Ricardo López @chewakis
Joined March 2014-
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@CCalleInvesting Yo también la llevo pero no acabo de entender cómo está tan barata. P/E 8,7 P/E ex cash 4,2 P/FCF 7,7 P/FCF ex cash 3,7 Owned earnings 30,3% CARG Patrimonio Neto 39,1% CARG
@SuarezlledoJ Bueno veremos haber cómo se maneja con el fondo este nuevo. Track record como tal no tiene pero si figura con varios cargos en una gestora gestionado Doma Perpetual Capital Management LLC con unos 370 millones de $
@CCalleInvesting A mí me parece cara esa compañía creo que todavía tiene que comprimir bastante más los múltiplos es una buena compañía pero a nivel de precios muy distorsionada
If anyone is looking for a macro analyst w/ a couple of years experience, now finishing his master in Econ & Finance from King's College London, CFA Lvl1 candidate, and a Ph.D. in being a great person, please DM me.
@Inversoracon30 Yo no me complicaría la vida con ese tema si sale mal cualquier cosa o tú amigo es un poco tiquismiquis van a ser más dolores de cabeza que otra cosa hay demasiadas ramificaciones de responsabilidad por medio prestación de servicios actividad responsabilidad civil por varios
@PascuOnFire Eso es falso son 15 comensales y ¿Todos piden el mismo plato?
@Inversoracon30 Eso es precisamente lo que quiere que te duela una persona que se toma la molestia de redactar un mensaje crítico destructivo y que probablemente le ha llevado más de 3 minutos no merece ni tres horas de contenido ni 3 minutos de publicidad y ni 3 segundos de tu vida
@oscar_puente_ No soy yo de entrar a esto pero si lo único que sabes hacer es entrar al trapo contestando twits basados solo en base crítica de verdad que te sobra el cargo
@CCalleInvesting @casi_dani_ Si creo que entraron en una ronda de financiación en 2015 con 900 millones de dólares
@GutierrezCap_ He analizado muchas redes HFC con el medidor de campos y casi todas están en unas condiciones pésimas líneas con mucho ruido tasas de errores inaceptables y siguen en marcha el coste de tenerlas en condiciones es muy elevado para los ISP
@GutierrezCap_ El tema es ese que la corrección será temporal por qué antes o después se verán forzados a cambiar a FTTH o se quedarán obsoletos como se quedó el ADSL con el Cable y el Cable con el FTTH tendrán asumir ese capex con el tiempo
@hectorchamizo Quizás está estrategia de inversión en capex tenga también esas variables si va bien se hinchan a beneficios y si va regulero pues contraigo múltiplos y vía recompras y cancelación de deuda obtienen rentabilidad ¿No?
@foso_defensivo @math_markets Y más ahora en estos momentos de euforia con la IA
@said_modric10 No les acaba de gustar la parriyyyada de TOFU
@LorenzoBolsa Esa empresa en mi opinión es un peligro absoluto
@StockDividendos En mi opinión yo no la compraría es demasiado cara seguramente en unos meses la vas a ver caer de lo lindo
@ID_Research_ Un pull back a tu media wilder de 200 sesiones después de hacer un doble suelo y en proceso de desarrollo de una figura técnica que muy pocos conocen con un objetivo muy superior
@hectorchamizo Tiene cierto sentido ya que el mercado es alcista entorno el 78% del tiempo y muchos como darvas o livermore hicieron fortuna ahora el tema valoraciónes habría de acompañar
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