338. Entrevista a Xavier Brun sobre Global Arrow episode artwork

EPISODE · Sep 15, 2024 · 1H 54M

338. Entrevista a Xavier Brun sobre Global Arrow

from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Xavier Brun sobre Global Arrow, que ya estuvo con nosotros en los episodios 122 y 217. Nos hablará del nuevo fondo Global Arrow, de cómo ha vivido este último año, de algunos movimientos destacables entre las empresas de la cartera anterior y repasará las tesis de inversión: Actualización Atalaya Mining LVMH Nestle Thermo Fisher Puig Brands Actualización de Soitec

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338. Entrevista a Xavier Brun sobre Global Arrow

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