302. Invertir en el Sector IT con Gekko y Heredia Laso

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This episode is 1 hour and 37 minutes long.

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This episode was published on December 24, 2023.

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from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Gekko y a Heredia Laso para hablar sobre el Sector IT. Nos explicarán cómo empezaron a invertir, cuál es su estilo de inversión y cómo ha evolucionado, cuáles son sus fondos e inversores de referencia y la lección más importante que han aprendido durante su historia como inversores. También nos comentarán qué es lo que les gusta y lo que no les gusta del sector IT, en qué se fijan al invertir en empresas del sector y si hay alguna red flag o bandera roja que haga que descarten la empresa automáticamente. Y repasaremos sus tesis de inversión, antes hablar de sus errores y de las preguntas cortas finales: Nagarro Epsilon Net Spyrosoft Sword Group Suntech Performance Technologies Knowmad Mood

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302. Invertir en el Sector IT con Gekko y Heredia Laso

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Frequently Asked Questions

How long is this episode of Value Investing FM?

This episode is 1 hour and 37 minutes long.

When was this Value Investing FM episode published?