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64. Joel Greenblatt: la fórmula para ganarle a Wall Street.

El Arte de Invertir•26 de agosto de 2026•00:48:30•
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Descripción del Episodio

¿Existe una fórmula para ganarle al mercado?


Joel Greenblatt pasó de administrar uno de los fondos con mejor rendimiento de Wall Street a publicar el método que utilizaba para seleccionar acciones.


Su famosa Magic Formula buscaba encontrar empresas extraordinarias a precios atractivos utilizando solo dos indicadores financieros. Pero más allá de la fórmula, su historia deja una lección mucho más importante: las mejores estrategias requieren disciplina, paciencia y un sistema que puedas seguir incluso cuando deja de funcionar por un tiempo.


👉 Si quieres invertir con una estrategia bien construida, conoce GBM Advisory haciendo clic aquí.


En este episodio de El Arte de Invertir analizamos la historia de Joel Greenblatt, fundador de Gotham Capital y creador de la famosa Magic Formula, una estrategia que marcó a toda una generación de inversionistas.


En este episodio hablamos de:


• Cómo logró rendimientos cercanos al 50% anual durante una década.

• Por qué devolvió el dinero a todos sus inversionistas.

• La historia detrás de Gotham Capital.

• Cómo funciona la Magic Formula.

• El papel de los spin-offs y las situaciones especiales.

• La importancia de invertir con un sistema.

• Por qué las fórmulas no funcionan todo el tiempo.

• La paciencia como ventaja competitiva.


También hablamos de Value Investing, Benjamin Graham, Warren Buffett, Michael Burry, Gotham Capital, Magic Formula, spin-offs, S&P 500, Wall Street e inteligencia artificial. 


📅 Episodio grabado en 2026.

💬 Las opiniones expresadas en este podcast son exclusivamente a título personal y no representan la posición de ninguna empresa o institución relacionada. Este contenido tiene fines informativos y no constituye una recomendación de inversión o asesoría financiera.

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