Iceberg de Valor

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Podcast de inversión. Se habla de temas relacionados a la inversión en valor.

Iceberg de Valor


    • Apr 21, 2023 LATEST EPISODE
    • monthly NEW EPISODES
    • 28m AVG DURATION
    • 367 EPISODES


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    Latest episodes from Iceberg de Valor

    #214 - Skin in the game

    Play Episode Listen Later Apr 21, 2023 15:49


    #214 - Skin in the game

    #213 - Cazadores y agricultores

    Play Episode Listen Later Mar 19, 2023 15:04


    0:00 - Macro 2:57 - GFG 4:17 - TH 5:13 - PGNY 6:34 - DTC 7:40 - CERT - 8:55 - #213 - Cazadores y agricultores -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #212 - Palabras vacías

    Play Episode Listen Later Feb 26, 2023 16:28


    0:00 - FOXF 1:44 - SGO 3:12 - ATS 4:25 - FTCH 6:01 - WEG 7:06 - ALFEN 8:22 - KRNT - 8:40 - #212 - Palabras vacías -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #211 - Guerra en la nube

    Play Episode Listen Later Feb 12, 2023 17:01


    0:00 - Macro 2:24 - GWW 3:12 - ETN 4:04 - SKY, CVCO 5:32 - UBER 7:17 - LYFT 8:39 - TEAM - 9:42 - #211 - Guerra en la nube -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #210 - Buffett y el manual

    Play Episode Listen Later Jan 22, 2023 17:13


    0:00 - Macro 2:53 - Bancos 3:54 - Retail 6:05 - PLD 7:15 - GXO 8:30 - TKWY - 9:40 - #210 - Buffett y el manual -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #209 - 100 baggers

    Play Episode Listen Later Jan 8, 2023 14:28


    0:00 - Macro 3:50 - BBBY 4:50 - HELE 5:40 - RELL 6:55 - TSLA - 8:30 - #209 - 100 baggers -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #208 - Mundial de acciones

    Play Episode Listen Later Dec 18, 2022 13:59


    0:00 - Macro 2:18 - COUP 3:30 - CSU 4:10 - OLLI 5:30 - CONN 6:25 - TURO - 7:35 - #208 - Mundial de acciones -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #207 - 2023

    Play Episode Listen Later Dec 4, 2022 16:44


    0:00 - Macro 1:58 - CTRN 3:32 - DOO 5:30 - ASAN 6:30 - FTCH 8:20 - KETL 9:30 - GPT - 10:48 - #207 - 2023 -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #206 - Elon, SBF y tecnológicas

    Play Episode Listen Later Nov 20, 2022 21:13


    0:00 - Macro 5:10 - Alfen 6:50 - BJ 11:00 - BBWI 11:35 - SBF 18:20 - Elon, TWTR -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #205 - Promiscuidad inversora

    Play Episode Listen Later Nov 6, 2022 13:15


    0:00 - Macro 2:20 - TEAM 2:45 - ZI 3:18 - WING 4:34 - ETN 5:50 - ADDT 6:27 - ENPH 7:00 - GNRC 7:42 - MONC 8:18 - GOOS 8:43 - CVCO, SKY - 9:59 - #205 - Promiscuidad inversora -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #204 - Resultados e inventarios

    Play Episode Listen Later Oct 23, 2022 21:14


    0:00 - Macro 3:10 - WGO 5:47 - STERV 6:25 - MC.PA, RMS, KER 8:22 - LSTR, KNX, JBH 9:20 - OPLX 11:30 - MIPS 12:08 - ISRG 13:02 - AQ 13:54 - ENT, 888 15:39 - SRT, DHR 17:08 - FDR, POOL 18:31 - SNAP, IAC, PUB, OMC -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #203 - Residuos radiactivos

    Play Episode Listen Later Oct 9, 2022 14:52


    0:00 - Spending pulse 1:32 - Coches 2:47 - Desempleo 3:20 - POSH 4:20 - VFC 5:02 - GFG - 5:39 - #203 - Residuos radiactivos -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #202 - Crash post-covid

    Play Episode Listen Later Sep 25, 2022 12:41


    0:00 - Macro 2:42 - GOOG 3:16 - FDX 3:46 - VAR 4:20 - KGX 5:06 - SBUX 5:42 - GPS 6:16 - AZO 6:45 - ADBE - 7:49 - #202 - Crash post-covid -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #201 - Purificación en el sufrimiento

