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	<title>investiční nápady Value Spain 2019 Archivy - Investice do akcií</title>
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	<title>investiční nápady Value Spain 2019 Archivy - Investice do akcií</title>
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		<title>Investiční příležitosti prezentované na konferenci Value Spain 2019</title>
		<link>https://investicedoakcii.cz/investicni-prilezitosti-prezentovane-na-konferenci-value-spain-2019/</link>
		
		<dc:creator><![CDATA[Petr Čermák]]></dc:creator>
		<pubDate>Sun, 02 Jun 2019 13:18:35 +0000</pubDate>
				<category><![CDATA[Nákupy/prodeje value investorů]]></category>
		<category><![CDATA[akcie Value Spain 2019]]></category>
		<category><![CDATA[investiční nápady Value Spain 2019]]></category>
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					<description><![CDATA[<p>Cílem projektu Value Spain (ZDE) je šíření myšlenek value investování napříč Španělskem a Latinskou Amerikou, především prostřednictvím kvalitních konferencí a podpůrných materiálů. Na konferencích vystupují výhradně tzv. BUY SIDE investoři...</p>
<p>The post <a href="https://investicedoakcii.cz/investicni-prilezitosti-prezentovane-na-konferenci-value-spain-2019/">Investiční příležitosti prezentované na konferenci Value Spain 2019</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
]]></description>
										<content:encoded><![CDATA[
<p>Cílem projektu <strong>Value Spain (</strong><a href="https://value-spain.com/"><strong>ZDE</strong></a><strong>)</strong> je šíření myšlenek value investování napříč Španělskem a Latinskou Amerikou, především prostřednictvím kvalitních konferencí a podpůrných materiálů. Na konferencích vystupují výhradně tzv. BUY SIDE investoři (tedy žádné sell side analýzy určené pro klienty) z tábora value investorů. Rok 2019 nebyl výjimkou. Na začátku dubna vystoupilo na konferenci 18 investorů (jejich krátké BIO <a href="https://value-spain.com/next-edition/">ZDE</a>), kteří se s publikem podělili o své investiční nápady. Prezentace řady z nich naleznete v půlhodinových videích níže. </p>



<p><strong>Andrés Allende o společnosti Samsung Electronics (KR:005930)</strong></p>



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<iframe title="Andrés Allende, Cobas AM VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/4E212HO0qSM?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Julián Pacual o společnosti Grifols (ES:GRF)</strong></p>



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<iframe title="Julián Pascual, Buy &amp; Hold VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/AVaqRzIBvwc?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Evan Vanderveer o společnosti TBC Bank Group (UK:TBCG)</strong></p>



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<iframe title="Evan Vanderveer, Vanshap Capital VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/yxmB4vPAgZ4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Diogo Pimentel o společnosti Gestamp (ES:GEST)</strong></p>



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<iframe loading="lazy" title="Diogo Pimentel, Magallanes Value Investors VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/B9fV0_JRkWU?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Charles Heenan o společnosti China Mobile (HK:941)</strong></p>



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<iframe loading="lazy" title="Charles Heenan, Kennox AM VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/m7kEs2ecf1o?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Christian Ryther o společnosti Garrett Motion (GTX) </strong></p>



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<iframe loading="lazy" title="Christian Ryther, Curreen Capital VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/R8MaUfiwT2M?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Carlos Val-Carreres o společnosti Tinexta (IT:TNXT)</strong></p>



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<p><strong>Javier Ruiz o společnosti Aercap (AER)</strong></p>



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<iframe loading="lazy" title="Value Spain 2019 - Investment thesis: Aercap Holdings" width="740" height="416" src="https://www.youtube.com/embed/mSVoRc5jjgI?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Massimo Fugetta o společnosti Landi Renzo (IT:LR)</strong></p>



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<iframe loading="lazy" title="Massimo Fuggetta, Bayes Investments VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/UIlHD3q4pnU?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Javier Tomé o společnosti Howdens Joinery (UK:HWDN)</strong></p>



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<iframe loading="lazy" title="Javier Tomé - Howdens Joinery en Value Spain 2019" width="740" height="416" src="https://www.youtube.com/embed/ItQWMzs7ziQ?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>David Kessler o společnosti GrafTech (EAF)</strong></p>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="David Kessler, Robotti &amp; Co VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/9bVU0uy7sMw?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Olé Soeberg o společnosti Hartmann (DK:HART)</strong></p>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Ole Soeberg, Advice Capital Vision Fund VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/352A-Fw6NU4?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Luis Urquijo o společnosti Quálitas Compañia de Seguros (MX:Q)</strong></p>



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<iframe loading="lazy" title="Luis Urquijo, La Muza Gestión VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/cfs7ZcTAbj8?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Stuart Mitchell o společnosti Intesa (IT:ISP)</strong></p>



<figure class="wp-block-embed-youtube wp-block-embed is-type-video is-provider-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="Stuart Mitchell, SW Mitchell Capital VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/mn5E3jR_2DY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
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<p><strong>Global Social Impact Movement</strong></p>



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<iframe loading="lazy" title="GSI, Global Social Impact en VALUESPAÑA 2019" width="740" height="416" src="https://www.youtube.com/embed/IV7RdlD_kS8?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe>
</div></figure>
<p>The post <a href="https://investicedoakcii.cz/investicni-prilezitosti-prezentovane-na-konferenci-value-spain-2019/">Investiční příležitosti prezentované na konferenci Value Spain 2019</a> appeared first on <a href="https://investicedoakcii.cz">Investice do akcií</a>.</p>
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