A Few Thoughts on the Selloff "This is an unwind: margin calls, leverage, selling everything, etc. I would much rather have this type of selloff than one that’s caused by earnings tanking and a re-rating in stock market multiples." buff.ly/3WwjTBe by Michael Batnick

A few little ideas and short stories: collabfund.com/blog/a-few-lit…

🇺🇾 El próximo domingo 27/10, Uruguay enfrenta una prueba de fuego que define nuestro futuro. (Abro hilo)

In his latest memo, Howard Marks addresses a common question he’s been receiving over the last few months: “what about credit spreads?” #OaktreeInsights Read: bit.ly/43pgMQt

"Over the long term, it's hard for a stock to earn a much better return than the business which underlies it." - Charlie Munger Here are 10 great examples: 1) Apple $AAPL FCF/Share CAGR: 25.4% Stock Price CAGR: 25.8%

In his latest memo, Howard Marks discusses how the recent events surrounding tariffs can have a seismic but unpredictable impact on the global economy. #OaktreeInsights Read: bit.ly/4cufzdl

99% of good investing is doing nothing, the other 1% is how you behave when the world is going crazy. open.spotify.com/episode/1YaPTs…

Simplificar es contribuir a poner el Estado al servicio de las personas y no las personas al servicio del Estado. Nadie conoce mejor los obstáculos que quienes los sufren. Cualquier experiencia suma. Les dejo el link para aportar su experiencia personal: uymassimple.ceres.uy

🇬🇧 The recent capital gains tax increase in the UK was expected to bring additional tax revenue. Instead, high-net-worth individuals and families are leaving the country leading to an 18% fall in net capital gains tax revenue. A £2.7b loss. Welcome to the Laffer curve, suckers.

Read the latest memo from Howard Marks to learn about the magnetic influence that value ultimately exerts on price. #OaktreeInsights Read: bit.ly/45OBVnP

Do you know Terry Smith? He’s often called the English Warren Buffett. Here’s how his “buy good companies & do nothing” strategy crushed the market:

Excelente esta entrevista de Gerry Garbulsky a Ariel Szarfsztejn. Altamente recomendable para los que quieren conocer al nuevo CEO de Mercado Libre y a Ari como persona. Profunda, entretenida y de alta calidad. youtube.com/watch?v=J2rZqe…

MEJOR TOMARSE TIEMPO “Vísteme despacio, que estoy apurado”. La frase, atribuida a Napoleón y a Fernando VII, encierra una enseñanza sencilla: en los momentos de prisa conviene actuar con calma. La precipitación lleva a errores que terminan costando más tiempo que el que

*️⃣Uruguay enfrenta una encrucijada fiscal en su camino al desarrollo: necesita más inversión pública en áreas clave como justicia, seguridad, salud, vivienda, educación e investigación, pero no tiene margen para subir impuestos sin afectar a la inversión privada y poner en riesgo

How Peter Lynch Became The Greatest Fund Manager Of All Time | TCAF 211🎙️ Downtown Josh Brown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Investments Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest

Mercado Libre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters. Mercado Libre es la única compañía en el mundo (de 83 mil empresas

In his latest memo, Howard Marks addresses the question, “Is there a bubble in AI?” He assesses the current landscape, drawing parallels to history and considering whether investors’ current enthusiasm is merited or irrational. #OaktreeInsights Read: oaktreecapital.com/insights/memo/…

Hoy hablamos de un videojuego: se llama MOYVA y fue creado por dos uruguayos. El foco de la creación está en la educación financiera donde a partir del juego buscan acercar conceptos como créditos, inversiones, capitales y jubilación. El informe de Agustina Rovetta.

The Fundsmith Equity Fund's Annual Letter to Shareholders is now available. Terry Smith shares his insights on fund performance in 2025. Read the full letter: fundsmith.co.uk/media/4hcfd1pg… Capital at risk. #AnnualShareholderLetter #TerrySmith #Fundsmith