Value blogs

If you wish you can participate in our blog.

Write us at info@cobasam.com and send us your article. If it is published in this section, you will receive a book of the Deusto Value School Investment Collection.


Ilustración: Daniel Gete

The fine line between reason and emotion

Acting rationally implies acting in accordance with reality, interpreting objective facts.

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Illustration: Daniel Gete

The winter season begins

It seems to be a situation that we have suddenly found ourselves in. However, it is something that has been a few years in the making.

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Illustration: Daniel Gete

The shopping list

On a trading desk, we could say that our daily task is basically to go shopping. Let's imagine that our portfolio is the menu and to put it together we have to buy the ingredients.

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Ilustración: Daniel Gete

Getting closer and closer

Optimism and conviction. These two words perhaps best define the sentiment of our investment team today, based on our in-depth knowledge of our portfolios and the context in which we find ourselves as we move away from the pandemic.

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