197. Invertir en Shipping con Gabriel Castro

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Gabriel Castro, gestor de los fondos Sigma Internacional y Gamma Global en Singular Bank sobre invertir en shipping. Nos hablará de: • Sus inicios en el mundo de la inversión en bolsa • Los motivos por los que invierte en el sector del transporte marítimo • Los diferentes subsectores dentro del sector del shipping • Cómo analizar el sector del shipping teniendo el cuenta los ciclos económicos • Algunas de las principales posiciones en su cartera como Navios Maritime Partners, Golar LNG, ZIM o Pax Global • Su mayor error en Rolls-Royce Enlace para apuntarse a la Quedada Madrileña del 12 de diciembre: https://forms.gle/5KPMuFqq7LdczHu58

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197. Invertir en Shipping con Gabriel Castro

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