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# ![@CCalleInvesting Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1499171266116218880.png) @CCalleInvesting CristiΓ  Calle Mercado

CristiΓ  Calle Mercado posts on X about lo, $baba, wise, baba the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1499171266116218880/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499171266116218880/c:line/m:interactions.svg)

- [--] Week [-----] +238%
- [--] Month [-----] -3.70%
- [--] Year [------] +223%

### Mentions: [--] [#](/creator/twitter::1499171266116218880/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499171266116218880/c:line/m:posts_active.svg)

- [--] Month [--] -46%
- [--] Year [--] -26%

### Followers: [---] [#](/creator/twitter::1499171266116218880/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499171266116218880/c:line/m:followers.svg)

- [--] Week [---] +7.30%
- [--] Month [---] +25%

### CreatorRank: [---------] [#](/creator/twitter::1499171266116218880/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1499171266116218880/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [exchanges](/list/exchanges)  [countries](/list/countries)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities) 

**Social topic influence**
[lo](/topic/lo), [$baba](/topic/$baba), [wise](/topic/wise), [baba](/topic/baba), [etoro](/topic/etoro), [$wise](/topic/$wise), [hay](/topic/hay), [$crox](/topic/$crox), [aos](/topic/aos), [eso](/topic/eso)

**Top assets mentioned**
[Alibaba Group (BABA)](/topic/$baba) [Wise (WISE)](/topic/$wise) [Crocs, Inc. (CROX)](/topic/$crox) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Match Group Inc (MTCH)](/topic/$mtch) [Tesla, Inc. (TSLA)](/topic/$tsla) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Fiserv, Inc. (FI)](/topic/$fi) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [FenerbahΓ§e Token (FB)](/topic/$fb) [CoStar Group, Inc. (CSGP)](/topic/$csgp) [AmsterdamCoin (AMS)](/topic/$ams) [Five Below, Inc. (FIVE)](/topic/$five) [Apple, Inc. (AAPL)](/topic/aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$FIVE has been on my watchlist for a while now. Following their earnings release after the market closure yesterday I revisited the thesis in case the after-hours fall allows us to buy a dollar for a quarter"  
[X Link](https://x.com/CCalleInvesting/status/1771470477992534165)  2024-03-23T09:34Z [--] followers, [--] engagements


"@InversorExperto Hay mucho miedo en el mercado. Suele ser el prembulo para unos retornos excelentes"  
[X Link](https://x.com/anyuser/status/1771503402603643200)  2024-03-23T11:44Z [---] followers, [---] engagements


"@dinerosinfiltro Sin duda Mucho aprendizaje por el camino"  
[X Link](https://x.com/CCalleInvesting/status/1771506374138356121)  2024-03-23T11:56Z [--] followers, [--] engagements


"$Uber es una de las pricipales posiciones de mi cartera. Aqu el porqu: - Crecimiento de las ventas constante -Apalancamiento operativo. -A pesar de que contablemente el beneficio no sea tan alto el flujo de caja libre es muy fuerte. Por todo esto Uber es una gran inversin"  
[X Link](https://x.com/anyuser/status/1815512352466612578)  2024-07-22T22:20Z [---] followers, [--] engagements


"Una de nuestras posiciones principales: Match Group. $MTCH La imagen habla por s sola. Tinder genera ingresos crecientes con buenos mrgenes. Si Hinge consigue generar algo cercano a lo que hace Tinder Match ser una gran inversin. #Inversin"  
[X Link](https://x.com/anyuser/status/1815716834198630761)  2024-07-23T11:53Z [---] followers, [---] engagements


"Una de nuestras posiciones principales $MSCI est subiendo ms de un 7% tras presentar resultados. Ingresos $707M +14.0% YoY EPS $3.37 +9.1% YoY Crecimiento orgnico +9.7% $290M en recompras de acciones Las buenas empresas siempre cumplen #investing"  
[X Link](https://x.com/CCalleInvesting/status/1815829512187437288)  2024-07-23T19:21Z [--] followers, [--] engagements


"Hoy he perdido ms de $1.100. Pero estos das son normales. No puedes esperar ganar ms de un 10% al ao sin tener estos das tambin. #invertir #Inversiones"  
[X Link](https://x.com/CCalleInvesting/status/1816308608805790182)  2024-07-25T03:04Z [--] followers, [--] engagements


"A veces las enormes cadas tienen sentido. Como en el caso de $TSLA. Est sobrevalorada y han tenido unos resultados decepcionantes. Sobre pagar por los negocios startup que tienen (como los robots y robotaxis) es normalmente una mala idea"  
[X Link](https://x.com/CCalleInvesting/status/1816308611846676904)  2024-07-25T03:04Z [--] followers, [--] engagements


"Sin embargo en algunos casos las cadas son oportunidades. Por ejemplo $MC.PA (LVMH). Vend la mayor parte de mi posicin porque la consideraba demasiado cara. Pero ahora est ms cercana a ser una buena oportunidad de inversin de nuevo"  
[X Link](https://x.com/CCalleInvesting/status/1816308614732329436)  2024-07-25T03:04Z [--] followers, [--] engagements


"Antes de saltar a analizar los resultados que estn siendo repotados esta semana me gustara que supiseis que tenemos una gran ventaja como pequeos inversores: nuestro horizonte temporal"  
[X Link](https://x.com/CCalleInvesting/status/1816308617538335218)  2024-07-25T03:04Z [--] followers, [--] engagements


"Wall Street normalmente est tan preocupado por el corto plazo que se olvida del negocio real detrs de las acciones. Los resultados del prximo cuarto son los que causan gran parte de los movimientos sin tener en cuenta las capacidades futuras de las empresas"  
[X Link](https://x.com/CCalleInvesting/status/1816308620348530882)  2024-07-25T03:04Z [--] followers, [--] engagements


"Por tanto si mantenemos la disciplina podemos tener mejores retornos que el mercado como de hecho hemos estado haciendo desde [----]. Sin apalancamiento. Sin apuestas. Sin estupideces. Mantente racional. #ValueInvesting"  
[X Link](https://x.com/CCalleInvesting/status/1816308623288721885)  2024-07-25T03:04Z [--] followers, [--] engagements


"$IBKR sigue siendo una buena oportunidad. Crecen los usuarios la ventaja competitiva es importante tienen disciplina inversora. Bajarn los tipos Seguramente. Pero ganarn ms dentro de [--] aos que hoy"  
[X Link](https://x.com/anyuser/status/1816632356842930651)  2024-07-26T00:31Z [---] followers, [--] engagements


"Y no slo eso tambin veremos la parte estratgica que siempre es ms subjetiva. Todo esto por supuesto gratis"  
[X Link](https://x.com/CCalleInvesting/status/1817151711149994254)  2024-07-27T10:55Z [--] followers, [--] engagements


"La empresa en cuestin va a ser $MTCH de la que ya he hablado en alguna ocasin. Pero esta vez entraremos en detalle. Pondr el foco en todo lo que presto atencin cuando analizo la empresa. As puedes aprender cmo analizar una compaa desde cero"  
[X Link](https://x.com/CCalleInvesting/status/1817151713868156937)  2024-07-27T10:55Z [--] followers, [--] engagements


"Todos mis libros de inversin [--] estrellas en Goodreads Ya te adelanto que no hay nada de Padre Rico ni nada de eso. Solo libros que te ayudarn DE VERDAD a invertir. Sigue leyendo πŸ‘‡πŸΌ #valueinvesting #InversionExtranjeraDirecta"  
[X Link](https://x.com/anyuser/status/1819167517618983039)  2024-08-02T00:25Z [---] followers, [---] engagements


"Value Investing. From Graham to Buffett and beyond. Este libro tiene una nueva edicin con algn contenido nuevo. He ledo ambos. Este es el libro en el que se basa el curso de Value Investing de Columbia. Si quieres aprender este es tu libro"  
[X Link](https://x.com/CCalleInvesting/status/1819167522085917035)  2024-08-02T00:25Z [--] followers, [--] engagements


"Acciones ordinarias y beneficios extraordinarios. Un clsico. No vers cmo hacer el clculo para la valoracin pero aprenders MUCHO sobre cmo elegir buenas empresas"  
[X Link](https://x.com/CCalleInvesting/status/1819167527391621187)  2024-08-02T00:25Z [--] followers, [--] engagements


"El inversor inteligente. Tambin conocido como la Biblia del Value Investing. Si te interesa el Value este libro es un must. Casi despus de [---] aos desde que fue escrito este libro ensea los pilares de la inversin"  
[X Link](https://x.com/CCalleInvesting/status/1819167532630372737)  2024-08-02T00:25Z [--] followers, [--] engagements


"The Dhandho Investor. Escrito por M. Pabrai. Ms una historia que verdadera enseanza sobre negocios. Si quieres una lectura ligera este es tu libro"  
[X Link](https://x.com/CCalleInvesting/status/1819167537705406571)  2024-08-02T00:25Z [--] followers, [--] engagements


"Competition Demystified. Tal vez un libro ms avanzado. Si quieres aprender sobre estrategia e identificacin de ventajas competitivas debes leer este libro"  
[X Link](https://x.com/CCalleInvesting/status/1819167542688337965)  2024-08-02T00:25Z [--] followers, [--] engagements


"One up on Wall Street. Si ests empezando este es tu libro. Te explicar la inversin con trminos sencillos. Si ya llevas tiempo invirtiendo este libro puede estructurar tus ideas. Es probablemente un libre para todos los niveles de inversin. Una joya"  
[X Link](https://x.com/CCalleInvesting/status/1819167547935412468)  2024-08-02T00:25Z [--] followers, [--] engagements


"Active Value Investing Un poco farragoso pero con perlas de sabidura. De este libro obtuve mi clculo para valorar empresas. El autor escribi tambin el pequeo libro del value investing pero a mi me gusta ms este. A pesar de ser algo ms duro de leer"  
[X Link](https://x.com/CCalleInvesting/status/1819167553434144791)  2024-08-02T00:25Z [--] followers, [--] engagements


"Applied Value Investing. No conoc este libro hasta que estudi en Columbia. Con l aprenders cmo Warren Buffett hace sus clculos para valorar empresas. Imprescindible"  
[X Link](https://x.com/CCalleInvesting/status/1819167558710579377)  2024-08-02T00:25Z [--] followers, [--] engagements


"The education of a value investor. Guy Spier escribe un libro sublime sobre todo lo que un inversor de valor debe saber. Si empiezas lelo"  
[X Link](https://x.com/CCalleInvesting/status/1819167573814268207)  2024-08-02T00:25Z [--] followers, [--] engagements


"Quality investing Tal vez una de las estrategias de inversin ms buscadas en los ltimos aos: la calidad. Si quieres saber por qu esta estrategia tiene sentido lee este libro"  
[X Link](https://x.com/CCalleInvesting/status/1819167578860011932)  2024-08-02T00:25Z [--] followers, [--] engagements


"Investing for growth. De Terry Smith. Una coleccin de escritos que resumen la filosofa de su conocido fondo de inversin"  
[X Link](https://x.com/CCalleInvesting/status/1819167588624355484)  2024-08-02T00:25Z [--] followers, [--] engagements


"Eso es todo Si este hilo te ha inspirado a leer un nuevo libro deja tu like y compartelo con quien lo pueda encontrar de ayuda"  
[X Link](https://x.com/CCalleInvesting/status/1819167599177212219)  2024-08-02T00:25Z [--] followers, [--] engagements


"No hay empresa que merezca un precio infinito. Y una vez ms Warren Buffett nos lo demuestra. Mientras todo el mundo aade Apple ($AAPL) a su cartera Berkshire Hathaway ($BRK) recorta su posicin a la mitad"  
[X Link](https://x.com/CCalleInvesting/status/1819871821032014113)  2024-08-03T23:03Z [--] followers, [--] engagements


"Chat gpt y copilot van a acelerar la investigacion de acciones. Es la afirmacin de un podcast que estoy escuchando. Pero quin quiere acelerarlo Siempre parece que la IA viene a hacernos ms productivos. Pero acelerando el proceso muchas veces perdemos matices"  
[X Link](https://x.com/anyuser/status/1821105445077184753)  2024-08-07T08:45Z [---] followers, [--] engagements


"Desde que compart mi anlisis de IBKR el precio de la accin ha subido casi un 50% (en aproximadamente seis meses): La compaa ha tenido un rendimiento fundamental incluso mejor de lo que esperaba y el precio lo ha seguido en consecuencia"  
[X Link](https://x.com/anyuser/status/1846785516911710292)  2024-10-17T05:29Z [---] followers, [----] engagements


"$IBKR tiene una posicin fuerte en el mercado y aun en un escenario de tasas de inters ms bajas sus mrgenes son increbles. Estos son los indicadores clave del informe de ganancias: Los ingresos por comisiones aumentaron un 31% hasta $435 millones debido a un mayor volumen"  
[X Link](https://x.com/CCalleInvesting/status/1846785520426504329)  2024-10-17T05:29Z [--] followers, [--] engagements


"Crocs ($CROX) es una de los posiciones principales de la cartera. Te cuento por qu: βœ… La marca Crocs sigue creciendo a buen ritmo especialmente en Asia. βœ… La deuda de la compra de Heydude ha bajado paulatinamente. #fintwit"  
[X Link](https://x.com/anyuser/status/1847389017190650077)  2024-10-18T21:27Z [---] followers, [--] engagements


"Burberry ( $BRBY ) sube un 17% tras sus resultados. Al mercado le gusta la estrategia que marca su CEO. Devolver la exclusividad a la marca aunque tenga que destruir producto"  
[X Link](https://x.com/anyuser/status/1857027079184761194)  2024-11-14T11:45Z [---] followers, [---] engagements


"Estoy convencidO de que Argan ayudar a la cartera a batir a los principales ndices incluidos el $SPX500 el $UK100 y el $FRA40 tal y como han hecho otros negocios de alta conviccin que he comprado en el pasado"  
[X Link](https://x.com/CCalleInvesting/status/2009270932641140947)  2026-01-08T14:28Z [---] followers, [--] engagements


"$Crox with a solid quarter. The market seems to be disappointed because despite increasing the outlook estimates analysts expected more. But hey [--] times earnings. Growing despite having Heydude going through a turnaround"  
[X Link](https://x.com/CCalleInvesting/status/1818996560732295440)  2024-08-01T13:05Z [---] followers, [---] engagements


