Primer bloque de respuestas a las preguntas pendientes sobre Brexit y temas macroeconómicos que nuestros inversores formularon durante la reciente Conferencia Anual de Inversores de Madrid.
Cloud World Expo 2016 - Scrum for DevOps? Tough!Jay Harrison
This document discusses why Scrum may not be the best framework for DevOps teams and provides some suggestions for improving its fit. Some key problems with Scrum for DevOps include its inability to accommodate high priority interrupts, context switching between long-running tasks, and difficulty demonstrating progress on infrastructure work. The document suggests allowing for interruptions, including DevOps tasks in sprints while being flexible on deadlines, and considering Kanban over Scrum to remove time-boxing. For siloed teams, it recommends frequent communication and early involvement of Operations in development processes.
The document discusses how social media can help teachers think differently as learning professionals. It provides examples of how Twitter can be used in the classroom, such as gathering real-world data from Twitter networks or monitoring and geotagging trending topics. The document also discusses how social media can support professional development by finding and sharing content, building networks, and creating and sharing content collaboratively. Teachers discuss how Twitter has helped their professional development by opening them up to new ideas, finding communities of support, and learning more through social learning than formal education alone. The key message is that social media is not just something to discuss but something learning professionals should actively participate in.
investigation project of chemistry on metal coupling RAM CHOUDHARY
This document summarizes a student's investigatory project on the effect of metal coupling on rusting of iron. The student coupled iron nails with zinc, magnesium, copper, and no metal as a control. They observed that coupling iron with the more electropositive metals zinc and magnesium prevented rusting, as seen by the formation of blue patches around the nails. Coupling iron with the less electropositive copper facilitated rusting, as seen by the formation of pink patches. The student concluded that coupling iron with more electropositive metals resists corrosion and rusting, while coupling with less electropositive metals increases rusting.
Miss Tanuka Gupta is thanked for her work and Google and Wikipedia are thanked for their search engines. The document also discusses that Shakespeare's plays featured both wealthy and poor characters, reflected the Elizabethan and Jacobean periods in his verse and stagecraft, used extensive wordplay and rhetorical flourishes, and were based on recycling older stories and historical works while relying on Plutarch and other texts for historical subjects.
The Cog VM evolution
Video: https://youtu.be/Gi0WiIxvJ60
Thu, August 25, 11:30am – 12:00pm
First Name: Clement
Last Name: Bera
Email: bera.clement@gmail.com
Title: The Cog VM evolution
Type: Talk
Abstract: In 2008, the Squeak VM repository made by Dan Ingalls was
forked to give birth to the high-performance Cog VM, which is now the
default VM for multiple Smalltalk dialects such as Pharo, Squeak or
Cuis. Since the fork, new features and performance enhancements have
been introduced every year. This talk sums up all the main features
and main performance tweaks that were added to the Cog VM in
chronological order from 2008 to today. The focus is on the execution
engine: Memory management, interpretation, JIT compilation and FFI.
The talk lastly discusses the current work in-progress and short-term
future work.
Bio: Clément Béra is a PhD student working on virtual machines for
object oriented languages at Inria, Lille. He is now focusing on
runtime optimisations for the Cog virtual machine and its Smalltalk
clients.
This document provides an overview of Metro Ethernet (ME) concepts and technology. It defines ME as a carrier-class Ethernet service defined by five attributes that distinguish it from traditional Ethernet networks. The document discusses ME drivers like simplicity and transport flexibility. It also covers ME technologies like Ethernet, MPLS, VPLS, and various access methods. The author is Anuradha Udunuwara, a chartered engineer with experience in telecom network design and implementation.
Cloud World Expo 2016 - Scrum for DevOps? Tough!Jay Harrison
This document discusses why Scrum may not be the best framework for DevOps teams and provides some suggestions for improving its fit. Some key problems with Scrum for DevOps include its inability to accommodate high priority interrupts, context switching between long-running tasks, and difficulty demonstrating progress on infrastructure work. The document suggests allowing for interruptions, including DevOps tasks in sprints while being flexible on deadlines, and considering Kanban over Scrum to remove time-boxing. For siloed teams, it recommends frequent communication and early involvement of Operations in development processes.
