MikeCAGR | Behind the Investor

Companies, investment, and behavior to help you form your own judgment.

My goal isn't to tell you what to buy, but to help you better understand companies, investors, and the decisions behind them.

🎙️ Behind the Investor (Detrás del Inversor): a podcast featuring in-depth conversations with investors and specialists about their journeys, mistakes, mindsets, and investment decisions.

🔬 Companies from the Inside (Empresas desde dentro): analysis of businesses, technology, competitive advantages, incentives, and corporate decisions—all explained through storytelling.

🧠 Investment Judgment and Behavior: psychology, biases, discipline, and decision-making under uncertainty. The common thread connecting the entire channel.

Here, you’ll find content on investing, but also the elements that often get left out of the numbers: context, behavior, and critical thinking.

Learn from everyone. Think for yourself.

Articles: https://mikecagr.substack.com
X: https://x.com/MikeCAGR