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returnsandjourney

Year 2016 summary and last minute shuffling. January 1, 2017. January 3, 2017. The year ended in this financial world and the lessons were immense. The learnings from Brexit to Oil to trump to some losses all point in the same direction; ignore the noise, focus on the underlying business. I sold some, but the main thing is I was right, it was cheap and still is. Here. Is a link to my analysis of Xilam. I also got killed on a bad position in Concordia. And I would not exclude it from my returns. Its appar...

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returnsandjourney | returnsandjourney.wordpress.com Reviews

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Year 2016 summary and last minute shuffling. January 1, 2017. January 3, 2017. The year ended in this financial world and the lessons were immense. The learnings from Brexit to Oil to trump to some losses all point in the same direction; ignore the noise, focus on the underlying business. I sold some, but the main thing is I was right, it was cheap and still is. Here. Is a link to my analysis of Xilam. I also got killed on a bad position in Concordia. And I would not exclude it from my returns. Its appar...

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returnsandjourney | returnsandjourney.wordpress.com Reviews

https://returnsandjourney.wordpress.com

Year 2016 summary and last minute shuffling. January 1, 2017. January 3, 2017. The year ended in this financial world and the lessons were immense. The learnings from Brexit to Oil to trump to some losses all point in the same direction; ignore the noise, focus on the underlying business. I sold some, but the main thing is I was right, it was cheap and still is. Here. Is a link to my analysis of Xilam. I also got killed on a bad position in Concordia. And I would not exclude it from my returns. Its appar...

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returnsandjourney.wordpress.com

1

Holding series 6 – Valeant Pharma | returnsandjourney

https://returnsandjourney.wordpress.com/2016/06/22/holding-series-6-valeant-pharma

Holding series 6 – Valeant Pharma. Holding series 6 – Valeant Pharma. June 22, 2016. June 22, 2016. The mighty Valeant has appeared! I will disappoint immediately: this blog post will not give you a 100% fool proof thesis to go and add a big position in Valeant. Rather the logic for opening a small position. I will do only back of my head calculations. No need for precise numbers, since they are all moving pieces. Jan 2017 net debt:. There is more. At some stage after 2020, the management will be abl...

2

Sold Etam and bought Xilam. | returnsandjourney

https://returnsandjourney.wordpress.com/2015/10/10/sold-etam-and-bought-xilam

Sold Etam and bought Xilam. Sold Etam and bought Xilam. October 10, 2015. February 21, 2016. Sold Etam development to free cash to buy Xilam Animation. Xilam Animation is an owner operator micro cap (8 million Euros) behind the infamous “Oggy and the Coakraches” cartoons. TV Production credits include : Oggy and the Cockroaches, Space Goofs, Zig and Sharko, The Daltons, Ratz, Mr Baby, A Kind of Magic, Rintindumb, Shuriken School, Rahan, Tupu,. Operating expenses (buying, staff costs, others). But at the ...

3

November | 2016 | returnsandjourney

https://returnsandjourney.wordpress.com/2016/11

Updated watchlist and a lesson in humility. November 23, 2016. I have updated the watchlist page. And it consisted mostly of removing companies. I did this year an investment in Valeant. And another one in Concordia Healthcare. But as a result, I decided to take Endo PLC, and BB Biotech out of the watchlist (I do not know the sector well enough), Indian companies, (I do not understand this country), and some Industrial holdings too (not my cup of tea, Already have some in my portfolio). Position after a ...

4

Year 2016 summary and last minute shuffling | returnsandjourney

https://returnsandjourney.wordpress.com/2017/01/01/year-2016-summary-and-last-minute-shuffling

Year 2016 summary and last minute shuffling. Year 2016 summary and last minute shuffling. January 1, 2017. January 3, 2017. The year ended in this financial world and the lessons were immense. The learnings from Brexit to Oil to trump to some losses all point in the same direction; ignore the noise, focus on the underlying business. I sold some, but the main thing is I was right, it was cheap and still is. Here. Is a link to my analysis of Xilam. I also got killed on a bad position in Concordia. I should...

