Staying Rational

Home
Archive
About
Vidrala: Message in the bottle (II)
Part 2: Vidrala Investment Case
 • 
Gonçalo Garcia
7
New
Vidrala: Message in the bottle
Part 1: A primer on the European Glass Packaging business & its corporate history
 • 
Gonçalo Garcia
5
Why (most) Iberian banks are better prepared to face higher interest rates than US banks
A look into JP Morgan, First Republic, Bankinter and Caixabank loans' fair value
 • 
Gonçalo Garcia
1
Ibersol: A special sit under the Iberian sun
And management with skin in the game
 • 
Gonçalo Garcia
16
Introducing Staying Rational
Stock picking with an Iberian focus
 • 
Gonçalo Garcia
2
Coming soon
This is Staying Rational. It’s a memo to myself about investment ideas while trying to avoid stupidity.
 • 
Gonçalo Garcia
Staying Rational
Staying Rational
Avoiding stupidity & analysing companies with a value mindset. No geographical restrictions but focus in Iberian companies due to a severe case of home bias.
Recommendations
View all 9
Internal Tech Emails
Internal Tech Emails
Internal Tech Emails
Liberty’s Highlights
Liberty’s Highlights
Liberty
Net Interest
Net Interest
Marc Rubinstein
French Hidden Champions
French Hidden Champions
Jeremy
Eagle Point Capital
Eagle Point Capital
Eagle Point Capital

Staying Rational

AboutArchiveRecommendationsSitemap
© 2023 Gonçalo Garcia
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing