Francisco Jose Ortiz
Francisco Jose Ortiz @FranciscoOrtiz13

Desempenho
Tudo

2.18%2026
2026
26.88%2025
2025
20.71%2024
2024
44.61%2023
2023
-40.49%2022
2022
19.25%2021
2021
73.54%2020
2020
32.62%2019
2019
-49.59%2018
2018
222.65%2017
2017
222.7%0%-222.7%
Análises e comentários
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
8d
Me pidieron que armara mi 11 ideal con acciones de mi portfolio en eToro. Así que acá va la formación del 𝗠𝗼𝗮𝘁 𝗨𝗻𝗶𝘁𝗲𝗱 ⚽ No es el equipo más sexy del mundo. No está armado para tirar caños en pretemporada. Está armado para sobrevivir a bear markets y pegarte de contra cuando el mercado se... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
11d
People are discovering that capex from some of the most profitable companies in history can actually be profitable 🙄 $META (Meta Platforms Inc) is flying today after reports that the company may start selling excess AI computing capacity through a cloud business. And this is exactly the point many... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
17d
AI remains one of the most important long-term investment themes, but the market is not treating all AI-related companies the same way. Over the last few months, we have seen a clear divergence between the companies receiving AI infrastructure spending and the companies funding it. Memory, storage,... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
1m
$ADBE (Adobe Systems Inc) presenta resultados. Bate al mercado como viene haciendo todos los quarters desde hace años. El mercado igual la castiga y hoy baja fuerte. Y no solo a Adobe, también bajan todas las empresas de software. Y todas las que tienen alguna unidad de negocio cercana al software (aunque... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
1m
𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗣𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗨𝗽𝗱𝗮𝘁𝗲 May was a relatively quiet month for the portfolio, but not an easy one. While the S&P 500 continued climbing, driven once again by enthusiasm around artificial intelligence, our globally diversified strategy became a short-term headwind. Latin America... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
2mo
𝗪𝗶𝗹𝗹 𝗣𝗮𝘀𝘀𝗶𝘃𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗕𝗲𝗰𝗼𝗺𝗲 𝗘𝘅𝗶𝘁 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗳𝗼𝗿 𝗠𝗲𝗴𝗮 𝗜𝗣𝗢𝘀? One of the most important stories in the market right now is not just that SpaceX, OpenAI and Anthropic may go public. The bigger story is what happens after they go public. According to the... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
2mo
📉 Market panic often creates the best long-term opportunities There is a common belief that markets are perfectly efficient and that major opportunities in large-cap stocks no longer exist. Bill Ackman made an interesting point yesterday, arguing the opposite. His view is that today’s market is... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
2mo
This last week was an important one for my LatAm-focused positions. After MercadoLibre reported earnings, both $MELI (MercadoLibre Inc) and $NU (Nu Holdings Ltd.) saw strong volatility, with the market reacting negatively to short-term margin pressure, higher investment, and uncertainty around future... Mostrar mais Traduzir
Francisco Jose Ortiz
Francisco Jose Ortiz
Geórgia
2mo
$MELI (MercadoLibre Inc) presentó resultados espectaculares… y la acción se desploma. Bienvenidos al mercado 🤑 Porque invertir no es solamente mirar si una empresa crece o no. También importa cuánto crece, cuánto cuesta ese crecimiento y, sobre todo, qué esperaba el mercado antes de los resultados. Y... Mostrar mais Traduzir

Sobre Francisco Jose Ortiz
Geórgia
Estratégia: Multi-estratégia

Global long-term investing with risk control, low correlation & high-quality businesses.
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