The "revolution" of impact investment

CURRENT TOPICS The "revolution" of...


Appraisal Masters

CURRENT TOPICS Appraisal MastersKnowing...


A personal achievement

CURRENT TOPICS A personal...


Welcome to Cobas AM

CURRENT TOPICS Welcome to Cobas...


Patience

INVESTMENT PHILOSOPHY PatienceValue...


Know yourself before investing

CURRENT TOPICS Know yourself before...


Impressions of Omaha

CURRENT TOPICS Impressions of OmahaVery...


Comments on First Quarter 2019

LETTER FROM THE ASSET MANAGER ...


Listen to the manager and act accordingly

CURRENT TOPICS Listen to the manager...


Competitive advantages

CURRENT TOPICS Competitive...


From crisis to opportunity

INVESTOR EXPERIENCES From crisis to...


I love cycle

CURRENT TOPICS I love cycleWe can use...


Newsletter March 2019

Artificial intelligence and investment

CURRENT TOPICS Artificial intelligence...


Thank you for your trust!

CURRENT TOPICS Thank you for your...


Comments on Fourth Quarter 2018

LETTER FROM THE ASSET MANAGER ...


Japan and Korea, two very interesting markets

CURRENT TOPICS Japan and Korea, two...


Newsletter January 2019

Value School, making knowledge sharing fun

INVESTMENT PHILOSOPHY Value School,...


Newsletter December 2018

Five years

INVESTOR EXPERIENCES Five yearsLife is...


Newsletter November 2018

Euphoria and panic

CURRENT TOPICS Euphoria and panicIn...


Comments on Third Quarter 2018

LETTER FROM THE ASSET MANAGER ...


Aryzta AGM statement

Aryzta AGM statement Cobas Asset Management, Aryzta’s largest...


Fear, a value investor's worst travelling companion

CURRENT TOPICS Fear, a value investor's...


Additional comments to our yesterday’s statement and Aryzta’s response

Additional comments to our yesterday’s statement and Aryzta’s response...


Newsletter October 2018

Cobas has asked Aryzta’s Board of Directors to call an EGM

Cobas has asked Aryzta’s Board of Directors to call an EGMMadrid, 15.10.2018...


How I came to value investing

INVESTOR EXPERIENCES How I came to...


Saving as a reward for effort

INVESTOR EXPERIENCES Saving as a reward...


Always take care of the shareholders

CURRENT TOPICS Always take care of the...


Comments on Second Quarter 2018

LETTER FROM THE ASSET MANAGER ...


Value School, a talent pool of young investors

CURRENT TOPICS Value School, a talent...


Investing against the consensus

CURRENT TOPICS Investing against the...


Berkshire "restaurant": Open Buffett in Value

CURRENT TOPICS Berkshire "restaurant":...


Value: Uncontrolled Designation of Origin

CURRENT TOPICS Value: Uncontrolled...


Spanish funds or Luxembourg funds?

CURRENT TOPICS Spanish funds or...


Comments on First Quarter 2018

LETTER FROM THE ASSET MANAGER ...


Newsletter April 2018

Thanks to our 22,500 shareholders

CURRENT TOPICS Thanks to our 22,500...


Newsletter March 2018

Newsletter February 2018

Volatility – Mind the Gap

CURRENT TOPICS Volatility – Mind the...


Comments on Fourth Quarter 2017

LETTER FROM THE ASSET MANAGER ...


Newsletter January 2018

Value Investing, a work method

CURRENT TOPICS Value Investing, a work...


Post from Japan: Why we invest in Asia

CURRENT TOPICS Post from Japan: Why we...


Newsletter December 2017

A Christmas present that goes on giving

INVESTMENT PHILOSOPHY A Christmas...


The evolution of contrarian thinking

CURRENT TOPICS The evolution of...


Newsletter November 2017

Munger, Buffett's competitive advantage

CURRENT TOPICS Munger, Buffett's...


Comments on Third Quarter 2017

LETTER FROM THE ASSET MANAGER ...


Value speak for the uninitiated

INVESTMENT PHILOSOPHY Value speak for...


Comments on Second Quarter 2017

LETTER FROM THE ASSET MANAGER ...


Newsletter October 2017

The journey to becoming a value investor

CURRENT TOPICS The journey to becoming...


Qui resistit, vincit

INVESTOR EXPERIENCES Qui resistit,...


Breaking the bank

CURRENT TOPICS Breaking the bank(Part...


Newsletter August 2017

Passive and/or active management

CURRENT TOPICS Passive and/or active...


The daily life of an analyst

CURRENT TOPICS The daily life of an...


Newsletter July 2017

Newsletter June 2017

Thank you for joining us

CURRENT TOPICS Thank you for joining...


To be, or not to be… a fortune teller

CURRENT TOPICS To be, or not to be…a...


Cobas AM launches four funds in Luxembourg

PRESS RELEASES Cobas AM launches four...


Refinement

INVESTOR EXPERIENCES...


Some of my value investing experiences

INVESTOR EXPERIENCES Some of my value...


Paramés solo tiene tres valores españoles en su principal fondo de inversión

Paramés solo tiene tres valores españoles en su principal fondo de...

Comments on First Quarter 2017

LETTER FROM THE ASSET MANAGER ...


The best pension, a good investment

INVESTMENT PHILOSOPHY The best pension,...


DON´T be water, my friend

CURRENT TOPICS DON´T be water, my...


Optimism and the search for opportunities

CURRENT TOPICS Optimism and the search...


Paramés invierte el 20% de su cartera en materias primas

Paramés invierte el 20% de su cartera en materias primasAfirma que el...

La CNMV registra cuatro fondos de la gestora de Paramés Cobas AM

Paramés invierte el 20% de su cartera en materias primasAfirma que el...

Cobas AM gets final green light from CNMV

PRESS RELEASES Cobas AM gets final...


Know-how as the path to savings

INVESTMENT PHILOSOPHY Know-how as the...


Paramés asesorará un fondo antes de lanzar su propia gestora

Paramés asesorará un fondo antes de lanzar su propia gestora Como una...