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Description
Llevas años invirtiendo y no sabrías explicar por qué tienes lo que tienes. Ex analista buy-side en Nartex Capital: publico cada tesis con fecha, antes de saber el resultado, y las cuentas después, gane o pierda.
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Soy un Quality/Macro Investor. Me gustan las ideas arriesgadas y con mucho potencial de upside. También soy un aficionado a la Economía Austriaca.
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