{"id":103,"date":"2020-12-06T18:57:39","date_gmt":"2020-12-06T18:57:39","guid":{"rendered":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/?p=103"},"modified":"2020-12-06T21:43:07","modified_gmt":"2020-12-06T21:43:07","slug":"componiendo-conocimiento-2020_semana48","status":"publish","type":"post","link":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/2020\/12\/06\/componiendo-conocimiento-2020_semana48\/","title":{"rendered":"Componiendo conocimiento. 2020_Semana48"},"content":{"rendered":"\n<p>No se donde le\u00ed que el primer d\u00eda de la vejez es aquel en que dejas de tener ganas de aprender. En este sentido, me siento como un chaval con todo por descubrir, aunque las arrugas se empe\u00f1en en hacer ver lo contrario.<\/p>\n\n\n\n<p>Una semana mas que transcurre, vivida con intensidad, como afortunada tiene por costumbre depararme la vida.<\/p>\n\n\n\n<p>Comparto con ustedes un listado de los v\u00eddeos, podcast, art\u00edculos o libros mas destacados que he visto, escuchado o le\u00eddo durante esta semana.<br><\/p>\n\n\n\n<p>1) En cuanto a seguimiento de la actualidad de los mercados y empresas, adem\u00e1s de leer cada d\u00eda la secci\u00f3n de noticias de IB, Degiro y Marketscreener relacionadas con empresas de mi cartera o en seguimiento he le\u00eddo varios art\u00edculos de Seeking Alpha centre los que citar\u00eda <br><a href=\"https:\/\/seekingalpha.com\/article\/4392734-sharing-economy-come-home-ipo-of-airbnb\">https:\/\/seekingalpha.com\/article\/4392734-sharing-economy-come-home-ipo-of-airbnb<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4392835-abbvie-inc-abbv-presents-piper-sandler-32nd-annual-healthcare-conference-transcript\">https:\/\/seekingalpha.com\/article\/4392835-abbvie-inc-abbv-presents-piper-sandler-32nd-annual-healthcare-conference-transcript<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4392817-stryker-corporation-syk-presents-evercore-isi-third-annual-healthconx-conference-conference\">https:\/\/seekingalpha.com\/article\/4392817-stryker-corporation-syk-presents-evercore-isi-third-annual-healthconx-conference-conference<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4391384-sage-group-plc-sggef-ceo-steve-hare-on-q4-2020-results-earnings-call-transcript\">https:\/\/seekingalpha.com\/article\/4391384-sage-group-plc-sggef-ceo-steve-hare-on-q4-2020-results-earnings-call-transcript<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4390518-halmas-hlmaf-ceo-andrew-williams-on-half-year-results-2020-21-earnings-call-transcript\">https:\/\/seekingalpha.com\/article\/4390518-halmas-hlmaf-ceo-andrew-williams-on-half-year-results-2020-21-earnings-call-transcript<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4392387-marriott-international-inc-mar-presents-morgan-stanley-virtual-global-consumer-retail\">https:\/\/seekingalpha.com\/article\/4392387-marriott-international-inc-mar-presents-morgan-stanley-virtual-global-consumer-retail<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4392621-philip-morris-internationals-pm-management-presents-2020-morgan-stanley-virtual-global\">https:\/\/seekingalpha.com\/article\/4392621-philip-morris-internationals-pm-management-presents-2020-morgan-stanley-virtual-global<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4392835-abbvie-inc-abbv-presents-piper-sandler-32nd-annual-healthcare-conference-transcript\">https:\/\/seekingalpha.com\/article\/4392835-abbvie-inc-abbv-presents-piper-sandler-32nd-annual-healthcare-conference-transcript<\/a><br><a