Investment Gems

For the investors focused in the fundamentals, to rely in the financials statements of any company is routine. If they don’t rely on them, they can’t even have the possibility of putting in practice the financial analysis techniques that are at the core of the fundamental investor. But this is…

I’ve been working in financial markets for a couple of years now, and for me it is quite intriguing why so many brilliant people fail so hard in investing, or generally in understanding economic events. Charlie Munger, the right-arm of Warren Buffet, defends that there are lots of facts that contribute for…

I usually read lots of opinion articles from investment advisers in order to understand the consensus around the market. With some frequency you can read widespread myths and common beliefs that are simply rooted in the investment community collective mind. However this week I came across one article that draw my attention by the simply…

Since I’ve finished and launched the “European Jewels – Statoil Research” book, I’ve been committed with some consulting projects. This has taken a lot of my time. However, now that I’ve some time, I’ve been thinking about what to do next. I do have some doubts about which companies to analyze next, and although I have…

I’ve just read some interesting news. Pimco, the US based investment firm, is now buying Spanish Bank’s bonds. Pimco’s $2.9 billion exchange-traded fund boosted the proportion of its corporate-debt holdings by almost 8 percentage points in three weeks by adding notes of lenders from Spain’s Banco Santander SA (SAN) to Italy’s Intesa…

“When your heroes, turn to the enemy And there’s nothing left to hold When your heroes, give only apologies I won’t deny it leaves me cold” I’ve always been a huge fan of Slash’s solo projects, a couple of days ago I crossed in the way of one of his new songs…

I started this blog because I wanted to promote my ideas about the European stocks. In this blog I have regularly commented on the most significant developments in the financial markets and I have also gave examples of undervalued European companies. However, I believe that the current undervaluation of the stock market is not something exclusive…

“If the outlook for the labor market does not improve substantially, the committee will continue its purchases of agency mortgage-backed securities, undertake additional asset purchases and employ its other policy tools as appropriate” Those are Bernanke’s words. I feel really happy about this, it is one of those times in…

“[This decision] was not unanimous,” said Draghi, with a smirk on his face. I told you in European Jewels – Banco Santander that the politicians always do what is right… after they exhausted all the other options. May I use some presumption to say that I was right! I said that in the…

Yes, my next stock pick for this European turmoil is Statoil ASA. My second book of the European Jewels collection has just been released and it is about Statoil. In my book, a 10.000 words statement, I explain in a detailed and thorough manner why this is my second choice to join Santander…