NVR: Expect Some Weak Quarters, But The Investment Thesis Remains Strong

Group 1 - Tomas Riba is an economist and former CFO who invests in high-quality companies capable of compounding cash flow over the long term [1] - His investment journey began in 2007, and he has a background in accounting and finance [1] - Riba has held the role of CFO for a holding company involved in various industries, including pharma, medical devices, textiles, food, and real estate [1] - Currently, he teaches courses on "Derivatives for risk management" and "Investment analysis" at a Master's Degree program in Financial Management [1] - Riba's investment strategy focuses on companies with strong competitive advantages, operating in growing industries, with expanding margins, low debt, and aligned management [1]