David Cabeza: la filosofía quality y los casos de Grifols y Rentokil

David Cabeza, analista y gestor del fondo Renta 4 Small Caps, nos explica la filosofía quality que emplean en sus fondos: "Hacemos un ejercicio muy básico, que es pensar cómo va a estar esta compañía en tres, cinco, siete años... miramos más el largo plazo. Nos preguntamos si esa compañía va a ser más grande, más rentable y va a generar más beneficios en ese largo plazo. Y la respuesta en la mayoría de los casos de las compañías que componen el Renta 4 Bolsa y Renta 4 Valor Europa es que creemos que será así. Además, su retorno sobre el capital empleado normalmente está muy por encima de la media".

NOW PLAYING

0:00 6:25

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

A Form Untorn

May 3, 2026 ·2m

#126　オーストラリアコーヒーの魅力に惹かれて　④

Feb 24, 2026 ·13m

#125　オーストラリアコーヒーの魅力に惹かれて　③

Feb 17, 2026 ·9m

#124　オーストラリアコーヒーの魅力に惹かれて　②

Feb 11, 2026 ·7m

#123　オーストラリアコーヒーの魅力に惹かれて　①

Feb 3, 2026 ·7m

#122　逆境に負けずワンちゃんと一緒に通えるお店を起業　④

Jan 27, 2026 ·8m

Similar Podcasts

繁盛店にしたいなら私の話を聞きなさい！ K-MIX KIKURA 静岡市のチーズケーキ専門店『すずとら』創業者、現在は夫婦で経営する『ITAMAE朝太郎』の女将である小川陽子が、悩める女性店舗経営者に送る応援型ポッドキャストです。美容サロン、飲食店、物販など様々な店舗を起業した経験から、今までの失敗談を含めてあなたの起業・店舗経営に役立つ魔法のエッセンスをズバッとお伝えします。番組へのメッセージやご感想は公式LINEかメルマガへお気軽にご連絡ください。公式LINE：https://kiby8fuo.autosns.app/line公式メルマガ：https://1lejend.com/stepmail/kd.php?no=IRnMelaqEvInstagram：https://www.instagram.com/yokoneko0829YouTube：https://youtube.com/@user-hx4ge5kt2g▼MC：小川陽子㈱ベルエキップ・プラス代表取締役。美容、カフェ業を経て50歳を機に洋菓子店を事業売却。店舗ビジネス20年4事業10店舗実績。売れて信頼されるロングセラービジネス法で女性店舗経営者をサポート。宅建士。 Song Against Songs, The by G. K. Chesterton (1874 - 1936) LibriVox LibriVox volunteers bring you 9 recordings of The Song Against Songs by G. K. Chesterton. This was the Fortnightly Poetry project for October 16, 2011.Chesterton was a large man, standing 6 feet 4 inches (1.93 m) and weighing around 21 stone (130 kg; 290 lb). His girth gave rise to a famous anecdote. During World War I a lady in London asked why he was not 'out at the Front'; he replied, 'If you go round to the side, you will see that I am.' On another occasion he remarked to his friend George Bernard Shaw: "To look at you, anyone would think a famine had struck England". Shaw retorted, "To look at you, anyone would think you have caused it". P. G. Wodehouse once described a very loud crash as "a sound like Chesterton falling onto a sheet of tin."( Summary from Wikipedia ) IT IS WHAT IT IS with SHALLZ - SHALLY ZOMORODI Shally Zomorodi What? "It is what it is" with ShallZ – Shally ZomorodiWhen? WeeklyHow long? 35 minutesEvery week, Mother of 4, wife, morning TV news anchor and ultimate hostess, Shally Zomorodi talks about life - its up's and downs and how to stay on track in her weekly podcast, ‘It is what it is.’ Known for her high energy, infectious smile and ability to see the cup as half full Shally talks about all things in life and how to work through its challenges. From parenting, marriage, friendships, current events to how to smile when it just seems impossible ‘It is what it is’ is the perfect podcast to help inspire you to dance through the rain. Temps de Dol Temps de Dol Soy 1 de 4. Lo he sido dos veces. Aquí te traigo mi tiempo de duelo para que, si también estás transitando un proceso de duelo gestacional sepas que no estás sola. Hablemos. Escuchemos. Visibilicemos. Y, sobretodo, acompañemos.

Frequently Asked Questions

How long is this episode of Renta 4 Pódcast?

This episode is 6 minutes long.

When was this Renta 4 Pódcast episode published?

This episode was published on June 3, 2020.

What is this episode about?

Can I download this Renta 4 Pódcast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!