Ian’s Insider Corner

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It's Time To Buy Alsea (Starbucks And Domino's Of Mexico) Again
Alsea was a very profitable trade for us in 2021 as it emerged from the pandemic, and now it's set for another run higher.
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Ian Bezek
3
New
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Community
Weekend Digest #247 (Hormel & Staples, CAAP Earnings, Despegar Thesis, Aggressive Portfolio May Review)
Consumer staples stocks, Airports, Online Travel Agents, and a May portfolio review are among this week's topics.
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Ian Bezek
12
June Open Discussion Thread
This is a place to discuss, comment, pitch your favorite stocks and investment ideas, etc.
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Ian Bezek
1
Weekend Digest #246: (PayPal, Taro M&A Bid, May IMF Buys)
What I'm buying this month, an aggressive portfolio company gets a takeover offer, and plenty more quick hits.
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Ian Bezek
Weekend Digest #245 (Recession Watch, Mexican Stocks, Portfolio Construction & More)
Nine different topics this week, including updates on quite a few aggressive portfolio positions.
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Ian Bezek
1
May 2023 Open Thread
Testing out Substack’s thread feature. This is the place for comments, questions and feedback.
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Ian Bezek
5
Weekend Digest #244 (Debt Ceiling, IT Consultants Thesis/EPAM, DAVA, GLOB)
The IT consultants are tremendous companies suddenly selling at highly attractive prices. Also some debt ceiling and lithium talk.
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Ian Bezek
Weekend Digest: #243 (Regional Banks, Molson Coors, Colombia CBD/Exito Spin, IMF Buys)
Regional banks, beer, Colombian politics and a lot more.
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Ian Bezek
1
Ian’s Insider Corner
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