href=\"https:\/\/seekingalpha.com\/pr\/18111089-abbvie-presents-extended-follow-up-data-for-fixed-duration-treatment-venclexta-venclyxto\">https:\/\/seekingalpha.com\/pr\/18111089-abbvie-presents-extended-follow-up-data-for-fixed-duration-treatment-venclexta-venclyxto<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4392855-successful-value-investing-changes-drastically-in-2020\">https:\/\/seekingalpha.com\/article\/4392855-successful-value-investing-changes-drastically-in-2020<\/a><br><a href=\"https:\/\/seekingalpha.com\/news\/3641952-fanduel-valuation-soars-spinoff-talk-picks-up\">https:\/\/seekingalpha.com\/news\/3641952-fanduel-valuation-soars-spinoff-talk-picks-up<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4393136-roblox-rolls-out-1-billion-u-s-ipo-plan\">https:\/\/seekingalpha.com\/article\/4393136-roblox-rolls-out-1-billion-u-s-ipo-plan<\/a><br><a href=\"https:\/\/seekingalpha.com\/news\/3641951-jd-com-to-test-digital-yuan-concept\">https:\/\/seekingalpha.com\/news\/3641951-jd-com-to-test-digital-yuan-concept<\/a><br><a href=\"https:\/\/seekingalpha.com\/article\/4392588-ipo-update-c3-ai-proposes-terms-for-504-million-ipo\">https:\/\/seekingalpha.com\/article\/4392588-ipo-update-c3-ai-proposes-terms-for-504-million-ipo<\/a><\/p>\n\n\n\n<p><br>2) Termin\u00e9 de leer los documento de salida a bolsa(S-1) de Airbnb <a rel=\"noreferrer noopener\" href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1559720\/000119312520294801\/d81668ds1.htm\" target=\"_blank\">https:\/\/www.sec.gov\/Archives\/edgar\/data\/1559720\/000119312520294801\/d81668ds1.htm<\/a> y de Roblox <a rel=\"noreferrer noopener\" href=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1315098\/000119312520298230\/d87104ds1.htm\" data-type=\"URL\" data-id=\"https:\/\/www.sec.gov\/Archives\/edgar\/data\/1315098\/000119312520298230\/d87104ds1.htm\" target=\"_blank\">https:\/\/www.sec.gov\/Archives\/edgar\/data\/1315098\/000119312520298230\/d87104ds1.htm<\/a>, sobre las que tambi\u00e9n he le\u00eddo o visto varios hilos de twitter, art\u00edculos y v\u00eddeos<\/p>\n\n\n\n<p><a href=\"https:\/\/diff.substack.com\/p\/understanding-airbnb\">https:\/\/diff.substack.com\/p\/understanding-airbnb<\/a><\/p>\n\n\n\n<p> <a rel=\"noreferrer noopener\" href=\"https:\/\/seekingalpha.com\/article\/4392734-sharing-economy-come-home-ipo-of-airbnb\" target=\"_blank\">https:\/\/seekingalpha.com\/article\/4392734-sharing-economy-come-home-ipo-of-airbnb<\/a> <\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/twitter.com\/ballmatthew\/status\/1329553069084913664\" target=\"_blank\">https:\/\/twitter.com\/ballmatthew\/status\/1329553069084913664<\/a><\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.wsj.com\/articles\/9-year-old-youtube-star-ryan-kaji-opens-virtual-world-on-roblox-11607079600\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.wsj.com\/articles\/9-year-old-youtube-star-ryan-kaji-opens-virtual-world-on-roblox-11607079600\">https:\/\/www.wsj.com\/articles\/9-year-old-youtube-star-ryan-kaji-opens-virtual-world-on-roblox-11607079600<\/a> <\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.matthewball.vc\/all\/digitalthemeparkplatforms\" target=\"_blank\">https:\/\/www.matthewball.vc\/all\/digitalthemeparkplatforms<\/a>, <a href=\"https:\/\/www.youtube.com\/watch?reload=9&amp;v=G00GlCJc0mU&amp;feature=youtu.be\">https:\/\/www.youtube.com\/watch?reload=9&amp;v=G00GlCJc0mU&amp;feature=youtu.be<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>3) En cuanto a cartas de hedge funds esta semana he le\u00eddo la de DKAM-ROE-Reporter y la de 1 Main Capital que puedes encontrar junto a otras muchas en esta joya de hilo de