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Aggressive Portfolio Sale: Unity Software
Unity becomes a meme trade, time to lighten up exposure.
Jul 17
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Ian Bezek
3
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Aggressive Portfolio Sale: Unity Software
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Weekend Digest #314: (Argentina/Buy GGAL, OBBBA, Gambling Tax, Tariffs, Buy & Hold)
A new aggressive portfolio buy and catching up on some recent developments.
Jul 15
•
Ian Bezek
5
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Weekend Digest #314: (Argentina/Buy GGAL, OBBBA, Gambling Tax, Tariffs, Buy & Hold)
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9
Book Notes: Spotify, Abundance, Nate Silver, Surgeon General
An investor's take on some recent popular books.
Jul 1
•
Ian Bezek
3
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Book Notes: Spotify, Abundance, Nate Silver, Surgeon General
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2
June 2025
Weekend Digest #313: Research Notes - Unity, Coca-Cola, Estee Lauder
Notes from the road.
Jun 23
•
Ian Bezek
5
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Weekend Digest #313: Research Notes - Unity, Coca-Cola, Estee Lauder
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1
Auna: Highly Levered LatAm Health Care Provider With Potential Multibagger Upside
Summary
Jun 16
•
Ian Bezek
1
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Auna: Highly Levered LatAm Health Care Provider With Potential Multibagger Upside
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2
Aggressive Portfolio Buy: Group Aval (AVAL)
Surging oil prices make it time to act on the Colombian bull thesis.
Jun 13
•
Ian Bezek
6
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Aggressive Portfolio Buy: Group Aval (AVAL)
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3
Weekend Digest: 312 (Buying BF.A Shares, Musk/Trump, Tax Bill, International Over US Stocks)
Summary
Jun 9
•
Ian Bezek
6
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Weekend Digest: 312 (Buying BF.A Shares, Musk/Trump, Tax Bill, International Over US Stocks)
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2
Weekend Digest #311: U.S. Housing, Unity, May Buy & Hold Purchases
High interest rates cause housing correction while offering new buy-and-hold opportunities.
Jun 2
•
Ian Bezek
5
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Weekend Digest #311: U.S. Housing, Unity, May Buy & Hold Purchases
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3
May 2025
Weekend Digest #310: (Sell CACI, Mexican Stock Exchange, Colombia Stocks/Election, CAAP, NU)
Earnings, aggressive portfolio holding updates, and some early Colombian election discussion.
May 27
•
Ian Bezek
8
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Weekend Digest #310: (Sell CACI, Mexican Stock Exchange, Colombia Stocks/Election, CAAP, NU)
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2
Weekend Digest #309 (UnitedHealth, Debt Rating Downgrade, DAVA/GLOB/EPAM)
Why UNH is more like Boeing than Enron. Also the debt rating and IT outsourcer earnings.
May 19
•
Ian Bezek
6
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Weekend Digest #309 (UnitedHealth, Debt Rating Downgrade, DAVA/GLOB/EPAM)
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2
Why I, A Former Nubank Skeptic, Am Now Looking For Shares To Triple
How Nu left its FinTech and neobank competitors in the dust, and a deep look into its future growth prospects
May 13
•
Ian Bezek
21
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Why I, A Former Nubank Skeptic, Am Now Looking For Shares To Triple
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8
Weekend Digest #308: Elections In Canada/LatAm, Airports, TXN, INBK, WST, RHI
Buy and hold portfolio update including mini theses on four companies along with other stuff...
May 11
•
Ian Bezek
4
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Weekend Digest #308: Elections In Canada/LatAm, Airports, TXN, INBK, WST, RHI
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