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Alfa Positivo

Alfa Positivo

102 Episodes • By Alfa Positivo • alfapositivo.com/
Cada inversor tiene una historia, las empresas son nuestra excusa para contarla. Alfa Positivo: Tu cita semanal con la inversión en valor. Con Sergio Falla.
Investing Business
Alfa Positivo
Alfa Positivo
@alfapositivo
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Inversión Quality & Growth – Con Leandro
Leandro es el autor del blog  Best Anchor Stock... more
Feb 16 2023 1h 37m
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Estado de la Industria de la Publicidad – Con Kampa
Kampa es consultor especializado en la estrategias d... more
Feb 2 2023 44m
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Oportunidad de Inversión en Renta Fija – Con Daniel Tello (Azagala Capital)
Daniel Tello es gestor en Andbank WM del fondo GB VI... more
Jan 19 2023 1h 12m
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Megatendencias: Medio Ambiente – Con Beatriz Pérez
Beatriz Pérez es gestora del fondo Megatendencias: M... more
Jan 5 2023 1h 15m
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Filosofía de Inversión de Aztlan – Con Alejandro Garza y Andrés Viedma
Alejandro Garza y Andrés Viedma son socios del equip... more
Dec 15 2022 1h 13m
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Presentación de Cornamusa Capital – Con Carlos Aizpurua
Carlos Aizpurua es el autor del podcast de Iceberg d... more
Dec 8 2022 1h 36m
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Cómo Funciona el Sudeste Asiático – Con Kike Marchán
Hoy nos acompaña en el podcast Kike Marchán, que des... more
Dec 1 2022 1h 4m
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Cómo Funciona la Industria del Gaming – Con Krevix
Krevix es Inversor privado, especializado en el sect... more
Nov 24 2022 1h 46m
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Alfa Session #1 – Mundial de Tesis, Abogados Australianos y Minas en el Congo
Nuevo formato en el que vamos a hablar de las tesis ... more
Nov 17 2022 1h 14m
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Trabajo de Campo y Enfoque de Supervivencia – Con Beltrán Palazuelo
Beltrán Palazuelo es el gestor del fondo DLTV Europe... more
Nov 10 2022 1h 11m
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¡Nueva Temporada! Presentación, Aprendizajes y Novedades
¡Vuelve el podcast de Alfa Positivo!  Vuelven l... more
Nov 3 2022 1h 17m
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Tesis de Inversión en Spotify - Actualización 2022
Actualización de la tesis de inversión en Spotify qu... more
Jun 26 2022 43m
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El Despertar de Polonia - Con Sergio Velasco
Polonia es un país que ha generado mucho interés en ... more
Jun 18 2022 1h 25m
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El Futuro de Bitcoin - Con Pello Arrese
Esta semana ha vuelto Pello Arrese al podcast para h... more
Jun 11 2022 1h 35m
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Exceso de Inventario – Causas, Consecuencias y Perjudicados de esta Situación
¿Cómo se puede anticipar el futuro de una empresa? ¿... more
Jun 4 2022 17m
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¿Por Qué las Empresas Extranjeras Fracasan en China?
Esta semana se ha anunciado que AirBnB sale de China... more
May 28 2022 17m
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La Industria del Uranio - Con Ángel Martín Oro
Durante los últimos dos años el Uranio ha empezado a... more
May 21 2022 2h 28m
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El Camino del Inversor - Con Paco Lodeiro
Hoy vuelve un viejo amigo del podcast, que estoy seg... more
May 14 2022 1h 46m
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Inversión Macro y Situación Económica Actual - Con Hugo Ferrer
Los mercados de todo el mundo han tenido caídas impo... more
May 7 2022 1h 22m
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Elon Musk y el Futuro de las Redes Sociales - Con Jordi Perez Colomé
Esta semana hemos tenido una de las noticias del año... more
Apr 30 2022 50m
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El Trabajador Inteligente - Con Carlos Rojo
El conjunto de hábitos y acciones que llevamos a cab... more
Apr 23 2022 1h 34m
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Opiniones, Aprendizajes y Recomendaciones - Q&A con Sergio Falla
Esta semana he estado recibiendo preguntas de la com... more
Apr 10 2022 24m
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El Superciclo del Oil & Gas - Con Gabriel Castro
El sector energético ha sido uno de los que mejor re... more
Apr 2 2022 2h 5m
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Todo lo que necesitas saber sobre el Free Cash Flow
Esta semana ha salido una pregunta muy interesante e... more
Mar 27 2022 26m
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Masterclass de Deuda y Financiación Corporativa - Con Pedro Garrido y Daniel Tello
¿Sabes cómo analizar la deuda de una empresa? ¿te gu... more
Mar 19 2022 1h 30m
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