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    Investment Journal & Angel Investments

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    Schwab/GBM Monthly Check & KPI Tracker. @April 1, 2026 7:00 AM (CST)

    Weekly Report - Claude CFO/CIO - Ver mail en Drafts Gmail @Monday 7:00 AM (CST) Meterme a Claude y correrlo si no funciona. recordar que necesito Make para hacerlo, y chance me pide pagar Make.

    Stocks to Buy (Assess Again):

    • Gold
    • Google: they own pieces of anthropic, spacex,
    • Roblox: Teens interest on buying things in Roblox is on the rise and is the cigarette of our era.
    • NU: see if it makes sense buying more.
    • Shopify: see if if makes sense buying.
    • SBUx
    • BYD: comprar, está a buen nivel.
    • Starcloud. Inevitablemente los Data Centers estarán almacenados en el espacio. Observar el crecimiento de esta startup.
    • TBBB: Room for growth in Mexico.

    If I don’t get excited when the stock drops and it doesn’t make me want to buy more—if it makes me want to sell—then I’m holding the wrong stock. Sell immediately.

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    Angel Investments

    Company
    Vehicle
    Platform
    Date First Investment
    Invested?
    Why? Why not?
    Market Cap
    Last edited time
    Type
    Airbnb
    Andres Pineda (Personal)
    Schwab
    May 1, 2024
    Yes

    $80B - DEC25

    Dec 23, 2025 2:52 AM
    Growth
    Amazon
    Andres Pineda (Personal)
    Schwab
    November 20, 2018
    Yes

    Dec 23, 2025 2:53 AM
    Value
    Apple
    Andres Pineda (Personal)
    Schwab
    November 20, 2018
    Yes

    Dec 23, 2025 2:53 AM
    Value
    Berkshire Hathaway
    Andres Pineda (Personal)
    Schwab
    July 9, 2025
    Yes

    Dec 23, 2025 2:54 AM
    Defensive
    Beyond Meat
    Andres Pineda (Personal)
    Schwab
    May 20, 2024
    Yes

    Nov 21, 2025 2:32 AM
    BYD

    Dec 23, 2025 2:55 AM
    Gigstack
    AP1 Global Ventures LLC
    Direct Investment
    August 14, 2024
    Yes

    Nov 21, 2025 2:32 AM
    Google
    Andres Pineda (Personal)
    Schwab
    June 10, 2025
    Yes

    Dec 23, 2025 2:54 AM
    Value
    Meta

    Dec 23, 2025 2:54 AM
    Value
    Micron

    $300B - DEC25

    Dec 23, 2025 2:55 AM
    NU
    Andres Pineda (Personal)
    Schwab
    November 5, 2025
    Yes

    AI-driven Neobanks productivity increases, reducing the need for a large workforce while significantly boosting return on equity (ROE). • Current state: $300 billion in assets, 100,000 full-time employees, mid-teens ROE. • Future state: $300 billion in assets, 5,000 full-time employees, 50% ROE.

    Dec 23, 2025 2:54 AM
    Growth
    NVDA
    Andres Pineda (Personal)
    Schwab
    November 14, 2024
    Yes

    Chips will be everywhere. Humanoides será lo que más se construirá en el futuro. Significant growth potential. EPS & earnings power. Implied P/E for the future to decrease from 35x to 2.4x. (Coatue)

    Dec 23, 2025 2:54 AM
    Growth
    Oscar Health

    Dec 23, 2025 2:54 AM
    Growth
    Palantir
    Andres Pineda (Personal)
    Schwab
    March 10, 2025
    Yes

    $450B - DEC25

    Dec 23, 2025 2:55 AM
    Growth
    Roblox

    Dec 23, 2025 2:54 AM
    Growth
    Shopify

    $220B - DEC25

    Dec 23, 2025 2:55 AM
    Growth
    Starbucks

    $100B - DEC25

    Dec 23, 2025 2:55 AM
    Defensive
    TBBB
    Andres Pineda (Personal)
    Schwab
    February 3, 2025
    Yes

    -Great Team. Anthony Hatoum is great. -Huge Market -Anti-cyclical: in down times, TBBB will thrive due to market needs.

    Dec 23, 2025 2:54 AM
    Growth
    Uber
    Andres Pineda (Personal)
    Schwab
    November 20, 2018
    Yes

    Dec 23, 2025 2:54 AM
    Growth

    $75B - DEC25

    Dec 23, 2025 2:55 AM
    Dividend

    Valuation Articles

    Analysis and Valuation - Consorcio Ara.pdf3.7 MiB
    Analysis_and_Valuation_-_Cementos_Moctezuma.pdf25.6 MiB
    Analysis_and_Valuation_-_Cultiba.pdf2.1 MiB
    Analysis_and_Valuation_-_Megacable.pdf1.8 MiB
    Analysis_and_Valuation_-_Rotoplas.pdf2.5 MiB
    The_Value_of_a_Business_-_by_Ferrucho_Doddoli_Lankenau.pdf1.4 MiB
    Understanding_Stock_Repurchases.pdf1.6 MiB
    Working_Capital_in_Valuation_-_by_Ferrucho_Doddoli_Lankenau.pdf1.4 MiB

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