Diego Costantini
@diegolevisMat. CNV 1955 Fondo Smallcaps: 2017 10% ǀ 18' -10.3% ǀ 19' 7.4% ǀ 20' 37% ǀ 21' 44.4% ǀ 22' -20.5% ǀ 23' 17% ǀTot 94.9% Fondo Megacaps: 23': 35% ǀTot 35%
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Dejo el link en la descripcion de una tesis sobre una Small Cap Italiana. Se agradece feedback. #RELATECHSPA @relatechspa $RLT.MI @relatechspa drive.google.com/file/d/1liMy-F…
Daniel Loeb de Third Point Capital No lo puedo creer...
Millei’s first 100 days and entire administration is a case study in the effective house cleaning of a bureaucratic blob. Stan Druckenmiller famously bought a basket of equities simply after hearing the Argentine President’s speech at Davos. It was a great investment.
$MELI no deja de sorprender trimestre a trimestre...+12% Luego del cierre
$MELI Q2 2024 🛒 GMV +83% (FX-Neutral) Revenue +113% *Commerce +131% *Fintech +92% TPV +86% *Acquiring +75% *Fintech Services +130% EBIT +114% *margin 14.3% (16.3) Unique Active Buyers +19% Items Sold +29% Credit Portfolio +51%
Gracias @marcos_galperin por tan enormes resultados. $MELI
@marcos_galperin la mejor promoción hoy fue comprar $MELI a USD784 o ARS2750. 3x P/S 2023. Valores vistos en crisis subprime.2008. 🙌 gracias!
Los shorts de BURRY bajan 42% si los mantuviera al dia de hoy. 😳
MICHAEL BURRY IS NOW DOWN 42% ON HIS “$1.6 BILLION” S&P 500 AND NASDAQ SHORT IF HE IS STILL HOLDING IT BASED ON THE SAME ESTIMATES
Microsoft $MSFT just announced the public preview of Python in Excel - Tech Crunch
Resultados de $RLT. Hitos más importantes: ✅✅Crecimiento de los ingresos en H123 vs H122 de un 48% (de 26M a 48M) ✅✅✅ Aumento de los ingresos recurrentes de un 112% (de 8,6M a 18M) ✅Disminución de deuda de 15,5M a 15M. ✅✅ Programa de recompra del 8% de las acciones.
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