396. Invertir en Europa con Juan Carlos Acitores Peñafiel

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Juan Carlos Acitores Peñafiel, de Acifiel Sicav. Nos explicará por qué empezó a invertir, qué le atrajo del mundo de la inversión, cuál es su estilo de inversión y cómo ha evolucionado, cuáles son sus fondos e inversores de referencia y cuál es la lección más importante que ha aprendido como inversor. Repasaremos algunos de sus errores y tesis de inversión por sectores: Sector farma: Sanofi, Novartis y Roche Oil: BP y Total Energies Bebidas alcohólicas: AB InBev Ropa deportiva: Adidas y Puma Consumo: Unilever Autos: BMW, Stellantis, Renault, Volkswagen

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396. Invertir en Europa con Juan Carlos Acitores Peñafiel

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