The document discusses how social media can help teachers think differently as learning professionals. It provides examples of how Twitter can be used in the classroom, such as gathering real-world data from Twitter networks or monitoring and geotagging trending topics. The document also discusses how social media can support professional development by finding and sharing content, building networks, and creating and sharing content collaboratively. Teachers discuss how Twitter has helped their professional development by opening them up to new ideas, finding communities of support, and learning more through social learning than formal education alone. The key message is that social media is not just something to discuss but something learning professionals should actively participate in.
investigation project of chemistry on metal coupling RAM CHOUDHARY
This document summarizes a student's investigatory project on the effect of metal coupling on rusting of iron. The student coupled iron nails with zinc, magnesium, copper, and no metal as a control. They observed that coupling iron with the more electropositive metals zinc and magnesium prevented rusting, as seen by the formation of blue patches around the nails. Coupling iron with the less electropositive copper facilitated rusting, as seen by the formation of pink patches. The student concluded that coupling iron with more electropositive metals resists corrosion and rusting, while coupling with less electropositive metals increases rusting.
Miss Tanuka Gupta is thanked for her work and Google and Wikipedia are thanked for their search engines. The document also discusses that Shakespeare's plays featured both wealthy and poor characters, reflected the Elizabethan and Jacobean periods in his verse and stagecraft, used extensive wordplay and rhetorical flourishes, and were based on recycling older stories and historical works while relying on Plutarch and other texts for historical subjects.
The Cog VM evolution
Video: https://youtu.be/Gi0WiIxvJ60
Thu, August 25, 11:30am – 12:00pm
First Name: Clement
Last Name: Bera
Email: bera.clement@gmail.com
Title: The Cog VM evolution
Type: Talk
Abstract: In 2008, the Squeak VM repository made by Dan Ingalls was
forked to give birth to the high-performance Cog VM, which is now the
default VM for multiple Smalltalk dialects such as Pharo, Squeak or
Cuis. Since the fork, new features and performance enhancements have
been introduced every year. This talk sums up all the main features
and main performance tweaks that were added to the Cog VM in
chronological order from 2008 to today. The focus is on the execution
engine: Memory management, interpretation, JIT compilation and FFI.
The talk lastly discusses the current work in-progress and short-term
future work.
Bio: Clément Béra is a PhD student working on virtual machines for
object oriented languages at Inria, Lille. He is now focusing on
runtime optimisations for the Cog virtual machine and its Smalltalk
clients.
This document provides an overview of Metro Ethernet (ME) concepts and technology. It defines ME as a carrier-class Ethernet service defined by five attributes that distinguish it from traditional Ethernet networks. The document discusses ME drivers like simplicity and transport flexibility. It also covers ME technologies like Ethernet, MPLS, VPLS, and various access methods. The author is Anuradha Udunuwara, a chartered engineer with experience in telecom network design and implementation.
Presentación Javier Morales Stekel - eCommerce Day Santiago 2016eCommerce Institute
Diapositivas presentadas por Javier Morales Stekel, Director Increnta Chile, en el eCommerce Day Santiago 2016 en la plenaria "¿CÓMO ARMAR E IMPLEMENTAR UN PLAN DE MARKETING DIGITAL CENTRADO EN CONVERSIÓN, ENGAGEMENT Y BRANDING?".
Skt.2013.innovation technology for future convergence networkson6971
This document discusses innovation technologies for future convergence networks, including:
1. Software-defined networking (SDN) and network function virtualization (NFV) to create a more agile, cost-efficient network architecture.
2. SUPER Cell, a future network architecture that aims to enhance capacity 100x and reduce costs 10x through techniques like massive MIMO, small cells, and new frequency bands.
3. The importance of R&D collaboration for developing leadership in 5G technologies and convergence networks.
Kyle MacDonald comenzó un proyecto donde intercambiaba un clip por objetos de mayor valor con el objetivo de llegar a una casa. A través de múltiples intercambios logró obtener una moto de nieve, un camión y finalmente un contrato para grabar música. Su historia se hizo viral a través de un blog y las redes sociales, lo que le permitió seguir escalando hasta intercambiar la bola de nieve de Kiss por un rol en una película.
Diapositivas presentadas por Raul Arrieta - Socio Estudio de Abogados Gutierrez y Arrieta, en el eCommerce Day Santiago 2016 en la plenaria "INSPIRA CONFIANZA Y SEGURIDAD EN TU TIENDA ONLINE Y CONSIGUE MÁS VENTAS".