    Play Episode Listen Later Sep 11, 2022 15:46


    0:00 - Macro 1:30 - RH 2:40 - SIG 3:35 - ASAN 4:13 - OLLI 5:00 - FIVE 5:42 - LULU 6:15 - VEEV -- 7:06 - #201 - Purificación en el sufrimiento

    #200 - Trading

    Play Episode Listen Later Aug 28, 2022 13:12


    0:00 - Macro 2:12 - Retailers 4:40 - CRM 5:15 - AFRM 5:57 - SNOW 6:34 - ADSK 6:45 - FTCH - 7:10 - #200 - Trading

    #199 - Sistema vs oportunismo

    Play Episode Listen Later Aug 14, 2022 12:32


    0:00 - Macro 2:56 - IWG 3:45 - OPLX 4:32 - DKNG 5:22 - IT 5:54 - CPRI 7:40 - SFTBY - 8:10 - #199 - Sistema vs oportunismo

    sistema macro iwg oportunismo
    #198 - A contracorriente

    Play Episode Listen Later Jul 31, 2022 13:15


    0:00 - Macro 2:20 - AXP 2:46 - NOW 3:38 - DHR, ROP 4:40 - MONC 5:42 - ENPH 6:22 - ORLY 7:30 - AVYA 7:52 - FXLV 8:30 - 50x - 8:48 - #198 - A contracorriente

    #197 - Catnip inversor

    Play Episode Listen Later Jul 17, 2022 14:07


    0:00 - Macro 2:43 - Bancos 3:38 - IAC 3:56 - MATC, GOOG 4:30 - NOW 5:00 - FEVR 5:32 - Heathrow, JET2 6:38 - Despidos - 6:52 - #197 - Catnip inversor -- Web: https://icebergdevalor.wordpress.com/ Podcast: https://goo.gl/oTQQby Facebook: https://www.facebook.com/icebergdevalor/

    #196 - Oportunidad en la desesperación

    Play Episode Listen Later Jul 3, 2022 10:40


    0:00 - Macro 2:14 - AMZN 2:34 - ZEN 3:42 - MU 4:10 - RH 4:30 - META 5:05 - ZAL 5:35 - LDO, RADA - 5:55 - #196 - Oportunidad en la desesperación -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #195 - Agotamiento de negatividad

    Play Episode Listen Later Jun 19, 2022 11:23


    0:00 - Macro 3:14 - Samsung 3:25 - China 3:56 - COIN 4:21 - SPOT 5:21 - KER 6:00 - EB - 6:44 - #195 - Agotamiento de negatividad

    #194 - De normal a excelente

    Play Episode Listen Later Jun 5, 2022 11:27


    0:00 - V 1:10 - Macro 2:10 - MSFT, SPGI 3:10 - ROP 4:37 - VEEV 5:20 - BIG, AFM, VSCO - 6:11 - #194 - De normal a excelente -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #193 - Propietarios y accionistas

    Play Episode Listen Later May 22, 2022 13:48


    0:00 - Macro 1:00 - WMT/TGT 3:10 - ROST 3:59 - SQ 4:35 - CSCO 5:32 - ENT 7:04 - NIBE 8:14 - OLPX 9:02 - DTC - 9:41 - #193 - Propietarios y accionistas

    #192 - El manual

    Play Episode Listen Later May 8, 2022 13:01


    0:00 - SHOP 1:50 - ETSY 2:30 - RDFN, ZG, OPEN 4:04 - W 4:30 - AMZN 5:10 - GXO 6:14 - LYFT 7:04 - DHER 8:00 - Macro - 8:52 - #192 - El manual

    #191 - Post-covid

    Play Episode Listen Later Apr 24, 2022 15:45


    0:00 - POOL 1:50 - BX 2:45 - KER.PA 3:30 - TSLA 4:25 - SNAP 5:35 - ISRG 6:36 - CVNA 7:50 - NFLX 9:08 - PLD 9:47 - UAL, AAL, DEL, SHOP, AMZN, TWTR - 10:32 - #191 - Post-covid -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #190 - El ciclo del hype 22Q1

    Play Episode Listen Later Apr 10, 2022 15:41


    0:00 - RH 2:02 - OLLI 3:00 - FIVE 4:20 - TWTR 4:54 - HPQ 5:40 - Macro -- 8:20 - #190 - El ciclo del hype 22Q1

    #189 - Inercia

    Play Episode Listen Later Mar 27, 2022 12:06


    0:00 - OKTA 1:25 - COOK 2:15 - WGO 3:25 - POSH 4:05 - COUP 4:45 - Macro - 7:45 - #189 - Inercia

