Alex

@financialsigma

Buy-Side Analyst. Whatever makes money.

Vrijeme pridruživanja: kolovoz 2016.

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  1. Prikvačeni tweet
    12. srp 2018.

    Llevaba un buen tiempo sin publicar, la verdad más del que me gustaría. Aquí os dejo mi última experiencia

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  2. 22. sij
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  3. 22. sij

    Said to Apollo Global Management CEO. There's always someone on the way who's gonna turn you down, show them how it gets done.

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  4. proslijedio/la je Tweet
    20. sij

    Today entered into an agreement to acquire Granite Oil Corp. for total equity and debt consideration of USD 59 mm. Transaction would add 2P reserves of 14.0 MMboe and 6.2 MMboe of contingent resources of which close to 100% are light oil. Thread 👇

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  5. proslijedio/la je Tweet
    17. sij

    Long-read of the week: Nobody makes money like Apollo’s ruthless founder Leon Black via

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  6. 11. sij

    Healthy dose of skepticism & analysis >>> Financing someone else's project without questions

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  7. proslijedio/la je Tweet
    10. sij

    Capítulo súper recomendable. Tanto por la visión sobre un mercado algo desconocido como es el de renta fija como por la del éxito del trabajo y la curiosidad cuando no se proviene de un determinado entorno. Enhorabuena

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  8. proslijedio/la je Tweet
    7. sij

    The lovely guys at are interested in talking to technical people using identity provider services, such as Firebase Auth, Auth0, Amazon Cognito, Okta or OneLogin. Do you use any of those services at your company? Do you have 30 mins to spare to talk to them? 😊

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  9. 9. sij

    Nuevo capi de DueDiligence, y yo tenemos el placer de charlar con Jaime Costero, Rates Strategist. Jaime es una de esas personas que no solo destila conocimiento por todos lados sino pasión por lo que hace y mucha gratitud. Que lo disfrutéis!

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  10. 6. sij

    Has anyone got a long case for ? Would love to get my hands on it.

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  11. proslijedio/la je Tweet
    5. sij

    La decadencia moral, espiritual, ética y estética es total.

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  12. 4. sij

    Catching up with the latest interview of one of my favourite thinkers Heavily bullish at time of the interview. Kindly reminds everyone he changes his mind on the blink of an eye. Discusses overall market and macro environment & capitalism foundations

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  13. 1. sij

    For 2020 I can only wish to keep meeting incredible people like the ones I've had the chance to get to know, exchange ideas and work along during 2019. Feeling blessed & grateful.

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  14. 26. pro 2019.

    Is the uranium bull market there yet or do they keep selling snake oil to retail investors to keep listed miners afloat?

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  15. 26. pro 2019.

    Sorprendentemente la teoría del valor trabajo sigue totalmente arraigada en todas las capas de la sociedad, incluso en gente con teóricamente la formación más elevada.

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  16. 26. pro 2019.

    Qué suerte tuvieron los chavales de esa escuela de ingeniería librándose de semejante charla, aunque bueno los más espabilados no hubiesen caído en la trampa. Al final es lo de siempre.

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  17. proslijedio/la je Tweet
    21. pro 2019.

    Compartimos la entrevista a Ignacio Olave () en el programa Due Diligence FM, en la que habla sobre el día a día en la relación con los inversores de un fondo, el y la escuela austriaca 🔹 cc

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  18. 18. pro 2019.

    Is that hook yours by any chance ?

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  19. 15. pro 2019.
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  20. proslijedio/la je Tweet
    14. pro 2019.

    1. Fundamental analysis that doesn’t respect the reflexive nature of reality is kind of dumb. Reality is only kind of “real” and can be altered, for example, with the strength of belief.

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  21. 14. pro 2019.

    Unintended consequences of the Volker Rule. New entrants + tech innovation ==> Lower brokerage commissions (by selling order flow ofc) ==> Fee war ==> Switch from brokerage commissions model towards lending/interest harvesting one.

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