314. Repasando la Cartera 2024 con Andrómeda

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar de nuevo y por cuarta vez a Flavio y Juande de Andrómeda. Nos hablarán sobre cómo han vivido este último año y cómo ven la situación actual. Y haremos un repaso de sus tesis de inversión: Semiconductores y AI: Nvidia vs AMD Actualización Picos y Palas virutales: SnowFlake, MongoDB, GitLab, Adyen, Datadog, Unity, HashiCorp Actualización Ciberseguridad: Zscaler, SentinelOne, Crowdstrike, Cloudflare, Palo Alto Networks, CyberArk, Fortinet Short Duolingo porque no tiene búlgaro Y finalmente nos explicarán algunos de sus errores antes de pasar a las preguntas cortas y las preguntas finales.

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314. Repasando la Cartera 2024 con Andrómeda

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