O documento descreve a história e os princípios do Estatuto da Criança e do Adolescente no Brasil. Aborda os aspectos históricos internacionais e nacionais, regras constitucionais, direitos fundamentais, atos infracionais, medidas de proteção e acesso à justiça segundo o ECA.
Quarterly report for our investors - Fourth quarter 2020BESTINVER
- The document is a quarterly report from Bestinver Madrid, an investment firm, to its investors.
- It summarizes the strong performance of equities markets in Q4 2020, driven by vaccine progress, US election results, and central bank support. All of Bestinver's funds posted gains.
- It discusses lessons from 2020 including the importance of remaining invested for the long term and having patience during difficult periods as opportunities will arise.
Carta Trimestral Bestinver - 4o Trimestre de 2020BESTINVER
Este documento es la carta trimestral de Bestinver a sus inversores para el cuarto trimestre de 2020. Resume los resultados positivos de los fondos en el trimestre, destaca las lecciones aprendidas de 2020 como la importancia de mantener la inversión a largo plazo, y anuncia la incorporación de criterios ambientales, sociales y de buen gobierno (ESG) en la gestión de los fondos para identificar mejor los riesgos y oportunidades de las empresas.
Carta Trimestral Bestinver - 4o Trimestre de 2020BESTINVER
El resumen del documento es el siguiente:
1) El documento es una carta trimestral de Bestinver a sus inversores sobre el cuarto trimestre de 2020.
2) Los fondos de Bestinver registraron ganancias en el trimestre, especialmente en estrategias expuestas al ciclo económico.
3) Bestinver anuncia su compromiso de incorporar criterios ambientales, sociales y de buen gobierno (ESG) en la gestión de todos sus fondos para identificar riesgos y maximizar rentabilidad a largo plazo de forma
Quarterly report for our investors - Third quarter 2020BESTINVER
The document is Bestinver's third quarterly report to investors. It discusses the continued economic recovery from the impacts of Covid-19, supported by major fiscal and monetary stimulus programs. It also notes the European Union's approval of a large budget and recovery fund financed by bonds, representing greater fiscal integration. The report examines factors behind recent underperformance of value investing, including the effects of low interest rates in enabling less productive "zombie" companies. Bestinver remains focused on high-quality companies purchased at attractive prices to generate long-term returns and protect against inflation and rising rates.
Carta Trimestral Bestinver - 3er Trimestre de 2020BESTINVER
El documento es una carta trimestral de Bestinver Gestión dirigida a sus inversores. En ella, el equipo de inversión comienza expresando su apoyo a las víctimas del Covid-19 y agradeciendo a quienes luchan contra el virus. Luego analiza la recuperación económica tras los estímulos aprobados y la necesidad de más ayudas. También destaca la aprobación del fondo de recuperación de la UE y los efectos de los bajos tipos de interés en las valoraciones y en la asignación
Quarterly report for our investors - Second quarter 2020BESTINVER
- The international portfolio increased 17.48% in Q2 2020, outperforming the European market which rose 12.60%. Long-term returns have been strong, with gains of 5.78% and 102.27% over 5 and 10 years.
- The Iberian portfolio grew 8.90% in Q2 2020 while the market rose 8.60%. However, returns have lagged the market over the last 5 years, with losses of -9.24% versus the market. Long-term 10 year returns have been positive at 47.03%.
- Bestinver made portfolio changes across strategies to take advantage of opportunities from market volatility, increasing quality companies they believe will benefit from accelerating
Carta Trimestral Bestinver - 2º Trimestre de 2020BESTINVER
El documento resume los efectos de la pandemia de COVID-19 en diferentes ámbitos como la salud, la economía y los mercados financieros. Explica que las carteras de inversión han aprovechado la volatilidad para realizar cambios prudentes, incorporando empresas de calidad a precios atractivos en sectores como consumo digital y salud que se han visto acelerados por la crisis, al tiempo que se han reducido posiciones en áreas con tendencias negativas.
Quarterly report for our investors - Fourth quarter 2019BESTINVER
The international portfolio delivered returns of 23% in 2019. The portfolio is diversified across sectors with largest allocations to industrial (38%), financial (19%), and communication & technology (15%). Additions to the portfolio included Aperam, a stainless steel producer. Positions in ABB and Delivery Hero were increased as both companies improved their competitive positions. Cobham was exited following a takeover bid. The international portfolio trades at a PER of 9.5x and has 58% upside potential to its target value.
