Dola Capital

Médica del Sur – Analysis and Valuation

A deep dive on a single hospital operator with valuable real estate assets.

Nov 8 • Ferrucho Doddoli Lankenau

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May 2025

Barriers to Entry in the Cement Industry

Why do cement companies face so little new competition?

May 14 • Ferrucho Doddoli Lankenau

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September 2024

Cultiba – Analysis of Q2 2024 Results

A look at Cultiba's and Grupo Gepp's Q2 2024 results.

Sep 9, 2024 • Ferrucho Doddoli Lankenau

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The Fallacy of Expected Value in Investing: Arithmetic vs Geometric Mean

In this article I analyze how certain investments, even with a positive EV, can lead to ruin because a large loss can occur that leads to irreversible…

Sep 1, 2024 • Ferrucho Doddoli Lankenau

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August 2024

Fe de Erratas – Analysis and Valuation of Consorcio Ara 2.0

Important corrections and improvements made to my recent valuation of Consorcio Ara

Aug 7, 2024 • Ferrucho Doddoli Lankenau

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Direct vs Indirect Approach

A personal reflection on my plan to cultivate the ideal conditions to become a successful investor.

Aug 7, 2024 • Ferrucho Doddoli Lankenau

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What is your edge?

An analysis of the type of edge you can have as an investor and how to develop it further.

Aug 4, 2024 • Ferrucho Doddoli Lankenau

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July 2024

Consorcio Ara – Analysis and Valuation 2.0

At first glance Consocio Ara looks incredibly cheap, in this analysis I revisit the company to determine if it is really a great opportunity, or a value…

Jul 29, 2024 • Ferrucho Doddoli Lankenau

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June 2024

How Many Stocks Should an Investor Own?

An analysis of diversification vs concentration in investing.

Jun 9, 2024 • Ferrucho Doddoli Lankenau

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Why Small Investors Have the Upper Hand

An analysis of why small investors can achieve better returns than institutional players.

Jun 6, 2024 • Ferrucho Doddoli Lankenau

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May 2024

Cultiba – Analysis of FY 2023 and Q1 2024 Results

A look at Cultiba's and Grupo Gepp's FY 2023 and Q1 2024 results.

May 15, 2024 • Ferrucho Doddoli Lankenau

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Compounders vs Cheap Stocks

Should an investor focus on finding high quality companies that can incrementally reinvest earnings at high rates of return (compounders), and ignore…

May 13, 2024 • Ferrucho Doddoli Lankenau

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