Marcelo López is Fernando Ulrich’s guest to talk about asymmetric investment theses

https://www.youtube.com/watch?v=7YZMfXSR7ik

In this conversation, Marcelo López tells a little bit about two investment theses that are off the radar of most investors, uranium and shipping.

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In this conversation, Marcelo López talks about investments abroad and the investment thesis in uranium. At the end, a few comments about Tesla.

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