))
The Mexican Decade & Near Shoring - Private Equity Opportunities in Mexico with Sebastian Miralles
Manage episode 411371341 series 3526282
Patrick Flood에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Patrick Flood 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In this episode I speak with Sebastian Miralles. Sebastian is the founder and managing partner of Tempest Capital, one of the leading private equity firms in Mexico.
We discuss Sebastian's "Mexican Decade" thesis and how it relates to the "Near Shoring" trend. We also discuss corporate governance and conducting due diligence in Mexico, as well as the upcoming elections in Mexico.
This is a fascinating conversation that is full of useful information for investors interested in Mexico!
If you want to connect with Sebastian and follow his work, here are the links to his LinkedIn and X profile, as well as a link to a recent research piece:
LinkedIn: https://www.linkedin.com/in/sebastianmiralles/
Twitter/X: https://twitter.com/smirallesacuna
Tempest Capital: https://www.tempestcapital.com/
Research piece: "The Mexican Decade, the first derivative is here." October 2023: https://www.linkedin.com/posts/tempestcapital_the-mexican-decade-the-1st-derivative-is-activity-7120165987366141952-6iBG?utm_source=share&utm_medium=member_desktop
____________________________________________________________
If you are interested in Business and Investing in Latin America, Join the LATAM Stocks Community!
Twitter/X: https://twitter.com/LatamStocks
Youtube: https://www.youtube.com/@LatamStocks
LinkedIn: https://www.linkedin.com/in/patrick-flood-cfa-26869140/
And sign up to our free newsletter to receive investment overviews of the most interesting public companies in Latin America!
https://latamstocks.substack.com/
25 에피소드
공유
