More
Alejandro Jimenez Rico
Nobody seems to know how to properly value a company like $BN.US (Brookfield Corp) - Which is why it remains undervalued and why it remains such a good opportunity for those who do know how to value it. The first mistake with Brookfield is to value it like a normal stock. A simple P/E ratio is not... Show More
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BN.US
Brookfield Corp
46.59
0.64 (1.39%)
Alejandro Jimenez Rico
$AAPL (Apple) launching โ€œApple Businessโ€ right after blowing up the low-end laptop market with the Neo might be one of the biggest existential threats to $MSFT (Microsoft) core business since $GOOG (Alphabet) launched Docs. As always, everything will depend on execution. But as far as strategy goes,... Show More
Alejandro Jimenez Rico
๐Ÿช ๐—ฅ๐—˜๐—”๐—Ÿ๐—ง๐—ฌ ๐—œ๐—ก๐—–๐—ข๐— ๐—˜: ๐—ง๐—›๐—˜ "๐—•๐—ข๐—ฅ๐—œ๐—ก๐—š" ๐——๐—œ๐—ฉ๐—œ๐——๐—˜๐—ก๐—— ๐—ฆ๐—ง๐—ข๐—–๐—ž ๐—ง๐—›๐—”๐—ง ๐—๐—จ๐—ฆ๐—ง ๐—›๐—œ๐—ง ๐—” ๐Ÿฑ๐Ÿฎ-๐—ช๐—˜๐—˜๐—ž ๐—›๐—œ๐—š๐—› For the past two years, Realty Income ($O (Realty Income Corp)) was the stock everyone loved to ignore. A $60B+ net-lease REIT, 15,500+ properties, 668 consecutive... Show More
Alejandro Jimenez Rico
When it comes to AI's impact on jobs and the economy, Iโ€™m reminded people overestimate what happens in a year and underestimate what happens in ten. The stock market overreacted to, and then undervalued the internet. Tech was overvalued in the 90s, severely undervalued in the 00s, and then it... Show More
Alejandro Jimenez Rico
๐—š๐—ผ๐—ผ๐—ด๐—น๐—ฒ ๐—œ๐˜€ ๐—ช๐—ถ๐—ป๐—ป๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ฒ ๐—”๐—œ ๐—ช๐—ฎ๐—ฟ. ๐—ง๐—ต๐—ฎ๐˜ ๐— ๐—ถ๐—ด๐—ต๐˜ ๐—•๐—ฒ ๐˜๐—ต๐—ฒ ๐—ฃ๐—ฟ๐—ผ๐—ฏ๐—น๐—ฒ๐—บ. $GOOG (Alphabet) went from being "disrupted" by ChatGPT to genuinely winning the AI race. Gemini grew from 5% to over 20% of GenAI traffic in twelve months, while ChatGPT dropped from 87% to... Show More
Alejandro Jimenez Rico
๐Ÿš— ๐—ง๐—ต๐—ฒ ๐—จ๐—ฏ๐—ฒ๐—ฟ ๐—”๐—ฉ ๐—•๐˜‚๐—น๐—น ๐—–๐—ฎ๐˜€๐—ฒ ๐—›๐—ฎ๐˜€ ๐—ฎ ๐—›๐—ผ๐—น๐—ฒ ๐—ถ๐—ป ๐—œ๐˜. The hottest debate in mobility investing isnโ€™t about $UBER (Uber Technologies Inc.)โ€™s take rates. Itโ€™s about whether autonomous vehicles will destroy the company or supercharge it. The bull case sounds elegant: Uber trades โ€œdirtyโ€... Show More
Alejandro Jimenez Rico
๐Ÿ‘” ๐—œ๐—ป๐—ฑ๐—ถ๐˜๐—ฒ๐˜… ๐—๐˜‚๐˜€๐˜ ๐——๐—ฟ๐—ผ๐—ฝ๐—ฝ๐—ฒ๐—ฑ ๐—ฎ ๐— ๐—ฎ๐˜€๐˜๐—ฒ๐—ฟ๐—ฐ๐—น๐—ฎ๐˜€๐˜€ ๐—ถ๐—ป ๐— ๐—ฎ๐—ฟ๐—ด๐—ถ๐—ป๐˜€. Be honest, when you think "fast fashion", you don't think "luxury-tier gross margins." And yet here we are. Amancio's creation just reported Q3 2025 numbers that have analysts comparing... Show More
Alejandro Jimenez Rico
Zuckerberg's message to $META (Meta Platforms Inc) stuff post-earnings is pretty clear: "Even if we're wrong about our AI investments, we won't go bankrupt." He couldn't be more clear than that. While unprofitable start-ups like OpenAI and Anthropic really risk bankruptcy if... Show More
Alejandro Jimenez Rico
๐ŸŽ ๐—”๐—ฝ๐—ฝ๐—น๐—ฒ ๐—ท๐˜‚๐˜€๐˜ ๐—ต๐—ถ๐˜ $๐Ÿฐ ๐˜๐—ฟ๐—ถ๐—น๐—น๐—ถ๐—ผ๐—ป. ๐—ช๐—ต๐—ฎ๐˜'๐˜€ ๐—ฑ๐—ฟ๐—ถ๐˜ƒ๐—ถ๐—ป๐—ด ๐˜๐—ต๐—ถ๐˜€? $AAPL (Apple) just crossed $4T in market cap. Despite the lack of Apple Intelligence. Despite being "slow on AI". Despite all criticisms. Apple just delivered record earnings. Again. Here's the... Show More

About Alejandro Jimenez Rico
United Kingdom
Strategy: Multi-Strategy

Quality Value Investing. Data Scientist with a long-term oriented portfolio.
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