Quarterly report for our investors - First Quarter 2020BESTINVER
The first quarter of 2020 saw significant declines in equity portfolios due to the coronavirus pandemic. The international portfolio declined 30.66% for the quarter, with other portfolios seeing falls around 30%. However, the company emphasizes their long-term orientation, noting quality companies now offer attractive valuations and will likely emerge stronger. While the short-term economic impact is uncertain, the company maintains its investment philosophy focused on liquidity, company quality, and diversification to generate attractive long-term returns for investors.
Carta Trimestral Bestinver - 1er Trimestre de 2020BESTINVER
El documento presenta un resumen trimestral dirigido a inversores sobre el impacto de la pandemia de COVID-19 en la economía y los mercados financieros. Señala que la cartera internacional tuvo una rentabilidad negativa del 30,6% en el primer trimestre, mientras que la cartera ibérica cayó un 29,8%. A largo plazo, ambas carteras han generado rentabilidades positivas superiores a sus índices de referencia.
El documento es una carta trimestral de Bestinver a sus inversores. Resume el rendimiento positivo de las carteras internacionales y españolas en 2019, con rentabilidades del 23% y 10.5% respectivamente. Explica que la gestión se ha centrado en la prudencia ante las distorsiones de los tipos de interés bajos, buscando equilibrio entre aumentar la exposición a empresas baratas y evitar trampas de valor. Su foco sigue siendo el largo plazo, donde han generado una rentabilidad del 56% en
Carta Trimestral Bestinver - 3er Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del tercer trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo del último trimestre.
Quarterly report for our investors - Second Quarter 2019BESTINVER
- The international portfolio returned 10.93% in the second quarter of 2019, outperforming the European market which returned 16.25%. Over longer periods like 3 and 5 years, the international portfolio has outperformed as well.
- The international portfolio trades at a PER of 9.3x, with a growth potential of 61% according to the fund manager.
- The Iberian portfolio returned 2.03% in the second quarter, underperforming its reference index which returned 10.74%. Over longer periods like 3 and 5 years, the Iberian portfolio has outperformed its index as well.
- The Iberian portfolio trades at a PER of 9x, with a growth potential of
Carta Trimestral Bestinver - 4to Trimestre de 2018BESTINVER
El documento es una carta trimestral de Bestinver a sus inversores sobre el cuarto trimestre de 2018. Resume que 2018 fue un mal año para los mercados financieros y las rentabilidades de sus fondos, con caídas del 13.4% y 8.7% respectivamente. Sin embargo, Bestinver mantiene una perspectiva a largo plazo y cree que las oportunidades del mercado permitirán aumentar el valor de sus carteras en el futuro.
Carta Trimestral Bestinver - 1er Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del primer trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo de los primeros meses de 2019.
Carta Trimestral Bestinver - 2° Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del segundo trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo del último trimestre.
Presentación Javier Morales Stekel - eCommerce Day Santiago 2016eCommerce Institute
Diapositivas presentadas por Javier Morales Stekel, Director Increnta Chile, en el eCommerce Day Santiago 2016 en la plenaria "¿CÓMO ARMAR E IMPLEMENTAR UN PLAN DE MARKETING DIGITAL CENTRADO EN CONVERSIÓN, ENGAGEMENT Y BRANDING?".
Skt.2013.innovation technology for future convergence networkson6971
This document discusses innovation technologies for future convergence networks, including:
1. Software-defined networking (SDN) and network function virtualization (NFV) to create a more agile, cost-efficient network architecture.
2. SUPER Cell, a future network architecture that aims to enhance capacity 100x and reduce costs 10x through techniques like massive MIMO, small cells, and new frequency bands.
3. The importance of R&D collaboration for developing leadership in 5G technologies and convergence networks.
Kyle MacDonald comenzó un proyecto donde intercambiaba un clip por objetos de mayor valor con el objetivo de llegar a una casa. A través de múltiples intercambios logró obtener una moto de nieve, un camión y finalmente un contrato para grabar música. Su historia se hizo viral a través de un blog y las redes sociales, lo que le permitió seguir escalando hasta intercambiar la bola de nieve de Kiss por un rol en una película.
Diapositivas presentadas por Raul Arrieta - Socio Estudio de Abogados Gutierrez y Arrieta, en el eCommerce Day Santiago 2016 en la plenaria "INSPIRA CONFIANZA Y SEGURIDAD EN TU TIENDA ONLINE Y CONSIGUE MÁS VENTAS".
