Empresas para comprar y vivir tranquilo.
Con altísima calidad +
Ventas CAGR Últimos 5 años ≥ 5%
Deuda total / Patrimonio neto ≤ 0,5 x
Deuda neta / EBITDA ≤ 2,0 x
1. $MSFT
@positioned_app@patientinvestor At the end, that doesn't matter much, the name itself is not going to go away, even with the bad marketing, they get a lot of eyes
Salesforce just did something I’ve never seen before.
$CRM spent $27 billion on buybacks in 90 days.
That’s ~16% of the entire company.
Not revenue.
Not free cash flow.
Market cap.