Rayeiris Maduro Rondon
Rayeiris Maduro Rondon @Rayeiris

Performance
All

19.82%2025
2025
32.55%2024
2024
38.81%2023
2023
17.38%2022
2022
38.8%0%-38.8%
Rayeiris Maduro Rondon
๐™๐™ฃ๐™ก๐™ค๐™˜๐™  ๐˜ฝ๐™–๐™ง๐™œ๐™–๐™ž๐™ฃ๐™จ: ๐•ฃ๐•–๐•’๐•• ๐•ค๐•–๐•๐• ๐•ฅ๐•™๐•–๐•ค๐•–๐•ค ๐•—๐•š๐•ฃ๐•ค๐•ฅ ๐Ÿคฏ The most common question I receive is, โ€œWhere do you get your investment ideas?โ€ There are ideas everywhere, but something that works especially well for me is reading analystsโ€™ sell theses. Why can we disagree so much when... Show More
Rayeiris Maduro Rondon
Edited
๐—ง๐—ต๐—ฒ ๐—ฒ๐—ป๐—ฑ ๐—ผ๐—ณ ๐—ก๐—ผ๐˜ƒ๐—ฒ๐—บ๐—ฏ๐—ฒ๐—ฟ, finally. November hit hard in our portfolio, which went down up to -7%. We managed to end the month with a -3.45% while the $SPX500 was almost flat, this difference is driven by the negative movements on $WISE.L (Wise Ltd) -8.8% and $BABA (Alibaba-ADR) -7.65% Since... Show More
Rayeiris Maduro Rondon
๐‘ฐ๐’๐’—๐’†๐’”๐’•๐’Š๐’๐’ˆ, ๐’Ž๐’๐’“๐’† ๐’•๐’‰๐’‚๐’ ๐’‚ ๐’”๐’„๐’Š๐’†๐’๐’„๐’†, ๐’Š๐’•โ€™๐’” ๐’‚๐’ ๐’‚๐’“๐’• When people think about investing, they often imagine complex formulas, models and screens full of numbers. But just like art, before you can paint your own masterpiece, you first need to learn the basics: draw, mix colors,... Show More
Rayeiris Maduro Rondon
๐™๐™ค๐™™๐™–๐™ฎ ๐™„โ€™๐™ซ๐™š ๐™ฉ๐™ง๐™ž๐™ข๐™ข๐™š๐™™ ๐™ข๐™ฎ ๐™ฅ๐™ค๐™จ๐™ž๐™ฉ๐™ž๐™ค๐™ฃ ๐™ž๐™ฃ $GOOG (Alphabet) ๐™จ๐™š๐™˜๐™ช๐™ง๐™ž๐™ฃ๐™œ ๐™–๐™ฃ 84,3% ๐™ฅ๐™ง๐™ค๐™›๐™ž๐™ฉ My outlook remains positive on the future potential of the company and its ability to overcome AI integration challenges in its business model. However, trading at a 29.53x PE ratio... Show More
Rayeiris Maduro Rondon
โœจ๐‘พ๐’๐’“๐’Œ๐’Š๐’๐’ˆ ๐’•๐’๐’˜๐’‚๐’“๐’…๐’” ๐’๐’†๐’˜ ๐’๐’‘๐’‘๐’๐’“๐’•๐’–๐’๐’Š๐’•๐’Š๐’†๐’” โœจ A few days ago, I attended the annual shareholders meeting of Horos, a Spanish value-investing mutual fund here in Madrid. My goal? Find new potential value opportunities. With the recent volatility, and with our own portfolio going... Show More
Rayeiris Maduro Rondon
๐๐„๐…๐Ž๐‘๐„ ๐–๐€๐‘๐‘๐„๐ ๐๐”๐…๐…๐„๐“๐“ ๐๐Ž๐”๐†๐‡๐“ ๐†๐Ž๐Ž๐†๐‹๐„, ๐ˆ ๐–๐€๐’ ๐€๐‹๐‘๐„๐€๐ƒ๐˜ ๐”๐ ๐๐˜ ๐Ž๐•๐„๐‘ ๐Ÿ•๐ŸŽ% ๐ˆ๐ ๐ˆ๐“ The most important thing is not that I bought it before Warren Buffett, but instead, that I did my personal analysis on it and decided it was a good moment to buy. Now, Warren... Show More
Rayeiris Maduro Rondon
Edited
๐‘ป๐’–๐’“๐’ƒ๐’–๐’๐’†๐’๐’• ๐’•๐’Š๐’Ž๐’†๐’” ๐’„๐’“๐’†๐’‚๐’•๐’† ๐’•๐’‰๐’† ๐’ƒ๐’Š๐’ˆ๐’ˆ๐’†๐’”๐’• ๐’๐’‘๐’‘๐’๐’“๐’•๐’–๐’๐’Š๐’•๐’Š๐’†๐’” We have to remain, first: confident in the businesses we have studied, and second, open to all the new opportunities that volatility brings. We can't judge the performance of our stocks for short-term sentiment.... Show More
Rayeiris Maduro Rondon
๐‘พ๐’Š๐’”๐’† ๐’”๐’†๐’Š๐’›๐’†๐’” ๐’Š๐’•๐’” ๐’Ž๐’๐’Ž๐’†๐’๐’•๐’–๐’Ž ๐Ÿ’ธ Today released their program to issue ยฃ2 B on bearer notes, this strategic move aims to Impulse their growth, and use their momentum to propel their global footprint. Is all debt bad? Not when used in strategic planning and use what they see as the... Show More
Rayeiris Maduro Rondon
Edited
๐‘พ๐’‚๐’“๐’“๐’†๐’โ€™๐’” ๐’‡๐’‚๐’“๐’†๐’˜๐’†๐’๐’, ๐’•๐’Š๐’Ž๐’†๐’๐’†๐’”๐’” ๐’˜๐’Š๐’”๐’…๐’๐’Ž Yesterday I was reading the โ€œIโ€™m going quietโ€ letter from Warren Buffett, and felt the need to read more from him. First page I open of the book โ€œLetters to shareholdersโ€ and this phrase is all that we need to be better investors: โ€œStock... Show More
Rayeiris Maduro Rondon
๐—™๐—ถ๐—ป๐—ฎ๐—น๐—น๐˜†, ๐—ฎ ๐—ฏ๐—ฟ๐—ฒ๐—ฎ๐—ธ ๐—ฎ๐—ณ๐˜๐—ฒ๐—ฟ ๐˜๐—ต๐—ฎ๐˜ ๐—ฝ๐—ฒ๐˜€๐˜€๐—ถ๐—บ๐—ถ๐˜€๐˜๐—ถ๐—ฐ ๐˜„๐—ฎ๐˜ƒ๐—ฒ Last week, several companies reported strong quarterly results, yet, Mr. Market wasnโ€™t in the mood to appreciate them. Letโ€™s take a closer look at $WISE, and why, despite solid numbers, the stock dropped almost 5%. Wiseโ€™s... Show More

About Rayeiris Maduro Rondon
Australia
Strategy: Value

๐Ÿ“ˆLong-term value investor๐Ÿ“ˆ โญ๏ธ๐Ÿ†Focused on quality businesses with reasonable prices๐Ÿ†โญ๏ธ
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