"This company is going to be an easy 2x/3x once Heydude works. Same old story. The Crocs brand is being fairly valued and Heydude is valued with a negative value. Once the dust settles easy money"  
[X Link](https://x.com/anyuser/status/1818996564553289788)  2024-08-01T13:05Z [---] followers, [--] engagements


"@QualityInvest5 Fiserv maybe"  
[X Link](https://x.com/CCalleInvesting/status/1992658445791793476)  2025-11-23T18:16Z [---] followers, [----] engagements


"@DividendDynasty I prefer $UBER actually. But nothing better than $BABA or $WISE"  
[X Link](https://x.com/CCalleInvesting/status/1992957743658123431)  2025-11-24T14:05Z [---] followers, [---] engagements


"El mercado espera optimista los resultados de $BABA"  
[X Link](https://x.com/CCalleInvesting/status/1993057737933279421)  2025-11-24T20:42Z [---] followers, [---] engagements


"@KvammeSteffen Fiserv TSM Fortinet πŸ™ŒπŸΌ 33% each"  
[X Link](https://x.com/CCalleInvesting/status/1993422203459977244)  2025-11-25T20:51Z [---] followers, [---] engagements


"@Sam_North_07 Happy Thanksgiving"  
[X Link](https://x.com/CCalleInvesting/status/1994008486972428623)  2025-11-27T11:40Z [---] followers, [--] engagements


"@teechongyen All of them are signalign lower competition moving forward. Alibaba said that they would "respond" to subsidies of competitors. So they are not initiating. It won't take long for the segment to be profitable (again) for all of them"  
[X Link](https://x.com/CCalleInvesting/status/1994458341934796853)  2025-11-28T17:28Z [---] followers, [--] engagements


"Long $LVMH U.S. BLACK FRIDAY SALES HIT RECORD HIGH U.S. online Black Friday sales reached a record $11.8 billion up 9.1% from last year according to Adobe Analytics. Adobe expects Americans to spend $5.5 billion on Saturday and $5.9 billion on Sunday. Salesforce reported $18 billion in U.S. BLACK FRIDAY SALES HIT RECORD HIGH U.S. online Black Friday sales reached a record $11.8 billion up 9.1% from last year according to Adobe Analytics. Adobe expects Americans to spend $5.5 billion on Saturday and $5.9 billion on Sunday. Salesforce reported $18 billion in"  
[X Link](https://x.com/CCalleInvesting/status/1994876767941923155)  2025-11-29T21:10Z [---] followers, [---] engagements


": I expect $WISE to return 300% Over the next few years of course. The company as you see in the picture below has been growing its revenues and net profit steadily. Why πŸ‘‡πŸΌπŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/1996513853837091227)  2025-12-04T09:36Z [---] followers, [----] engagements


"Because they have built a massive network worldwide to be the cheapest and fastest to send money abroad. The issue With stablecoins people think that their business is dead. But it is not. It is more alive than ever and I explain why in my latest analysis. Check it out here"  
[X Link](https://x.com/CCalleInvesting/status/1996513856391361022)  2025-12-04T09:36Z [---] followers, [--] engagements


"And always remember. Investing is not about making a quick buck. It's about building wealth steadily and safely. That's what we are here for. https://open.substack.com/pub/cmcapitalresearch/p/wiseutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/cmcapitalresearch/p/wiseutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/CCalleInvesting/status/1996513858207600845)  2025-12-04T09:36Z [---] followers, [--] engagements


"$WISE has just sent an email to its clients saying that the have raised rates in some countries. The end of take rates reductions is here. More transfers higher takes: profit is going to be awesome next year. Do you want to read the analysis Link in the next comment πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/1997751120446599407)  2025-12-07T19:32Z [---] followers, [---] engagements


"@Lufri18 In which platform Ive bought it On eToro"  
[X Link](https://x.com/CCalleInvesting/status/1998301189843325331)  2025-12-09T07:58Z [---] followers, [--] engagements


"% This is what I mean when I say I protect our capital. It's not that I don't like companies like $ORCL or $NVDA; it's just that their valuations are pricing perfection for the coming [--] years"  
[X Link](https://x.com/CCalleInvesting/status/1999128607113781620)  2025-12-11T14:46Z [---] followers, [---] engagements


"@AriEiberman @Wise Anyone using Wise knows it is better than stablecoins πŸ€·πŸ»β™‚"  
[X Link](https://x.com/CCalleInvesting/status/1999603093869351344)  2025-12-12T22:11Z [---] followers, [--] engagements


"My decision would be easy: I want the best one to shoot. No matter if he's already shot [--] penalties before. Or even [--] penalties that day. I want him to shoot because he's the best option. The same happens with investing. When you find a winner you stick to it. πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2000166627216920613)  2025-12-14T11:30Z [---] followers, [--] engagements


"Of course it can fail sometimes maybe even miss a penalty. But in the long term you know it is going to be the best option. Because you don't find a Cristiano Ronaldo or a Messi every day. You want them to shoot every penalty. πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2000166630391791771)  2025-12-14T11:31Z [---] followers, [--] engagements


"The same happens with business: you don't find a company that is going to compound at 20% over [--] years so often. So when you find it and especially when you find it cheap you need to go big"  
[X Link](https://x.com/CCalleInvesting/status/2000166632279138441)  2025-12-14T11:31Z [---] followers, [--] engagements


"If it rains gold you put your biggest bucket to take the gold. Not a thimble because you want to diversify your sources of wealth. What about you How do you approach diversification and concentration"  
[X Link](https://x.com/CCalleInvesting/status/2000166636339572791)  2025-12-14T11:31Z [---] followers, [--] engagements


"@100baggerhunt Well said. Now the risk is the possible disruption of stablecoins but the fear is overstated. Wises platform is still way cheaper and it doesnt look like thats going to change"  
[X Link](https://x.com/CCalleInvesting/status/2000250877656043685)  2025-12-14T17:05Z [---] followers, [--] engagements


"' : $IRBT has declared bankruptcy today and its shares are down 70% in the premarket. This is the story of iRobot; what can you learn from it πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2000551699401134162)  2025-12-15T13:01Z [---] followers, [---] engagements


"iRobot created the first Roomba in [----] creating a brand new market and a brand new product. After more than [--] years since its launch this product is now in almost every home. The issue It's probably not a Roomba. iRobot was founded in [----] and created mainly robots for"  
[X Link](https://x.com/CCalleInvesting/status/2000551705256370346)  2025-12-15T13:01Z [---] followers, [--] engagements


"exploration defense and research. It was after Electrolux launched the Electrolux Trilobite which failed due to its high cost (about $2000) that iRobot pivoted and created Roomba at a price of about $200. Using the technology they already had for their previous endeavour"  
[X Link](https://x.com/CCalleInvesting/status/2000551707579998525)  2025-12-15T13:01Z [---] followers, [--] engagements


"and creating a product that was affordable for the mass consumer iRobot disrupted the vacuum industry. For about [--] years iRobot kept improving its product including new technologies for mapping your home Wi-Fi connectivity and systems to avoid bumping into your furnitureπŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2000551710792745354)  2025-12-15T13:01Z [---] followers, [--] engagements


"If you had invested in its IPO (2005) you would have gotten a return of over 250% until [----]. But slowly after [----] many competitors entered the space. Margins compressed sales of Roomba fell because there were cheaper options available with similar capabilities and the"  
[X Link](https://x.com/CCalleInvesting/status/2000551712940257444)  2025-12-15T13:01Z [---] followers, [--] engagements


"mass adoption. Hence when you hear about a company creating a technology that will take over the world don't only think about the possibilities of the technology which can be great but also about the competitive landscape that can be created. Are they going to take over"  
[X Link](https://x.com/CCalleInvesting/status/2000551731462332587)  2025-12-15T13:01Z [---] followers, [--] engagements


"the industry Will they have an advantage that protects them from competition For how long If you can't answer these questions don't gamble. That's what I do and it has worked for me for many years. Because new technologies keep coming to the market but"  
[X Link](https://x.com/CCalleInvesting/status/2000551733689561409)  2025-12-15T13:01Z [---] followers, [--] engagements


"Another great year for the portfolio πŸ™ŒπŸΌ @eToro @eToroES"  
[X Link](https://x.com/CCalleInvesting/status/2001186710793687432)  2025-12-17T07:04Z [---] followers, [---] engagements


"@Martyn_Lockhart @eToro Indeed. Consistency is key in everything in life πŸ™ŒπŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2001191522344071679)  2025-12-17T07:23Z [---] followers, [--] engagements


"@eToroTeam Thank you so much guys Im grateful to be able to share all my investments on eToro 🫢🏼"  
[X Link](https://x.com/CCalleInvesting/status/2001192018395988022)  2025-12-17T07:25Z [---] followers, [---] engagements


"@Martyn_Lockhart @eToro Thanks"  
[X Link](https://x.com/CCalleInvesting/status/2001192062796886308)  2025-12-17T07:25Z [---] followers, [--] engagements


"Same methodology. We invest $10.000 at the top of the year every year from 2005-2024. Well you may know the results right Investing at the worst possible time of the year is a huge mistake. Youre going to have poor returns right Everyone knows that. Well thats WRONGπŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2001998227365642531)  2025-12-19T12:49Z [---] followers, [--] engagements


"If you did that you would have turned $200.000 into $626.978 making up for a total return of 1054%. Thats not bad at all Many people would be really glad to obtain that So this is basically to tell you that no matter what you cannot get fooled by the market. πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2001998229286871093)  2025-12-19T12:49Z [---] followers, [--] engagements


"@moneyflowinvest Long $WISE"  
[X Link](https://x.com/CCalleInvesting/status/2002095393623183744)  2025-12-19T19:15Z [---] followers, [---] engagements


"@eToro What a great team πŸ™ŒπŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2003749918696231126)  2025-12-24T08:49Z [---] followers, [--] engagements


"@EquityBrian Good thing for Alibaba"  
[X Link](https://x.com/CCalleInvesting/status/2006783888191008995)  2026-01-01T17:45Z [---] followers, [--] engagements


"These are the two basic pillars my strategy stands on and that have generated an outstanding result of about 20% per year since the beginning of [----] beating the index ( $SPX500 ) by a wide margin. It is all about dedicating time to study and obtaining an edge over the market"  
[X Link](https://x.com/CCalleInvesting/status/2007052728053412135)  2026-01-02T11:33Z [---] followers, [--] engagements


"Not bad to start [----] $BABA"  
[X Link](https://x.com/CCalleInvesting/status/2007189322395713758)  2026-01-02T20:36Z [---] followers, [---] engagements


"@MacroLongview Thank you Indeed I see some triple-digit years every now and then. But what I really want is to build a sustainable strategy that can build wealth over time. The be-rich-quickly is most of the time a fallacy"  
[X Link](https://x.com/CCalleInvesting/status/2010016676901982525)  2026-01-10T15:51Z [---] followers, [--] engagements


"OH MY $BABA"  
[X Link](https://x.com/CCalleInvesting/status/2010739105173475422)  2026-01-12T15:42Z [---] followers, [---] engagements


"@IkerRealEstate Nada como $WISE para esto"  
[X Link](https://x.com/CCalleInvesting/status/2010739716308787288)  2026-01-12T15:44Z [---] followers, [----] engagements


"@Globalflows Inflation-adjusted about 10M dollars"  
[X Link](https://x.com/CCalleInvesting/status/2012137388404007385)  2026-01-16T12:18Z [---] followers, [---] engagements


"@yoniassia @AlpineF1Team @eToro It is going to be spectacular"  
[X Link](https://x.com/CCalleInvesting/status/2014667350398706023)  2026-01-23T11:51Z [---] followers, [--] engagements


"WOW 🀯 @eToro @eToroES @AlpineF1Team Great @AlpineF1Team car with @eToro https://t.co/doYIM6hGum Great @AlpineF1Team car with @eToro https://t.co/doYIM6hGum"  
[X Link](https://x.com/CCalleInvesting/status/2014678578600759671)  2026-01-23T12:36Z [---] followers, [--] engagements


"Van a enterrar a Carvana $CVNA Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime"  
[X Link](https://x.com/CCalleInvesting/status/2016552709843726558)  2026-01-28T16:43Z [---] followers, [---] engagements


"@JessMouri https://ccalle.substack.com/p/mtch https://ccalle.substack.com/p/mtch"  
[X Link](https://x.com/CCalleInvesting/status/2016927877233594751)  2026-01-29T17:34Z [---] followers, [--] engagements


"I've researched #CROX and this is what I think: $CROX is trading today at about [--] times earnings. For a quality company that has more than 100% ROIC (that is for every dollar that the company invests they get back over [--] dollar in one year) this is a very low price. Why"  
[X Link](https://x.com/anyuser/status/1499174965999927296)  2022-03-03T00:08Z [---] followers, [--] engagements


"@ValueStockGeek He has a good philosophy: buy good companies buy them cheap and do nothing. As Mr. Albert Einstein said: "make everything as simple as possible but not simpler.""  
[X Link](https://x.com/anyuser/status/1501707563767070724)  2022-03-09T23:52Z [---] followers, [--] engagements


"@Noel__Watson @ValueStockGeek Terry Smith uses (or that he says in his book) FCF yield compared with a normalized interest rate. If FCF yield is higher than normalized interest rates he buys. Of course he just applies this to over the average companies. I hope it helps"  
[X Link](https://x.com/anyuser/status/1501921193632358414)  2022-03-10T14:01Z [---] followers, [--] engagements


"@charliebilello What has changed since [----] Was China less communist then I don't think so. Risks are the same; the narrative is the difference (just as @teaserbae has also said)"  
[X Link](https://x.com/anyuser/status/1502001983133208581)  2022-03-10T19:22Z [---] followers, [--] engagements


"What if you had to pick just one of these stocks What would it be $TSLA $FB $BABA $PYPL"  
[X Link](https://x.com/anyuser/status/1502003858188509185)  2022-03-10T19:30Z [---] followers, [--] engagements


"@CharlieMunger00 Glad theyve done it My portfolio also appreciates it"  
[X Link](https://x.com/anyuser/status/1504196504566865922)  2022-03-16T20:42Z [---] followers, [--] engagements


"@JRogrow I would say $CROX"  
[X Link](https://x.com/anyuser/status/1593142183091384322)  2022-11-17T07:21Z [---] followers, [--] engagements


