Arturo Pablo Rodríguez Martín is the creator behind the YouTube channel "Invertir desde Casa (IDC Value Investing)" (@invertirdesdecasa), a platform dedicated to providing educational content on investment strategies and financial analysis. With a growing community of over 78,700 subscribers, Arturo has positioned himself as a trusted content creator in the field of value investing. His channel simplifies complex financial concepts, offering accessible and engaging explanations on topics such as investing in the stock market, analyzing CEDEARs in Argentina, fundamental analysis, valuing stocks, and understanding financial instruments like the MEP dollar and the dollar contado con liquidación.
Through "Invertir desde Casa," Arturo aims to empower viewers with the knowledge needed to make informed investment decisions. His expertise and clear communication style make the channel a valuable resource for both beginners and experienced investors seeking insights into market trends, stock valuation, and practical investment strategies. Whether you're looking to understand the fundamentals of value investing or explore the nuances of financial markets, Arturo's channel offers a comprehensive guide to navigating the world of investments.
by Invertir desde Casa (IDC Value Investing) | 27/04/2025 05:30 AM | GOOGL
📈 Alphabet showcased spectacular double-digit revenue growth and record operating income, demonstrating exceptional performance for a company of its scale.
☁️ Google Cloud is rapidly expanding, growing nearly 30%, and significantly boosting its profitability, marking key steps in diversifying revenue streams.
💰 Despite heavy investments in AI infrastructure, Alphabet maintains an attractive valuation (around 17x estimated 2025 net earnings) and returns value through significant share buybacks and initiating dividends.
Read more!
by Invertir desde Casa (IDC Value Investing) | 23/04/2025 01:00 PM | TSM
📈 Taiwan Semiconductor reported explosive Q1 2024 growth, with net income surging 60% and revenues up 35.3%, driven by high demand, particularly in AI-related high-performance computing.
🏭 The company boasts exceptionally strong margins (Gross: 59%, Operating: 48.5%, Net: 43%) and a high Return on Equity (33%), showcasing operational excellence despite high capital expenditures.
🌍 While possessing a formidable moat due to its technological lead (3nm chips) and high entry barriers, the stock faces significant geopolitical risks (China-Taiwan tensions, US policies) and trades at a valuation (15x P/E) considered reasonable but potentially vulnerable to market cycles.
Read more!
by Invertir desde Casa (IDC Value Investing) | 20/04/2025 05:30 AM | UNH
📉 UnitedHealth's stock dropped significantly following its earnings report due to higher-than-expected medical costs in the Medicare sector, leading to a cut in its full-year earnings guidance by about 15%.
📊 Despite the guidance cut, Q1 results showed revenue growth near 10% and operating profit growth of 15%, driven partly by reduced operating cost ratios, though net profit margins were impacted.
🤔 The company now trades at an estimated forward Price-to-Earnings (PER) ratio of 18, which appears attractive, but the complexity of the healthcare sector and uncertainty around future costs warrant caution.
Read more!
by Invertir desde Casa (IDC Value Investing) | 20/04/2025 05:30 AM | AXP
💳 American Express saw Q1 revenue grow 7%, driven by commissions and net interest income, though net profit grew slower at 6% due to higher customer engagement costs (rewards) rising 14%.
📈 Despite cost pressures, share buybacks boosted Earnings Per Share (EPS) growth to 9%, and the company maintained its full-year guidance for 8-10% revenue growth and faster EPS growth ($15.25 midpoint).
👍 AXP benefits from a high-quality, premium customer base with credit losses remaining controlled and below pre-pandemic levels, trading at an estimated forward PER of 16, which the speaker views more favorably due to perceived business predictability compared to UNH.
Read more!
by Invertir desde Casa (IDC Value Investing) | 09/04/2025 12:30 PM | ASML
🌍 ASML holds a near-monopolistic position in advanced lithography machines, crucial for high-end semiconductor manufacturing, making it strategically vital globally.
📉 Despite strong Q4 results with ~30% growth in sales and net income, the stock has fallen significantly due to concerns over future growth, particularly restrictions on sales to China, which recently accounted for over 40% of revenue.
⚠️ Significant risks include US pressure limiting sales to China and potential competition from companies like Huawei, challenging ASML's dominance and justifying caution despite a historically low valuation (around 26x PER).
Read more!
