Cristia Calle Mercado
Cristia Calle Mercado @CCalle

Performanță
Toate

2.18%2026
2026
35.45%2025
2025
27.02%2024
2024
35.02%2023
2023
-8.81%2022
2022
2.78%2021
2021
33.51%2020
2020
0%2019
2019
0%2018
2018
0%2017
2017
1.55%2016
2016
-49.84%2015
2015
5.14%2014
2014
49.8%0%-49.8%
Discuții
Cristia Calle Mercado
Cristia Calle Mercado
Spania
2z
𝙒𝙞𝙨𝙚 𝙧𝙚𝙡𝙚𝙖𝙨𝙚𝙙 𝙧𝙚𝙨𝙪𝙡𝙩𝙨 And they are outstanding. ✅ +22% cross-border revenue ✅ +38% card (and other) revenue ✅ Total: +27% transaction revenue This is for a company currently trading at 25 times earnings. It looks VERY, VERY CHEAP. The kind of opportunity that you need to invest... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
3z
𝙃𝙤𝙡𝙙𝙞𝙣𝙜 𝙨𝙩𝙧𝙤𝙣𝙜 𝙬𝙝𝙞𝙡𝙚 𝙩𝙝𝙚 𝙢𝙖𝙧𝙠𝙚𝙩 𝙛𝙖𝙡𝙡𝙨: This has been a rare quality of the portfolio lately: when the market falls, we go up. It is only due to owning great businesses outside of the current market heat. Nothing in the portfolio is mainstream, and that shows in days... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
3z
𝐀 𝐠𝐫𝐞𝐚𝐭 𝐦𝐨𝐧𝐭𝐡, 𝐬𝐨 𝐟𝐚𝐫 This year is being really volatile for the portfolio. We are staying away from bubbly assets, but the market has focused on the AI industry, forgetting about everything else. But when earnings come, the market can’t ignore how cheap our businesses are, and how... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
4z
𝘼𝙡𝙞𝙗𝙖𝙗𝙖 𝙪𝙥 𝟲%. 𝙒𝙝𝙮? 👇🏼 $BABA (Alibaba-ADR) is up by 6% after the news that it will be part of $AAPL (Apple) ecosystem in iOS, iPadOS, macOS, and visionOS, that is, all of Apple's hardware, for Chinese users. As we know, Apple has chosen to stay away from the AI wars to pick the... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
4z
𝙋𝘼𝙔𝙋𝘼𝙇 𝙍𝙀𝘾𝙀𝙄𝙑𝙀𝙎 𝘼𝙉 𝙊𝙁𝙁𝙀𝙍 𝙏𝙊 𝘽𝙀 𝘼𝘾𝙌𝙐𝙄𝙍𝙀𝘿 $PYPL (PayPal Holdings) has received an offer of $53 billion to be purchased by Stripe and Advent. This would be a premium of 28% compared with yesterday's close. Both Stripe and Advent would keep a 50%-50% stake in the company,... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
6z
𝐓𝐡𝐞 𝐒𝐭𝐫𝐚𝐢𝐭 𝐨𝐟 𝐒𝐜𝐡𝐫ö𝐝𝐢𝐧𝐠𝐞𝐫 Open and closed at the same time. But that’s old news already. Today, the big news is that the US plans to charge a toll of 20% to every vessel crossing the Strait. Great. Anyway, this is just market noise. Intentional or not, who knows. But it doesn’t... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
9z
𝙄'𝙫𝙚 𝙗𝙚𝙚𝙣 𝙗𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙖 𝙉𝙀𝙒, 𝙎𝙄𝙕𝙀𝘼𝘽𝙇𝙀 𝙥𝙤𝙨𝙞𝙩𝙞𝙤𝙣: It's a company that has grown its revenues by over 20% per year during the past 3 years Profits per share have increased by over 16% per year It's true that revenue and profit growth have been slowing down... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
10z
𝙎𝙀𝙀𝙆𝙄𝙉𝙂 𝙊𝙋𝙋𝙊𝙍𝙏𝙐𝙉𝙄𝙏𝙄𝙀𝙎: If you like fishing, you know that the chances of catching a good fish increase when you're fishing in a good place that is not crowded. More fish, fewer people, a higher chance to fish. If you want to buy a house, the same applies: the fewer people bidding... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
11z
𝘼𝙇𝙄𝘽𝘼𝘽𝘼 𝙐𝙋 𝙊𝙑𝙀𝙍 𝟭𝟬%. 𝙒𝙃𝙔?? Alibaba has risen today by over 10% in Hong Kong trading hours. As you know, $9988.HK (Alibaba Group Holding Ltd (Hong Kong)) is one of my main positions, and very bullish about the company. But why is it going up today? Alibaba's management ( $BABA... Arată alte Traducere
Cristia Calle Mercado
Cristia Calle Mercado
Spania
11z
𝙐𝙋 𝙒𝙃𝙀𝙉 𝙏𝙃𝙀 𝙈𝘼𝙍𝙆𝙀𝙏 𝙄𝙎 𝘿𝙊𝙒𝙉: It's curious to see how the portfolio is behaving lately. In days when the market goes up, it goes down; but in days when the market goes down, it goes up. Of course, this is due to my investment process. To avoid risk, I avoid overpriced stocks... Arată alte Traducere

Despre Cristia Calle Mercado
Spania
Strategia: Valoare

Ex-CFO with 10+ years in finance applying disciplined value investing.
Afișează biografia completă Traducere
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