364. Cartera Agresiva 2025 con Mr. Timbits

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a Mr. Timbits, que ya estuvo con nosotros en el episodio 306. Nos explicará cómo ha vivido estos últimos años y movimientos destacables en su cartera, cómo ve la situación actual en la economía y los mercados, y de gestión agresiva de carteras: 30% cash cows y compunders 30% bonos argentinos y de energéticas - doble dígito YTM Petrobras Argentina 30% otras acciones a gusto del consumidor - acciones argentinas 10% situaciones especiales. District Metals

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364. Cartera Agresiva 2025 con Mr. Timbits

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