Leandro
@Invesquotes
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Following
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Equity Analyst researching high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. Spanish account: @InvEnCalidad
Valencia, Spain
Joined November 2020
Keysight' $KEYS origins date back to 1939 despite the company IPOing in 2014. Keysight is today the leader in the test and measurement industry, which despite sounding boring is the bedrock that enables major global innovations. I've just released a comprehensive report (+12,000 words) on the company where I go over... ☑️ The company's story (free) ☑️ What it does (free) ☑️ Financials ☑️ Growth drivers ☑️ Competition ☑️ The moat ☑️ The risks ☑️ Management and incentives ☑️ Capital allocation ☑️ Valuation (including inverse DCF model) Hope you enjoy the report.
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RT @Invesquotes: "In animal health when a drug loses exclusivity, it might take five years to have an erosion of between 20% to 40%." In r…
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Truly amazed at the reach one can have if they consistently write. Lots of great interactions and friends made along the way too.
Would've never imagined almost 100K views to the blog in a month...but here we are! Thank you for following along.
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Fully sold out of one position today. Since starting Best Anchor Stocks, 18 positions included in the portfolio, 2 of these of which I fully sold out. Would much rather sell late when I have completely lost conviction than sell to soon when I have doubts (due to the asymmetric nature of returns)
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@JerryCap "It's not that I think $DHR is going to go up, its that I think it will allow me to build this huge realized losses that I will later be able to offset my taxable gains with." - Cathie Wood
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Publishing a podcast tomorrow with my good friend @bizalmanac We discuss a lot of topics but the goal of the episode is to outline the essence of investing. Available tomorrow on Spotify, Apple Podcasts, and YT (Best Anchor Stocks)
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@GaliciaInvestor Completely losing trust in that the fundamentals will move in the direction you envisioned Having doubts is natural
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@Iigo35171832 Well of course, but without conviction you will never hold anything for long and considering the asymmetric nature of returns I prefer to be on one of both sides
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Think it’s actually the opposite. The above assumes your conviction is driven by facts and not emotions (obv impossible to completely rule out emotions) If you think that a loss of conviction is always the result of a behavioral bias then you never sell regardless of what happens?
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RT @Invesquotes: Published an article with my thoughts on $AMZN 90%+ of the article is not paywalled Find it in the usual place https://t…
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