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Thoughts for 2024
Here is a link to some ideas for the next year:
Dec 24, 2023
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Rodrigo
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Thoughts for 2024
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September 2023
Transmedics, a secular med-tech winner?
Finally at a reasonable price!
Sep 29, 2023
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Rodrigo
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Transmedics, a secular med-tech winner?
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June 2023
Embracer, una colección de banderas rojas
“Esperemos lo que deseamos, pero soportemos lo que acontezca.” - Cicerón
Jun 13, 2023
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Rodrigo
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Embracer, una colección de banderas rojas
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April 2022
Applovin a profitable adtech champion
Amid the growth selloff some stocks are profitable.
Apr 4, 2022
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Rodrigo
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Applovin a profitable adtech champion
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February 2022
GNS, not everything in crypto is a scam.
Not all cryptos are shitcoins.
Feb 1, 2022
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Rodrigo
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GNS, not everything in crypto is a scam.
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September 2021
Inspired Entertainment
Gaming for the reopening
Sep 29, 2021
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Rodrigo
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Inspired Entertainment
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July 2021
Corecard - INS
Now or Never
Jul 30, 2021
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Rodrigo
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Corecard - INS
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February 2021
The 21st Century Mayflower lands in Europe.
And it is bringing a SPAC to Amsterdam.
Feb 14, 2021
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Rodrigo
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The 21st Century Mayflower lands in Europe.
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January 2021
Minim, a call on the former Dyn team.
Zoom Telephonics Business Zoom has been around for a long time - they still have dial-up modems - during all their history, Zoom has commercialized…
Jan 5, 2021
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Rodrigo
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Minim, a call on the former Dyn team.
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December 2020
Whatever works (for you). Also a biotech bet.
Portfolio construction and thoughts and a skirmish into biotech.
Dec 20, 2020
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Rodrigo
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Whatever works (for you). Also a biotech bet.
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October 2020
Dwelling on the SPAC phenomenon
Pre-deal SPACs The general strategy of buying a pre-deal SPAC common share is benefiting from a potential good deal with the downside protection of the…
Oct 15, 2020
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Rodrigo
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Dwelling on the SPAC phenomenon
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August 2020
The bull case for WIX
What is WIX? Wix.com is an Israeli company focused on webdesign with a freemium model of monetization. The proposition it is clear, Wix offers a toolkit…
Aug 5, 2020
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Rodrigo
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The bull case for WIX
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