417. Cartera 2026 de Invexcel con Alirio Sendrea

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a Alirio Sendrea, de Invexcel, que ya estuvo con nosotros en el episodio 221. Nos explicará cómo han vivido este último año y algunos movimientos destacables entre las empresas de cartera, cómo ve la situación actual en la economía y los mercados y repasaremos algunas de sus tesis de inversión y sus errores, antes de las preguntas cortas finales. Tesis de inversión: Actualización AB Inbev (presentada en el Gran Evento 2023) Colonial Smurfit Westrock Cirsa C&C Group

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417. Cartera 2026 de Invexcel con Alirio Sendrea

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