Fernando’s Substack

Hypothetical Magnificent Seven Mergers: Multi-Format Analysis

What if the biggest tech companies stopped competing and started combining?

May 16 • 

Fernando Gonzalez

Honda's Hidden Value: Why This Japanese Auto Giant May Be 25% Undervalued

A data-driven DCF analysis reveals significant upside potential as motorcycle strength offsets automotive headwinds

May 9 • 

Fernando Gonzalez

March 2025

Amazon Unplugged: A Deep Dive into Its Financial Powerhouse

A comprehensive investment banking–grade analysis of Amazon's historical performance, future projections, and valuation, revealing the secrets behind…

Mar 1 • 

Fernando Gonzalez

1

February 2025

The Future of the Magnificent Seven

Rethinking Market Dominance, Growth, and Risk in 2025

Feb 16 • 

Fernando Gonzalez

1

December 2024

November 2024

Essential Metrics to Drive Business Value: A Guide for Company Leaders

As a business owner in today's competitive landscape, understanding and improving your company's value isn't just about exit planning—it's about…

Nov 28, 2024 • 

Fernando Gonzalez

2

The Trillion-Dollar Algorithm: How AI is Eating Wall Street's Lunch

Investment Funds

Nov 28, 2024 • 

Fernando Gonzalez

1

1

How Anthropic Built a $6B AI Empire in 24 Months

The playbook they don't want you to see

Nov 22, 2024 • 

Fernando Gonzalez

1

Your M&A Strategy Sucks (And Your Competitors Are Laughing All the Way to the Bank)

Look, I get it.

Nov 20, 2024 • 

Fernando Gonzalez

3

The AI Beat: Titans Clash, Poets Tremble, and Machines Get Creative

Wild AI week

Nov 18, 2024 • 

Fernando Gonzalez

1

Panama on the Move: Navigating November 2024’s Economic Currents

Welcome to our monthly newsletter, where we unravel the most significant developments in Panama’s economic and financial sectors.

Nov 15, 2024 • 

Fernando Gonzalez

1

Panamá en Movimiento: Navegando las Corrientes Económicas de Noviembre 2024

Bienvenidos a nuestro boletín mensual donde analizamos los desarrollos más relevantes en los sectores económicos y financieros de Panamá.

Nov 15, 2024 • 

Fernando Gonzalez

1