Monday, April 21, 2025
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Value Investing

The Four Levels of Rationality: A Guide for Investors from Charlie Munger

If you’ve been an investor long enough, you’ve probably heard someone say, “Be rational.” It sounds simple enough. Just don’t panic, don’t be greedy,...

Invertir en megatendencias con Borja Fernández

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Borja Fernández, un destacado divulgador de historia...

Performance review Q1 2025 – Comment: “Negotiation tactics & Achilles Heel”

In the first 3 months of 2025, the Value & Opportunity portfolio gained  +0,9% (including dividends, no taxes) against a gain of +7,2%...

The Paranoid Russian Jew Approach to Investing – Ep 250 – The Intellectual Investor

https://traffic.libsyn.com/secure/intellectualinvestor/Ep_250_-_The_Paranoid_Russian_Jew_Approach_to_Investing_v1_2025-04-10.mp3 📩 Join 94,000+ readers on my FREE weekly email newsletter: https://investor.fm/signup-for-articles/   📚 Get my books: Soul in the Game – https://amzn.to/43CF73v The Little Book of Sideways Markets...

Letter to A Young Investor #10: The Most Important Thing That Counts in Investing

A quick announcement before I begin today’s post – I am hosting a new online Masterclass, titled “Thinking Clearly in A Market Crisis”, on...

Stay the Course – Safal Niveshak

A quick announcement before I begin today’s post –  My new book, Boundless, is now available for ordering! After a wonderful response during the pre-order...

Resumen del Mes – Marzo 2025

Nuevo episodio de Value Investing FM en el que Adrián y Paco hacemos un repaso de nuestro mes y comentamos las noticias más...

Nobody Knows Anything – Safal Niveshak

There’s a comforting illusion many of us as investors hold onto, which is the idea that if we just read enough, track enough,...

The Psychology of Investing #9: Don’t Just Do Something, Sit There

A quick announcement before I begin today’s post –  My new book, Boundless, is now available for ordering! After a wonderful response during the pre-order...

Consultorio Bursátil – Marzo 2025 (Value Investing FM)

Consultorio bursátil de marzo de 2025 en el que Adrián Godás y Paco Lodeiro respondemos a las preguntas de los oyentes. Las preguntas generales...

Bombardier – A potentially successful Aerospace turnaround shot down by Trump Tariffs ?

Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!! Background: Bombardier is a Canadian company that after a colorful past as a...

Some links 08/2025 | value and opportunity

Some links 08/2025 If you have 2 hours to spare and want to know more about AI LLMs than 99,8% of your peers, then...