My new project 👇 I’ve wanted to build a tool for investors for a while, but I didn’t want to make the usual thing. I didn’t want to build another portfolio management tool or another TIKR redesign. I wanted to make something a bit more original 👀
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Posts about investing.
Posts about investing: companies, valuation, markets and how I manage my portfolio.
116 posts
💎 List of 500 high-quality companies 💎 I’ve added a ranking of quality companies to FMM, plus a simulated strategy to see how a "quality index" based on this ranking would have performed.... it does pretty well 👀 I think you’re going to like this a lot :) Completely free PS: it’s still a bit beta, so I’d really appreciate your feedback
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I'm moving back to Spain 🇪🇸 For those of you who missed yesterday's big news: over the next few months, I'm leaving my job in Switzerland and moving back to Spain to work on my projects full time. I have too many ideas and too much to do. And not enough time.
This week's post is ready for anyone who wants to take a look. I’ll probably stop writing as often over the next few weeks so I can focus on my new project and go on vacation. I’m really sorry to those of you who enjoy my financial thought dumps
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When people argued that Buffett’s performance was just luck, this was his response: We talk about this in today’s article 👇
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I just launched [🏷️ Deals] on Find My Moat. 💰 35+ discounts and promos for investing tools ⏰ Some expire soon, so hurry! 🔁 Updated every week with new deals 💎 Some exclusive deals only available on Find My Moat
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👉 findmymoat.com/deals Like ❤️ and RT the first tweet if you find this useful, so it reaches more people
My article for this week is ready! I think this is one of my favorites 💪 It’s a good example of why I decided to start my own blog, so I could write higher-quality articles. This week’s topic is: “Diversification isn’t about counting stocks”
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@idafegonzalez it’s fresh out of the oven 🥧 Let me know what you think and whether you like the format / content
New ranking on Find My Moat: 🥇 [Dividend companies] This time the benchmark is Dividend Stocks ($DVY), and the ranking delivers a substantial improvement over it across all metrics. Link 👇
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☀️ The FactSet $FDS thesis is now available for anyone interested Did this company really deserve to be down 50%? 🩸 The market usually makes two mistakes: overvaluing mediocre businesses or undervaluing great franchises when a real threat emerges.
🩸 $EVO -5% after reporting results To start with, the results look optically bad. We’re almost getting used to it getting beaten up quarter after quarter: