My passion for financial markets started at a young age, and I have been investing since 2007.I studied Economics and started as a buy-side equity research analyst. After pursuing a Master’s Degree in economic analysis and working as an accountant, I assumed the position of CFO for a holding company operating in the pharmaceutical, medical device, textile, food, and real estate industries.My experience as CFO has helped me understand a company’s ins and outs from the management perspective and some accounting tricks that are not taught at university. I find this experience useful to dive into the accounting of equities. Currently, I am teaching “Derivatives for risk management” and “Investment analysis” at the Master’s Degree in Financial Management (Open University of Catalonia).My goal is to identify the highest-quality companies with competitive advantages that can compound their cash flow and are trading at a fair price. I look for profitable businesses, operating in a growing sector, with high returns on capital, expanding margins, low debt, and management with skin in the game. I wish to provide my readers with a deep analysis where I explain the company’s business model, the dynamics of the market, competition, financials, and management. Furthermore, I apply valuation measures (multiples and DCF) and qualitative analysis to determine expected growth and give readers a competitive advantage. Even if I look for the most recent developments, my investing approach is focused on the long-term in companies that can deploy capital at high ROIC for some years ahead.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ISRG over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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