"@dekleinekapita1 Nice list. Im probably missing: Amadeus Games Workshop Love Aena too @investseekers"  
[X Link](https://x.com/anyuser/status/1605159630107070469)  2022-12-20T11:14Z [---] followers, [---] engagements


"@Finding_Moats Amadeus. I had that same answer from one of their clients"  
[X Link](https://x.com/CCalleInvesting/status/1615302464542212097)  2023-01-17T10:58Z [---] followers, [---] engagements


"Michael Burry buys $Baba and $JD.US Both with over 9% of their portfolio. It seems that China is investable again"  
[X Link](https://x.com/anyuser/status/1625574974693187584)  2023-02-14T19:17Z [---] followers, [---] engagements


"@runaway_vol @burrytracker Good company good value. This is a long-term winner"  
[X Link](https://x.com/anyuser/status/1625630295700668416)  2023-02-14T22:57Z [---] followers, [----] engagements


"@SecretCFO Comment dropped I'm eager to read you there"  
[X Link](https://x.com/CCalleInvesting/status/1642546612357537799)  2023-04-02T15:16Z [---] followers, [---] engagements


"@TheTranscript_ Their problem is their current valuation"  
[X Link](https://x.com/CCalleInvesting/status/1770717836396122408)  2024-03-21T07:43Z [---] followers, [--] engagements


"@ValueStockGeek Games Workshop"  
[X Link](https://x.com/anyuser/status/1770788728316784939)  2024-03-21T12:25Z [---] followers, [---] engagements


".%   I was recently told that a 16% annual return is not enough. My answer was that it was enough for me. Honestly I think it is even quite a high number. Especially since I dont get involved with any kind of leverage"  
[X Link](https://x.com/CCalleInvesting/status/1771696934891213254)  2024-03-24T00:34Z [---] followers, [----] engagements


"@DividendDynasty I added more yesterday. 5% position now"  
[X Link](https://x.com/CCalleInvesting/status/1775852679996281046)  2024-04-04T11:47Z [---] followers, [--] engagements


"@TheLongInvest I'm coming with my 30% position"  
[X Link](https://x.com/CCalleInvesting/status/1846749019432960162)  2024-10-17T03:04Z [---] followers, [---] engagements


"@scotchandstock Puramente valoracin. No creo que sea sostenible mantener mltiplos tan altos (incluso para empresas no tan buenas)"  
[X Link](https://x.com/anyuser/status/1848458706423583173)  2024-10-21T20:17Z [---] followers, [--] engagements


"@ratadecarreras Yo opino que es momento de moverse del sp500. Aunque sigue habiendo empresas no tan caras"  
[X Link](https://x.com/CCalleInvesting/status/1883022130859937950)  2025-01-25T05:20Z [---] followers, [---] engagements


"@CompoundinGirl Likewise 🀣"  
[X Link](https://x.com/CCalleInvesting/status/1889066378453459399)  2025-02-10T21:38Z [---] followers, [--] engagements


"@TheLongInvest I still cant understand it has been this undervalued this long"  
[X Link](https://x.com/CCalleInvesting/status/1889066499543052738)  2025-02-10T21:38Z [---] followers, [---] engagements


"Repeat with me: NO COMPANY DESERVES AN INFINITE PRICE Cisco has officially recovered from the [----] dot-com crash. https://t.co/P2fpEAz1ID Cisco has officially recovered from the [----] dot-com crash. https://t.co/P2fpEAz1ID"  
[X Link](https://x.com/CCalleInvesting/status/1999257953938063440)  2025-12-11T23:20Z [---] followers, [---] engagements


"@ReneSellmann That valuation makes no sense. No company deserves an infinite price. Not even $COST"  
[X Link](https://x.com/CCalleInvesting/status/1999602096430010609)  2025-12-12T22:07Z [---] followers, [---] engagements


"@QuijoteFinanzas Wise para cambio de divisas Etoro para invertir"  
[X Link](https://x.com/CCalleInvesting/status/2018328875843854706)  2026-02-02T14:21Z [---] followers, [---] engagements


"@GoikoInvestment Alguna a la que ests marcando de cerca"  
[X Link](https://x.com/CCalleInvesting/status/2018702075798966592)  2026-02-03T15:04Z [---] followers, [--] engagements


"@GoikoInvestment FDS Amadeus London Stock Exchange MSCI Hasta $TEP no digo ms 🀣"  
[X Link](https://x.com/CCalleInvesting/status/2018705011329356212)  2026-02-03T15:15Z [---] followers, [---] engagements


"Ahorran horas pero no se cargan a los proveedores de datos como FactSet ( $FDS ) o Morningstar. Last year Claude worked with Norways $2T sovereign wealth to create a Financial Analysis tool plugged into real-time data (Factset Morningstar Pitchbook Palantir S&P). Funds CEO said it led to 20% (or [-----] work hours) productivity gains by automating monitoring of https://t.co/hmyNl1FFs0 Last year Claude worked with Norways $2T sovereign wealth to create a Financial Analysis tool plugged into real-time data (Factset Morningstar Pitchbook Palantir S&P). Funds CEO said it led to 20% (or [-----] work"  
[X Link](https://x.com/CCalleInvesting/status/2020172131133542760)  2026-02-07T16:25Z [---] followers, [---] engagements


"Antes de los resultados de Alibaba $9988.HK sube ms de un 4%. Parece que hay mucho optimismo en estos resultados. Adems Ant Group ha lanzado LingGuang una herramienta de vibe coding llegando al milln de descargas ms rpido que ChatGPT y Sora. Bullish $BABA"  
[X Link](https://x.com/CCalleInvesting/status/1992878247013716246)  2025-11-24T08:49Z [---] followers, [--] engagements


"❌ La rentabilidad ha empeorado en casi todos los segmentos especialmente en el negocio principal Algunas notas: Los gastos de marketing han aumentado muchsimo. Parece que estn apostando fuerte aqu pero no todos esos gastos han llevado a mayores ingresos (todava)"  
[X Link](https://x.com/CCalleInvesting/status/1993321632417349932)  2025-11-25T14:11Z [---] followers, [--] engagements


"Hablar de las [--] Magnficas genera ms trfico Pero compartir ideas desconocidas dar mas rentabilidad en el largo plazo Por ejemplo $BGEO banco con un ROE brutal y creciendo con solidez. Si te interesa el anlisis completo djame un comentario y te lo paso GRATIS πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/1995084456072564899)  2025-11-30T10:56Z [---] followers, [---] engagements


"@BonaStrategy Esta fue mi tesis de $BGEO en febrero (+60% desde entonces). An est a [--] veces beneficios: https://www.etoro.com/news-and-analysis/in-depth-analysis/the-weird-bank-with-surging-revenue-bank-of-georgia/ https://www.etoro.com/news-and-analysis/in-depth-analysis/the-weird-bank-with-surging-revenue-bank-of-georgia/"  
[X Link](https://x.com/CCalleInvesting/status/1995103534228930724)  2025-11-30T12:12Z [---] followers, [---] engagements


"buy understand it perfectly. You should know what drives its valuation: is it growth Profitability Supply and demand Whatever it is understand it and put the odds in your favour. In the end if we have an edge in the knowledge of a company chances are that we are making"  
[X Link](https://x.com/CCalleInvesting/status/2007052723062202813)  2026-01-02T11:33Z [---] followers, [--] engagements


"money out of it. If you're looking for an example of it you can check my posts about $WISE.L and what drives its valuation. You also need to understand what the risks are"  
[X Link](https://x.com/CCalleInvesting/status/2007052725536842004)  2026-01-02T11:33Z [---] followers, [---] engagements


"$WISE cotiza por debajo de su precio de salida a bolsa. Mientras tanto est construyendo la infraestructura que utilizan las transferencias internacionales. Miedo a las stablecoins Tira del precio a la baja pero Wise sigue siendo el medio ms eficiente"  
[X Link](https://x.com/CCalleInvesting/status/2011793980648837246)  2026-01-15T13:33Z [---] followers, [---] engagements


"$ADS es una empresa ampliamente conocida que ha tenido muy buen rendimiento en bolsa. Desde inicios de los aos [----] la empresa ha dado un 9% al ao de rentabilidad excluyendo dividendos. Est cara hoy πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2013193822017093866)  2026-01-19T10:16Z [---] followers, [---] engagements


"$WISE sube un 14% hoy. Y no me extraa. Los resultados que ha presentado son ESPECTACULARES. Comparado con el Q3 [----] (un ao) βœ… Nmero clientes: sube 20% βœ…Volumen transferencias: sube 25% βœ… Balance de los clientes: sube 31% βœ… Ingresos de trasnferenciasL sube 15% πŸ§΅πŸ‘‡πŸΌ"  
[X Link](https://x.com/CCalleInvesting/status/2013603600354718026)  2026-01-20T13:24Z [---] followers, [---] engagements


"He hablado mucho de $WISE ltimamente. Ahora es un 20% de mi cartera. Para m es una de las mejores oportunidades que hay en el mercado. Tenis el podcast con @BonaStrategy @JavierGonVega y @GoikoInvestment hablando de ella. Si alguien no lo ha visto os compartimos el enlace"  
[X Link](https://x.com/CCalleInvesting/status/2013603603064271146)  2026-01-20T13:24Z [---] followers, [---] engagements


"Teleperformance sube Yo pensaba que $TEP solo caa"  
[X Link](https://x.com/CCalleInvesting/status/2014355255371137210)  2026-01-22T15:11Z [---] followers, [----] engagements


"+7.87% en lo que llevamos este ao. Con la que est cayendo en los mercados. Sin $CSU pero con $WISE"  
[X Link](https://x.com/CCalleInvesting/status/2015026221562642860)  2026-01-24T11:37Z [---] followers, [---] engagements


": Despus de cerrar enero con una rentabilidad del +682 % finaliza mi mes nmero [--] invirtiendo en eToro es decir mi sexto ao. En este periodo mi cartera ha. πŸ§΅πŸ‘‡πŸΌ"  
[X Link](https://x.com/anyuser/status/2018290138439135571)  2026-02-02T11:47Z [---] followers, [----] engagements


"Buenos resultados ayer de $MTCH Los ingresos vuelven a crecer ligeramente estabilizndose en el ao. Siguen perdiendo pagadores pero se compensa con las subidas de precio. Al mismo tiempo Hinge sigue yendo como un tiro aunque Tinder siga perdiendo fuerza"  
[X Link](https://x.com/CCalleInvesting/status/2018999386534011245)  2026-02-04T10:45Z [---] followers, [---] engagements


"$SPGI se pone jugosa para considerarla una buena compra"  
[X Link](https://x.com/CCalleInvesting/status/2021231491859071077)  2026-02-10T14:35Z [---] followers, [---] engagements


"@andresfergut @robchamo @SeekingTheValue Yo llevo Alibaba. Roberto lleva MSCI China si no me equivoco"  
[X Link](https://x.com/CCalleInvesting/status/2021239939707416708)  2026-02-10T15:08Z [---] followers, [---] engagements


"Antes de confiar en nadie sobre inversin es ESENCIAL ver si lo que dice y lo que hace es lo mismo As se evita la mayor parte del sinsentido burstil Personalmente tengo todo el dinero ahorrado en las empresas que he estudiado. Eso es compromiso conmigo y con quienes me leen"  
[X Link](https://x.com/CCalleInvesting/status/2021516809099456951)  2026-02-11T09:28Z [---] followers, [--] engagements


"@BonaStrategy Bsicamente es gestin de proyectos. Ya hay personas codificando con "vibe coding" programas como Monday. com en menos de una tarde"  
[X Link](https://x.com/CCalleInvesting/status/2021631895490990442)  2026-02-11T17:06Z [---] followers, [--] engagements


"Compr $RMV.L despus de que $CSGP anunciase su entrada en Reino Unido. La accin cay a plomo. Pero lo bueno de los negocios con barreras de entrada es que mantienen a raya a la competencia"  
[X Link](https://x.com/anyuser/status/1816720131722215894)  2024-07-26T06:20Z [---] followers, [---] engagements


"No solo es un buen negocio sino tambin una industria en expansin ya que los almacenes son cada vez ms necesarios para dar soporte tanto a las tiendas fsicas como a las compras online"  
[X Link](https://x.com/CCalleInvesting/status/2009270930745291048)  2026-01-08T14:28Z [---] followers, [--] engagements


"Aprovechando las condiciones de mercado: Durante estos das de volatilidad en el mercado he aprovechado las condiciones y he vuelto a comprar un negocio que form parte de la cartera hasta julio de [----]. Este negocio es $AMS Amadeus es una empresa espaola que"  
[X Link](https://x.com/CCalleInvesting/status/2020114594841125324)  2026-02-07T12:37Z [---] followers, [---] engagements


"$CROX sube un 15% en el pre-market despus de dar resultados. 700M de flujo de caja libre lo que hace a la empresa estar a unas [--] veces FCF. Menudo regalo de empresa"  
[X Link](https://x.com/CCalleInvesting/status/2021932273772474674)  2026-02-12T12:59Z [---] followers, [---] engagements


"@FatAlpha Crocs is undoubtedly a great company and we are just buying it for a fraction of its value. Even with earnings dropping we had a +20% in a day. Think about when they come back to growth. Great to have the same picks in our portfolios Sophocles"  
[X Link](https://x.com/CCalleInvesting/status/2022255097464365340)  2026-02-13T10:22Z [---] followers, [--] engagements


"Los ingresos netos por intereses aumentaron un 9% hasta $802 millones debido a mayores prstamos con margen a los clientes y saldos de crdito de los clientes. Otros ingresos por tarifas y servicios aumentaron un 38% hasta $72 millones"  
[X Link](https://x.com/CCalleInvesting/status/1846785523517739487)  2024-10-17T05:29Z [---] followers, [--] engagements


"Por lo tanto incluso si los ingresos por intereses bajan debido a tasas de inters ms bajas la empresa sigue estando bien posicionada para superar al $spx500 y al $nsdq100 dado su crecimiento y rentabilidad. #Inversiones #StockMarket"  
[X Link](https://x.com/CCalleInvesting/status/1846785526667563046)  2024-10-17T05:29Z [---] followers, [--] engagements


": βœ… El crecimiento del negocio cloud se acelera hasta el 34% βœ… La rentabilidad del cloud crece an ms (35%) mostrando seales de apalancamiento operativo. El trimestre anterior fue idntico al crecimiento de ingresos"  
[X Link](https://x.com/CCalleInvesting/status/1993321625693954551)  2025-11-25T14:11Z [---] followers, [--] engagements