O documento descreve a história e os princípios do Estatuto da Criança e do Adolescente no Brasil. Aborda os aspectos históricos internacionais e nacionais, regras constitucionais, direitos fundamentais, atos infracionais, medidas de proteção e acesso à justiça segundo o ECA.
Quarterly report for our investors - Fourth quarter 2020BESTINVER
- The document is a quarterly report from Bestinver Madrid, an investment firm, to its investors.
- It summarizes the strong performance of equities markets in Q4 2020, driven by vaccine progress, US election results, and central bank support. All of Bestinver's funds posted gains.
- It discusses lessons from 2020 including the importance of remaining invested for the long term and having patience during difficult periods as opportunities will arise.
Carta Trimestral Bestinver - 4o Trimestre de 2020BESTINVER
Este documento es la carta trimestral de Bestinver a sus inversores para el cuarto trimestre de 2020. Resume los resultados positivos de los fondos en el trimestre, destaca las lecciones aprendidas de 2020 como la importancia de mantener la inversión a largo plazo, y anuncia la incorporación de criterios ambientales, sociales y de buen gobierno (ESG) en la gestión de los fondos para identificar mejor los riesgos y oportunidades de las empresas.
Carta Trimestral Bestinver - 4o Trimestre de 2020BESTINVER
El resumen del documento es el siguiente:
1) El documento es una carta trimestral de Bestinver a sus inversores sobre el cuarto trimestre de 2020.
2) Los fondos de Bestinver registraron ganancias en el trimestre, especialmente en estrategias expuestas al ciclo económico.
3) Bestinver anuncia su compromiso de incorporar criterios ambientales, sociales y de buen gobierno (ESG) en la gestión de todos sus fondos para identificar riesgos y maximizar rentabilidad a largo plazo de forma
Quarterly report for our investors - Third quarter 2020BESTINVER
The document is Bestinver's third quarterly report to investors. It discusses the continued economic recovery from the impacts of Covid-19, supported by major fiscal and monetary stimulus programs. It also notes the European Union's approval of a large budget and recovery fund financed by bonds, representing greater fiscal integration. The report examines factors behind recent underperformance of value investing, including the effects of low interest rates in enabling less productive "zombie" companies. Bestinver remains focused on high-quality companies purchased at attractive prices to generate long-term returns and protect against inflation and rising rates.
Carta Trimestral Bestinver - 3er Trimestre de 2020BESTINVER
El documento es una carta trimestral de Bestinver Gestión dirigida a sus inversores. En ella, el equipo de inversión comienza expresando su apoyo a las víctimas del Covid-19 y agradeciendo a quienes luchan contra el virus. Luego analiza la recuperación económica tras los estímulos aprobados y la necesidad de más ayudas. También destaca la aprobación del fondo de recuperación de la UE y los efectos de los bajos tipos de interés en las valoraciones y en la asignación
Quarterly report for our investors - Second quarter 2020BESTINVER
- The international portfolio increased 17.48% in Q2 2020, outperforming the European market which rose 12.60%. Long-term returns have been strong, with gains of 5.78% and 102.27% over 5 and 10 years.
- The Iberian portfolio grew 8.90% in Q2 2020 while the market rose 8.60%. However, returns have lagged the market over the last 5 years, with losses of -9.24% versus the market. Long-term 10 year returns have been positive at 47.03%.
- Bestinver made portfolio changes across strategies to take advantage of opportunities from market volatility, increasing quality companies they believe will benefit from accelerating
Carta Trimestral Bestinver - 2º Trimestre de 2020BESTINVER
El documento resume los efectos de la pandemia de COVID-19 en diferentes ámbitos como la salud, la economía y los mercados financieros. Explica que las carteras de inversión han aprovechado la volatilidad para realizar cambios prudentes, incorporando empresas de calidad a precios atractivos en sectores como consumo digital y salud que se han visto acelerados por la crisis, al tiempo que se han reducido posiciones en áreas con tendencias negativas.
Quarterly report for our investors - Fourth quarter 2019BESTINVER
The international portfolio delivered returns of 23% in 2019. The portfolio is diversified across sectors with largest allocations to industrial (38%), financial (19%), and communication & technology (15%). Additions to the portfolio included Aperam, a stainless steel producer. Positions in ABB and Delivery Hero were increased as both companies improved their competitive positions. Cobham was exited following a takeover bid. The international portfolio trades at a PER of 9.5x and has 58% upside potential to its target value.
