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Posts By: Bestinver
January 2, 2026
GE Healthcare a por el monopolio de Siemens
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December 15, 2025
Croda: Oportunidad cíclica de la química británica
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November 28, 2025
Totvs: Compañía de software que domina Latinoamérica
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November 14, 2025
Amrize: La spin-off líder en cemento
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October 24, 2025
Meta Platforms reforzando su moat con la IA
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October 17, 2025
La inteligencia artificial y el consumo energético
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October 6, 2025
Bestinver sobre DIA
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October 3, 2025
La importancia del temperamento al invertir
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September 29, 2025
Bestinver sobre Alpargatas
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September 19, 2025
Cómo la impaciencia crea oportunidades
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August 22, 2025
Bestinver sobre DoorDash
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August 11, 2025
Bestinver sobre BGC Group
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June 13, 2025
El sector CDMO y el caso de Siegfried
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June 2, 2025
Bestinver sobre MACOM
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May 30, 2025
Los GLP-1 y el auge de los tratamientos para la obesidad
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May 26, 2025
Bestinver sobre Amadeus
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May 12, 2025
Actualización de Jeronimo Martins
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April 21, 2025
Bestinver sobre Gerresheimer
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April 18, 2025
Bestinver sobre Airbus
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March 28, 2025
Bestinver sobre Expedia
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