drako

[drako @DrakoMaass]

@Maragume3 Spoofing es algo que usan a diario en los mercados

[drako @DrakoMaass]

@BluthCapital Agreed $AER in 2020 was obvious, easy to spot opportunity. Finding a setup like that once every 2–3 years is more than enough to compound.
But expecting a steady stream of them every month? As someone great once said, that's just asking for "an egg in your beer."

[drako @DrakoMaass]

@tomcasanegra @YouTube Gracias, TC. Resumiendo en pocos bullet los cimientos para convertirse inversor de LP, serían:
• Ahorra primero
• Piensa a largo plazo
• Estudia negocios
• Margen de seguridad
• Temperamento
• Aprende contabilidad
• Simplifica
• Ingresos paralelos
Simple, pero no fácil.

[drako @DrakoMaass]

@altam1970 @tomcasanegra Con el problema fiscal que hay..interviene el E cuando el mercado tiene que cumplir su rol, y si sale mal? Quien salvara al Estado? QE por parte del BC?. Esto no es capitalismo. Política industrial tal cual como la reforma d Quiroz y los créditos hasta 6,000UF propiedades nuevas

[drako @DrakoMaass]

@paulswaney3 Please send

[drako @DrakoMaass]

@value_invest12 @PandaMads My man , he is right. Pg 34 pdf AR 2024. Thanks

[drako @DrakoMaass]

@BojanRadojici10 Please share

[drako @DrakoMaass]

@carlvellotti vibe

[drako @DrakoMaass]

@v_computer Let me try too

[drako @DrakoMaass]

@alvaro4_0 @Economistflaite Seco pa robar

[drako @DrakoMaass]

@HermogenesPdA Pero según su hermana lo mando a matar Pinochet. Dudo muchísimo que lo defendería…

[drako @DrakoMaass]

@Mho_23 HORMOZI

[Miko @Mho_23]

i just trained an AI on every alex hormozi book, playbook, blackbook, and podcast episode...

he charges $5000 for his AI assistant and people pay it, i'm giving you the same thing for free

this isn't some shitty GPT with 3 pages of info that hallucinates answers, NotebookLM is the best AI for consuming and recalling information right now, i fed it EVERYTHING:
- $100M offers, leads, money models
- the black books (given to people who donated 200 books)
- all the playbooks and lost chapters
- his best podcast breakdowns and frameworks

the information inside is worth thousands it can answer ANY business problem using hormozi's exact frameworks

it pulls from the exact books and gives you page-specific answers... no generic advice, no made-up bullshit

i should NEVER be sharing this for free, that's why i'll delete this in 24hrs

reply 'HORMOZI' + RT and i'll give you access for free (must follow me so i can dm)

[drako @DrakoMaass]

@nataninvesting It always the same. The great companies surprised to the upside, still 22fwd pe or whatever metrics you want to use is not rich given their competitive advantage. Trimming is a mistake if you don't have better option, is not trading at 50 times , is not expensive by any measures.

[drako @DrakoMaass]

@JRamirezChacon1 Es sistemico en la Indu, si tienes 5 anos pra invertir,problamentente ganes dinero, pero no existe un catalizador hoy. Igual cotiza 16x 2025E owners earnings, no esta precisamente barata. El risk/reward ratio no esta claro, $META cotizo 13x en 2022, problema de foco no de FCF 2)

[drako @DrakoMaass]

@JRamirezChacon1 Jaime, buen analisis pero dejas de lado el EBIT margin (cortado a la mitad), el MCR que esta cercano al 90% (subio mas de 5%) , los problemas con DOJ, el FCF que va ser cercano a 16B vs 25B en 2023, la rentalizacion de Optum. EPS 2015 va ser ~16 1)

[drako @DrakoMaass]

@nicochristie Please send code

[drako @DrakoMaass]

@value_invest12

[drako @DrakoMaass]

$UNH is such an opportunity for the long term investor, even with DOJ concerns. Return on tangible assets assets from 2016 to LTM its off the charts, even making significantly adjustment in the investment portfolio. Owners earnings CAGR its 19%. Buffett bought $AAPL similar val

[drako @DrakoMaass]

@Aksel465 @Adj_3bitda Thanks , if you multiply current Q1 2025 FCF until 2028 they may able to pay the earnout, but the reduction on FCF was to big YoY. Still its difficult for me to see the ability to pay commitments given FCF
volatility