Daniel R

Ingeniero de Telecomunicaciones. Inversión, finanzas, economía y tecnología.

[Daniel R @drgastur]

@renato0304 Un problema que le veo es que los mercados de opciones para ciertas acciones son muy poco líquidos. Especialmente las europeas y/o españolas y con spreads muy grandes. Y por supuesto, que decir de si quieres vender puts de Hermes, por ejemplo, tienes que comprometer mucho capital

[Israel Romero @IsraRomeroCoach]

¿Y qué haces cuando no estás a tu 100%?
Damas y caballeros, el gran Rafa Nadal.

[Leandro @Invesquotes]

https://t.co/QRURds8gg6

[Jota @jota_snchez]

Robert Sapolsky es un neurocientífico de Stanford que demostró que el estrés crónico es el asesino silencioso que los médicos ignoran.

Reveló 10 hábitos que haces todos los días y que te quitan años de vida.

1) Repasar conversaciones en tu cabeza

[The Knowledge Project @TKPPodcast]

Failure is feedback, not a verdict. ⁣
⁣
"Failure in American society is a badge of honor."⁣
⁣
https://t.co/1zch8OSkvh

[WOLF @WOLF_Financial]

STANLEY DRUCKENMILLER: "I SHORTED $200 MILLION OF INTERNET STOCKS IN MARCH 1999. IN THREE WEEKS I COVERED THEM AT A $600 MILLION LOSS."

"I was short 12 stocks. They all went bankrupt. Every one of them."

He was right on every single pick. Still lost $600M.

"If you're dead wrong on a long, you can lose 100%. If you're dead wrong on a short, you can lose 10 times your money."

"Frankly, I'm not sure I've ever made money in shorts. I've never had a down year, but I'm not sure I've made money in shorts. I like it. It's fun. But you can get your head handed to you."

"Don't try that at home."

[Idafe González @idafegonzalez]

https://t.co/Z1Nn2CoOFI

[JJ Velaz @jjvelazs]

Brutal esto.

Creo que la diferencia entre la gente que hace cosas vs la gente que no hace cosas es que la gente que hace cosas piensa en los beneficios y nunca en el coste de hacer esas cosas.

En una manera simplificada, la gente que monta empresas piensa en el beneficio que crean, no en lo duro que es montarlas.

[Just a Dude Who Invests @DudeWhoInvests]

Bill Ackman on getting through a high-pressure, stressful, and negative period in your life.

I come back to this video often.

[Dividendology @dividendology]

S&P 500 returns every year since 1950:

[Javier Caballero @JavierCaballero]

Cómo el dólar pasó de estar respaldado por oro a ser moneda fiat (en 7 pasos):

1️⃣1900: Se fija que 20,67 USD = 1 onza de oro.
💵Los billetes de dólar podían canjearse por oro físico y lo indicaban: “Payable to the bearer on demand in gold.”

2️⃣1933: Roosevelt prohíbe tener oro (Executive Order 6102).
➡️Los ciudadanos deben entregarlo a la Fed y reciben 20 USD/onza.
➡️Multas de hasta 10.000 USD y 10 años de cárcel.

3️⃣1934: Una vez confiscado, el Gobierno sube el precio a 35 USD/onza.
💥Devaluando el dólar un 75 %.

4️⃣1944: Bretton Woods:
➡️El oro se fija en 35 USD/onza.
➡️EE. UU. guarda el oro de los demás países.
➡️Las demás divisas se fijan al dólar.
➡️El dólar se convierte en la divisa de reserva global.

5️⃣1960s: EE. UU. imprime más dólares de los que puede respaldar.
➡️Francia y Alemania piden repatriar su oro (a 35 USD/onza).

6️⃣1971: Nixon Shock: se suspende la convertibilidad del dólar en oro.
📉 El dólar pasa a ser moneda fiat (no respaldada ni limitada por nada físico y obviamente la impresión monetaria se dispara causando inflación -> más dólares persiguiendo los mismos activos).

7️⃣ Lo que se presentó como una “medida temporal”… sigue vigente 50 años después.

[David Senra @FoundersPodcast]

A few months before he died I had dinner with Charlie Munger.

I spent over 3 hours with him.

I got to see his library.

I could ask him any question I wanted.

At 99 he was still *ferociously* intelligent.

The most important lesson I learned from him that night was: Go for great.

In typical Charlie fashion it’s a combination of 4 simple ideas:

1. Charlie looks at everything through the lens of history. Human nature does not change. The same behaviors repeat forever.

2. Charlie has a complete indifference to problems. Troubles from time to time should be expected. This is an inescapable part of life.

3. Wise people do not whine about problems. They prevent them:

"Wisdom is prevention." —Charlie Munger

4. Great businesses are rare. Great people are rare too.

Great people *and* great businesses produce fewer problems.

Your mission in life is to get into a great business (and stay there!)

and build relationships with great people.

Doing so will prevent the majority of problems that are under your control.

All of this can be remembered in the simple maxim: Go for great.

[Aakash Gupta @aakashgupta]

This is the coldest life advice you’ll hear

[Z Fellows @zfellows]

Tom Brady: "To be successful at anything, the truth is, you don't have to be special. You just have to be what most people aren't: consistent, determined, and willing to work for it. No shortcuts.”

[Finding Compounders @F_Compounders]

Why I Never Invest In Bank Shares

by Terry Smith

[Invest In Assets 📈 @InvestInAssets]

Charlie Munger's life wisdom:

[Aadit Sheth @aaditsh]

I love this visual so much

[Investment Wisdom @InvestingCanons]

Warren Buffett on how the average investor can identify good management by using “two yardsticks”:

[Invest In Assets 📈 @InvestInAssets]

Buffett's investing strategy: