Inversión estilo Graham vs. Inversión estilo Buffett: Qué cambió y por qué importa
No tengo ningún interés en declarar ganador a Benjamin Graham o a Warren Buffett. Ese es el tipo de debate ficticio que hace que…
Samuel Jeffery is an award-winning media publisher and quantitative investment strategist who has spent over 15 years building verified digital authority. As the creator of Picture Perfect Portfolios, Samuel pioneered the concept of "Expanded Canvas Portfolios"—a proprietary framework that utilizes capital efficiency and return stacking to help sophisticated DIY investors move beyond the limitations of the traditional 60/40 model.Originally known for his work as "Nomadic Samuel"—where he earned two World Travel Awards for global marketing campaigns—Samuel pivoted his obsessive research skills to quantitative finance in 2020. His unique "Global Macro" perspective is informed by real-world survival; living in high-inflation economies like Argentina (and growing up in the boom-to-bust town of Gold River, BC) taught him that purchasing power preservation is not theoretical, but existential.Central to his strategy is the "1-2-3 Allocation Framework," a hierarchical approach to portfolio construction designed to weather any economic climate. Unlike traditional models that focus solely on asset selection, Samuel’s methodology prioritizes Capital Efficiency (expanding the canvas) as the foundation, secures safety through Maximum Diversification (incorporating uncorrelated alternatives), and seeks structural alpha through Factor Optimization.Today, Samuel’s research on Systematic Asset Allocation, Managed Futures, and Trend Following bridges the gap between institutional-grade strategies and the retail brokerage account. His work and portfolio models have been featured or cited by industry leaders including Nasdaq, Investing.com, Standpoint Funds, Moontower, Mount Lucas, Convexity Maven, and Alpha Architect. He does not just write about these strategies; he invests his own net worth in them.
No tengo ningún interés en declarar ganador a Benjamin Graham o a Warren Buffett. Ese es el tipo de debate ficticio que hace que…
I have no interest in declaring Benjamin Graham or Warren Buffett the winner. That is the kind of fake debate that makes investing dumber…
Entiendo perfectamente el atractivo de las acciones baratas. Posta que sí. Un precio bajo se siente como un cinturón de seguridad absoluto. Podés apuntar…
I understand the appeal of cheap stocks. I really do. A low price tag feels like an absolute seatbelt. You can point to book…
Yo entiendo la tentación de las colillas de cigarrillo (cigar butts). De verdad la entiendo. Las cosas baratas se sienten seguras porque la pérdida…
I understand the cigar-butt temptation. I really do. Cheap things feel safe because the downside looks visible, quantifiable, and wrapped in hard physical assets….
El debate típico sobre la inversión en valor (value investing) muchas veces se reduce a una calcomanía corporativa: Team Graham contra Team Buffett. Nos…
The standard debate around value investing is often reduced to a corporate bumper sticker: Team Graham versus Team Buffett. We are told it’s a…
No me gusta la versión simplista de la historia financiera donde tratan a Benjamin Graham como el típico profesor de matemática aburrido de la…
I don’t like the lazy version of financial history where Benjamin Graham is treated like the old, dusty junior high math teacher and Warren…
Te voy a admitir algo un poco vergonzoso: yo también solía prestarle demasiada atención a la lista de acciones públicas de Berkshire Hathaway. Es…
I’ll admit something slightly embarrassing: I used to pay too much attention to Berkshire Hathaway’s public stock list too. It is easy. It gives…
Para mí, el debate entre “acciones versus empresas” pierde el eje por completo. Buffett nunca eligió una religión. No firmó un pacto de sangre…
I think the “stocks versus businesses” debate misses the point entirely. Buffett was not choosing a religion. He was not signing a blood oath…
Para mí, el error más grande que comete la mayoría de la gente con Berkshire Hathaway es tratarlo como si fuera un portfolio de…
I think the biggest mistake people make with Berkshire Hathaway is treating it like a portfolio. It is not. A portfolio is just a…
Entiendo perfectamente por qué a la gente le encanta la adorable historia de la cultura corporativa de Berkshire. Es prolija, es encantadora y hace…
I get why people love the cozy Berkshire culture story. It is clean, it is charming, and it makes a trillion-dollar corporate empire sound…
La mayoría de los inversores describen los años de Warren Buffett en Berkshire Hathaway como una historia de selección de acciones. Miran al enorme…
Most investors describe Warren Buffett’s Berkshire Hathaway years as a stock-picking story. They look at the massive holding company and see an investment portfolio…
