Gustavo Rivero

🏆🇪🇸 España conquista su segunda estrella y se convierte en la selección más laureada del siglo XXI. 🇪🇸 España ⭐⭐ 🇩🇪 Alemania ⭐ 🇦🇷 Argentina ⭐ 🇧🇷 Brasil ⭐ 🇫🇷 Francia ⭐ 🇮🇹 Italia ⭐

Most people spend a huge amount of their time making money and then spend no time planning how to make their money work for them.

Bill Ackman on a diversified portfolio: "Diversification protects you from ignorance. Right? If you don't know what you're doing just do a lot of things." If your research correctly identifies the fundamental quality and durable cash flows of a business, extreme concentration is the logical way to beat the market. The wealthiest founders build their fortunes on a "portfolio of one". Ackman said for stock pickers, conducting deep business research, holding just 10 to 12 highly predictable companies provides more than adequate risk management. My only caveat is people vastly underestimate the risks of a business and overestimate their true understanding of the business. This is the single biggest issue with high concentration.

The pullback in the "AI trade" is likely ending soon Cyclical low approaching followed by multi-month rally?

🇪🇸 🇪🇸 Congratulations Spain!! 🇪🇸 🇪🇸

Bank of America estimates Amazon could capture 25% of the space broadband market. By 2032, that's roughly $14B annually. And potentially 2B more people online to use Amazon's ecosystem. $AMZN

I consider 'Rich Dad, Poor Dad' one of the best investing books of all time, and it's one of the first ones I gave my kids. But predicting what the market is going to do is a loser's game, even for Robert Kiyosaki. The S&P 500 is now up 52% since Robert Kiyosaki said “I told you so” in April 2025, claiming the “biggest stock market crash in history” had “arrived” and we were “more than likely in a Depression.” Market timing does not work.

#GráficosParaElDebate | La semana pasada, el Fondo Monetario Internacional actualizó sus proyecciones en su informe trimestral de perspectivas de la economía mundial. ✍️ Por @griverog 📲 Lee la opinión completa en dozz.es/tchk0

$META, $GOOGL, $MSFT and $AMZN are expected to grow combined free cash flow nearly 10x to ~$650B over the next four years. They're spending aggressively now to own the compute layer that could collect a high-margin toll on AI demand across nearly every industry.

Mi columna semanal en @elespanolcom @Invertia elespanol.com/invertia/opini…

They're going to make more money than ever before $AMZN $META $GOOG $MSFT

@cultrun @MasDeUno 👏🏻👏🏻👏🏻

Último programa matinal de Alsina y se marca una bbq de padre y señor mío. Décimos 'hasta pronto' a uno de los mejores hombres de radio del mundo. @MasDeUno

Nasdaq 100 $QQQ has moved 1% up or down in 20 of the 26 last trading days 🚨 Since 2000, this has only happened during Covid, the Bear Market of 2022, the Global Financial Crisis, and the Dot Com Bubble 🤯 👀

In Ackman's latest interview he divides the AI market, stating that it is not a bubble at the foundational layer, but highly risky at the software/model layer. He sees "near infinite demand" for compute. He believes infrastructure providers such as Microsoft, Amazon, Meta, and even SpaceX will earn massive returns on their data center investments. He is highly skeptical of pure model layer businesses like OpenAI and Anthropic. He notes they face massive capital burn rates and an existential threat from open-source models such as Chinese model and SpaceX that are driving the cost of AI access effectively to zero. A business model reliant on charging for proprietary models will collapse if open-source alternatives are essentially free. $AMZN $META $MSFT $SPCX

semis in absolute freefall SaaS and hyperscalers finally getting some love maybe a rotation really is happening but every time you think it does, the semis come back fair to say that it was time for the market to finally show some love to other companies, most of the semis are still up huge YTD SaaS and Mag 7 buys all winter might just get rewarded in the summer

#verdad #mentira #motivación #inspiración #frases

Warren Buffett said he played a major role in Berkshire Hathaway’s purchase of $GOOGL stock.

España acelera y aporta ya el 65% de lo que aumenta la población en Europa. España representa el 10,9% de la población de la UE y explica el 65,4% de su crecimiento. Sin nosotros, Europa habría sumado apenas 244.000 personas en 2025, con once países perdiendo habitantes y 21 de 27 con más defunciones que nacimientos. El dato dice tanto de la vitalidad demográfica española como de la vía por la que llega: 461.800 residentes más en un año, casi todos por migración, mientras la población nacida en España cae cada trimestre. La cuestión relevante ya no es cuánta gente entra, sino si la productividad, la vivienda y los servicios públicos crecen al ritmo al que crece la población. Por @mientrastanto. elconfidencial.com/economia/2026-…

El cliente asume el riesgo: en lugar de ser el vendedor quien compromete su información, la IA provoca que sea el comprador de tecnología el que comprometa y regale su conocimiento propietario sólo para poder usar el producto.

Looking at markets through the lens of sources of returns will change the way you view the market. Global equity returns are being driven by very different forces in 2026: • U.S.: Earnings growth • Japan: Earnings + valuation expansion • Europe: Earnings, despite currency headwinds • Emerging markets: Strong earnings offset by a major valuation contraction