    #188 - Cambio de ciclo

    Play Episode Listen Later Mar 13, 2022 13:32


    0:00 - OPLX 1:28 - DOCU 2:36 - ASAN 3:35 - CDLX 4:18 - SFIX 4:56 - PBL 5:34 - Sentimiento, oil - 6:32 - #188 - Cambio de ciclo

    #187 - Campeones en la sombra

    Play Episode Listen Later Feb 28, 2022 14:45


    0:00 - CVNA 2:17 - SIX 3:17 - W 3:57 - CZR 5:07 - DKNG 5:47 - WING 6:27 - LYV - 7:37 - #187 - Campeones en la sombra

    #186 - Comunicación con inversores

    Play Episode Listen Later Feb 15, 2022 15:17


    0:00 - DHER 2:05 - TPW 3:14 - ADYEN 3:36 - EPA:OR 3:56 - ENPH 4:36 - META 7:10 - AMZN/MSFT - 8:20 - #186 - Comunicación con inversores

    #185 - Head fake

    Play Episode Listen Later Jan 31, 2022 15:34


    0:00 - V/MA 1:30 - PLD 3:00 - BX 3:50 - FAST 4:40 - TEAM 5:20 - RMD 6:00 - LVMH -- 6:40 - #185 - Head fake

    #184 - Opciones dialécticas

    Play Episode Listen Later Jan 16, 2022 15:06


    0:00 - Macro 1:10 - ASML 1:40 - TSM 2:00 - BT 2:20 - RTO 2:42 - SAM 3:40 - SHW 4:32 - JPM, WFC, C 5:30 - Omicron 6:00 - Turo, TPG - 6:32 - #184 - Opciones dialécticas -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #183 - Eligiendo contrincante

    Play Episode Listen Later Dec 19, 2021 12:11


    0:00 - EVBG 1:40 - RENT 3:50 - AHT 4:30 - RMS 5:10 - NU 6:00 - Noticias generales - 7:30 - #183 - Eligiendo contrincante -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #182 - Mundos paralelos

    Play Episode Listen Later Dec 5, 2021 11:40


    0:00 - DOCU 1:45 - OLLI 2:22 - FIVE 3:33 - SQ 3:53 - Macro 4:40 - BZFD - 5:10 - #182 - Mundos paralelos -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #180 - Facebook vs Meta

    Play Episode Listen Later Nov 22, 2021 13:10


    0:00 - IAC 1:50 - UBER, LYFT 3:18 - CDAY 3:45 - IT 4:26 - FND, SITE 4:56 - LYV, CHGG 5:16 - CPRI 5:54 - BILL

    #181 - Travesías por el desierto

    Play Episode Listen Later Nov 21, 2021 10:56


    0:00 - RBLX 1:53 - KRNT 2:40 - V, MA 3:40 - DASH 5:13 - POSH 6:00 - BYND - 6:27 - #181 - Travesías por el desierto

    #179 - Cotizaciones

    Play Episode Listen Later Oct 24, 2021 12:31


    0:00 - SAM 1:15 - CMG 2:45 - ROP, DHR 3:40 - VFC 4:50 - CROX 5:12 - XM 5:22 - SNAP 6:12 - THG 7:52 - DWAC - 8:02 - #179 - Cotizaciones

    #178 - Ganadores y perdedores

    Play Episode Listen Later Oct 10, 2021 11:44


    0:00 - OLPX 1:20 - TWTR, APP 2:33 - IFIT 4:06 - MDP, IAC 4:47 - TMV 5:19 - Macro - 7:21 - #178 - Ganadores y perdedores

    # 177 - Pendientes resbaladizas

    Play Episode Listen Later Sep 25, 2021 11:21


    0:00 - IAC, MDP 1:25 - PCOR 2:10 - BROS 3:10 - Warby Parker 4:40 - AZO 5:10 - NKE 5:25 - SWMA - 6:10 - # 177 - Pendientes resbaladizas

    #176 - Productos innovadores

    Play Episode Listen Later Sep 11, 2021 13:05


    0:00 - FIVE 2:20 - TUEM 3:10 - WSM 3:40 - CHWY 4:30 - AFRM 5:50 - VEEV, PLAN, BILL, COUP 6:25 - STNE 7:03 - AAPL, Epic - 7:40 - #176 - Productos innovadores Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join- Web: https://icebergdevalor.wordpress.com/Podcast: https://goo.gl/oTQQbyFacebook: https://www.facebook.com/icebergdevalor/

