Investing in Water and Agriculture with Gabriel Colominas (Value Investing FM)



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In this episode of Value Investing FM, Adrián and Paco have the pleasure of interviewing Gabriel Colominas, analyst at Panda Agriculture & Water Fund, Koala Capital and Japan Deep Value.

He will tell us about:

  • His beginnings in the world of finance and investment
  • Investors who have influenced you the most, such as Warren Buffett or George Soros
  • His investment style, looking for companies with high returns on invested capital and generation of free cash flow
  • The different ways of investing in water and agriculture
  • Some of the stocks in the Panda Agriculture & Water Fund portfolio, such as Genus PLC, Waters Corp, Barón de Ley, Italian Wine Brands and T Hasegawa
  • Some investment errors, as John Deere the CVNE
  • Their recommended books to learn how to invest better, from authors like Nassim Taleb Peter Vebelin

Tabla de contenido

Listen to the program: Investing in Water and Agriculture with Gabriel Colominas

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In Apple Podcasts

On iVoox

And Spotify

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Presentation by Gabriel Colominas

Gabriel Colominas has a degree in Economics from the University of Barcelona.

He worked as an analyst at VenturCap and as a corporate finance analyst at GVC Gaesco.

Since 2015 he has been a buy side analyst at Gesiuris for funds such as Koala Capital, Japan Deep Value and Panda Agriculture & Water Fund.

Panda Agriculture & Water Fund main positions

  • genus PLC
  • NJS Co
  • Invesco DB Agriculture
  • Waters Corp
  • Baron of Law
  • Italian Wine Brands
  • T Hasegawa

Books recommended by Gabriel Colominas

Recommended links