177. Repasando las Carteras de True Value con Alejandro Estebaranz

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de tener con nosotros de nuevo a Alejandro Estebaranz, director de inversiones de True Value Investments y divulgador bursátil en el Arte de Invertir, para repasar sus carteras de inversión en 2021. Nos hablará de: • Cómo gestionó sus carteras durante las crisis del covid • La evolución de GoEasy y S&U desde su presentación en el Gran Evento de Value Investing FM: https://www.youtube.com/watch?v=cz64T01ys8s • Cómo buscar varias empresas en sectores dentro de su círculo de competencia • Su visión sobre la inflación y las expectativas económicas a corto y medio plazo • El primer año de vida de True Value Small Caps, con una rentabilidad de más del 100% desde el inicio • Algunas de sus posiciones como Dye & Durham, IDT, Nagarro o Topicus • Su error en Knight Therapeutics • La lección más importante que ha aprendido este último año

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177. Repasando las Carteras de True Value con Alejandro Estebaranz

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