Leandro
Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
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1/ A bit more than a year ago I left my "safe" job to focus full-time on investing; what I truly enjoy. Despite being active at Best Anchor Stocks for all this time, I regularly...
1/ Sharing some semiconductor-related content now that semis are back (they never left) First, a simple visual that explains the industry's structure. People who already know the...
1/ Reading is one of the most important "tasks" for any investor. I almost never remember the entire content of a book, but there's always a lesson that sticks with me for a long...
1/ I am currently reading "The Big Money" by Frederick Kobrik, a fundamental-oriented investor who generated great returns. Today, I read a very timely chapter: "Bear Markets, Bub...
1/ François Rochon recently released Giverny Capital's 2022 Annual Letter It was once again refreshing after a tough year in the stock market, and the podium of errors was pretty...
1/ Just uploaded a new article to the Best Anchor Stock blog It's about the qualities that facilitate long-term outperformance and an advantage available to all long-term investor...
1/ Some thoughts on capital allocation. Management can allocate capital in 5 ways: (a) Invest in organic initiatives (b) Acquire other companies (c) Pay off debt (if there's any...
1/ Interesting paper by Harvard and IESE Business School that shows that fund managers have the ability to outperform with their best ideas but fall prey of "diworsification" πhtt...
1/ A perfect market timer who bought the market at its lowest PE in 1920 (4.8x) and sold at peak PE (44.2x) in 1999 would've realized a 14.5% 79-year CAGR. From this 14.5%... -...
1/ Some interesting insights into $AMZN Ads Ads help launches in Amazon be successful. This expert said that within 3 months they managed to scale their business to $10 million. I...
1/ Interesting interview with Figma's CEO, Dylan Field, on The Verge. Discusses Figma, the $ADBE deal, and emerging technologies such as VR and generative AI. Some highlights be...
1/ The undermonetization of the Prime membership will be an important growth lever for $AMZN The price/value gap is evident in the US, but more so in international markets. Let's...