I manage my portfolio as a public holding. I focus on investing in quality companies for the long term and avoid the noise of the crowd.
Deep dives on quality companies
Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
Welcome - In this corner, you will find writeups on companies with potential for reinvestment of earnings at high returns, for a long time
Inversor privado en empresas de calidad, con sencillez y transparencia. Comparto 10โ12 ideas/aรฑo, cรณmo gestiono mi cartera (supera al S&P 500 desde 2020) con un 85โฏ% de renovaciones y brindo formaciรณn en inversiรณn en calidad.