405. Invertir en Japón 2025 con Marc Garrigasait

Nuevo episodio de Value Investing FM en el que Adrián y Paco hablamos sobre invertir en Japón con Marc Garrigasait, que ya nos acompañó en los episodios 101 y 127. Nos hablará de aprendizajes de invertir en Japón: cómo surgió el fondo, cómo es la relación con los directivos, qué es lo más complicado de invertir en este país, lo que más le ha sorprendido y alguna sorpresa negativa. También nos explicará cómo ve la situación actual y cómo cree que evolucionará y repasaremos algunas tesis de inversión: - Shinnihon Corporation - Tsubakimoto Kogyo Co Ltd - Kenko Mayonnaise Co Ltd - Ebara Jitsugyo

Episode metadata supplied by the publisher feed · Published Jan 18, 2026

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405. Invertir en Japón 2025 con Marc Garrigasait

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