Alfonso Muñoz

Investor wannabe. Steady learner. Better safe than sorry

[Alfonso Muñoz @traderfon]

@markminervini Easier said than done. I've been stopped out too often recently. Setups looked good, companies too. But i've been beaten up

[Alfonso Muñoz @traderfon]

@ML_Financeguru @thewizard_ravi @markminervini Thanks Michael. I got the IBD Digital offer of 4 months for $40. Once I get myself comfortable with IBD I´ll surely try MS trial. I already use Seeking Alpha and TIKR.

[Alfonso Muñoz @traderfon]

@thewizard_ravi @markminervini Thanks for your kind reply. So the better you are the less dependent on them. I use TradingView for charting, but I have to find the patterns myself. I think MS provides a list of stocks that are forming patterns. I might try the 3 week trial.

[Alfonso Muñoz @traderfon]

@Queteim76792057 Si aplicas el cálculo al año siguiente todo cuadra. PPE = -3150. D&A = 18150. Inversión = 15K. D = 18150, A = 0

[Alfonso Muñoz @traderfon]

@Queteim76792057 @LucasLM89 Error mío. Al faltar los años pensé que la primera columna era el año actual. La lógica prevalece, pero no sabemos el total del PPE del año anterior

[Alfonso Muñoz @traderfon]

@Queteim76792057 @LucasLM89 19.5K D&A, Inversión PPE 15K. Incremento PPE YoY 3150. Luego D = 15K-3150 = 11850. A = 19.5K - 11850 = 7650. D para activos tangibles. A para activos intangibles.

[Alfonso Muñoz @traderfon]

@_inpractise Extrapolating results: Revenue x2 (2022 vs 2020). Net Income x1.25 as costs remain the same. But price way below 2020 year release. Question is: can they lower cost of sales? Can they acquire more customers? What is the TAM? What is their market share? COVID year was a bubble

[Alfonso Muñoz @traderfon]

@aceglobalvalue @_inpractise Well, I think that is the way most lotteries work. Lottery is the idiot´s tax.

[Alfonso Muñoz @traderfon]

@JosephNausAuth1 I think moving online is a good move generally. It´s easier and customer buys more often. Probably smaller infrastructure costs, but bigger marketing costs. But if you don´t have enough potential customers you don´t grow unless you rise prices.

[Alfonso Muñoz @traderfon]

@InvirtiendoPaP La telefonía (y las comunicaciones) no son un sector en crecimiento ya. Su única forma de crecer es arrebatándo clientes a la competencia. O abrir nuevos mercados en desarrolllo si los hay.

[Alfonso Muñoz @traderfon]

@iancassel So true... but also it's easier to say it than to do it...at least for me (sniff).

*Note to myself: increase discipline workout

[Alfonso Muñoz @traderfon]

@InvirtiendoPaP Ah gracias. Metedura de pata de novato. Un saludo

[Alfonso Muñoz @traderfon]

@Glasshalfull1 If you were to recommend one book (or three) to properly start understanding company valuation, not to be a pro but to lay the foundations to become a solid company valuation analyst which ones would you pick? Tx mate and congrats!

[Alfonso Muñoz @traderfon]

@iancassel Nice. Thanks for the answer Ian :)