Buffett Indicator en 233% + upgrade Argentina | Cazadores de Tendencias 07/05/2026
In a Nutshell
El Buffett Indicator al 233% no es relevante hoy por la globalización de ingresos de tecnológicas (hasta 50% extranjeros), que cotizan con múltiplos atractivos (Meta <20x, Nvidia 25x) respaldados por márgenes netos >30%, ROIC >20% y crecimiento EPS >20-40% anual; oportunidades en Nvidia, Meta, Microsoft, Nubank (mínimos históricos), oro/mineras (fundamentos intactos pese corrección), energía (EV/EBITDA bajo), Vista y mercados emergentes. Argentina mejora calificación Fitch (riesgo país ~530), inflación marzo 3.4% con expectativas a 1.4% en 2027 y economía en expansión (EMAE máximos); bonos cautos por elecciones 2027. Bitcoin y Loma como diversificadores; priorizar precio vs. negocio a largo plazo sobre gráficos "altos".
These notes were generated by AI and may contain inaccuracies.
ចំណុចសំខាន់ៗពីវីដេអូ: Buffett Indicator នៅ ២៣៣% + ការធ្វើបច្ចុប្បន្នភាពអាហ្សង់ទីន | Cazadores de Tendencias ០៧/០៥/២០២៦
លោកថាប់ការងារងម្ឋងចាំងនឹង់អើយប្រាស់ដែលខ្ញុំពីបានជាកដារទិកម្នៃខ្ញុំពីប៉ា លើងគាកកម្លា រៀបងបូលថែបីបានខ្ញុំពីប្។
very good afternoon good afternoon hunters good afternoon for everyone how are you glass a hug how is everything going and what are you doing maximus here very well ending the week there is one more day left the river is playing at night so we hope that everything will go on wheels not everything will go on wheels not lost boca that river wins next week leave boca a little point in the middle to see if they are left out of the liberators it is already a lot of asking for a lot of time now that river and boca live from their own misfortunes more than the joys of each one so it is a topic for to speak long and tense so well we take advantage of the two there to all those who connect all the all Thursdays daniel and kiara alberto jorge daniel good eduardo eduardo river vivoso eduardo rieta a hug to all and faithful soldiers.
here we are going to talk about what is competing with us it is not necessary that we would like to talk I do not know if I would like to talk so much about the river because the topic is complicated but we are going to talk about the market which is also a week that comes positive with basically the majority of sectors in green then obviously we are going to see the presentation I brought for the program today if you want to put the main themes there I arrived very quickly so I am watching the program I am watching today's programming live just like all of you so this is like this this is all live in fact for those who have a free market in their wallet they have just presented a balance of the company of marquitos alperín with the truth that mixed numbers in terms of sales exceeded the expectations in terms of earnings it is not the same story of the last months no more pressurized margins due to competition in brazil by the company's own strategy to improve the long-term ecosystem which is obviously expensive in terms of net profit which is one is fixed it comes more flat in the last few months the last balances for now in the pre market in the after market is negative 5 percent below a little representative little volume we will see tomorrow the market always focuses on that in the short term we will see tomorrow the final reaction.
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