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413. SaaSmageddon e ideas 2026 con +FlowKCash

EPISODE · Mar 15, 2026 · 1H 41M

413. SaaSmageddon e ideas 2026 con +FlowKCash

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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