5

Returns and Journey | returnsandjourney

https://returnsandjourney.wordpress.com/author/alc898989

Articles posted by Returns and Journey. Author: Returns and Journey. Holding series 10 – Liberty Lilac. January 22, 2017. January 22, 2017. Liberty Lilac is probably not a new name for my readers. It is a cable and telecommunications consolidator in Latin America and the Caribbeans. It is a tracking stock of Liberty Global. Its main assets are Cable in Chile and Puerto Rico, and sub sea cables and telecommunication services in The Caribbeans since the acquisition of CWC. Lilac currently trades cheaply&#4...

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Returns and Journey | sudafvibes

https://sudafvibes.wordpress.com/author/alc898989

L'Afrique du sud en House Music. Aller au contenu principal. Auteur : Returns and Journey. Https:/ returnsandjourney.wordpress.com. Mi casa est un groupe très populaire de house/dance/pop. Le nom ne sonne pas très sud africain, en effet le chanteur est portuguais. De nombreux portuguais et descendants de portuguais vivent en afrique du sud. Certaines chansons de ce groupe sont en portuguais mais la plupart sont en anglais. Il y a des passages en langues africaines (je crois Zulu). Mai 26, 2015. C’e...

moatsandvalue.com

OPERACIONES | Moats & Value Investing

https://moatsandvalue.com/operaciones

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Operaciones desde 2013. Actualizado a 30/09/2016:. Berkshire Hathaway – Ticker: BRK.B (Adquisición 16% cartera). 06/08/2012: Compra a $86.00. 07/03/2014 Compra a $121.30. 25/08/2015: Compra a $128.58. Precio actual: $144.47. Constellation Software – Ticker: CSU (Adquisición 12% cartera). 11/08/2014: Compra a 277 CAD. 18/01/2016: Compra a 496 CAD. 29/01/2016: Compra a 506.4 CAD. 21/10/2015: C...

moatsandvalue.com

2015 | Moats & Value Investing

https://moatsandvalue.com/tag/2015

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Análisis resultados empresas cartera. 2H 2015. 3 abril, 2016. 27 agosto, 2016. 2Berkshire Hathaway. NYSE: BRK.A, BRK.B. Valoración: 1,36x book value. Crecimiento valor en libros ’15: 6.4%. Cash flow 2015 $31.4 bn. Sin variación vs 2014. Capex 2015 $16.08 bn. Beneficio por acción $9.77. PER $140.62 / $9.77 = 14.3x. Constellation Software. TSE: CSU. Valoración: p / fcf ’16 = 18. 20 marzo, 2016.

moatsandvalue.com

Fondos inversión value españoles. Posiciones primer semestre 2016 | Moats & Value Investing

https://moatsandvalue.com/2016/09/25/fondos-inversion-value-espanoles-posiciones-primer-semestre-2016

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Fondos inversión value españoles. Posiciones primer semestre 2016. 25 septiembre, 2016. 25 septiembre, 2016. Desde principios de agosto están publicadas en la CNMV las posiciones de los fondos de inversión y SICAVs españolas a 30/06/2016. Continuaré realizando este análisis de fondos value españoles en próximos trimestres. Twitter. Situación especial. Por qué invertir en la empresa? Pingback...

moatsandvalue.com

Artículo en Barron’s sobre empresas Liberty de John Malone. | Moats & Value Investing

https://moatsandvalue.com/2016/10/01/articulo-en-barrons-sobre-empresas-liberty-de-john-malone

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Artículo en Barron’s sobre empresas Liberty de John Malone. 1 octubre, 2016. 1 octubre, 2016. Esta mañana se ha publicado en la revista de inversión americana Barron’s un artículo sobre las diferentes empresas Liberty de John Malone, comparando los retornos a 10 años para los accionistas con los de Berkshire Hathaway. El enlace al artículo es el siguiente:. Introduce aquí tu comentario.

