Vuelvo a la escritura unos meses después, esta vez en español. Una pandemia, tipos de interés bajos y una cantidad de deuda enorme están en el día a día de muchos inversores. La vuelta de la inflación suena con fuerza en muchos analistas y esta quizás sea una de las mejores armas que tienen losContinue reading “¿Vivimos en una burbuja (financiera)?”
Howard Marks, Oaktree Capital Co-Chairman, published a new Memo called “Investing without People”.
To be honest, I did not know Anthony Deden, he is the founder of Edelweiss Holdings, a private investment holding company with long-term participation in the production, chemistry and technology of food, aquaculture, materials, forestry, resources and various industrial and engineering endeavours. Recently I watched an amazing interview with Grant Williams (Real Vision) and I wasContinue reading “Notes from Anthony Deden interview by Grant Williams”
Great video about Value Investing in Spain. During the last 5 years, value investors and value asset management grow up a lot. In this video Vicente Varó (COO Finect) and Pablo Martinez Bernal (Amiral Gestion).
Last 15 and 16 of March took place Valuespaña 2018, where a great number of fund managers present an investment idea. Here is the list of the fund managers: Iván Martín (Magallanes Value Investors), Marc Saint John Webb (Quaero Capital), Oliver Kelton (Odey), Richard Cook (Cook and Bynum), Stuart Mitchell (S.W. Mitchell Capital), Simon Caufield, Francisco López (A&G), Sid ChorariaContinue reading “Valuespaña 2018 – Videos”
If you do not know I have a Twitter account, @saetacapital, that you can follow. Every Sunday I tweet around 10 charts that I found during the previous week. This is the thread for today: #sundaycharts is here…this is from the book “Taming the Sun” (https://t.co/G0g4oKsaZa), really good read! #tamingthesun pic.twitter.com/OGuuVAvYVK — Peter Sullivan (@saetacapital)Continue reading “Sunday charts”
If you follow value investing and you know Spanish you need to listen to this podcast. Highly recommended. via #23 – Autoparts: Asientos
Great interview. 100Bn fund. Last week I found a great deck called “SoftBank Next 30-Year Vision”, link.