Our letter for Q2-2022.
Our letter for Q1-2022.
A review written by our analyst Alirio Sendrea - CFA, on the second edition of the book "Value Investing: From Graham to Buffet and Beyond", published in elEconomista. [minti_button link="https://www.eleconomista.es/mercados-cotizaciones/noticias/11570693/01/22/Lecturas-de-un-profesional-CFA-El-value-ha-muerto-larga-vida-al-value.html"…
In our Q4-2021 letter, we talk about inflation and some curiosities in 2021, such as the record sale of shares by executives and founders of large listed companies, who seem…
Our partner Javier Echevarría gave a presentation at the event Best Ideas 2022, organized by MOI Global, the exclusive international community of value investors. Our investment thesis regarded Applus+, a…
Our letter for Q3-2021.
Our analyst Alirio Sendrea - CFA, gave a presentation at the European Investment Summit 2021, an event organized by MOI Global, the exclusive international community of value investors. Our investment…
Our analyst Alirio Sendrea - CFA, summarises our observations, analysis and conclusions regarding different risk factors recently present in the financial markets.
Our letter for Q2-2021, where we share our point of view on the inflation debate and we go further in our analysis on the current market’s situation. Download
Interview to our analyst Alirio Sendrea, CFA, who taught a course on Value Investing to EADA Business School’s participants of the International Master in Finance. View interview here.