Leandro @Invesquotes
Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad linktr.ee/leandrobas Madrid, Spain Joined November 2020-
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I have been travelling over the past three weeks and have not paid much attention to the stock market, although I have been up to date with the news. It's interesting how "a lot has passed" during these three weeks but the leading indices are down a mere 3%. The reason? Most of…
Much more important to get the durability and terminal rate right than next quarter's numbers. Seems logical (terminal value is responsible for a much greater portion of a company's valuation) but incentives across the investment industry seem to defy logic
This ended up being pretty accurate 🎯
Nuevo artículo: 'Noticias de la Semana #24: Mucho ruido, poca señal.' Hablo de todo el ruido que hemos tenido estas semanas en el mercado y por qué es tan complicado hacer market timing. invirtiendoencalidad.com/p/noticias-de-…
Having dinner with a new $GOOG shareholder
It’s interesting that on many short vs long discussions it’s always a case of differing investment horizons (ie, both can be right) but still people argue as if it was useful at all
Great results by Hermes $RMS, which again demonstrate two things... 1. There's a thin line between true and aspirational luxury (and this line matters dearly) 2. The company can't be valued based on conventional standards or averages How many companies are in almost complete…
The market chooses not to trust Zuck regardless of his track record, which is interesting considering how that went the last time around. $META
Josh Tarasoff on why stock pickers should be careful using stock market averages 👇🏻
Anything that makes the stock market look more similar to the crypto market is a W for LT-oriented investors imho
Still on my honeymoon but just sent out this brief article to subscribers with my views on $ASML's earnings. Imho these brought lots of confusion and many missing the forest for the trees, but that might be just a consequence of different investment horizons. 🔗 in profile
Will start working again on the podcast and Youtube channel soon! The next guest is very passionate about investing and is excellent Lot of content coming so feel free to subscribe (all links in profile) 🎥🎙️
I’ve been thinking a bit about the concepts of scalibility and supply lately I believe many confuse (or maybe equate) something being scalable with being oversupplied but they are probably two different concepts. Example: $AMZN. A lot of its products are scalable but supply is…
This is very true and the main reason why a lot of fund managers focus on low volatility while “sacrificing” market-beating returns Many people just want to compound money at okay rates without severe paper losses
This is very true and the main reason why a lot of fund managers focus on low volatility while “sacrificing” market-beating returns Many people just want to compound money at okay rates without severe paper losses
Seeing people believe they can hedge against a full-scale nuclear war (obviously not saying it’s happening) basically tells you everything you need to know about the market
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The Transcript @TheTranscript_
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@Invesquotes @JonahLupton @drowsyinvestor @TSOH_Investing @investing_bear Of course Leandro! Definitely think it fits your high quality and "own the best" criteria that can deploy capital at high rates for a number of years!
$KNSL Re-sharing this to the top of your Feed today. This will be the last time! I'll go through and provide an IRR Calculation with assumptions next week or the week after CC high growth/quality guys: @JonahLupton @drowsyinvestor @TSOH_Investing @investing_bear @Invesquotes
NEW POST: Kinsale Built for Efficiency and Profitability $KNSL In this post I dive deep into the company's competitive advantages, the E&S market as a whole, the Insurance Supply Chain, and diagnose why this Carrier will continue growing Market Share! Link below!
$ge is such a fascinating case study because the cultural rot was pretty deep and yet Larry Culp successfully went in and cleaned up the patient. My mistake was thinking he’d lose that tbh. I underestimated him.
My test of almost any exec is whether they have studied DBS and how they infuse kaizen (continual improvement) into their culture and processes. A couple of my biggest business failures are not investing in Danaher alumni who went on to run GE and Ingersol Rand.
Looks like the MA/V squad sneering at AXP (I was one of them btw) a few years ago get to eat a small slice of humble pie over the s/t.
$AXP American Express is now outperforming $V Visa and $MA Mastercard over a 5Y stretch.
What a fantastic way to start the week! 🥰 P.S. The podcast will be launched 🚀for all of you later this week (Multis got it on Friday) but I will release the YT video today. Stay tuned!👀
No alpha in megacaps, except for all the alpha that got them there
@Invesquotes High-end watches nowadays are just socially acceptable jewelry for conservative men. I figure women are less watch-obsessed bc they have so many more options to convey status, style, etc.
Instead, Rolex is investing to expand production to meet demand. Authorized distributors like WOSG are building beautiful boutiques. The luxury wristwatch marches on. bloomberg.com/news/articles/…
This ended up being pretty accurate 🎯
@Invesquotes A rolex is a luxury timepiece that functions as a status symbol. A rolex does not compete on function, accuracy, or the material used to construct it. Apple watch, or smart watches in general, are a tool/gadget. It's like comparing a Tesla Model 3 with a Ferrari.
@Invesquotes Kind of similar to the EV / Supercar thing.
@Invesquotes Thank you so much. You got married around a year ago or so, right? Any tips? 😉
Yesterday was one of the most special days of my life. Always remember that there’s more to life than just maximizing wealth.
Nuevo artículo: 'Noticias de la Semana #24: Mucho ruido, poca señal.' Hablo de todo el ruido que hemos tenido estas semanas en el mercado y por qué es tan complicado hacer market timing. invirtiendoencalidad.com/p/noticias-de-…
Aoris on Atlas Copco $ATCOA: "We expect the business to continue growing profitably at a healthy rate for many years to come" (Extract from their Q1 letter, the link to the letter is on Stock Analysis Compilation #37)
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