On X
Posts about investing: companies, valuation, markets and how I manage my portfolio.
116 posts
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
👉 findmymoat.com/deals Like ❤️ and RT the first tweet if you find this useful, so it reaches more people
When people argued that Buffett’s performance was just luck, this was his response: We talk about this in today’s article 👇
Quality content should be rewarded. Today I want to recommend one of my favorite Spanish-language investing podcasts: 💰 +FlowKCash Made by @InvEnCalidad and @Edelweiss_Cap
I’ve bought a European micro-cap that basically has two paths: either it goes to 0 or it 5x’s. It’s probably the most convex opportunity I’ve seen in a long time.
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”
@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 👇
Quoted postHere’s how my personal portfolio management tool is shaping up The main goal is to keep track of my positions and new ideas, and above all, to understand exactly what factors I’m relying on. I’m becoming more and more convinced of the importance of good portfolio management (not my portfolio)
Short articles on valuation multiple theory Worth knowing if you don't want to lose money👇 👉 Where does the P/E come from? (and others) 👉 Which famous multiples are useful for valuation, and which aren't? 👉 How not to confuse the equity part with the business part? 👉 What…
Read the rest on XAn especially relevant article on protecting yourself from market downturns It's short, informative, and gets straight to the point Take a look 👇
☀️ 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.
