413. SaaSmageddon e ideas 2026 con +FlowKCash

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This episode is 1 hour and 41 minutes long.

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This episode was published on March 15, 2026.

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from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de entrevistar a Leandro González y Javier Pérez, de +FlowKcash. Nos hablarán sobre cómo ven la situación actual económica y en los mercados y dónde creen que puede haber valor o trampas de valor. También hablaran sobre SaaSmageddon y el impacto puede tener la IA en la industria del software, qué nichos pueden pasarlo peor o, al contrario, pueden ver beneficiados y movimientos en sus carteras. Repasaremos algunos de sus errores y tesis de inversión: BBB Foods Stevanato ZIGExN Medpace

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413. SaaSmageddon e ideas 2026 con +FlowKCash

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How long is this episode of Value Investing FM?

This episode is 1 hour and 41 minutes long.

When was this Value Investing FM episode published?