Quarterly report for our investors - First Quarter 2020BESTINVER
The first quarter of 2020 saw significant declines in equity portfolios due to the coronavirus pandemic. The international portfolio declined 30.66% for the quarter, with other portfolios seeing falls around 30%. However, the company emphasizes their long-term orientation, noting quality companies now offer attractive valuations and will likely emerge stronger. While the short-term economic impact is uncertain, the company maintains its investment philosophy focused on liquidity, company quality, and diversification to generate attractive long-term returns for investors.
Carta Trimestral Bestinver - 1er Trimestre de 2020BESTINVER
El documento presenta un resumen trimestral dirigido a inversores sobre el impacto de la pandemia de COVID-19 en la economía y los mercados financieros. Señala que la cartera internacional tuvo una rentabilidad negativa del 30,6% en el primer trimestre, mientras que la cartera ibérica cayó un 29,8%. A largo plazo, ambas carteras han generado rentabilidades positivas superiores a sus índices de referencia.
El documento es una carta trimestral de Bestinver a sus inversores. Resume el rendimiento positivo de las carteras internacionales y españolas en 2019, con rentabilidades del 23% y 10.5% respectivamente. Explica que la gestión se ha centrado en la prudencia ante las distorsiones de los tipos de interés bajos, buscando equilibrio entre aumentar la exposición a empresas baratas y evitar trampas de valor. Su foco sigue siendo el largo plazo, donde han generado una rentabilidad del 56% en
Carta Trimestral Bestinver - 3er Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del tercer trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo del último trimestre.
Quarterly report for our investors - Second Quarter 2019BESTINVER
- The international portfolio returned 10.93% in the second quarter of 2019, outperforming the European market which returned 16.25%. Over longer periods like 3 and 5 years, the international portfolio has outperformed as well.
- The international portfolio trades at a PER of 9.3x, with a growth potential of 61% according to the fund manager.
- The Iberian portfolio returned 2.03% in the second quarter, underperforming its reference index which returned 10.74%. Over longer periods like 3 and 5 years, the Iberian portfolio has outperformed its index as well.
- The Iberian portfolio trades at a PER of 9x, with a growth potential of
Carta Trimestral Bestinver - 4to Trimestre de 2018BESTINVER
El documento es una carta trimestral de Bestinver a sus inversores sobre el cuarto trimestre de 2018. Resume que 2018 fue un mal año para los mercados financieros y las rentabilidades de sus fondos, con caídas del 13.4% y 8.7% respectivamente. Sin embargo, Bestinver mantiene una perspectiva a largo plazo y cree que las oportunidades del mercado permitirán aumentar el valor de sus carteras en el futuro.
Carta Trimestral Bestinver - 1er Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del primer trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo de los primeros meses de 2019.
Carta Trimestral Bestinver - 2° Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del segundo trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo del último trimestre.
Carta Trimestral Bestinver - 2° Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del segundo trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo del último trimestre.
Quarterly report for our investors - First Quarter 2019BESTINVER
The quarterly report provides an overview of Bestinver's international portfolio performance for the first quarter of 2019. Some key points:
- The international portfolio returned 9.6% for the quarter, outperforming the European market which rose 12.8%.
- The portfolio trades at a PER of 9.7x with 55% upside potential based on the managers' estimated target price.
- Top sectors are Industrial (40.8%), Communication & Technology (13.8%), and Consumer (25.4%).
- Geographically, the portfolio is focused on Europe (78.1%) with others regions making up 15.3% and cash at 6.5%.
Carta Trimestral Bestinver - 1er Trimestre de 2019BESTINVER
Ya está disponible nuestra la Carta Trimestral del primer trimestre de 2019, donde nuestros gestores explican con detalle la evolución de las carteras a lo largo de los primeros meses de 2019.
Quarterly report for our investors - Fourth Quarter 2018BESTINVER
This quarterly report provides an overview of Bestinver's performance in 2018 and outlook. Key points include:
- Bestinfond value fund fell 13.4% and Bestinver Bolsa stock fund fell 8.7% in 2018, though the company remains confident in long-term returns.
- Opportunities exist from market volatility, and the company has been rotating portfolios into "ugly" companies at attractive prices.
