by Invertir desde Cero | 06/04/2025 09:00 AM | META
👍 The speaker expresses personal conviction in Meta, highlighting the importance of individual analysis and understanding a company's intrinsic value before investing.
📊 Meta is presented as a potentially better investment opportunity compared to Nvidia currently, due to perceived lower uncertainty surrounding its valuation and future prospects.
⏳ The speaker advises against market timing (selling high to buy low), emphasizing holding quality businesses like Meta long-term if the intrinsic value justifies it.
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by Invertir desde Cero | 06/04/2025 09:00 AM | TSLA
🚗 Tesla is viewed primarily as an automotive company, not a tech company, with most revenue coming from vehicle sales, despite future tech promises.
⚔️ Intense competition from Chinese automakers like BYD, which boasts superior charging tech, higher sales volume, and better pricing, is eroding Tesla's market share.
🍎 Tesla's strategy of positioning itself like Apple in the highly competitive, price-sensitive, and cyclical automotive market is seen as very challenging and potentially flawed.
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by Invertir desde Cero | 06/04/2025 09:00 AM | BYDDY
🏆 BYD has surpassed Tesla in sales volume, leveraging superior technology like 5-minute charging capabilities for its electric vehicles.
🏭 The company possesses a highly efficient, vertically integrated production chain, enabling a more accessible price range for consumers compared to competitors.
🌏 BYD's advancements are putting significant pressure not only on Tesla but also on traditional European automakers transitioning to electric vehicles.
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by Invertir desde Cero | 06/04/2025 09:00 AM | NVDA
📉 The speaker sold Nvidia shares earlier in the year and expresses continued doubts about its future growth trajectory compared to its explosive past performance.
❓ Nvidia's valuation remains a key concern; while multiples have decreased, they might still be high relative to slowing growth estimates (50% this year, 20-30% next year vs. 100% previously).
🤔 Uncertainty about the appropriate market multiple for Nvidia, given its decelerating growth, makes it a less attractive investment for the speaker compared to companies with clearer outlooks like Meta.
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by Invertir desde Cero | 03/04/2025 03:59 PM | ONON
🏭 Onon manufactures 90% of its footwear in Vietnam, making it highly vulnerable to the new tariff policy.
📈 The company faces a significant 46% tariff increase on its products imported from Vietnam into the U.S.
📉 This tariff impact is projected to affect 60% of Onon's sales and could potentially wipe out over 100% of its U.S. profits, posing a severe financial threat.
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