327. Repasando la Cartera 2024 con Carlos Santiso

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This episode is 1 hour and 15 minutes long.

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This episode was published on June 16, 2024.

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from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a Carlos Santiso, que ya estuvo con nosotros en los episodios 148 y 187. Nos explicará cómo ha vivido este último año y algunos movimientos destacables entre las empresas de cartera, cómo ve la situación actual en la economía y los mercados y repasaremos algunas de sus tesis de inversión y sus errores. Racional AG Frequentis Barry Callebaut AOJ Marlowe Actualización Ryman Healthcare

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327. Repasando la Cartera 2024 con Carlos Santiso

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How long is this episode of Value Investing FM?

This episode is 1 hour and 15 minutes long.

When was this Value Investing FM episode published?