Alberto Alvarez
@AAGresearch
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Full time investor. My purpose and passion is to find the truth by hunting for investing opportunities. I also write about economics & history. Investing blog⬇️
Madrid, Spain
Joined August 2021
My new Substack blog report is out, hope you all find it useful and enjoy it. As always, any feedback is welcome. Thank you. The Big Short-UK corporate bankruptcies at 40 year highs
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As an update, my portfolio is made of the following stocks, in descending order as a percentage of my portfolio: Manolete Partners, Boab Metals, Okeanis, Star Bulk Carriers, Mongolia Growth Group, Bravo Mining, Generation Mining, Liberty Gold and put options.
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I will be taking a vacation from investing. Also I won’t be posting anything on my blog and X for this time. I hope you all have a great week. Cheers from northern Spain
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If they repeat it often enough it may become true, or so they must think.
BRICS countries say they will launch new currency very soon that will also replace the $ in their trade deals
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100% agreed.
I’m sorry to say it, but maybe the solution is that strawberries cost $50 a carton for a few years, and incentivize these farmers to invest in tech that does the work…. When labor is underpriced, no one is incentivized to upgrade their tech, as the ROIC is negative. Said another.
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$MANO. IFYKYK
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RT @gnoble79: Looking for cutting edge, actionable stock ideas?. Sohn conference move over. No fireside chats. Just best investments. No….
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Following the logic of Milton Friedman:. Why stop at 35%. Why not make tariffs 100%?. He used this logic on income taxes. But tariffs are just as valid. Where is the line.
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Community Portfolio update:. On January I built a Community Portfolio, with up to 2 stocks proposed by each subscriber of my investing blog. This portfolio is up 25.77% YTD!!. Attached you can find the top 10 winners and losers so far. We might be onto something. Hope it helps
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Update: Manolete Partners $MANO. Manolete Partners Plc (LON: MANO) is a UK-based insolvency litigation financing company. It is my largest investment. I have been buying more shares recently. At the end of June, they delivered the year end results. I haven’t had time to post an.
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RT @AAGresearch: The oldest embassy in the world is located in Rome. The Embassy of Spain to the Holy See. Established in 1480 by King Ferd….
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RT @AAGresearch: "Why I moved to Andorra" 🇦🇩. Just released my latest blog post. Its not strictly investment related, but for anyone lookin….
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The oldest embassy in the world is located in Rome. The Embassy of Spain to the Holy See. Established in 1480 by King Ferdinand the Catholic. It is in the Palace of Spain, Rome. Located at the Piazza di Spagna (Square of Spain), one of the most famous spots in Rome
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"Why I moved to Andorra" 🇦🇩. Just released my latest blog post. Its not strictly investment related, but for anyone looking to move to Europe or a tax haven it may be worth a read. Link in my bio to my blog
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LGBTQ Pride Parade. Year 2000 (left) vs 2024 (right). What has happened?
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Update: Bravo Mining $BRVO. Bravo Mining Corp. (TSX.V: BRVO, OTCQX: BRVMF) is a Canada and Brazil-based mineral exploration company focused on advancing its Luanga PGM+Au+Ni Project in Brazil. Bravo is my top pick for PGMs. They just released the PEA of their PGM deposit. I will.
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Logic: Shooting yourself in the foot to win a race.
BREAKING: Trump: Imposing a 50% tariff on copper.
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