Jaime Tapia
Jaime Tapia @Smooth_Capital

Performance
All

10.13%2026
2026
9.39%2025
2025
21.08%2024
2024
27.13%2023
2023
-11.64%2022
2022
10.41%2021
2021
27.1%0%-27.1%
Jaime Tapia
📢 $SPGI (S&P Global Inc) Earnings: Key Takeaways Reported stellar Q4 results 🚀 and increased 2025 guidance - market reaction very positive (stock up +5%) 📈 2024 Performance 🟢 Revenue: $3.59B vs $3.50B (est) 🟢 Adjusted EPS: $3.77 vs $3.47 (est) 🟢 Full year GAAP diluted EPS: $4.78, +14% YoY 🔭... Show More
Jaime Tapia
📢 $ICE (Intercontinental Exchange Inc) Earnings: Key Takeaways Reported a strong Q4 💪 and financial results for 2024, marking its 19th consecutive year of record revenues. 📈 2024 Performance 🟢 Full year net revenues: $9.3B, +16% YoY 🟢 Record operating income: $4.3B, +17% YoY 🟢 Full year GAAP... Show More
Jaime Tapia
📢 $LIN (Linde PLC) Earnings: Key Takeaways Reported a strong Q4 💪 with incredible profitability despite stagnating Revenue: Financial Performance: 🟡 Q4 Sales: $8.3B (flat YoY) 🟢 Q4 EPS: $3.97 (+11% YoY, +13% ex-FX) 🟢 Full year 2024 EBIT margin: 29.5% (+190bps) 🟢 ROC: 25.9% 2025 Guidance: -... Show More
Jaime Tapia
📢 $GOOG (Alphabet) Earnings: Key Takeaways Reported another strong Q4 💪 💲Q4’24 KPIs: 🔴Revenue +12% Y/Y to $96.5B ($0.2B miss). 🟢Operating margin 32% (+5pp YoY). 🟢EPS $2.15 ($0.02 beat). ☁️ Google Cloud: • Revenue +30% YoY to $12.0B. • Operating margin 18% (+8pp YoY). ▶️ YouTube ads +14% to... Show More
Jaime Tapia
📢 KKR Earnings: Key Takeaways Reported a strong Q4, but market reaction was pretty negative (-8.5%). I guess expectations on AUM were slightly higher but I think this is just profit taking as the stock had run up a lot heading to earnings (+89% in the last year). 💲Q4’24 KPIs: 🟢EPS Beat → $1.32... Show More
Jaime Tapia
Can't say we're not having an interesting start to 2025... I'm a bit surprised by market reaction so far, this is just a bargaining chip for him, the US can't afford to keep these in place if they don't want inflation and interest rates to get out of control again. Will be looking... Show More
Jaime Tapia
📢 VISA Q1'25 Earnings: Key Takeaways VISA reported a strong Q1, easily the safest and highest quality company in the portfolio 💲Q1’25 Results: 🟢Revenue Beat → $9.51B vs $9.34B (est.) & up +10% YoY 🟢EPS Beat → $2.75 vs $2.66 (est.) & up +14% YoY 🔭Guidance: Q2’25 Revenue growth →... Show More
Jaime Tapia
📢 NVR 2024 Earnings: Key Takeaways NVR released Q4 results on Tuesday, beating estimates and delivering strong growth vs 2023: 💲Q4’24 Results: 🟢Revenue Beat → $2.88B vs $2.80B (est.) & up +16% YoY 🟢EPS Beat → $139.93 vs $129.87 (est.) & up +15% YoY Mortgage Banking income was especially... Show More
Jaime Tapia
📢 Danaher 2024 Earnings: Key Takeaways: Danaher released Q4 results yesterday - and market reaction was very negative (c. -10%). The results for the quarter showed pretty good execution but 2025 guidance was very underwhelming: 💲Q4’24 Results: 🟢Revenue Beat → $6.54B vs $6.39B (est.) & up +2%... Show More
Jaime Tapia
2024 Recap Good year for the markets all around, with Tech leading the way (no surprise there as AI continues to be a strong tailwind) and the continued optimism around Fed rate cuts. These are the main points that stood out to me: - 2024 delivered very strong performance across the board, led by... Show More

About Jaime Tapia
Spain
Strategy: Value

Quality Investing → The best companies (at fair price) to deliver long term outperformance
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