Alt Value Insights

Why ETH Remains a Conviction Position in Our Portfolio

"Ethereum isn’t hype.

44 mins ago • 

Jorge Urios

🔹 Insight #04 – User Growth > Whitepapers

(Disruption Signals)

Nov 2 • 

Jorge Urios

October 2025

✅ Crypto Fundamentals Checklist

How we separate investment-grade protocols from hype.

Oct 26 • 

Jorge Urios

🔹 Insight #03 – "Conviction > Diversification"

(Portfolio Thinking)

Oct 19 • 

Jorge Urios

🔑 How We Build Conviction Portfolios

Most investors confuse safety with strategy.

Oct 12 • 

Jorge Urios

🔹 Insight #02 – ASML > Apple (for the next 20 years)

(Deep Tech Fundamentals)

Oct 5 • 

Jorge Urios

September 2025

🔹 Insight #01 – Index Funds Are Built for the Past

(Against the Grain)

Sep 21 • 

Jorge Urios

Thesis: Index Funds Are Built for the Past

The Illusion of Safety

Sep 14 • 

Jorge Urios

How to Find Great Investments: Cheap P/E + High ROIC

Most investors stop at one question: “Is the stock cheap?”

Sep 7 • 

Jorge Urios

August 2025

How to Learn Investing: The Cookie Business Lesson

If you’re here, it’s because you want to learn how to invest your money (or maybe someone just sent you this post by chance).

Aug 31 • 

Jorge Urios

Phase 2: From €100,000 to €1,000,000 in Two Years

How to Multiply by Ten Without Playing Russian Roulette

Aug 17 • 

Jorge Urios

🧠 The Altvalue Innovation Index

Most funds track the past.

Aug 16 • 

Jorge Urios