moatsandvalue.com

BRK.B | Moats & Value Investing

https://moatsandvalue.com/tag/brk-b

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Análisis resultados empresas cartera. 1H 2016. 27 agosto, 2016. 27 agosto, 2016. Berkshire Hathaway. NYSE: BRK.A, BRK.B. Valoración: 1,35x book value. Crecimiento valor en libros ’16 ytd: 2.9%. Cash flow 1H 2016 $15.3 bn. 10% vs 2015. Capex 1H 2016 $6.1 bn. Beneficio por acción 1H ’16 $4.29. PER ’16 $148.77 / $4.29 x 2 = 17.3x. Constellation Software. TSE: CSU. Valoración: p / fcf ’16 = 21x.

moatsandvalue.com

ANÁLISIS EMPRESAS | Moats & Value Investing

https://moatsandvalue.com/analisis-empresas

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Liberty Media, Global, Broadband. Bats Global Markets. Fusión con CBOE. Análisis resultados cartera 1H 2016. Just Eat. Take it easy. Alineación intereses dirección con los accionistas. Análisis participaciones. Liberty Media, Sirius XM y Braves. Análisis resultados 4Q 2015. Priceline, Paypal y Just Eat. Análisis resultados cartera personal 2015. Peyto Exploration / Gear Energy. Dinamia / N 1.

moatsandvalue.com

buffett | Moats & Value Investing

https://moatsandvalue.com/tag/buffett

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Las mejores cartas anuales a los accionistas de 2015. 30 abril, 2016. Amazon.com. Jeff Bezos, CEO:. Http:/ phx.corporate-ir.net/External.File? Berkshire Hathaway. Warren Buffett, CEO:. Http:/ www.berkshirehathaway.com/letters/2015ltr.pdf. Constellation Software. Mark Leonard, CEO:. Http:/ www.csisoftware.com/wp-content/uploads/2016/04/PL 2015.pdf. M&T Bank. Robert Wilmers, CEO:. Http:/ s2&#4...

moatsandvalue.com

Bats Global Markets. BATS. Rumores de compra por parte de CBOE. | Moats & Value Investing

https://moatsandvalue.com/2016/09/26/bats-global-markets-bats-rumores-de-compra-por-parte-de-cboe

Moats and Value Investing. Diego Gómez. Buscando oportunidades de inversión siempre desde un punto de vista value. Bats Global Markets. BATS. Rumores de compra por parte de CBOE. 26 septiembre, 2016. 2 octubre, 2016. Os dejo la valoración a la que cotiza Bats después de la subida del 20% en su cotización el viernes, cuando comenzaron los rumores de la posible OPA de CBOE sobre Bats:. Rumores de OPA de CBOE sobre Bats, empresa en mi cartera desde junio. EBIT 16 estimado = $250m. Las plataformas de negocia...

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returnsandjourney.wordpress.com

returnsandjourney

Year 2016 summary and last minute shuffling. January 1, 2017. January 3, 2017. The year ended in this financial world and the lessons were immense. The learnings from Brexit to Oil to trump to some losses all point in the same direction; ignore the noise, focus on the underlying business. I sold some, but the main thing is I was right, it was cheap and still is. Here. Is a link to my analysis of Xilam. I also got killed on a bad position in Concordia. And I would not exclude it from my returns. Its appar...

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Mot de passe :. J'ai oublié mon mot de passe. R e t u r n s C 0 r e ♥. Mise à jour :. Amour, Amitié. ♥. 9830; Tes l'espoir de ma vie ; la lumière de mes nuits. Abonne-toi à mon blog! Lαvie ; ɴée le 15. Vie α Egriselle le bσcαge &. Les αmis :). Côté love ; c'est entriɴ de ce. En fαvoris que les coup de ♥. Fαire and 0uαi. ♥. Ne fume pas ;. Les chiffres ; inutiles! Bσit en soirée avec les pσtos! Et le plαgiαt j'dit α. L'auteur de ce blog n'accepte que les commentaires de ses amis. Tu n'es pas identifié.

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