Ecopetrol is a buy and Colombian oil is still flowing, making some sales in the aggressive portfolio, and analyzing a buyout of one of our European holdings.
What's driving Mexico's sizzling performance, plus we dive into two Brazilian FinTechs
6
Ian's Insider Corner aggressive portfolio +14% in 2022, +133% since inception (Jan '20). Also, some rapidfire investment book reviews.
2
Elanco is an intriguing mix of good assets, poor management, high leverage, and multiple activist investors
3
Answering many of your questions, and also stocks I picked up for the IMF Portfolio in December.
The next five years will be a lot better than the prior five for the Peruvian economy and its tremendously profitable bank.
1
An overview of the Ian's Million Fund Portfolio and my purchases for the past two months.
2
Peru's wildly unpopular far left president launched a failed coup. With him gone, Peru is now open for business again.
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Ian’s Insider Corner