    #175 - Modelos de fracaso

    Play Episode Listen Later Aug 22, 2021 10:46


    0:00 - BMBL 1:11 - EAR 2:10 - APP 3:17 - DUOL 3:58 - BBW 5:11 - POSH 6:11 - UBER, LYFT -- 6:20 - #175 - Modelos de fracaso

    #174 - Mr. Market

    Play Episode Listen Later Aug 8, 2021 15:39


    0:00 - RMS 1:20 - SQ, APT 2:20 - CDLX 3:05 - IAC 4:15 - LYFT, UBER 5:36 - CVNA 6:16 - FVRR, ETSY 6:56 - ACA 7:46 - CIGI 8:36 - VIRT - 9:16 - #174 - Mr. Market -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #173 - Relleno

    Play Episode Listen Later Jul 24, 2021 11:20


    0:00 - EVO 1:29 - SWMA 2:19 - ULVR 2:40 - CROX 3:29 - CMG 4:05 - SNAP 4:45 -TWTR 5:39 - NFLX 7:19 - DGNS - Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #172 - Falsos negativos

    Play Episode Listen Later Jul 10, 2021 11:04


    0:00 - SGMS 2:00 - STMP, QADA 4:44 - MCW 5:39 - UBER 6:22 - FPAC - #172 - Falsos negativos -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #171 - Barón de Ley, valoración - Miguel Rodríguez

    Play Episode Listen Later Jun 26, 2021 72:16


    Informes de Koala mencionados: - https://icebergdevalor.files.wordpress.com/2021/06/panda-agriculture-water-fund-fi-se-opone-a-la-opa-de-exclusion-de-baron-de-ley-nota-de-prensa-29-de-septiembre-2020.pdf - https://icebergdevalor.files.wordpress.com/2021/06/nota-aclaratoria-oposicioin-a-la-opa-de-exclusioin-de-baroin-de-ley-panda-agriculture-water-fund-25-de-marzo-2021.pdf

    #170 - Barón de Ley con Juan Gómez Bada

    Play Episode Listen Later Jun 12, 2021 49:03


    Web de Avantage Fund: https://www.avantagecapital.com/avantage-fund/

    #169 - Lecciones de un home run

    Play Episode Listen Later May 29, 2021 21:22


    0:00 - PCOR 2:02 - FIGS 3:25 - ZIP 4:22 - VMEO 6:30 - HPQ 7:17 - SNE 9:02 - Chamath - 9:20 - #169 - Lecciones de un home run Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #168 - Agregación y nichos

    Play Episode Listen Later May 15, 2021 14:10


    0:00 - Inflación 0:55 - TWTR 2:15 - ETSY 3:14 - WISH 4:40 - UBER 5:54 - HBI 6:58 - TREX 8:01 - SPAC de la semana - 8:54 - #168 - Agregación y nichos -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #167 - Inversión en empatía

    Play Episode Listen Later May 1, 2021 14:40


    0:00 - KSU, CP, CNI 2:25 - JCOM 3:20 - PTON 5:00 - DHER, Jitse 6:03 - FANG, Tabaco, Apuestas 7:17 - SPAC de la semana - 8:00 - #167 - Inversión en empatía -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #166 - La batalla de las SuperApps

    Play Episode Listen Later Apr 17, 2021 16:27


    0:00 - URI 0:50 - MSFT, NUAN 1:40 - BSY, ADSK 2:10 - TKWY, ROO 4:05 - SFIX 5:00 - APP 6:15 - AGC, Grab - 8:25 - #166 - La batalla de las SuperApps -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #165 - Sudokus

    Play Episode Listen Later Apr 10, 2021 14:25


    0:00 - JPM 3:40 - BAC 4:30 - COIN 5:20 - Oda, Gorillas, GoPuff 6:40 - Kavak 7:50 - MUDS 8:50 - FER - 9:30 - #165 - Sudokus Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

    #164 - Ciclo del hype, 2021Q1

    Play Episode Listen Later Apr 3, 2021 15:42


    0:00 - COMP 1:30 - COUR 3:00 - TRST 5:00 - ROO 6:20 - Glovo 7:00 - Wallbox 7:30 - Lilium - 8:30 - #164 - Ciclo del hype, 2021Q1 -- Para unirse al canal: https://www.youtube.com/channel/UCLn4iPNX7eSx9_r2BKRTmew/join

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