Episodes
Published 04/21/23
0:00 - Macro
2:57 - GFG
4:17 - TH
5:13 - PGNY
6:34 - DTC
7:40 - CERT
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8:55 - #213 - Cazadores y agricultores
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Published 03/19/23
0:00 - FOXF 1:44 - SGO 3:12 - ATS 4:25 - FTCH 6:01 - WEG 7:06 - ALFEN 8:22 - KRNT - 8:40 - #212 - Palabras vacías -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 02/26/23
0:00 - Macro 2:24 - GWW 3:12 - ETN 4:04 - SKY, CVCO 5:32 - UBER 7:17 - LYFT 8:39 - TEAM - 9:42 - #211 - Guerra en la nube -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 02/12/23
0:00 - Macro 2:53 - Bancos 3:54 - Retail 6:05 - PLD 7:15 - GXO 8:30 - TKWY - 9:40 - #210 - Buffett y el manual -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 01/22/23
0:00 - Macro 3:50 - BBBY 4:50 - HELE 5:40 - RELL 6:55 - TSLA - 8:30 - #209 - 100 baggers -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 01/08/23
0:00 - Macro 2:18 - COUP 3:30 - CSU 4:10 - OLLI 5:30 - CONN 6:25 - TURO - 7:35 - #208 - Mundial de acciones -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 12/18/22
0:00 - Macro 1:58 - CTRN 3:32 - DOO 5:30 - ASAN 6:30 - FTCH 8:20 - KETL 9:30 - GPT - 10:48 - #207 - 2023 -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 12/04/22
0:00 - Macro 5:10 - Alfen 6:50 - BJ 11:00 - BBWI 11:35 - SBF 18:20 - Elon, TWTR -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 11/20/22
0:00 - Macro 2:20 - TEAM 2:45 - ZI 3:18 - WING 4:34 - ETN 5:50 - ADDT 6:27 - ENPH 7:00 - GNRC 7:42 - MONC 8:18 - GOOS 8:43 - CVCO, SKY - 9:59 - #205 - Promiscuidad inversora -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 11/06/22
0:00 - Macro 3:10 - WGO 5:47 - STERV 6:25 - MC.PA, RMS, KER 8:22 - LSTR, KNX, JBH 9:20 - OPLX 11:30 - MIPS 12:08 - ISRG 13:02 - AQ 13:54 - ENT, 888 15:39 - SRT, DHR 17:08 - FDR, POOL 18:31 - SNAP, IAC, PUB, OMC -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 10/23/22
0:00 - Spending pulse 1:32 - Coches 2:47 - Desempleo 3:20 - POSH 4:20 - VFC 5:02 - GFG - 5:39 - #203 - Residuos radiactivos -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 10/09/22
0:00 - Macro 2:42 - GOOG 3:16 - FDX 3:46 - VAR 4:20 - KGX 5:06 - SBUX 5:42 - GPS 6:16 - AZO 6:45 - ADBE - 7:49 - #202 - Crash post-covid -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 09/25/22
0:00 - Macro 1:30 - RH 2:40 - SIG 3:35 - ASAN 4:13 - OLLI 5:00 - FIVE 5:42 - LULU 6:15 - VEEV -- 7:06 - #201 - Purificación en el sufrimiento
Published 09/11/22
0:00 - Macro 2:12 - Retailers 4:40 - CRM 5:15 - AFRM 5:57 - SNOW 6:34 - ADSK 6:45 - FTCH - 7:10 - #200 - Trading
Published 08/28/22
0:00 - Macro 2:56 - IWG 3:45 - OPLX 4:32 - DKNG 5:22 - IT 5:54 - CPRI 7:40 - SFTBY - 8:10 - #199 - Sistema vs oportunismo
Published 08/14/22
0:00 - Macro 2:20 - AXP 2:46 - NOW 3:38 - DHR, ROP 4:40 - MONC 5:42 - ENPH 6:22 - ORLY 7:30 - AVYA 7:52 - FXLV 8:30 - 50x - 8:48 - #198 - A contracorriente
Published 07/31/22
0:00 - Macro 2:43 - Bancos 3:38 - IAC 3:56 - MATC, GOOG 4:30 - NOW 5:00 - FEVR 5:32 - Heathrow, JET2 6:38 - Despidos - 6:52 - #197 - Catnip inversor -- Web: https://icebergdevalor.wordpress.com/ Podcast: https://goo.gl/oTQQby Facebook: https://www.facebook.com/icebergdevalor/
Published 07/17/22
0:00 - Macro 2:14 - AMZN 2:34 - ZEN 3:42 - MU 4:10 - RH 4:30 - META 5:05 - ZAL 5:35 - LDO, RADA - 5:55 - #196 - Oportunidad en la desesperación -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 07/03/22
0:00 - Macro 3:14 - Samsung 3:25 - China 3:56 - COIN 4:21 - SPOT 5:21 - KER 6:00 - EB - 6:44 - #195 - Agotamiento de negatividad
Published 06/19/22
0:00 - V 1:10 - Macro 2:10 - MSFT, SPGI 3:10 - ROP 4:37 - VEEV 5:20 - BIG, AFM, VSCO - 6:11 - #194 - De normal a excelente -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 06/05/22
0:00 - Macro 1:00 - WMT/TGT 3:10 - ROST 3:59 - SQ 4:35 - CSCO 5:32 - ENT 7:04 - NIBE 8:14 - OLPX 9:02 - DTC - 9:41 - #193 - Propietarios y accionistas
Published 05/22/22
0:00 - SHOP 1:50 - ETSY 2:30 - RDFN, ZG, OPEN 4:04 - W 4:30 - AMZN 5:10 - GXO 6:14 - LYFT 7:04 - DHER 8:00 - Macro - 8:52 - #192 - El manual
Published 05/08/22
0:00 - POOL 1:50 - BX 2:45 - KER.PA 3:30 - TSLA 4:25 - SNAP 5:35 - ISRG 6:36 - CVNA 7:50 - NFLX 9:08 - PLD 9:47 - UAL, AAL, DEL, SHOP, AMZN, TWTR - 10:32 - #191 - Post-covid -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join
Published 04/24/22
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