Our letter for Q1-2021.
Our letter for Q4-2020.
Our letter for Q3-2020, where we comment on some noteworthy divergences we witness in the financial markets.
The Manual of Ideas (MOI) has published an interview with our analyst Alirio Sendrea, CFA, in a special issue in which several Spanish-speaking investors comment on investment opportunities and risks…
Our letter for Q2-2020, where we comment on some noteworthy divergences we witness in the financial markets.
The world financial markets have ended the first quarter of the year with strong general decreases due to the impact that the coronavirus will have on the world economy, and…
Hoping that our co-investors, friends and their families find themselves in the best possible state of health, we share this letter in which we explain our perspective and action in…
Our partner Javier Echevarría has presented in Best Ideas our investment thesis on Gestamp, a Spanish family business, and supplier of parts for the main automobile brands, with a global…