- Exposure to industrials has increased through companies supplying automotive and stainless steel that have lost over 65% of value.
- Prudence is advised regarding financial and Chinese companies due to various risks, though some gains were achieved.
- With $6 billion under management
El crédito y los seguros como parte de la educación financieraMarcoMolina87
El crédito y los seguros, son temas importantes para desarrollar en la ciudadanía capacidades que le permita identificar su capacidad de endeudamiento, los derechos y las obligaciones que adquiere al obtener un crédito y conocer cuáles son las formas de asegurar su inversión.
vehiculo importado desde pais extrajero contien documentos respaldados como ser la factura comercial de importacion un seguro y demas tambien indica la partida arancelaria que deb contener este vehículo 3. La importadora PARISBOL TRUCK IMPORT SOCIEDAD DE RESPONSABILIDAD LIMITADA perteneciente a Bolivia, trae desde CHILE , un vehículo Automóvil con un número de ruedas de 6 Número del chasis YV2RT40A0HB828781 De clase tractocamión, con dos puertas . El precio es de 35231,46 dólares, la importadora tiene los siguientes datos para el cálculo de sus costos:
• Flete de $ 1500 por contenedor
• El deducible es de 10 % de la SA y la prima neta de 0.02% de la SA
• ARANCEL DE IMPORTACIÓN 20% • ALMACÉN ADUANERO 1.5%
• DESPACHO ADUANERO 2.1%
• IVA 14.94%
• PERCEPCIÓN 0.3%
• OTROS GASTOS DE IMPORTACIÓN $US
• Derecho de emisión 4.20
• Handling 58 • Descarga 69
• Servicios aduana 30
• Movilización de carga 70.10
• Transporte interno 150
• Gastos operativos 70
• Otros gastos 100 • Comisión agente de 0.05% CIF
GASTOS FINANCIEROS o GASTOS APERTURA DE L/C (0.3 % FOB) o Intereses proveedor $ 1050 CALULAR:
i) El valor FOB
j) hallar la suma asegurada de la mercancía y la prima neta que se debe pagar a la compañía aseguradora, y el valor CIF
k) El total de derechos e impuestos
l) El costo total de importación y el factor
m) El costo unitario de importación de cada alfombra en $us y Bs. (tipo de cambio: Bs.6.85)
Investigacion: Declaracion de singapur.pdfMdsZayra
Se presenta la Declaracion de Singapur, esta se relaciona con la integridad de la investigacion y su importancia en las diferentes organizaciones habaladas por la SUNEDU y el CONCYTEC en el Peru, ya que muchos investigadores han surgido en los ultimos tiempos y con el mundo de la virtualidad podemos aparecer en todos lados como autores principales, este modelo tiene sus bases al mismo modo que los pricipios eticos de cualquier invetigacion en el peru.
La integridad de la investigación es sustancial para su aporte y valor
independientemente del modo y la forma de organizar la investigación existen
principios y responsabilidades que todo profesional debe ejecutar con el fin de
mantenerla. La Declaración de Singapur sobre la Integridad en la
Investigación fue elaborada en el marco de la segunda
Conferencia Mundial sobre Integridad en la Investigación,
21‐24 de julio de 2010, en Singapur, como una guía global
para la conducta responsable en la investigación.
Principios: Honestidad en todos los aspectos de la investigación
Responsabilidad en la ejecución de la investigación
Cortesía profesional e imparcialidad en las relaciones
laborales
Buena gestión de la investigación en nombre de otros
Responsabilidades: 1. Integridad: Los investigadores deberían hacerse responsables de la honradez de sus
investigaciones.
2. Cumplimiento de las normas: Los investigadores deberían tener conocimiento de las normas y
políticas relacionadas con la investigación y cumplirlas.
3. Métodos de investigación: Los investigadores deberían aplicar métodos adecuados, basar sus
conclusiones en un análisis crítico de la evidencia e informar sus resultados e interpretaciones de
manera completa y objetiva.
4. Documentación de la investigación: Los investigadores deberían mantener una documentación
clara y precisa de toda la investigación, de manera que otros puedan verificar y reproducir sus
trabajos.
5. Resultados de la investigación: Los investigadores deberían compartir datos y resultados de forma
abierta y sin demora, apenas hayan establecido la prioridad sobre su uso y la propiedad sobre ellos.