"βœ… Los ingresos totales creceran un 15% en trminos constantes. Como vendieron Sun Art en papel solo vemos un crecimiento del 5% βœ… El negocio internacional crece un 10% y se vuelve rentable. La mejora de rentabilidad ha sido notable mostrando un gran apalancamiento operativo"  
[X Link](https://x.com/CCalleInvesting/status/1993321628139221112)  2025-11-25T14:11Z [---] followers, [--] engagements


"Veremos si esto impacta positivamente en los ingresos del prximo trimestre El EBITA de "All Others" cae probablemente debido en gran parte a la venta de Sun Art"  
[X Link](https://x.com/CCalleInvesting/status/1993321634497765589)  2025-11-25T14:11Z [---] followers, [--] engagements


"$WISE incrementa descargas de la app a ritmo acelerado Que alguien venga a decirme que esto no va a ser una multibagger $Wise app monthly downloads are showing an accelerating trend. We still expect [----] to be the starting year for a renewed acceleration in Wise's core data. https://t.co/xsZkbsVewy $Wise app monthly downloads are showing an accelerating trend. We still expect [----] to be the starting year for a renewed acceleration in Wise's core data. https://t.co/xsZkbsVewy"  
[X Link](https://x.com/CCalleInvesting/status/2019421583488741812)  2026-02-05T14:43Z [---] followers, [---] engagements


"@GaliciaInvestor Claro que s siempre hay buenas oportunidades. chale un vistazo a $BGEO tambin. Ha subido mucho pero an cotiza a buenos mltiplos con probablemente los mejores ROEs de Europa"  
[X Link](https://x.com/CCalleInvesting/status/2020507366668836941)  2026-02-08T14:37Z [---] followers, [---] engagements


"@BonaStrategy Desde luego que algunas parecen que se van a ir a la quiebra sin dudas. Pienso por ejemplo en $MNDY"  
[X Link](https://x.com/CCalleInvesting/status/2021604254998212988)  2026-02-11T15:16Z [---] followers, [--] engagements


"Qwen tambin llega a [--] millones de descargas ms rpido que ChatGPT Sora y DeepSeek. La aplicacin de Inteligencia Artificial que ms rpido ha crecido de la historia. Lo bueno Qwen enlaza trfico con el resto del ecosistema de Alibaba. $BABA $9988.HK Qwen App is poised to become a national-level application: $BABA stocks surge +4% πŸš€ https://t.co/0Wjd5u4Rdu Qwen App is poised to become a national-level application: $BABA stocks surge +4% πŸš€ https://t.co/0Wjd5u4Rdu"  
[X Link](https://x.com/CCalleInvesting/status/1992881306678821057)  2025-11-24T09:01Z [---] followers, [---] engagements


"@AccionEAFI $SPOT est a [--] veces FCF (ajustando SBC). A pesar de haber cado mucho la valoracin sigue dependiendo mucho del crecimiento. No la veo como una ganga"  
[X Link](https://x.com/CCalleInvesting/status/2022325268078027022)  2026-02-13T15:01Z [---] followers, [---] engagements


"@LibertyDividend Una de nuestra tierra: Amadeus $AMS"  
[X Link](https://x.com/CCalleInvesting/status/2022645139949187386)  2026-02-14T12:12Z [---] followers, [---] engagements


": Despus de cerrar enero con una rentabilidad del +682 % finaliza mi mes nmero [--] invirtiendo en eToro es decir mi sexto ao. En este periodo mi cartera ha. πŸ§΅πŸ‘‡πŸΌ"  
[X Link](https://x.com/anyuser/status/2018290138439135571)  2026-02-02T11:47Z [---] followers, [----] engagements


"I've researched #CROX and this is what I think: $CROX is trading today at about [--] times earnings. For a quality company that has more than 100% ROIC (that is for every dollar that the company invests they get back over [--] dollar in one year) this is a very low price. Why"  
[X Link](https://x.com/anyuser/status/1499174965999927296)  2022-03-03T00:08Z [---] followers, [--] engagements


"@GaliciaInvestor Fomentar cualquier inversin racional siempre debe ser aplaudido. Creo que hay mucha gente haciendo muy buen trabajo con esto. Incluyndote. Sigue as"  
[X Link](https://x.com/anyuser/status/1771500228035723362)  2024-03-23T11:32Z [---] followers, [---] engagements


"Hace un mes ya adverta de que $LVMH puede caer ms. Hoy presenta resutaldos y la accin se va a desplomar ms de un 10%. Me parece razonable Mucho. A primera vista la valoracin no est tan alta. Pero si normalizamos mrgenes s que lo est. #fintwit"  
[X Link](https://x.com/anyuser/status/1846412462029263010)  2024-10-16T04:46Z [---] followers, [---] engagements


"@WorldStockss Lo he reledo como tres veces. Me parece espectacular"  
[X Link](https://x.com/anyuser/status/1771700133048029672)  2024-03-24T00:46Z [---] followers, [---] engagements


"$MC.PA est cayendo ms de un 5% tras reportar resultados. Si ests invirtiendo conmigo nosotros vendimos gran parte de la posicin cuando la accin cotizaba a [---] euros. No es market timing es tener una valoracin para cada negocio que posees"  
[X Link](https://x.com/anyuser/status/1816027325730845163)  2024-07-24T08:27Z [---] followers, [--] engagements


"@EloySnowball Buena empresa desde luego. Si baja a [--] veces no me importara iniciar una posicin. De momento an la veo algo cara"  
[X Link](https://x.com/anyuser/status/1784096440123613205)  2024-04-27T05:45Z [---] followers, [--] engagements


"He pasado aos estudiando Value Investing para invertir sabiamente mi dinero.Varios cursos un mster y muchos libros despus estoy construyendo una cartera exitosa. Pero no slo eso. Tambin quiero explicarte cmo hacerlo. Sigue leyendo: #valueinvesting #Inversiones"  
[X Link](https://x.com/anyuser/status/1817151702027399620)  2024-07-27T10:55Z [---] followers, [--] engagements


"@WorldStockss @IcariaCap Me lo guardo para escucharlo estos dias"  
[X Link](https://x.com/anyuser/status/1770716999410463117)  2024-03-21T07:40Z [---] followers, [---] engagements


"@ValueStockGeek He has a good philosophy: buy good companies buy them cheap and do nothing. As Mr. Albert Einstein said: "make everything as simple as possible but not simpler.""  
[X Link](https://x.com/anyuser/status/1501707563767070724)  2022-03-09T23:52Z [---] followers, [--] engagements


"@Noel__Watson @ValueStockGeek Terry Smith uses (or that he says in his book) FCF yield compared with a normalized interest rate. If FCF yield is higher than normalized interest rates he buys. Of course he just applies this to over the average companies. I hope it helps"  
[X Link](https://x.com/anyuser/status/1501921193632358414)  2022-03-10T14:01Z [---] followers, [--] engagements


"Cuando el beneficio crezca que pasar pronto podras estar teniendo una rentabilidad extraordinaria durante varios aos. Te gusta $BABA #inversiones"  
[X Link](https://x.com/anyuser/status/1850135628437918161)  2024-10-26T11:21Z [---] followers, [---] engagements


"@JRogrow I would say $CROX"  
[X Link](https://x.com/anyuser/status/1593142183091384322)  2022-11-17T07:21Z [---] followers, [--] engagements


"EL RENDIMIENTO DE ALIBABA DURANTE LA ANTERIOR PRESIDENCIA DE TRUMP: Desde su eleccin en [----] la accin de Alibaba subi ms del 150%.Al inicio cay ligeramente igual que hoy debido a la implementacin de aranceles en China"  
[X Link](https://x.com/anyuser/status/1856427373484515729)  2024-11-12T20:02Z [---] followers, [---] engagements


"Burberry ( $BRBY ) sube un 17% tras sus resultados. Al mercado le gusta la estrategia que marca su CEO. Devolver la exclusividad a la marca aunque tenga que destruir producto"  
[X Link](https://x.com/anyuser/status/1857027079184761194)  2024-11-14T11:45Z [---] followers, [---] engagements


"Compr $RMV.L despus de que $CSGP anunciase su entrada en Reino Unido. La accin cay a plomo. Pero lo bueno de los negocios con barreras de entrada es que mantienen a raya a la competencia"  
[X Link](https://x.com/anyuser/status/1816720131722215894)  2024-07-26T06:20Z [---] followers, [---] engagements


"@runaway_vol @burrytracker Good company good value. This is a long-term winner"  
[X Link](https://x.com/anyuser/status/1625630295700668416)  2023-02-14T22:57Z [---] followers, [----] engagements


"@charliebilello What has changed since [----] Was China less communist then I don't think so. Risks are the same; the narrative is the difference (just as @teaserbae has also said)"  
[X Link](https://x.com/anyuser/status/1502001983133208581)  2022-03-10T19:22Z [---] followers, [--] engagements


"Lo de Alibaba es increble. Cuanto ms baja el precio ms estn recomprando. Si eres accionista como yo al ao estars generando un 10% de rentabilidad nicamente gracias a las recompras de acciones y los dividendos. $BABA"  
[X Link](https://x.com/anyuser/status/1850135624927580664)  2024-10-26T11:21Z [---] followers, [---] engagements


"$Uber ha conseguido un retorno de ms del 230% en [--] aos. Durante todo este tiempo siempre ha sido una parte importante de nuestra cartera. Y como ves la tesis siempre ha sido que el flujo de caja libre iba a crecer a pesar de que el mercado pensase lo contrario. #fintwit"  
[X Link](https://x.com/anyuser/status/1846722992619008322)  2024-10-17T01:20Z [---] followers, [---] engagements


"@TheLongInvest I still cant understand it has been this undervalued this long"  
[X Link](https://x.com/CCalleInvesting/status/1889066499543052738)  2025-02-10T21:38Z [---] followers, [---] engagements


"$IBKR sigue siendo una buena oportunidad. Crecen los usuarios la ventaja competitiva es importante tienen disciplina inversora. Bajarn los tipos Seguramente. Pero ganarn ms dentro de [--] aos que hoy"  
[X Link](https://x.com/anyuser/status/1816632356842930651)  2024-07-26T00:31Z [---] followers, [--] engagements


"@SecretCFO Comment dropped I'm eager to read you there"  
[X Link](https://x.com/CCalleInvesting/status/1642546612357537799)  2023-04-02T15:16Z [---] followers, [---] engagements


"@CharlieMunger00 Glad theyve done it My portfolio also appreciates it"  
[X Link](https://x.com/anyuser/status/1504196504566865922)  2022-03-16T20:42Z [---] followers, [--] engagements


"A pesar de la gran competencia de OnTheMarket $RMV ha conseguido incrementar beneficios mantener mrgenes e incrementar usuarios. Seguir la competencia Es posible. Pero el MOAT es fuerte"  
[X Link](https://x.com/anyuser/status/1816720134507311571)  2024-07-26T06:20Z [---] followers, [--] engagements


"Toda inversin con conciencia es #ValueInvesting Si lo que quieres es empezar a invertir asegrate de que tu #inversin est respaldada por la nica filosofa de inversin que se ha probado una y otra vez durante todo tipo de ciclos"  
[X Link](https://x.com/anyuser/status/1815546136712929664)  2024-07-23T00:35Z [---] followers, [--] engagements


"@InversionFundam Precisamente en eso he he estado pensando ltimamente. Y por eso he dejado una parte de la posicin abierta. Generalmente vendo cuando el crecimiento de t+1 ya est descontado (que lo est IMO). Pero para evitar impuestos y el dao al compounding ahora incluyo crec. t+1 + tax"  
[X Link](https://x.com/anyuser/status/1623916670199947267)  2023-02-10T05:27Z [---] followers, [--] engagements


"En resumen las acciones chinas estn preparadas para ser uno de los mejores activos de los prximos aos. Por eso una gran parte del portafolio est invertida en Alibaba. $9988.HK"  
[X Link](https://x.com/anyuser/status/1856427385660576201)  2024-11-12T20:02Z [---] followers, [--] engagements


"@scotchandstock Puramente valoracin. No creo que sea sostenible mantener mltiplos tan altos (incluso para empresas no tan buenas)"  
[X Link](https://x.com/anyuser/status/1848458706423583173)  2024-10-21T20:17Z [---] followers, [--] engagements


"Por todo esto si ests interesado en aprender sgueme y avancemos juntos #invertir #acciones #investing #investingtips"  
[X Link](https://x.com/anyuser/status/1817151721971593234)  2024-07-27T10:55Z [---] followers, [--] engagements


"@ValueStockGeek Games Workshop"  
[X Link](https://x.com/anyuser/status/1770788728316784939)  2024-03-21T12:25Z [---] followers, [---] engagements


"Crocs ($CROX) es una de los posiciones principales de la cartera. Te cuento por qu: βœ… La marca Crocs sigue creciendo a buen ritmo especialmente en Asia. βœ… La deuda de la compra de Heydude ha bajado paulatinamente. #fintwit"  
[X Link](https://x.com/anyuser/status/1847389017190650077)  2024-10-18T21:27Z [---] followers, [--] engagements


"@eToroES Gran accin para los que buscan un equilibrio entre dividendo y crecimiento de la accin πŸ™ŒπŸΌ"  
[X Link](https://x.com/anyuser/status/1887395163468931448)  2025-02-06T06:57Z [---] followers, [---] engagements


"PEORES RENDIMIENTOS EN ESTADOS UNIDOS EN LA PRXIMA DCADA Estoy bastante seguro de que ya ests familiarizado con esta grfica. Goldman Sachs ($GS) proyecta que los rendimientos del SP500 en la prxima dcada sern alrededor del 3%"  
[X Link](https://x.com/anyuser/status/1850779836899574016)  2024-10-28T06:01Z [---] followers, [---] engagements


"@ratadecarreras Yo opino que es momento de moverse del sp500. Aunque sigue habiendo empresas no tan caras"  
[X Link](https://x.com/CCalleInvesting/status/1883022130859937950)  2025-01-25T05:20Z [---] followers, [---] engagements


