To invest in the stock market, the best thing is to learn from the best. I always say it and I will never tire of repeating it. A couple of weeks ago I was able to take advantage of a whirlwind visit to Madrid to visit some of the leading investment management companies in Spain that had yet to be seen. This time it was the turn of three recently created management companies, but which are already beginning to stand out above the rest, Valentum, Magallanes and azValor. In this article I make a small summary of my visit to these managers along with a small compilation of articles and recommended conferences from their managers.
Visit to Valentum
The first visit was to the managers of a small fund that has started really strong, article on investment catalysts in the stock marketThese are events that help accelerate the convergence between the price and the intrinsic value of a listed company.
He also has José María Díaz Vallejo on his team, whom I had the pleasure of meeting in person and whom many of you will know as Rebuzner, the pseudonym he used in Toros, Osos y Borricos, his blog in Rankia. This time I don't have a photo to prove it. 😉
During the visit, I had a very pleasant talk with the commercial team of Magallanes in which we discussed the present and future of the manager.
- Collection of articles by José María Díaz Vallejo in Toros, Osos y Borricos
- Charla de José María Díaz Vallejo on value investing
Visit to azValor
My last visit was to the manager Entrevista: Bestinver in Value Investor Insight
To finish, I want to thank the Valentum, Magallanes and azValor teams for their kindness and great professional and personal treatment.
As you can see, it has been another quick, but intense visit. I would like to apologize to all my friends and colleagues who have not been able to visit this time due to lack of time. I hope my next visit will be a little longer to have time for everything.
Of course, I also take the opportunity once again to encourage you to visit Coruña, where we will welcome you with open arms.