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.
Analysis into 'Outsider' managers running great businesses, the ones we prefer to partner with for a long time.
Soy Juan. Desde 2020 comparto cómo analizo empresas de calidad y dónde invierto. Puedes empezar por los artículos gratuitos y conocer mi forma de invertir a largo plazo. Si después quieres profundizar, la suscripción de pago incluye mi cartera y análisis.