Archive - Ian’s Insider Corner

Weekend Digest: #277 (Health Insurers, LW, Ecuador, LatAm Stocks, Selling Spotify)

Ecuador & LatAm trends, Health insurers, Spotify, and potatos.

Apr 9 •

March 2024

Weekend Digest: #276 (Alsea, Bruker, CRL, Argentina, Bancolombia, Airports & More)

8,200 words covering all angles of the aggressive portfolio's holdings.

Mar 30 •

Exito: Colombian Grocer At 4x EV/EBITDA & Discount To Tangible Book Value

Exito has become a deep value now that the special situation investors have moved on.

Mar 18 •

Weekend Digest #275: (Hormel & JD Earnings, NYCB Cap Raise, Buy & Hold Portfolio Purchases)

Earnings excitement and some new additions to the buy and hold portfolio.

Mar 11 •

February 2024

Endava: Strong Buy Following Ridiculous Earnings Sell-Off

Panic selling and M&A confusion have caused DAVA stock to hit fire sale territory.

Feb 29 •

Weekend Digest #274: (Buffett/Utilities, CIB Earnings, Gold, SKYH Short Case)

Utilities, Bancolombia's strong results, and a hyped-up airport hangar company heading for a tumble.

Feb 27 •

Weekend Digest: #273 (Buying APD, EXTO, NYCB Trades, Selling BRK.B, Colombia & CAAP Updates)

Lots of trades and investments this week along with some quicker news updates

Feb 19 •

4,000 Words About New York Community Bancorp

An examination of the latest regional bank mess

Feb 7 •

Weekend Digest #272: Mexico & ASR Outlook, Athens Airport IPO, Duckhorn Portfolio Bull Case

Some developments in Greece, Mexico, and the wine space.

Feb 6 •

January 2024

Weekend Digest #271: Spirits, LNG Terminals Ban, ADM & Ag Stocks

Spirits stocks rally on bad news while ADM plunges; also, examining the LNG export market.

Jan 29 •

Trading Update: Purchases For The Aggressive And Buy & Hold Portfolios

Buying JD.com and various other things this week.

Jan 17 •

Weekend Digest #270 (China, Elections, Nearshoring ETF, CAAP, Mexican Airport Traffic)

Elections and airports this week. Also, an ETF that no one was clamoring for.

Jan 16 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts