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392. Cartera Cornamusa 2025 con Carlos Aizpurua

EPISODE · Oct 19, 2025 · 1H 36M

392. Cartera Cornamusa 2025 con Carlos Aizpurua

from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a Carlos Aizpurua, que ya estuvo con nosotros en los episodios 15, 152 y 287. Nos explicará cómo ha vivido estos últimos años y movimientos destacables en su cartera, cómo ve la situación actual en la economía y los mercados, repasaremos tesis de inversión y errores antes de las preguntas cortas finales. Tesis de inversión: International General Insurance - Actualización muy breve Duratec - Actualización breve Grodno - Actualización breve Unidata Lakeland Industries con opciones ASA International Este episodio cuenta con la colaboración de CESCE https://www.cesce.es/

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392. Cartera Cornamusa 2025 con Carlos Aizpurua

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