Alejandro Alvarez

[Horos Asset Management @horosfunds]

En nuestro último webinar semestral respondimos algunas preguntas de nuestros coinversores.

Entre otros temas, repasamos compañías como Pluxee, Aperam, Amrest o TGS y hablamos de cómo gestionamos momentos con caídas del 20% en mercado.

Esto es #valueinvesting. No te lo pierdas 👇👇

[Charlie Bilello @charliebilello]

US Rents were down 0.4% over the last year, the 24th consecutive month with a YoY decline. Renting a home is cheaper than paying a mortgage in all 50 of the largest metros in the US.

[Alejandro Alvarez @alealvarezmitre]

https://t.co/OcOuf4512s

[The Kobeissi Letter @KobeissiLetter]

1970s inflation vs 2020s inflation:

When you compare the inflation rates from 1972-1976, it’s almost identical to today.

However, 2 years later we saw inflation spike to 11%.

The peak inflation rate in the 1970s aligns perfectly with the 2022 peak.

Are we about to see another (and bigger) wave of inflation?

Or is this just a wild coincidence?

[Alejandro Alvarez @alealvarezmitre]

⁦@EjercitoAire⁩

[AG @AGHamilton29]

When Hezbollah was starving entire Syrian towns and murdering civilians for Assad, the world was silent.

When Hezbollah was regularly persecuting and attacking Christians in Lebanon, the word was silent.

When Hezbollah stockpiled a hundred thousands rockets from Tehran and put them in residential buildings and towns preparing for a war they wanted, the world was silent.

When Hezbollah started launching daily rocket attacks and displaced hundreds of thousands of Israelis after 10/7, the world was silent.

But when Israel started taking out or blowing the nuts off the group that has been terrorizing the region for decades, suddenly the world is very concerned.

Just once it would be nice if the concern started when the terrorizing was happened instead of when the victims of it started fighting back.

[Pascal @beltrandelrio]

El banco de inversiones Morgan Stanley degrada a México al rango deUW (underweight o infraponderado) a causa de la reforma judicial.

En términos financieros, ser calificado como UW implica la recomendación de reducir su participación en la cartera de inversión.

1/2

[Joaquín López-Dóriga @lopezdoriga]

Venezuela tiene en 2024 el mismo Producto Interno Bruto de 1964: el chavismo le trajo 60 años de atraso. Y México es cómplice de este régimen de basura; la columna de @ruben_cortes

https://t.co/H50S9e4w0z

[The Secret CFO @SecretCFO]

R.I.P. Charlie Munger 😢

One of the greats.

[Alejandro Alvarez @alealvarezmitre]

https://t.co/LBUmVTJxyC

[Joe Walsh @WalshFreedom]

As Israel expands its war efforts, some history is needed: 18 yrs ago, Israel completely left Gaza. 17 yrs ago, Hamas took over Gaza. And when Hamas took over Gaza, they had a choice: turn Gaza into a peaceful, prosperous sovereign state, or turn Gaza into an impoverished terrorist camp. Hamas chose terror. And now, 17 yrs later, Israel has chosen, once and for all, to no longer live next door to a terrorist camp. So Israel will do what it has to do. And Hamas will be destroyed. Finally.

[Alejandro Alvarez @alealvarezmitre]

@zakii890 I just found $CER. Let me know if you find something interesting about this stock. Best!

[Koyfin @KoyfinCharts]

In 1979, John Train wrote a profile of a young man named Warren Buffett; then aged 48.

The conversation covers his coming of age as a young adult, his relationship with mentor Ben Graham, and how his investment process transformed over the years.

🧵 Our 6 favourite highlights:

[Alejandro Alvarez @alealvarezmitre]

@crazyclipsonly @zamymtanous

[Alejandro Alvarez @alealvarezmitre]

@Culture_Crit Industrial Revolution. Maybe mass production became the new thing.

[Alejandro Alvarez @alealvarezmitre]

@iancassel Hi Ian!
What are your thought about specializing in an specific industry? i.e. Focusing on the Luxury Industry with a Value Strategy. Do you think this is a good idea? Best!

[Alejandro Alvarez @alealvarezmitre]

@Jam_invest What is happening?

[Alejandro Alvarez @alealvarezmitre]

@SJosephBurns 100 - Gross profit + 30

[Charlie Bilello @charliebilello]

Modelo Especial is now the top-selling beer in America with an 8.4% share, up from 7.5% in January. Bud Light has moved down to 7.3% from 10.3% in January, relinquishing the top spot for the first time since 2001.

https://t.co/TQFH9nySjZ

[Alejandro Alvarez @alealvarezmitre]

@iancassel Inspiring