421. Repasando la Cartera 2026 con Beltrán Palazuelo

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This episode is 1 hour and 11 minutes long.

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This episode was published on May 10, 2026.

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from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a Beltrán Palazuelo, que ya estuvo con nosotros en los episodios 251 y 326. 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 Alantra Partners y Tikehau Capital Actualización Diageo Zalando Ferrari Group Puig Brands

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421. Repasando la Cartera 2026 con Beltrán Palazuelo

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How long is this episode of Value Investing FM?

This episode is 1 hour and 11 minutes long.

When was this Value Investing FM episode published?