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Does activity generate value?
An analysis of the portfolio
Nov 27, 2025
•
Cristià Calle Mercado
4
1
July 2025 Portfolio update
Absolute returns since inception: 163.70%
Aug 6, 2025
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Cristià Calle Mercado
2
2
Important Red Flags People Might Be Missing About Microsoft
A contratian view of Microsoft's Investment Thesis
Jul 31, 2025
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Cristià Calle Mercado
1
2
Most Popular
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5% dividend yield, discount to book value; you'll love this REIT
Jul 11, 2025
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Cristià Calle Mercado
3
2
10
The 5-STARS book I would recommend to every investor
Jul 22, 2025
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Cristià Calle Mercado
1
2
3
WISE: Building a moat while making a lot of money
Jul 18, 2025
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Cristià Calle Mercado
2
2
H1 2025 Portfolio update
Jul 2, 2025
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Cristià Calle Mercado
2
1
3
Having a great year? Sell everything
Jul 25, 2025
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Cristià Calle Mercado
2
3
Hihglights: JP Morgan Guide to the Markets 3Q 2025
Jul 17, 2025
•
Cristià Calle Mercado
2
3
Portfolio performance
View all
Does activity generate value?
An analysis of the portfolio
Nov 27, 2025
•
Cristià Calle Mercado
4
1
July 2025 Portfolio update
Absolute returns since inception: 163.70%
Aug 6, 2025
•
Cristià Calle Mercado
2
2
H1 2025 Portfolio update
19.30% CAGR, 21.62% YTD
Jul 2, 2025
•
Cristià Calle Mercado
2
1
3
Portfolio’s performance Q1 2024
17.02% annualized return
Apr 2, 2024
•
Cristià Calle Mercado
1
1
Thesis
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The most powerful IP in the market
Games Workshop Investment Thesis
Jul 29, 2025
•
Cristià Calle Mercado
1
2
WISE: Building a moat while making a lot of money
Wise's investment thesis
Jul 18, 2025
•
Cristià Calle Mercado
2
2
5% dividend yield, discount to book value; you'll love this REIT
ARGAN SA is selling assets over its book value and still trades at a discount
Jul 11, 2025
•
Cristià Calle Mercado
3
2
10
MTCH
The reason behind the fall
Mar 12, 2024
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Cristià Calle Mercado
1
1
RMV
Real Estate? Rightmove.
Mar 12, 2024
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Cristià Calle Mercado
1
CROX
Ugly shoes, beautiful business
Mar 12, 2024
•
Cristià Calle Mercado
IBKR
The low-cost broker
Mar 12, 2024
•
Cristià Calle Mercado
1
Recent posts
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The most powerful IP in the market
Games Workshop Investment Thesis
Jul 29, 2025
•
Cristià Calle Mercado
1
2
Having a great year? Sell everything
The rationale behind many investors' mindset
Jul 25, 2025
•
Cristià Calle Mercado
2
3
The 5-STARS book I would recommend to every investor
All the books you need to understand investing
Jul 22, 2025
•
Cristià Calle Mercado
1
2
3
WISE: Building a moat while making a lot of money
Wise's investment thesis
Jul 18, 2025
•
Cristià Calle Mercado
2
2
Hihglights: JP Morgan Guide to the Markets 3Q 2025
My comments about the information I find most interesting
Jul 17, 2025
•
Cristià Calle Mercado
2
3
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