Lo intento explicar en el debate. Me considero inversor en valor (redundante), es lo único que tiene sentido: estimar el valor de una empresa (su futuro) y comprarla por menos. A veces el crecimiento aporta valor, a veces lo destruye, a veces es una parte importante del valor, a veces no.
Pero bueno, a quien le interesa estudiar la realidad económica de las empresas, una a una, no le interesan ni le ayudan esas etiquetas, sobre todo cuando se definen de forma estadística o cuantitativa.
De todas formas, Buffett ya zanjó esto en su carta de 1992:
Saga Tankers rebrands and diversifies into renewable energy
Jason JiangOctober 20, 20200 93 Less than a minute
Oslo-listed Saga Tankers has announced a strategy to diversify its business into renewable energy investments and has changed its name to Saga Pure.
“Saga sees significant opportunities within renewable energy investments. We have extensive experience from developing companies within the renewable energy universe, e.g. from the global leader within hydrogen technologies Nel. Saga has a strategy of actively working with its investments in both listed and private entities with a significant value creation potential, and will leverage on the deal flow, resources and capabilities in our network,” said Martin Nes, chairman of Saga.
As part of the renewable energy strategy, the company has entered into agreements to divest non-core assets.
The company has also appointed Bjorn Simonsen as chief executive officer effective from December 1, with current CEO Espen Lundaas serving as chief financial officer from the same date. Simonsen comes from a management position in Nel.
Additionally, Saga announced an initial investment under its new strategy with a NOK55m ($5.88m) investment in green hydrogen fuel company Everfuel.
Que barbaridad!!! Ha llegado a más que doblar la capitalización en algunos momentos y no es tan pequeña, ahora según Investing capitaliza 380M. Además con casi 40M de acciones negociadas. Ahora, eso si, van a invertir 5,7M...ver para creer.
Yo no lo se. Tengo Netflix y al principio la veia bastantepero la mayoria de su programación (80%) es pura basura que no hay quien se la trague. Si mejoran la calidad a lo mejor