"Esta es la evolucin del mltiplo de LVMH $MC.PA En [----] el mltiplo PER era de [--] veces y la empresa creca en torno al 5%. Es un buen negocio S. Puede caer ms Tambin. Eso s si vuelve a caer a [--] veces estar comprando a manos llenas. #fintwit #invertir"  
[X Link](https://x.com/anyuser/status/1834477680663617568)  2024-09-13T06:22Z [---] followers, [---] engagements


"@Fondos_A_Fondo Me gusta Hamco"  
[X Link](https://x.com/anyuser/status/1770714889247465475)  2024-03-21T07:31Z [---] followers, [---] engagements


".%   I was recently told that a 16% annual return is not enough. My answer was that it was enough for me. Honestly I think it is even quite a high number. Especially since I dont get involved with any kind of leverage"  
[X Link](https://x.com/CCalleInvesting/status/1771696934891213254)  2024-03-24T00:34Z [---] followers, [----] engagements


"@DividendDynasty I added more yesterday. 5% position now"  
[X Link](https://x.com/CCalleInvesting/status/1775852679996281046)  2024-04-04T11:47Z [---] followers, [--] engagements


"Michael Burry buys $Baba and $JD.US Both with over 9% of their portfolio. It seems that China is investable again"  
[X Link](https://x.com/anyuser/status/1625574974693187584)  2023-02-14T19:17Z [---] followers, [---] engagements


"@dinerosinfiltro Yo llevo [--] aos en el extranjero para incrementar los ingresos. Ya pensando en volver despus de haber estado en [--] pases y [--] continentes distintos"  
[X Link](https://x.com/anyuser/status/1771505054295499037)  2024-03-23T11:51Z [---] followers, [----] engagements


"Una de nuestras posiciones principales: Match Group. $MTCH La imagen habla por s sola. Tinder genera ingresos crecientes con buenos mrgenes. Si Hinge consigue generar algo cercano a lo que hace Tinder Match ser una gran inversin. #Inversin"  
[X Link](https://x.com/anyuser/status/1815716834198630761)  2024-07-23T11:53Z [---] followers, [---] engagements


"Para invertir necesitas seguir aprendiendo. Siempre. Si algn da piensas que ya lo sabes todo pierdes. #Inversiones"  
[X Link](https://x.com/anyuser/status/1819688307712016466)  2024-08-03T10:54Z [---] followers, [--] engagements


"Invertir es un arte. Todo el mundo se centra en la valoracin pero no slo puedes fijarte en lo que te dice un excel. Al contrario valorar una empresa es un ejercicio bastante subjetivo"  
[X Link](https://x.com/anyuser/status/1817151705609646587)  2024-07-27T10:55Z [---] followers, [--] engagements


"Desde que compart mi anlisis de IBKR el precio de la accin ha subido casi un 50% (en aproximadamente seis meses): La compaa ha tenido un rendimiento fundamental incluso mejor de lo que esperaba y el precio lo ha seguido en consecuencia"  
[X Link](https://x.com/anyuser/status/1846785516911710292)  2024-10-17T05:29Z [---] followers, [----] engagements


"CROCS PUBLICA RESULTADOS EXCELENTES Sin embargo la accin est cayendo ms de un 15%. 🟒 Crecimiento del EPS: 17% (el crecimiento del EPS ajustado fue del 11%) 🟒 Crecimiento de ingresos: 2% Pero proyectaron menores ingresos de Heydude. $CROX"  
[X Link](https://x.com/anyuser/status/1851258817876504737)  2024-10-29T13:44Z [---] followers, [---] engagements


"@InversorExperto Hay mucho miedo en el mercado. Suele ser el prembulo para unos retornos excelentes"  
[X Link](https://x.com/anyuser/status/1771503402603643200)  2024-03-23T11:44Z [---] followers, [---] engagements


"@Finding_Moats Amadeus. I had that same answer from one of their clients"  
[X Link](https://x.com/CCalleInvesting/status/1615302464542212097)  2023-01-17T10:58Z [---] followers, [---] engagements


"En el futuro an ms que ahora la ventaja para los inversores no ser acelerar el proceso sino ralentizarlo. Comprender bien una empresa y las poleas que hacen mover la estrategia y el comportamiento fundamental de sus operaciones"  
[X Link](https://x.com/anyuser/status/1821105448461713638)  2024-08-07T08:45Z [---] followers, [--] engagements


"Es esencial si quieres tener xito en la bolsa. Si la accin sigue cayendo estar encantado de volver a hacerla una parte significativa de la cartera. En eso consiste invertir: en comprar a quien est dispuesto a malvender y en vender a quien est dispuesto a sobrepagar"  
[X Link](https://x.com/anyuser/status/1816027328658694300)  2024-07-24T08:27Z [---] followers, [--] engagements


"$Uber es una de las pricipales posiciones de mi cartera. Aqu el porqu: - Crecimiento de las ventas constante -Apalancamiento operativo. -A pesar de que contablemente el beneficio no sea tan alto el flujo de caja libre es muy fuerte. Por todo esto Uber es una gran inversin"  
[X Link](https://x.com/anyuser/status/1815512352466612578)  2024-07-22T22:20Z [---] followers, [--] engagements


"What if you had to pick just one of these stocks What would it be $TSLA $FB $BABA $PYPL"  
[X Link](https://x.com/anyuser/status/1502003858188509185)  2022-03-10T19:30Z [---] followers, [--] engagements


"This company is going to be an easy 2x/3x once Heydude works. Same old story. The Crocs brand is being fairly valued and Heydude is valued with a negative value. Once the dust settles easy money"  
[X Link](https://x.com/anyuser/status/1818996564553289788)  2024-08-01T13:05Z [---] followers, [--] engagements


"Y cuando las oportunidades se presentan debes aprovecharlas con valenta. En su momento hice de Meta un 10% de la cartera y se acab convirtiendo en casi un 30%. A primeros de ao $BABA era un 30% de la cartera. Y an le queda para estar en precio"  
[X Link](https://x.com/anyuser/status/1888923414800257201)  2025-02-10T12:10Z [---] followers, [--] engagements


"@acapi10 @InversionFundam No pagara [--] veces por ninguna de las dos. Pero al precio correcto son dos compaas extraordinarias"  
[X Link](https://x.com/anyuser/status/1624272819340324867)  2023-02-11T05:03Z [---] followers, [--] engagements


"Chat gpt y copilot van a acelerar la investigacion de acciones. Es la afirmacin de un podcast que estoy escuchando. Pero quin quiere acelerarlo Siempre parece que la IA viene a hacernos ms productivos. Pero acelerando el proceso muchas veces perdemos matices"  
[X Link](https://x.com/anyuser/status/1821105445077184753)  2024-08-07T08:45Z [---] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@CCalleInvesting Avatar @CCalleInvesting CristiΓ  Calle Mercado

CristiΓ  Calle Mercado posts on X about lo, $baba, wise, baba the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [-----] +238%
  • [--] Month [-----] -3.70%
  • [--] Year [------] +223%

Mentions: [--] #

Mentions Line Chart

  • [--] Month [--] -46%
  • [--] Year [--] -26%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +7.30%
  • [--] Month [---] +25%

CreatorRank: [---------] #

CreatorRank Line Chart

Social Influence

Social category influence stocks finance technology brands cryptocurrencies exchanges countries luxury brands fashion brands automotive brands celebrities

Social topic influence lo, $baba, wise, baba, etoro, $wise, hay, $crox, aos, eso

Top assets mentioned Alibaba Group (BABA) Wise (WISE) Crocs, Inc. (CROX) Uber Technologies, Inc. (UBER) Match Group Inc (MTCH) Tesla, Inc. (TSLA) Interactive Brokers Group, Inc. (IBKR) Fiserv, Inc. (FI) PayPal Holdings Inc (PYPL) FenerbahΓ§e Token (FB) CoStar Group, Inc. (CSGP) AmsterdamCoin (AMS) Five Below, Inc. (FIVE) Apple, Inc. (AAPL)

Top Social Posts

Top posts by engagements in the last [--] hours

"$FIVE has been on my watchlist for a while now. Following their earnings release after the market closure yesterday I revisited the thesis in case the after-hours fall allows us to buy a dollar for a quarter"
X Link 2024-03-23T09:34Z [--] followers, [--] engagements

"@InversorExperto Hay mucho miedo en el mercado. Suele ser el prembulo para unos retornos excelentes"
X Link 2024-03-23T11:44Z [---] followers, [---] engagements

"@dinerosinfiltro Sin duda Mucho aprendizaje por el camino"
X Link 2024-03-23T11:56Z [--] followers, [--] engagements

"$Uber es una de las pricipales posiciones de mi cartera. Aqu el porqu: - Crecimiento de las ventas constante -Apalancamiento operativo. -A pesar de que contablemente el beneficio no sea tan alto el flujo de caja libre es muy fuerte. Por todo esto Uber es una gran inversin"
X Link 2024-07-22T22:20Z [---] followers, [--] engagements

"Una de nuestras posiciones principales: Match Group. $MTCH La imagen habla por s sola. Tinder genera ingresos crecientes con buenos mrgenes. Si Hinge consigue generar algo cercano a lo que hace Tinder Match ser una gran inversin. #Inversin"
X Link 2024-07-23T11:53Z [---] followers, [---] engagements

"Una de nuestras posiciones principales $MSCI est subiendo ms de un 7% tras presentar resultados. Ingresos $707M +14.0% YoY EPS $3.37 +9.1% YoY Crecimiento orgnico +9.7% $290M en recompras de acciones Las buenas empresas siempre cumplen #investing"
X Link 2024-07-23T19:21Z [--] followers, [--] engagements

"Hoy he perdido ms de $1.100. Pero estos das son normales. No puedes esperar ganar ms de un 10% al ao sin tener estos das tambin. #invertir #Inversiones"
X Link 2024-07-25T03:04Z [--] followers, [--] engagements

"A veces las enormes cadas tienen sentido. Como en el caso de $TSLA. Est sobrevalorada y han tenido unos resultados decepcionantes. Sobre pagar por los negocios startup que tienen (como los robots y robotaxis) es normalmente una mala idea"
X Link 2024-07-25T03:04Z [--] followers, [--] engagements

"Sin embargo en algunos casos las cadas son oportunidades. Por ejemplo $MC.PA (LVMH). Vend la mayor parte de mi posicin porque la consideraba demasiado cara. Pero ahora est ms cercana a ser una buena oportunidad de inversin de nuevo"
X Link 2024-07-25T03:04Z [--] followers, [--] engagements

"Antes de saltar a analizar los resultados que estn siendo repotados esta semana me gustara que supiseis que tenemos una gran ventaja como pequeos inversores: nuestro horizonte temporal"
X Link 2024-07-25T03:04Z [--] followers, [--] engagements

"Wall Street normalmente est tan preocupado por el corto plazo que se olvida del negocio real detrs de las acciones. Los resultados del prximo cuarto son los que causan gran parte de los movimientos sin tener en cuenta las capacidades futuras de las empresas"
X Link 2024-07-25T03:04Z [--] followers, [--] engagements

"Por tanto si mantenemos la disciplina podemos tener mejores retornos que el mercado como de hecho hemos estado haciendo desde [----]. Sin apalancamiento. Sin apuestas. Sin estupideces. Mantente racional. #ValueInvesting"
X Link 2024-07-25T03:04Z [--] followers, [--] engagements

"$IBKR sigue siendo una buena oportunidad. Crecen los usuarios la ventaja competitiva es importante tienen disciplina inversora. Bajarn los tipos Seguramente. Pero ganarn ms dentro de [--] aos que hoy"
X Link 2024-07-26T00:31Z [---] followers, [--] engagements

"Y no slo eso tambin veremos la parte estratgica que siempre es ms subjetiva. Todo esto por supuesto gratis"
X Link 2024-07-27T10:55Z [--] followers, [--] engagements

"La empresa en cuestin va a ser $MTCH de la que ya he hablado en alguna ocasin. Pero esta vez entraremos en detalle. Pondr el foco en todo lo que presto atencin cuando analizo la empresa. As puedes aprender cmo analizar una compaa desde cero"
X Link 2024-07-27T10:55Z [--] followers, [--] engagements

"Todos mis libros de inversin [--] estrellas en Goodreads Ya te adelanto que no hay nada de Padre Rico ni nada de eso. Solo libros que te ayudarn DE VERDAD a invertir. Sigue leyendo πŸ‘‡πŸΌ #valueinvesting #InversionExtranjeraDirecta"
X Link 2024-08-02T00:25Z [---] followers, [---] engagements

"Value Investing. From Graham to Buffett and beyond. Este libro tiene una nueva edicin con algn contenido nuevo. He ledo ambos. Este es el libro en el que se basa el curso de Value Investing de Columbia. Si quieres aprender este es tu libro"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"Acciones ordinarias y beneficios extraordinarios. Un clsico. No vers cmo hacer el clculo para la valoracin pero aprenders MUCHO sobre cmo elegir buenas empresas"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"El inversor inteligente. Tambin conocido como la Biblia del Value Investing. Si te interesa el Value este libro es un must. Casi despus de [---] aos desde que fue escrito este libro ensea los pilares de la inversin"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"The Dhandho Investor. Escrito por M. Pabrai. Ms una historia que verdadera enseanza sobre negocios. Si quieres una lectura ligera este es tu libro"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"Competition Demystified. Tal vez un libro ms avanzado. Si quieres aprender sobre estrategia e identificacin de ventajas competitivas debes leer este libro"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"One up on Wall Street. Si ests empezando este es tu libro. Te explicar la inversin con trminos sencillos. Si ya llevas tiempo invirtiendo este libro puede estructurar tus ideas. Es probablemente un libre para todos los niveles de inversin. Una joya"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"Active Value Investing Un poco farragoso pero con perlas de sabidura. De este libro obtuve mi clculo para valorar empresas. El autor escribi tambin el pequeo libro del value investing pero a mi me gusta ms este. A pesar de ser algo ms duro de leer"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"Applied Value Investing. No conoc este libro hasta que estudi en Columbia. Con l aprenders cmo Warren Buffett hace sus clculos para valorar empresas. Imprescindible"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"The education of a value investor. Guy Spier escribe un libro sublime sobre todo lo que un inversor de valor debe saber. Si empiezas lelo"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"Quality investing Tal vez una de las estrategias de inversin ms buscadas en los ltimos aos: la calidad. Si quieres saber por qu esta estrategia tiene sentido lee este libro"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"Investing for growth. De Terry Smith. Una coleccin de escritos que resumen la filosofa de su conocido fondo de inversin"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"Eso es todo Si este hilo te ha inspirado a leer un nuevo libro deja tu like y compartelo con quien lo pueda encontrar de ayuda"
X Link 2024-08-02T00:25Z [--] followers, [--] engagements