Sergio Falla <a rel=\"noreferrer noopener\" href=\"https:\/\/twitter.com\/sergiofallacf\/status\/1330195223700533250\" data-type=\"URL\" data-id=\"https:\/\/twitter.com\/sergiofallacf\/status\/1330195223700533250\" target=\"_blank\">https:\/\/twitter.com\/sergiofallacf\/status\/1330195223700533250<\/a><\/p>\n\n\n\n<p><br>4) En cuanto a blogs  le\u00ed varios post de @Masdividendos entre los que destacar\u00eda <a rel=\"noreferrer noopener\" href=\"https:\/\/blogs.masdividendos.com\/sobre-la-tormenta\/2020\/11\/28\/tiempo-indomito\/\" data-type=\"URL\" data-id=\"https:\/\/blogs.masdividendos.com\/sobre-la-tormenta\/2020\/11\/28\/tiempo-indomito\/\" target=\"_blank\">https:\/\/blogs.masdividendos.com\/sobre-la-tormenta\/2020\/11\/28\/tiempo-indomito\/<\/a> de mi querido Jvas o hilos como <\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/foro.masdividendos.com\/t\/reflexiones-sobre-el-azar-en-los-mercados-financieros\/13944\" target=\"_blank\">https:\/\/foro.masdividendos.com\/t\/reflexiones-sobre-el-azar-en-los-mercados-financieros\/13944<\/a><\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/foro.masdividendos.com\/t\/e-sports-videojuegos-y-perifericos\/12809\" target=\"_blank\">https:\/\/foro.masdividendos.com\/t\/e-sports-videojuegos-y-perifericos\/12809<\/a><br> <\/p>\n\n\n\n<p>Le\u00ed tambi\u00e9n los post del blog de @sigmadiez<br><a href=\"https:\/\/sigmadiez.com\/var\/detectar-fraudes-contables\/\">https:\/\/sigmadiez.com\/var\/detectar-fraudes-contables\/<\/a><br><a href=\"https:\/\/sigmadiez.com\/empresas-nordicas\/csam-health\/\">https:\/\/sigmadiez.com\/empresas-nordicas\/csam-health\/<\/a><\/p>\n\n\n\n<p><br>5) He le\u00eddo las newsletter de FS (Farnam Street) Brain Food No. 398 y n\u00ba 397, la de Samuel Gil #64 Darwinismo digital, Liberty\u2019s Highlights 60, 59 y 58, The Archetypical Cycle of Internal Order and Disorder de Ray Dalio, y Pensando en Alto #7: Volveremos a bailar | Cyber Monday de Lever Up o SITALWeek #274&nbsp;de NZS Capital<\/p>\n\n\n\n<p><br>6) He escuchado los podcast  y\/o visto los v\u00eddeos de @icebergdevalor  <\/p>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"#148 - Expansi\u00f3n y distribuci\u00f3n\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/vbwaAxdCJBw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Automatic Banking Services: La &quot;miniVISA&quot;\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/E0LXF73lxh0?start=17&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\ud83c\udf9942:Trading en Materias Primas y la Inversi\u00f3n Estacional - Con Greg Placsintar [EPISODIO COMPLETO]\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/s8O4n9u-LhI?start=4515&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Fe\u0301lix Moreno y Vi\u0301ctor Escudero - Introduccio\u0301n a Bitcoin\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/zU3EV9xZD5E?start=15&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"The Sharing Economy comes home! The Airbnb IPO (at long last)!\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/I2bl-R7vQh8?start=628&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"\ud83d\udca5 El FIN del D\u00d3LAR se APROXIMA |\ud83d\udc49 C\u00d3MO puedes PROTEGERTE? |\ud83d\udc49 4 OPORTUNIDADES de inversi\u00f3n\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/UjEsOITunyE?start=4&#038;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Investing in Technological Revolutions\" width=\"710\" height=\"399\" src=\"https:\/\/www.youtube.com\/embed\/UZnVt_CvL3k?