Buy & Hold

Openinsider.com

by

I love to have this type of web links in my memories, so here it comes another one: http://openinsider.com/ It’s very quick for checking the longs and shorts done by different members of a public company.  

Biogen

by

This company has lights as shades, there are things that are convincing for the medium term, but the past performance does not convince me for the long term portfolio (buy & hold). I will start checking it to see the evolution.

General Electric

by

If you want to understand part of the story behind of the fall of General Electric, I recommend to read this article. It contains some details about the evolution of the actions done on this giant. Yes, it’s very large article, but it’s worthy time. http://fortune.com/2018/11/26/nelson-peltz-ge-pg-stock/

AT&T Vs VZ

by

Analyzing basic data from these 2 companies I did these 2 pictures that enable me to understand a little bit better their behavior. The key is to me the long term debt, where the acquisition of Timer Warner by AT&T is making the fundamentals to be eroded. AT&T Verizon:  

Los 10 Mandamientos de la Gestión de Inversiones de Mohnish Pabrai

by

En este podcast de Value Investing FM escuché este programa que habla de 10 https://www.ivoox.com/58-los-10-mandamientos-gestion-de-audios-mp3_rf_32416204_1.html El fondo cobra si se consigue beneficio. El programa de retribución del fondo debería tener un fijo muy bajo y No tengas un equipo de inversión (1 único gestor rodeado de muchos analistas). Acepta que te vas a equivocar al … Read more

Indicadores de empresa no cuantitativos

by

Escuchando un podcast de Value Investing FM, encontré este en el que repasaban varios aspectos que son importantes en las empresas y que no son KPIs cuantitativos que aparecen en cualquier web de turno. Son los no cuantitativos, y que van basicamente alrededor de la cultura y el equipo directivo. CEO y equipo directivo. Estrategia … Read more