"No hay empresa que merezca un precio infinito. Y una vez ms Warren Buffett nos lo demuestra. Mientras todo el mundo aade Apple ($AAPL) a su cartera Berkshire Hathaway ($BRK) recorta su posicin a la mitad"
X Link 2024-08-03T23:03Z [--] followers, [--] engagements

"Chat gpt y copilot van a acelerar la investigacion de acciones. Es la afirmacin de un podcast que estoy escuchando. Pero quin quiere acelerarlo Siempre parece que la IA viene a hacernos ms productivos. Pero acelerando el proceso muchas veces perdemos matices"
X Link 2024-08-07T08:45Z [---] followers, [--] engagements

"Desde que compart mi anlisis de IBKR el precio de la accin ha subido casi un 50% (en aproximadamente seis meses): La compaa ha tenido un rendimiento fundamental incluso mejor de lo que esperaba y el precio lo ha seguido en consecuencia"
X Link 2024-10-17T05:29Z [---] followers, [----] engagements

"$IBKR tiene una posicin fuerte en el mercado y aun en un escenario de tasas de inters ms bajas sus mrgenes son increbles. Estos son los indicadores clave del informe de ganancias: Los ingresos por comisiones aumentaron un 31% hasta $435 millones debido a un mayor volumen"
X Link 2024-10-17T05:29Z [--] followers, [--] engagements

"Crocs ($CROX) es una de los posiciones principales de la cartera. Te cuento por qu: βœ… La marca Crocs sigue creciendo a buen ritmo especialmente en Asia. βœ… La deuda de la compra de Heydude ha bajado paulatinamente. #fintwit"
X Link 2024-10-18T21:27Z [---] followers, [--] engagements

"Burberry ( $BRBY ) sube un 17% tras sus resultados. Al mercado le gusta la estrategia que marca su CEO. Devolver la exclusividad a la marca aunque tenga que destruir producto"
X Link 2024-11-14T11:45Z [---] followers, [---] engagements

"Estoy convencidO de que Argan ayudar a la cartera a batir a los principales ndices incluidos el $SPX500 el $UK100 y el $FRA40 tal y como han hecho otros negocios de alta conviccin que he comprado en el pasado"
X Link 2026-01-08T14:28Z [---] followers, [--] engagements

"$Crox with a solid quarter. The market seems to be disappointed because despite increasing the outlook estimates analysts expected more. But hey [--] times earnings. Growing despite having Heydude going through a turnaround"
X Link 2024-08-01T13:05Z [---] followers, [---] engagements

"This company is going to be an easy 2x/3x once Heydude works. Same old story. The Crocs brand is being fairly valued and Heydude is valued with a negative value. Once the dust settles easy money"
X Link 2024-08-01T13:05Z [---] followers, [--] engagements

"@QualityInvest5 Fiserv maybe"
X Link 2025-11-23T18:16Z [---] followers, [----] engagements

"@DividendDynasty I prefer $UBER actually. But nothing better than $BABA or $WISE"
X Link 2025-11-24T14:05Z [---] followers, [---] engagements

"El mercado espera optimista los resultados de $BABA"
X Link 2025-11-24T20:42Z [---] followers, [---] engagements

"@KvammeSteffen Fiserv TSM Fortinet πŸ™ŒπŸΌ 33% each"
X Link 2025-11-25T20:51Z [---] followers, [---] engagements

"@Sam_North_07 Happy Thanksgiving"
X Link 2025-11-27T11:40Z [---] followers, [--] engagements

"@teechongyen All of them are signalign lower competition moving forward. Alibaba said that they would "respond" to subsidies of competitors. So they are not initiating. It won't take long for the segment to be profitable (again) for all of them"
X Link 2025-11-28T17:28Z [---] followers, [--] engagements

"Long $LVMH U.S. BLACK FRIDAY SALES HIT RECORD HIGH U.S. online Black Friday sales reached a record $11.8 billion up 9.1% from last year according to Adobe Analytics. Adobe expects Americans to spend $5.5 billion on Saturday and $5.9 billion on Sunday. Salesforce reported $18 billion in U.S. BLACK FRIDAY SALES HIT RECORD HIGH U.S. online Black Friday sales reached a record $11.8 billion up 9.1% from last year according to Adobe Analytics. Adobe expects Americans to spend $5.5 billion on Saturday and $5.9 billion on Sunday. Salesforce reported $18 billion in"
X Link 2025-11-29T21:10Z [---] followers, [---] engagements

": I expect $WISE to return 300% Over the next few years of course. The company as you see in the picture below has been growing its revenues and net profit steadily. Why πŸ‘‡πŸΌπŸ‘‡πŸΌ"
X Link 2025-12-04T09:36Z [---] followers, [----] engagements

"Because they have built a massive network worldwide to be the cheapest and fastest to send money abroad. The issue With stablecoins people think that their business is dead. But it is not. It is more alive than ever and I explain why in my latest analysis. Check it out here"
X Link 2025-12-04T09:36Z [---] followers, [--] engagements

"And always remember. Investing is not about making a quick buck. It's about building wealth steadily and safely. That's what we are here for. https://open.substack.com/pub/cmcapitalresearch/p/wiseutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/cmcapitalresearch/p/wiseutm_campaign=post-expanded-share&utm_medium=web"
X Link 2025-12-04T09:36Z [---] followers, [--] engagements

"$WISE has just sent an email to its clients saying that the have raised rates in some countries. The end of take rates reductions is here. More transfers higher takes: profit is going to be awesome next year. Do you want to read the analysis Link in the next comment πŸ‘‡πŸΌ"
X Link 2025-12-07T19:32Z [---] followers, [---] engagements

"@Lufri18 In which platform Ive bought it On eToro"
X Link 2025-12-09T07:58Z [---] followers, [--] engagements

"% This is what I mean when I say I protect our capital. It's not that I don't like companies like $ORCL or $NVDA; it's just that their valuations are pricing perfection for the coming [--] years"
X Link 2025-12-11T14:46Z [---] followers, [---] engagements

"@AriEiberman @Wise Anyone using Wise knows it is better than stablecoins πŸ€·πŸ»β™‚"
X Link 2025-12-12T22:11Z [---] followers, [--] engagements

"My decision would be easy: I want the best one to shoot. No matter if he's already shot [--] penalties before. Or even [--] penalties that day. I want him to shoot because he's the best option. The same happens with investing. When you find a winner you stick to it. πŸ‘‡πŸΌ"
X Link 2025-12-14T11:30Z [---] followers, [--] engagements

"Of course it can fail sometimes maybe even miss a penalty. But in the long term you know it is going to be the best option. Because you don't find a Cristiano Ronaldo or a Messi every day. You want them to shoot every penalty. πŸ‘‡πŸΌ"
X Link 2025-12-14T11:31Z [---] followers, [--] engagements

"The same happens with business: you don't find a company that is going to compound at 20% over [--] years so often. So when you find it and especially when you find it cheap you need to go big"
X Link 2025-12-14T11:31Z [---] followers, [--] engagements

"If it rains gold you put your biggest bucket to take the gold. Not a thimble because you want to diversify your sources of wealth. What about you How do you approach diversification and concentration"
X Link 2025-12-14T11:31Z [---] followers, [--] engagements

"@100baggerhunt Well said. Now the risk is the possible disruption of stablecoins but the fear is overstated. Wises platform is still way cheaper and it doesnt look like thats going to change"
X Link 2025-12-14T17:05Z [---] followers, [--] engagements

"' : $IRBT has declared bankruptcy today and its shares are down 70% in the premarket. This is the story of iRobot; what can you learn from it πŸ‘‡πŸΌ"
X Link 2025-12-15T13:01Z [---] followers, [---] engagements

"iRobot created the first Roomba in [----] creating a brand new market and a brand new product. After more than [--] years since its launch this product is now in almost every home. The issue It's probably not a Roomba. iRobot was founded in [----] and created mainly robots for"
X Link 2025-12-15T13:01Z [---] followers, [--] engagements

"exploration defense and research. It was after Electrolux launched the Electrolux Trilobite which failed due to its high cost (about $2000) that iRobot pivoted and created Roomba at a price of about $200. Using the technology they already had for their previous endeavour"
X Link 2025-12-15T13:01Z [---] followers, [--] engagements

"and creating a product that was affordable for the mass consumer iRobot disrupted the vacuum industry. For about [--] years iRobot kept improving its product including new technologies for mapping your home Wi-Fi connectivity and systems to avoid bumping into your furnitureπŸ‘‡πŸΌ"
X Link 2025-12-15T13:01Z [---] followers, [--] engagements

"If you had invested in its IPO (2005) you would have gotten a return of over 250% until [----]. But slowly after [----] many competitors entered the space. Margins compressed sales of Roomba fell because there were cheaper options available with similar capabilities and the"
X Link 2025-12-15T13:01Z [---] followers, [--] engagements

"mass adoption. Hence when you hear about a company creating a technology that will take over the world don't only think about the possibilities of the technology which can be great but also about the competitive landscape that can be created. Are they going to take over"
X Link 2025-12-15T13:01Z [---] followers, [--] engagements

"the industry Will they have an advantage that protects them from competition For how long If you can't answer these questions don't gamble. That's what I do and it has worked for me for many years. Because new technologies keep coming to the market but"
X Link 2025-12-15T13:01Z [---] followers, [--] engagements

"Another great year for the portfolio πŸ™ŒπŸΌ @eToro @eToroES"
X Link 2025-12-17T07:04Z [---] followers, [---] engagements

"@Martyn_Lockhart @eToro Indeed. Consistency is key in everything in life πŸ™ŒπŸΌ"
X Link 2025-12-17T07:23Z [---] followers, [--] engagements

"@eToroTeam Thank you so much guys Im grateful to be able to share all my investments on eToro 🫢🏼"
X Link 2025-12-17T07:25Z [---] followers, [---] engagements

"@Martyn_Lockhart @eToro Thanks"
X Link 2025-12-17T07:25Z [---] followers, [--] engagements

"Same methodology. We invest $10.000 at the top of the year every year from 2005-2024. Well you may know the results right Investing at the worst possible time of the year is a huge mistake. Youre going to have poor returns right Everyone knows that. Well thats WRONGπŸ‘‡πŸΌ"
X Link 2025-12-19T12:49Z [---] followers, [--] engagements

"If you did that you would have turned $200.000 into $626.978 making up for a total return of 1054%. Thats not bad at all Many people would be really glad to obtain that So this is basically to tell you that no matter what you cannot get fooled by the market. πŸ‘‡πŸΌ"
X Link 2025-12-19T12:49Z [---] followers, [--] engagements

"@moneyflowinvest Long $WISE"
X Link 2025-12-19T19:15Z [---] followers, [---] engagements

"@eToro What a great team πŸ™ŒπŸΌ"
X Link 2025-12-24T08:49Z [---] followers, [--] engagements

"@EquityBrian Good thing for Alibaba"
X Link 2026-01-01T17:45Z [---] followers, [--] engagements

"These are the two basic pillars my strategy stands on and that have generated an outstanding result of about 20% per year since the beginning of [----] beating the index ( $SPX500 ) by a wide margin. It is all about dedicating time to study and obtaining an edge over the market"
X Link 2026-01-02T11:33Z [---] followers, [--] engagements

"Not bad to start [----] $BABA"
X Link 2026-01-02T20:36Z [---] followers, [---] engagements

"@MacroLongview Thank you Indeed I see some triple-digit years every now and then. But what I really want is to build a sustainable strategy that can build wealth over time. The be-rich-quickly is most of the time a fallacy"
X Link 2026-01-10T15:51Z [---] followers, [--] engagements

"OH MY $BABA"
X Link 2026-01-12T15:42Z [---] followers, [---] engagements

"@IkerRealEstate Nada como $WISE para esto"
X Link 2026-01-12T15:44Z [---] followers, [----] engagements

"@Globalflows Inflation-adjusted about 10M dollars"
X Link 2026-01-16T12:18Z [---] followers, [---] engagements

"@yoniassia @AlpineF1Team @eToro It is going to be spectacular"
X Link 2026-01-23T11:51Z [---] followers, [--] engagements

"WOW 🀯 @eToro @eToroES @AlpineF1Team Great @AlpineF1Team car with @eToro https://t.co/doYIM6hGum Great @AlpineF1Team car with @eToro https://t.co/doYIM6hGum"
X Link 2026-01-23T12:36Z [---] followers, [--] engagements

"Van a enterrar a Carvana $CVNA Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime Carvana: Bridgecrest and the Undisclosed Transactions and Debts - Last year: both @HindenburgRes and @RealJimChanos lamented at the limited transparency into $CVNA related parties DriveTime and Bridgecrest. - Last week: $CVNA refused to release financial details about DriveTime"
X Link 2026-01-28T16:43Z [---] followers, [---] engagements

"@JessMouri https://ccalle.substack.com/p/mtch https://ccalle.substack.com/p/mtch"
X Link 2026-01-29T17:34Z [---] followers, [--] engagements

"I've researched #CROX and this is what I think: $CROX is trading today at about [--] times earnings. For a quality company that has more than 100% ROIC (that is for every dollar that the company invests they get back over [--] dollar in one year) this is a very low price. Why"
X Link 2022-03-03T00:08Z [---] followers, [--] engagements

"@ValueStockGeek He has a good philosophy: buy good companies buy them cheap and do nothing. As Mr. Albert Einstein said: "make everything as simple as possible but not simpler.""
X Link 2022-03-09T23:52Z [---] followers, [--] engagements

"@Noel__Watson @ValueStockGeek Terry Smith uses (or that he says in his book) FCF yield compared with a normalized interest rate. If FCF yield is higher than normalized interest rates he buys. Of course he just applies this to over the average companies. I hope it helps"
X Link 2022-03-10T14:01Z [---] followers, [--] engagements

"@charliebilello What has changed since [----] Was China less communist then I don't think so. Risks are the same; the narrative is the difference (just as @teaserbae has also said)"
X Link 2022-03-10T19:22Z [---] followers, [--] engagements

"What if you had to pick just one of these stocks What would it be $TSLA $FB $BABA $PYPL"
X Link 2022-03-10T19:30Z [---] followers, [--] engagements

