Miguel Maeztu
Miguel Maeztu @AzeriaInvest

Hiệu suất
Tất cả

-6.07%2026
2026
32.94%2025
2025
26.14%2024
2024
32.75%2023
2023
-20.35%2022
2022
19.08%2021
2021
15.07%2020
2020
32.9%0%-32.9%
Thảo luận
Miguel Maeztu
Miguel Maeztu
Luxembourg
9 ngày
Đã chỉnh sửa
Wise under money-laundering investigation When I completed my due diligence on Wise I loved everything but the weaker regulatory framework, opening the door to AML scrutiny. I wrote it as such on eToro. After a while I moved ahead and bought it anyway. Why? Other banking / neobank groups have been... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
14 ngày
𝐓𝐡𝐞 𝐢𝐧𝐜𝐨𝐦𝐞 𝐬𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭 𝐢𝐬 𝐥𝐢𝐤𝐞 𝐚 𝐛𝐢𝐤𝐢𝐧𝐢 Great quote from a Random Walk Down Wall Street (which itself quotes as well). 𝑾𝒉𝒂𝒕 𝒊𝒕 𝒓𝒆𝒗𝒆𝒂𝒍𝒔 𝒊𝒔 𝒊𝒏𝒕𝒆𝒓𝒆𝒔𝒕𝒊𝒏𝒈, 𝒃𝒖𝒕 𝒘𝒉𝒂𝒕 𝒊𝒕 𝒄𝒐𝒏𝒄𝒆𝒂𝒍𝒔 𝒊𝒔 𝒗𝒊𝒕𝒂𝒍. There is a reason why fundamental investors... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
23 ngày
Everytime I buy, someone is selling It is something worth remembering. Regardless of the level of conviction when buying a stock, it means someone is selling on the other side. For whichever reason, but it is important to remember that a transfer of risk is taking place, and the other seller might have... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
24 ngày
The European Carvana? A company that I am researching is called Auto 1. It is a German company that aims to break down the traditional dealer-based car (re)sale model by putting forward a website were consumers can buy directly the car (and merchants too). Similar to Carvana, although Auto1 also caters... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
29 ngày
Iran quagmire and the unfolding supply crunch Oil, but also fertilisers are stuck in the Gulf, not being able to get out as both Iran and the US seem to compete to see who does the best blockade. This will inevitably affect supplies, and since ships cannot travel at the speed of a plane, even once... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
1 tháng
𝐖𝐡𝐞𝐧 𝐥𝐨𝐰𝐞𝐫 𝐩𝐫𝐢𝐜𝐢𝐧𝐠 𝐢𝐬 𝐲𝐨𝐮𝐫 𝐦𝐨𝐚𝐭 Often moats are associated with prices hikes - a company's pricing power. And to a large extent it is true. However, another competitive advantage is based on being the cheapest. CostCo is an example where being the cheapest at scale has... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
2thg
A week away from Berkshire's AGM This will be Greg's first time leading the AGM, with Warren sitting in the front row. With record-high cash, Greg will be judged by his ability and willingness to swing hard next time there is a big opportunity to do so, as well as by his attitude towards cash. Recently,... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
2thg
𝐓𝐞𝐧𝐜𝐞𝐧𝐭 𝐛𝐮𝐲𝐬 𝐚 𝐬𝐭𝐚𝐤𝐞 𝐢𝐧 𝐊𝐚𝐬𝐩𝐢 The news that Tencent invested alongside the CEO and CFO in Kaspi are good news to me. I am a shareholder of both companies and I hold Tencent in very high regard as a company with very reasoned and cautious capital allocation. I do not know the... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
2thg
Đã chỉnh sửa
FICO: the moat with pricing power and its erosion Within the investable universe I monitor, I would argue that FICO has the largest moat that comes to mind. In a nutshell, it provides a credit score to US borrowers and lenders. With decades of credit data, its score becomes incredibly valuable. If someone... Xem thêm Dịch
Miguel Maeztu
Miguel Maeztu
Luxembourg
2thg
Can Bitcoin become a means of payment? Reading A Random Walk down Wall Street, one of the points discussed is whether Bitcoin can become a means of payment. Very interesting topic. In essence, a key element for Bitcoin to become a means of payment is price stability. Volatility is a killer for any... Xem thêm Dịch

Giới thiệu Miguel Maeztu
Luxembourg
Chiến lược: Giá trị

Fundamentals matter. Concentrated portfolio. Target ARR>10%. Margin of safety & patience.
Hiện tiểu sử đầy đủ Dịch
66 Người sao chép
2.6K Người theo dõi

Người Giao dịch Tương tự

Giao dịch gần đây

WISE.L
WISE.L
Đã mở•04/06/26, 07:45
▴-4.82%
Lãi/Lỗ
BRK.B.RTH
BRK.B.RTH
Đã mở•19/05/26, 13:40
▴-0.19%
Lãi/Lỗ
NU
NU
Đã mở•19/05/26, 13:38
▴-3.73%
Lãi/Lỗ
0700.HK
0700.HK
Đã mở•19/05/26, 06:18
▴-1.23%
Lãi/Lỗ
0700.HK
0700.HK
Đã mở•06/05/26, 05:18
▴-1.89%
Lãi/Lỗ