188. Repasando la cartera con Javier Acción

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de tener con nosotros de nuevo a Javier Acción, director de inversiones de Acción Inversiones y para repasar su cartera de inversión en 2021 del fondo Gestión Boutique Acción Global. Nos hablará de: - Cómo gestionó el fondo Acción Global durante la crisis - La evolución del fondo desde sus inicios - Su evolución como inversor - Algunas de sus posiciones como Embracer, Peloton, AirBNB, Maverix Metals o Align Technology - Su error en Paradox Interactive - La lección más importante que ha aprendido este último año

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188. Repasando la cartera con Javier Acción

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