"@CharlieMunger00 Glad theyve done it My portfolio also appreciates it"
X Link 2022-03-16T20:42Z [---] followers, [--] engagements

"@JRogrow I would say $CROX"
X Link 2022-11-17T07:21Z [---] followers, [--] engagements

"@dekleinekapita1 Nice list. Im probably missing: Amadeus Games Workshop Love Aena too @investseekers"
X Link 2022-12-20T11:14Z [---] followers, [---] engagements

"@Finding_Moats Amadeus. I had that same answer from one of their clients"
X Link 2023-01-17T10:58Z [---] followers, [---] engagements

"Michael Burry buys $Baba and $JD.US Both with over 9% of their portfolio. It seems that China is investable again"
X Link 2023-02-14T19:17Z [---] followers, [---] engagements

"@runaway_vol @burrytracker Good company good value. This is a long-term winner"
X Link 2023-02-14T22:57Z [---] followers, [----] engagements

"@SecretCFO Comment dropped I'm eager to read you there"
X Link 2023-04-02T15:16Z [---] followers, [---] engagements

"@TheTranscript_ Their problem is their current valuation"
X Link 2024-03-21T07:43Z [---] followers, [--] engagements

"@ValueStockGeek Games Workshop"
X Link 2024-03-21T12:25Z [---] followers, [---] engagements

".% I was recently told that a 16% annual return is not enough. My answer was that it was enough for me. Honestly I think it is even quite a high number. Especially since I dont get involved with any kind of leverage"
X Link 2024-03-24T00:34Z [---] followers, [----] engagements

"@DividendDynasty I added more yesterday. 5% position now"
X Link 2024-04-04T11:47Z [---] followers, [--] engagements

"@TheLongInvest I'm coming with my 30% position"
X Link 2024-10-17T03:04Z [---] followers, [---] engagements

"@scotchandstock Puramente valoracin. No creo que sea sostenible mantener mltiplos tan altos (incluso para empresas no tan buenas)"
X Link 2024-10-21T20:17Z [---] followers, [--] engagements

"@ratadecarreras Yo opino que es momento de moverse del sp500. Aunque sigue habiendo empresas no tan caras"
X Link 2025-01-25T05:20Z [---] followers, [---] engagements

"@CompoundinGirl Likewise 🀣"
X Link 2025-02-10T21:38Z [---] followers, [--] engagements

"@TheLongInvest I still cant understand it has been this undervalued this long"
X Link 2025-02-10T21:38Z [---] followers, [---] engagements

"Repeat with me: NO COMPANY DESERVES AN INFINITE PRICE Cisco has officially recovered from the [----] dot-com crash. https://t.co/P2fpEAz1ID Cisco has officially recovered from the [----] dot-com crash. https://t.co/P2fpEAz1ID"
X Link 2025-12-11T23:20Z [---] followers, [---] engagements

"@ReneSellmann That valuation makes no sense. No company deserves an infinite price. Not even $COST"
X Link 2025-12-12T22:07Z [---] followers, [---] engagements

"@QuijoteFinanzas Wise para cambio de divisas Etoro para invertir"
X Link 2026-02-02T14:21Z [---] followers, [---] engagements

"@GoikoInvestment Alguna a la que ests marcando de cerca"
X Link 2026-02-03T15:04Z [---] followers, [--] engagements

"@GoikoInvestment FDS Amadeus London Stock Exchange MSCI Hasta $TEP no digo ms 🀣"
X Link 2026-02-03T15:15Z [---] followers, [---] engagements

"Ahorran horas pero no se cargan a los proveedores de datos como FactSet ( $FDS ) o Morningstar. Last year Claude worked with Norways $2T sovereign wealth to create a Financial Analysis tool plugged into real-time data (Factset Morningstar Pitchbook Palantir S&P). Funds CEO said it led to 20% (or [-----] work hours) productivity gains by automating monitoring of https://t.co/hmyNl1FFs0 Last year Claude worked with Norways $2T sovereign wealth to create a Financial Analysis tool plugged into real-time data (Factset Morningstar Pitchbook Palantir S&P). Funds CEO said it led to 20% (or [-----] work"
X Link 2026-02-07T16:25Z [---] followers, [---] engagements

"Antes de los resultados de Alibaba $9988.HK sube ms de un 4%. Parece que hay mucho optimismo en estos resultados. Adems Ant Group ha lanzado LingGuang una herramienta de vibe coding llegando al milln de descargas ms rpido que ChatGPT y Sora. Bullish $BABA"
X Link 2025-11-24T08:49Z [---] followers, [--] engagements

"❌ La rentabilidad ha empeorado en casi todos los segmentos especialmente en el negocio principal Algunas notas: Los gastos de marketing han aumentado muchsimo. Parece que estn apostando fuerte aqu pero no todos esos gastos han llevado a mayores ingresos (todava)"
X Link 2025-11-25T14:11Z [---] followers, [--] engagements

"Hablar de las [--] Magnficas genera ms trfico Pero compartir ideas desconocidas dar mas rentabilidad en el largo plazo Por ejemplo $BGEO banco con un ROE brutal y creciendo con solidez. Si te interesa el anlisis completo djame un comentario y te lo paso GRATIS πŸ‘‡πŸΌ"
X Link 2025-11-30T10:56Z [---] followers, [---] engagements

"@BonaStrategy Esta fue mi tesis de $BGEO en febrero (+60% desde entonces). An est a [--] veces beneficios: https://www.etoro.com/news-and-analysis/in-depth-analysis/the-weird-bank-with-surging-revenue-bank-of-georgia/ https://www.etoro.com/news-and-analysis/in-depth-analysis/the-weird-bank-with-surging-revenue-bank-of-georgia/"
X Link 2025-11-30T12:12Z [---] followers, [---] engagements

"buy understand it perfectly. You should know what drives its valuation: is it growth Profitability Supply and demand Whatever it is understand it and put the odds in your favour. In the end if we have an edge in the knowledge of a company chances are that we are making"
X Link 2026-01-02T11:33Z [---] followers, [--] engagements

"money out of it. If you're looking for an example of it you can check my posts about $WISE.L and what drives its valuation. You also need to understand what the risks are"
X Link 2026-01-02T11:33Z [---] followers, [---] engagements

"$WISE cotiza por debajo de su precio de salida a bolsa. Mientras tanto est construyendo la infraestructura que utilizan las transferencias internacionales. Miedo a las stablecoins Tira del precio a la baja pero Wise sigue siendo el medio ms eficiente"
X Link 2026-01-15T13:33Z [---] followers, [---] engagements

"$ADS es una empresa ampliamente conocida que ha tenido muy buen rendimiento en bolsa. Desde inicios de los aos [----] la empresa ha dado un 9% al ao de rentabilidad excluyendo dividendos. Est cara hoy πŸ‘‡πŸΌ"
X Link 2026-01-19T10:16Z [---] followers, [---] engagements

"$WISE sube un 14% hoy. Y no me extraa. Los resultados que ha presentado son ESPECTACULARES. Comparado con el Q3 [----] (un ao) βœ… Nmero clientes: sube 20% βœ…Volumen transferencias: sube 25% βœ… Balance de los clientes: sube 31% βœ… Ingresos de trasnferenciasL sube 15% πŸ§΅πŸ‘‡πŸΌ"
X Link 2026-01-20T13:24Z [---] followers, [---] engagements

"He hablado mucho de $WISE ltimamente. Ahora es un 20% de mi cartera. Para m es una de las mejores oportunidades que hay en el mercado. Tenis el podcast con @BonaStrategy @JavierGonVega y @GoikoInvestment hablando de ella. Si alguien no lo ha visto os compartimos el enlace"
X Link 2026-01-20T13:24Z [---] followers, [---] engagements

"Teleperformance sube Yo pensaba que $TEP solo caa"
X Link 2026-01-22T15:11Z [---] followers, [----] engagements

"+7.87% en lo que llevamos este ao. Con la que est cayendo en los mercados. Sin $CSU pero con $WISE"
X Link 2026-01-24T11:37Z [---] followers, [---] engagements

": Despus de cerrar enero con una rentabilidad del +682 % finaliza mi mes nmero [--] invirtiendo en eToro es decir mi sexto ao. En este periodo mi cartera ha. πŸ§΅πŸ‘‡πŸΌ"
X Link 2026-02-02T11:47Z [---] followers, [----] engagements

"Buenos resultados ayer de $MTCH Los ingresos vuelven a crecer ligeramente estabilizndose en el ao. Siguen perdiendo pagadores pero se compensa con las subidas de precio. Al mismo tiempo Hinge sigue yendo como un tiro aunque Tinder siga perdiendo fuerza"
X Link 2026-02-04T10:45Z [---] followers, [---] engagements

"$SPGI se pone jugosa para considerarla una buena compra"
X Link 2026-02-10T14:35Z [---] followers, [---] engagements

"@andresfergut @robchamo @SeekingTheValue Yo llevo Alibaba. Roberto lleva MSCI China si no me equivoco"
X Link 2026-02-10T15:08Z [---] followers, [---] engagements

"Antes de confiar en nadie sobre inversin es ESENCIAL ver si lo que dice y lo que hace es lo mismo As se evita la mayor parte del sinsentido burstil Personalmente tengo todo el dinero ahorrado en las empresas que he estudiado. Eso es compromiso conmigo y con quienes me leen"
X Link 2026-02-11T09:28Z [---] followers, [--] engagements

"@BonaStrategy Bsicamente es gestin de proyectos. Ya hay personas codificando con "vibe coding" programas como Monday. com en menos de una tarde"
X Link 2026-02-11T17:06Z [---] followers, [--] engagements

"Compr $RMV.L despus de que $CSGP anunciase su entrada en Reino Unido. La accin cay a plomo. Pero lo bueno de los negocios con barreras de entrada es que mantienen a raya a la competencia"
X Link 2024-07-26T06:20Z [---] followers, [---] engagements

"No solo es un buen negocio sino tambin una industria en expansin ya que los almacenes son cada vez ms necesarios para dar soporte tanto a las tiendas fsicas como a las compras online"
X Link 2026-01-08T14:28Z [---] followers, [--] engagements

"Aprovechando las condiciones de mercado: Durante estos das de volatilidad en el mercado he aprovechado las condiciones y he vuelto a comprar un negocio que form parte de la cartera hasta julio de [----]. Este negocio es $AMS Amadeus es una empresa espaola que"
X Link 2026-02-07T12:37Z [---] followers, [---] engagements

"$CROX sube un 15% en el pre-market despus de dar resultados. 700M de flujo de caja libre lo que hace a la empresa estar a unas [--] veces FCF. Menudo regalo de empresa"
X Link 2026-02-12T12:59Z [---] followers, [---] engagements

"@FatAlpha Crocs is undoubtedly a great company and we are just buying it for a fraction of its value. Even with earnings dropping we had a +20% in a day. Think about when they come back to growth. Great to have the same picks in our portfolios Sophocles"
X Link 2026-02-13T10:22Z [---] followers, [--] engagements

"Los ingresos netos por intereses aumentaron un 9% hasta $802 millones debido a mayores prstamos con margen a los clientes y saldos de crdito de los clientes. Otros ingresos por tarifas y servicios aumentaron un 38% hasta $72 millones"
X Link 2024-10-17T05:29Z [---] followers, [--] engagements

"Por lo tanto incluso si los ingresos por intereses bajan debido a tasas de inters ms bajas la empresa sigue estando bien posicionada para superar al $spx500 y al $nsdq100 dado su crecimiento y rentabilidad. #Inversiones #StockMarket"
X Link 2024-10-17T05:29Z [---] followers, [--] engagements

": βœ… El crecimiento del negocio cloud se acelera hasta el 34% βœ… La rentabilidad del cloud crece an ms (35%) mostrando seales de apalancamiento operativo. El trimestre anterior fue idntico al crecimiento de ingresos"
X Link 2025-11-25T14:11Z [---] followers, [--] engagements

"βœ… Los ingresos totales creceran un 15% en trminos constantes. Como vendieron Sun Art en papel solo vemos un crecimiento del 5% βœ… El negocio internacional crece un 10% y se vuelve rentable. La mejora de rentabilidad ha sido notable mostrando un gran apalancamiento operativo"
X Link 2025-11-25T14:11Z [---] followers, [--] engagements

"Veremos si esto impacta positivamente en los ingresos del prximo trimestre El EBITA de "All Others" cae probablemente debido en gran parte a la venta de Sun Art"
X Link 2025-11-25T14:11Z [---] followers, [--] engagements

"$WISE incrementa descargas de la app a ritmo acelerado Que alguien venga a decirme que esto no va a ser una multibagger $Wise app monthly downloads are showing an accelerating trend. We still expect [----] to be the starting year for a renewed acceleration in Wise's core data. https://t.co/xsZkbsVewy $Wise app monthly downloads are showing an accelerating trend. We still expect [----] to be the starting year for a renewed acceleration in Wise's core data. https://t.co/xsZkbsVewy"
X Link 2026-02-05T14:43Z [---] followers, [---] engagements

"@GaliciaInvestor Claro que s siempre hay buenas oportunidades. chale un vistazo a $BGEO tambin. Ha subido mucho pero an cotiza a buenos mltiplos con probablemente los mejores ROEs de Europa"
X Link 2026-02-08T14:37Z [---] followers, [---] engagements

"@BonaStrategy Desde luego que algunas parecen que se van a ir a la quiebra sin dudas. Pienso por ejemplo en $MNDY"
X Link 2026-02-11T15:16Z [---] followers, [--] engagements

"Qwen tambin llega a [--] millones de descargas ms rpido que ChatGPT Sora y DeepSeek. La aplicacin de Inteligencia Artificial que ms rpido ha crecido de la historia. Lo bueno Qwen enlaza trfico con el resto del ecosistema de Alibaba. $BABA $9988.HK Qwen App is poised to become a national-level application: $BABA stocks surge +4% πŸš€ https://t.co/0Wjd5u4Rdu Qwen App is poised to become a national-level application: $BABA stocks surge +4% πŸš€ https://t.co/0Wjd5u4Rdu"
X Link 2025-11-24T09:01Z [---] followers, [---] engagements

"@AccionEAFI $SPOT est a [--] veces FCF (ajustando SBC). A pesar de haber cado mucho la valoracin sigue dependiendo mucho del crecimiento. No la veo como una ganga"
X Link 2026-02-13T15:01Z [---] followers, [---] engagements

