PodParley PodParley
PodParley
408. Cartera 2026 con Equam Capital

EPISODE · Feb 8, 2026 · 1H 20M

408. Cartera 2026 con Equam Capital

from Value Investing FM

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a José Antonio Larraz de Equam Capital, que ya estuvo con nosotros en el episodio 309. 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: Arnoldo Mondadori Editore Actualización: RHI Magnesita Domino’s Pizza UK/ Amrest Holdings Expro Group Inchcape Befesa

NOW PLAYING

408. Cartera 2026 con Equam Capital

0:00 1:20:52

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

Regular Man UNSCRIPTED 5

Jun 1, 2025 ·89m

Regular Man UNSCRIPTED 4

Apr 6, 2025 ·110m

If I Were the Devil Steve Cruz 2025

Mar 31, 2025 ·11m

Duane Charles Hearing from the Blue-Collar Calvinist S2E19

Mar 23, 2025 ·87m

Philip Kulishov Starting and Running a Successful Business S2E18

Mar 16, 2025 ·55m

Josh Howard Eschatology Matters The Impact of Your Belief S2E17

Mar 9, 2025 ·90m

Similar Podcasts

Backstage with Pete Vargas III (PV3) Pete Vargas III Get ready for an exhilarating journey into the world of business success using STAGES! Join Pete for weekly extraordinary episodes that will turbocharge your business growth.Experience out-of-this-world content, featuring special guests and invaluable insights, all designed to propel your business to new heights. No sales pitch, just pure value, and actionable strategies!Whether you're a seasoned entrepreneur or just starting out, "BACKSTAGE with PETE VARGAS III" is your go-to destination for inspiration, motivation, and practical tips that will accelerate your path to success.___BACKSTAGE with Pete Vargas III is a brand new show dedicated to bringing you powerful content, top-tier guests, and practical takeaways that will help you build your life and your business… through stages! Don’t miss a single episode… subscribe to the podcast, like share, and follow @PeteVargasIII on all social media platforms___Our Mission IsTo Help Our ClientsImpact 1 Billion People Through 1 Mill The Regular Man Podcast The Regular Man Podcast Welcome to the Regular Man Podcast, where we celebrate God's gift of masculinity in the life of the Regular Man. Here, there are no pastors, no pretense, and no pandering. Just interesting conversation, realistic expectations, and practical advice for the regular man.Steve Cruz is the host of The Regular Man Podcast, created specifically for the regular, hard-working, blue-collar man. He’s a husband and father who believes men should embrace God’s gift of masculinity and live a life of Christian virtue.Steve learned the value of hard work, integrity, and respect through an upbringing of cars, construction, and a cadre of strong hardened men. As a military veteran and law enforcement officer, Steve understands the value of speaking directly and plainly on subject matters that are, far too often, nuanced to death by the modern-day Christian Church.As the host of The Regular Man Podcast, Steve has down-to-earth The 48 Laws of Power by Robert Greene (Full Audiobook) Robert Greene Amoral, cunning, ruthless, and instructive, this multi-million-copy New York Times bestseller is the definitive manual for anyone interested in gaining, observing, or defending against ultimate control – from the author of The Laws of Human Nature.In the book that People magazine proclaimed “beguiling” and “fascinating,” Robert Greene and Joost Elffers have distilled three thousand years of the history of power into 48 essential laws by drawing from the philosophies of Machiavelli, Sun Tzu, and Carl Von Clausewitz and also from the lives of figures ranging from Henry Kissinger to P.T. Barnum.Some laws teach the need for prudence (“Law 1: Never Outshine the Master”), others teach the value of confidence (“Law 28: Enter Action with Boldness”), and many recommend absolute self-preservation (“Law 15: Crush Your Enemy Totally”). Every law, though, has one thing in common: an interest in t Rich Dad's Guide to Investing II Robert T. Kiyosaki II Full Audiobook II Robert T. Kiyosaki Investing means different things to different people… and there is a huge difference between passive investing and becoming an active, engaged investor. Rich Dad’s Guide to Investing, one of the three core titles in the Rich Dad Series, covers the basic rules of investing, how to reduce your investment risk, how to convert your earned income into passive income… plus Rich Dad’s 10 Investor Controls.The Rich Dad philosophy makes a key distinction between managing your money and growing it… and understanding key principles of investing is the first step toward creating and growing wealth. This book delivers guidance, not guarantees, to help anyone begin the process of becoming an active investor on the road to financial freedom.
URL copied to clipboard!