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>7) En cuanto a temas no relacionados directamente con la inversi\u00f3n, escuch\u00e9 los podcast de Kaizen<\/p>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.ivoox.com\/72-la-psicologia-charlie-munger-iii-conductores-audios-mp3_rf_61151162_1.html\" target=\"_blank\">https:\/\/www.ivoox.com\/72-la-psicologia-charlie-munger-iii-conductores-audios-mp3_rf_61151162_1.html<\/a><\/p>\n\n\n\n<p><a href=\"https:\/\/www.ivoox.com\/68-el-viaje-intimo-nuestra-locura-audios-mp3_rf_59286257_1.html\" target=\"_blank\" rel=\"noreferrer noopener\">https:\/\/www.ivoox.com\/68-el-viaje-intimo-nuestra-locura-audios-mp3_rf_59286257_1.html<\/a><\/p>\n\n\n\n<p>He le\u00eddo unas 30 p\u00e1ginas de los libros Invicto de Fitness Revolucionario y de Ikigai de H\u00e9ctor Garc\u00eda (Kirai) &amp; Francesc Miralles.<br>Dentro de las lecturas diarias con mi hijo, le\u00ed un peque\u00f1o librito de Federico Garc\u00eda Lorca titulado Mi pueblo, unos cuantos cap\u00edtulos del Quijote y de Moby Dick. Vimos el v\u00eddeo de Ray Dalio <a rel=\"noreferrer noopener\" href=\"https:\/\/www.youtube.com\/watch?v=BXvLTDokHPM&amp;t=538s\" target=\"_blank\">https:\/\/www.youtube.com\/watch?v=BXvLTDokHPM&amp;t=538s<\/a> y unos cuantos de los canales de aprendizaje infantil de Smile and Learn y Happy learning Tv<\/p>\n\n\n\n<p>A\u00f1\u00e1danle unos cuantas horas de Twitter, mi trabajo vocacional como docente, una peque\u00f1a dosis de ejercicio diario y una dedicaci\u00f3n considerable a la familia y obtendr\u00e1n una semana de lo mas entretenida. Eso si, de la importancia de dormir 8-7- 6?? horas diarias ya les hablo otro d\u00eda. <\/p>\n\n\n\n<p>    \u00abEl aprendizaje nunca agota la mente.\u00bb     Leonardo da Vinci.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>No se donde le\u00ed que el primer d\u00eda de la vejez es aquel en que dejas de tener ganas de aprender. En este sentido, me siento como un chaval con todo por descubrir, aunque las arrugas se empe\u00f1en en hacer ver lo contrario. Una semana mas que transcurre, vivida con intensidad, como afortunada tiene por costumbre depararme la vida. Comparto con ustedes un listado de&#8230; <\/p>\n<p class=\"more\"><a class=\"more-link\" href=\"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/2020\/12\/06\/componiendo-conocimiento-2020_semana48\/\">Leer m\u00e1s<\/a><\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"publish_to_discourse":"","publish_post_category":"25","wpdc_auto_publish_overridden":"","wpdc_topic_tags":"","wpdc_pin_topic":"","wpdc_pin_until":"","discourse_post_id":"136201","discourse_permalink":"https:\/\/foro.masdividendos.com\/t\/componiendo-conocimiento-2020-semana48\/13952","wpdc_publishing_response":"success","wpdc_publishing_error":"","footnotes":""},"categories":[9,7],"tags":[12,13],"_links":{"self":[{"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/posts\/103"}],"collection":[{"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/users\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/comments?post=103"}],"version-history":[{"count":4,"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/posts\/103\/revisions"}],"predecessor-version":[{"id":117,"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/posts\/103\/revisions\/117"}],"wp:attachment":[{"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/media?parent=103"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/categories?post=103"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.masdividendos.com\/jcm-compounding-knowledge\/wp-json\/wp\/v2\/tags?post=103"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}