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When to sell
Deciding whether to sell or hold a stock is a key dilemma for any investor. Often, the purchase of an asset is based on thorough analysis, but the sale may be carried out impulsively or without a clear strategy. This guide will address the rational and emotion...
Warren Buffett and Charlie Munger
Warren Buffett and Charlie Munger are two of the most influential investors of all time. Through their leadership at Berkshire Hathaway, they have built an empire based on long-term investment principles, discipline, and exceptional business vision. Their stra...
Michael (CDS) Burry
Michael Burry is one of the most influential figures in recent investment history, known for anticipating and betting against the 2008 financial crisis through the use of Credit Default Swaps (CDS). His approach, based on in-depth market analysis and his abili...
Bill Ackman and Activist Investing
Activist investing is a strategy in which investors acquire significant stakes in companies to influence management and improve financial performance. One of the most influential activist investors is Bill Ackman, founder of Pershing Square Capital Management....
Peter Lynch
Peter Lynch is one of the most successful investors of all time and one of the most influential figures in the investment world. As the manager of the Fidelity Magellan Fund from 1977 to 1990, he achieved an average annual return of 29.2%, consistently outperf...
Jim Simons: The Quantitative Genius of Finance
Jim Simons is considered one of the most successful investors of all time. Unlike traditional investors such as Warren Buffett or Charlie Munger, Simons revolutionized the financial world by applying mathematical and statistical models to predict market moveme...
Joel Greenblatt
Joel Greenblatt is a renowned investor, hedge fund manager, and author, known for developing the "Magic Formula" for investing in undervalued, high-performing stocks. As the founder of Gotham Capital, he achieved exceptional returns through value investing and...
John Bogle: The Passive Investment Revolution
John C. Bogle is one of the most influential figures in the history of modern investing. As the founder of The Vanguard Group and the creator of the first index fund for individual investors, his philosophy transformed how people invest in financial markets. B...
Interest Rates, Money Supply, and Economic Policies
Macroeconomics studies the overall functioning of an economy and the policies used to manage growth, inflation, and employment. Within this framework, interest rates and money supply are key tools used by central banks to influence economic activity. The U.S. ...
Central Banks, Commercial Banks, and Fractional Reserve Banking
The financial system is a fundamental pillar of any country’s economy. Within this system, central banks and commercial banks play distinct but interconnected roles, regulating the flow of money and ensuring banking system stability. One key mechanism linking ...
Gross Domestic Product (GDP) and Purchasing Power Parity (PPP) Adjustment
In macroeconomic analysis, Gross Domestic Product (GDP) is one of the fundamental metrics used to assess a country’s economic health and performance. However, Purchasing Power Parity (PPP) adjustment is key to making more realistic comparisons between differen...
Types of Economic Schools
Economics as a discipline has evolved throughout history, with multiple schools of thought attempting to explain how markets, production, money, and growth function. Each school has its own theories regarding the role of the state, market intervention, economi...
George Soros
George Soros is one of the most influential figures in the world of finance and investment. Known for his philosophical approach to markets and his theory of reflexivity, he has left an indelible mark not only in economics but also in philanthropy. This docume...
SEC Codes for Company Reports.
The U.S. Securities and Exchange Commission (SEC) requires public companies to file a series of regulatory reports designed to provide transparency and equitable access to financial information. These reports allow investors and analysts to assess a company’s ...
Brokers
Choosing the right broker is one of the most important decisions for any investor. Each platform offers different account types, regulations, capital protection, fees, and financial products. In this guide, we will analyze in-depth the most popular brokers amo...
Market Makers
A Market Maker is a financial entity, typically an investment bank or trading firm, that provides liquidity to financial markets by continuously being willing to buy and sell assets. Its main function is to ensure that there is sufficient supply and demand in ...
Seeking Alpha
1. What is Seeking Alpha? Seeking Alpha is a financial research and analysis platform that provides expert-driven content, market data, and advanced tools for investors. It stands out as a financial analysis community where both independent analysts and profe...
TIKR
1. What is TIKR? TIKR is a financial analysis platform that provides detailed data on public companies, including financial statements, valuation metrics, and analyst consensus analysis. Its goal is to offer an accessible alternative to premium tools like Blo...
TradingView
TradingView is one of the most popular platforms for technical analysis and social trading in the world of investing and financial markets. Its versatility, ease of use, and wide range of tools make it an ideal choice for both beginner investors and experience...
Professional Finance Terminals: Bloomberg, Capital IQ and FactSet
Financial terminals are advanced tools used by analysts, fund managers, traders, and institutional investors to access real-time information, conduct in-depth analyses, and optimize decision-making in financial markets. The most widely used terminals include B...