"@LibertyDividend Una de nuestra tierra: Amadeus $AMS"
X Link 2026-02-14T12:12Z [---] followers, [---] engagements

": Despus de cerrar enero con una rentabilidad del +682 % finaliza mi mes nmero [--] invirtiendo en eToro es decir mi sexto ao. En este periodo mi cartera ha. πŸ§΅πŸ‘‡πŸΌ"
X Link 2026-02-02T11:47Z [---] followers, [----] engagements

"I've researched #CROX and this is what I think: $CROX is trading today at about [--] times earnings. For a quality company that has more than 100% ROIC (that is for every dollar that the company invests they get back over [--] dollar in one year) this is a very low price. Why"
X Link 2022-03-03T00:08Z [---] followers, [--] engagements

"@GaliciaInvestor Fomentar cualquier inversin racional siempre debe ser aplaudido. Creo que hay mucha gente haciendo muy buen trabajo con esto. Incluyndote. Sigue as"
X Link 2024-03-23T11:32Z [---] followers, [---] engagements

"Hace un mes ya adverta de que $LVMH puede caer ms. Hoy presenta resutaldos y la accin se va a desplomar ms de un 10%. Me parece razonable Mucho. A primera vista la valoracin no est tan alta. Pero si normalizamos mrgenes s que lo est. #fintwit"
X Link 2024-10-16T04:46Z [---] followers, [---] engagements

"@WorldStockss Lo he reledo como tres veces. Me parece espectacular"
X Link 2024-03-24T00:46Z [---] followers, [---] engagements

"$MC.PA est cayendo ms de un 5% tras reportar resultados. Si ests invirtiendo conmigo nosotros vendimos gran parte de la posicin cuando la accin cotizaba a [---] euros. No es market timing es tener una valoracin para cada negocio que posees"
X Link 2024-07-24T08:27Z [---] followers, [--] engagements

"@EloySnowball Buena empresa desde luego. Si baja a [--] veces no me importara iniciar una posicin. De momento an la veo algo cara"
X Link 2024-04-27T05:45Z [---] followers, [--] engagements

"He pasado aos estudiando Value Investing para invertir sabiamente mi dinero.Varios cursos un mster y muchos libros despus estoy construyendo una cartera exitosa. Pero no slo eso. Tambin quiero explicarte cmo hacerlo. Sigue leyendo: #valueinvesting #Inversiones"
X Link 2024-07-27T10:55Z [---] followers, [--] engagements

"@WorldStockss @IcariaCap Me lo guardo para escucharlo estos dias"
X Link 2024-03-21T07:40Z [---] followers, [---] engagements

"@ValueStockGeek He has a good philosophy: buy good companies buy them cheap and do nothing. As Mr. Albert Einstein said: "make everything as simple as possible but not simpler.""
X Link 2022-03-09T23:52Z [---] followers, [--] engagements

"@Noel__Watson @ValueStockGeek Terry Smith uses (or that he says in his book) FCF yield compared with a normalized interest rate. If FCF yield is higher than normalized interest rates he buys. Of course he just applies this to over the average companies. I hope it helps"
X Link 2022-03-10T14:01Z [---] followers, [--] engagements

"Cuando el beneficio crezca que pasar pronto podras estar teniendo una rentabilidad extraordinaria durante varios aos. Te gusta $BABA #inversiones"
X Link 2024-10-26T11:21Z [---] followers, [---] engagements

"@JRogrow I would say $CROX"
X Link 2022-11-17T07:21Z [---] followers, [--] engagements

"EL RENDIMIENTO DE ALIBABA DURANTE LA ANTERIOR PRESIDENCIA DE TRUMP: Desde su eleccin en [----] la accin de Alibaba subi ms del 150%.Al inicio cay ligeramente igual que hoy debido a la implementacin de aranceles en China"
X Link 2024-11-12T20:02Z [---] followers, [---] engagements

"Burberry ( $BRBY ) sube un 17% tras sus resultados. Al mercado le gusta la estrategia que marca su CEO. Devolver la exclusividad a la marca aunque tenga que destruir producto"
X Link 2024-11-14T11:45Z [---] followers, [---] engagements

"Compr $RMV.L despus de que $CSGP anunciase su entrada en Reino Unido. La accin cay a plomo. Pero lo bueno de los negocios con barreras de entrada es que mantienen a raya a la competencia"
X Link 2024-07-26T06:20Z [---] followers, [---] engagements

"@runaway_vol @burrytracker Good company good value. This is a long-term winner"
X Link 2023-02-14T22:57Z [---] followers, [----] engagements

"@charliebilello What has changed since [----] Was China less communist then I don't think so. Risks are the same; the narrative is the difference (just as @teaserbae has also said)"
X Link 2022-03-10T19:22Z [---] followers, [--] engagements

"Lo de Alibaba es increble. Cuanto ms baja el precio ms estn recomprando. Si eres accionista como yo al ao estars generando un 10% de rentabilidad nicamente gracias a las recompras de acciones y los dividendos. $BABA"
X Link 2024-10-26T11:21Z [---] followers, [---] engagements

"$Uber ha conseguido un retorno de ms del 230% en [--] aos. Durante todo este tiempo siempre ha sido una parte importante de nuestra cartera. Y como ves la tesis siempre ha sido que el flujo de caja libre iba a crecer a pesar de que el mercado pensase lo contrario. #fintwit"
X Link 2024-10-17T01:20Z [---] followers, [---] engagements

"@TheLongInvest I still cant understand it has been this undervalued this long"
X Link 2025-02-10T21:38Z [---] followers, [---] engagements

"$IBKR sigue siendo una buena oportunidad. Crecen los usuarios la ventaja competitiva es importante tienen disciplina inversora. Bajarn los tipos Seguramente. Pero ganarn ms dentro de [--] aos que hoy"
X Link 2024-07-26T00:31Z [---] followers, [--] engagements

"@SecretCFO Comment dropped I'm eager to read you there"
X Link 2023-04-02T15:16Z [---] followers, [---] engagements

"@CharlieMunger00 Glad theyve done it My portfolio also appreciates it"
X Link 2022-03-16T20:42Z [---] followers, [--] engagements

"A pesar de la gran competencia de OnTheMarket $RMV ha conseguido incrementar beneficios mantener mrgenes e incrementar usuarios. Seguir la competencia Es posible. Pero el MOAT es fuerte"
X Link 2024-07-26T06:20Z [---] followers, [--] engagements

"Toda inversin con conciencia es #ValueInvesting Si lo que quieres es empezar a invertir asegrate de que tu #inversin est respaldada por la nica filosofa de inversin que se ha probado una y otra vez durante todo tipo de ciclos"
X Link 2024-07-23T00:35Z [---] followers, [--] engagements

"@InversionFundam Precisamente en eso he he estado pensando ltimamente. Y por eso he dejado una parte de la posicin abierta. Generalmente vendo cuando el crecimiento de t+1 ya est descontado (que lo est IMO). Pero para evitar impuestos y el dao al compounding ahora incluyo crec. t+1 + tax"
X Link 2023-02-10T05:27Z [---] followers, [--] engagements

"En resumen las acciones chinas estn preparadas para ser uno de los mejores activos de los prximos aos. Por eso una gran parte del portafolio est invertida en Alibaba. $9988.HK"
X Link 2024-11-12T20:02Z [---] followers, [--] engagements

"@scotchandstock Puramente valoracin. No creo que sea sostenible mantener mltiplos tan altos (incluso para empresas no tan buenas)"
X Link 2024-10-21T20:17Z [---] followers, [--] engagements

"Por todo esto si ests interesado en aprender sgueme y avancemos juntos #invertir #acciones #investing #investingtips"
X Link 2024-07-27T10:55Z [---] followers, [--] engagements

"@ValueStockGeek Games Workshop"
X Link 2024-03-21T12:25Z [---] followers, [---] engagements

"Crocs ($CROX) es una de los posiciones principales de la cartera. Te cuento por qu: βœ… La marca Crocs sigue creciendo a buen ritmo especialmente en Asia. βœ… La deuda de la compra de Heydude ha bajado paulatinamente. #fintwit"
X Link 2024-10-18T21:27Z [---] followers, [--] engagements

"@eToroES Gran accin para los que buscan un equilibrio entre dividendo y crecimiento de la accin πŸ™ŒπŸΌ"
X Link 2025-02-06T06:57Z [---] followers, [---] engagements

"PEORES RENDIMIENTOS EN ESTADOS UNIDOS EN LA PRXIMA DCADA Estoy bastante seguro de que ya ests familiarizado con esta grfica. Goldman Sachs ($GS) proyecta que los rendimientos del SP500 en la prxima dcada sern alrededor del 3%"
X Link 2024-10-28T06:01Z [---] followers, [---] engagements

"@ratadecarreras Yo opino que es momento de moverse del sp500. Aunque sigue habiendo empresas no tan caras"
X Link 2025-01-25T05:20Z [---] followers, [---] engagements

"Esta es la evolucin del mltiplo de LVMH $MC.PA En [----] el mltiplo PER era de [--] veces y la empresa creca en torno al 5%. Es un buen negocio S. Puede caer ms Tambin. Eso s si vuelve a caer a [--] veces estar comprando a manos llenas. #fintwit #invertir"
X Link 2024-09-13T06:22Z [---] followers, [---] engagements

"@Fondos_A_Fondo Me gusta Hamco"
X Link 2024-03-21T07:31Z [---] followers, [---] engagements

".% I was recently told that a 16% annual return is not enough. My answer was that it was enough for me. Honestly I think it is even quite a high number. Especially since I dont get involved with any kind of leverage"
X Link 2024-03-24T00:34Z [---] followers, [----] engagements

"@DividendDynasty I added more yesterday. 5% position now"
X Link 2024-04-04T11:47Z [---] followers, [--] engagements

"Michael Burry buys $Baba and $JD.US Both with over 9% of their portfolio. It seems that China is investable again"
X Link 2023-02-14T19:17Z [---] followers, [---] engagements

"@dinerosinfiltro Yo llevo [--] aos en el extranjero para incrementar los ingresos. Ya pensando en volver despus de haber estado en [--] pases y [--] continentes distintos"
X Link 2024-03-23T11:51Z [---] followers, [----] engagements

"Una de nuestras posiciones principales: Match Group. $MTCH La imagen habla por s sola. Tinder genera ingresos crecientes con buenos mrgenes. Si Hinge consigue generar algo cercano a lo que hace Tinder Match ser una gran inversin. #Inversin"
X Link 2024-07-23T11:53Z [---] followers, [---] engagements

"Para invertir necesitas seguir aprendiendo. Siempre. Si algn da piensas que ya lo sabes todo pierdes. #Inversiones"
X Link 2024-08-03T10:54Z [---] followers, [--] engagements

"Invertir es un arte. Todo el mundo se centra en la valoracin pero no slo puedes fijarte en lo que te dice un excel. Al contrario valorar una empresa es un ejercicio bastante subjetivo"
X Link 2024-07-27T10:55Z [---] followers, [--] engagements

"Desde que compart mi anlisis de IBKR el precio de la accin ha subido casi un 50% (en aproximadamente seis meses): La compaa ha tenido un rendimiento fundamental incluso mejor de lo que esperaba y el precio lo ha seguido en consecuencia"
X Link 2024-10-17T05:29Z [---] followers, [----] engagements

"CROCS PUBLICA RESULTADOS EXCELENTES Sin embargo la accin est cayendo ms de un 15%. 🟒 Crecimiento del EPS: 17% (el crecimiento del EPS ajustado fue del 11%) 🟒 Crecimiento de ingresos: 2% Pero proyectaron menores ingresos de Heydude. $CROX"
X Link 2024-10-29T13:44Z [---] followers, [---] engagements

"@InversorExperto Hay mucho miedo en el mercado. Suele ser el prembulo para unos retornos excelentes"
X Link 2024-03-23T11:44Z [---] followers, [---] engagements

"@Finding_Moats Amadeus. I had that same answer from one of their clients"
X Link 2023-01-17T10:58Z [---] followers, [---] engagements

"En el futuro an ms que ahora la ventaja para los inversores no ser acelerar el proceso sino ralentizarlo. Comprender bien una empresa y las poleas que hacen mover la estrategia y el comportamiento fundamental de sus operaciones"
X Link 2024-08-07T08:45Z [---] followers, [--] engagements

"Es esencial si quieres tener xito en la bolsa. Si la accin sigue cayendo estar encantado de volver a hacerla una parte significativa de la cartera. En eso consiste invertir: en comprar a quien est dispuesto a malvender y en vender a quien est dispuesto a sobrepagar"
X Link 2024-07-24T08:27Z [---] followers, [--] engagements

"$Uber es una de las pricipales posiciones de mi cartera. Aqu el porqu: - Crecimiento de las ventas constante -Apalancamiento operativo. -A pesar de que contablemente el beneficio no sea tan alto el flujo de caja libre es muy fuerte. Por todo esto Uber es una gran inversin"
X Link 2024-07-22T22:20Z [---] followers, [--] engagements

"What if you had to pick just one of these stocks What would it be $TSLA $FB $BABA $PYPL"
X Link 2022-03-10T19:30Z [---] followers, [--] engagements

"This company is going to be an easy 2x/3x once Heydude works. Same old story. The Crocs brand is being fairly valued and Heydude is valued with a negative value. Once the dust settles easy money"
X Link 2024-08-01T13:05Z [---] followers, [--] engagements

"Y cuando las oportunidades se presentan debes aprovecharlas con valenta. En su momento hice de Meta un 10% de la cartera y se acab convirtiendo en casi un 30%. A primeros de ao $BABA era un 30% de la cartera. Y an le queda para estar en precio"
X Link 2025-02-10T12:10Z [---] followers, [--] engagements

"@acapi10 @InversionFundam No pagara [--] veces por ninguna de las dos. Pero al precio correcto son dos compaas extraordinarias"
X Link 2023-02-11T05:03Z [---] followers, [--] engagements

"Chat gpt y copilot van a acelerar la investigacion de acciones. Es la afirmacin de un podcast que estoy escuchando. Pero quin quiere acelerarlo Siempre parece que la IA viene a hacernos ms productivos. Pero acelerando el proceso muchas veces perdemos matices"
X Link 2024-08-07T08:45Z [---] followers, [--] engagements

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@CCalleInvesting
/creator/twitter::CCalleInvesting