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.
Comparto mi cartera y todos sus movimientos desde 2020, con una filosofรญa de calidad y largo plazo. En ella tengo invertido el 90% de mi patrimonio y el de mi familia. Cada mes, ademรกs, un anรกlisis en profundidad de una empresa. Substack nยบ1 en espaรฑol.