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Auna: Highly Levered LatAm Health Care Provider With Potential Multibagger Upside
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Jun 16
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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
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Ian Bezek
4
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Aggressive Portfolio Buy: Group Aval (AVAL)
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Weekend Digest: 312 (Buying BF.A Shares, Musk/Trump, Tax Bill, International Over US Stocks)
Summary
Jun 9
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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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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
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Ian Bezek
5
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Weekend Digest #311: U.S. Housing, Unity, May Buy & Hold Purchases
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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
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Ian Bezek
8
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Weekend Digest #310: (Sell CACI, Mexican Stock Exchange, Colombia Stocks/Election, CAAP, NU)
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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
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Ian Bezek
6
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Weekend Digest #309 (UnitedHealth, Debt Rating Downgrade, DAVA/GLOB/EPAM)
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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
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Ian Bezek
19
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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
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Ian Bezek
4
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Weekend Digest #308: Elections In Canada/LatAm, Airports, TXN, INBK, WST, RHI
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Weekend Digest #307 (Alsea/Chipotle, GDP & Recession, Tariffs, Oil, Colombian Stocks)
Lots of economic data to discuss, along with Chipotle's surprising new market: Mexico.
May 5
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Ian Bezek
7
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Weekend Digest #307 (Alsea/Chipotle, GDP & Recession, Tariffs, Oil, Colombian Stocks)
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April 2025
Market Thoughts: April 23
Global macroeconomic tensions finally cool a bit, setting up a great opportunity for individual stock-picking.
Apr 23
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Ian Bezek
3
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Market Thoughts: April 23
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Weekend Digest #306: Tariff Impacts, Powell To Be Fired?, Why I Shorted Swiss Francs
Tariff impacts, a swing through global currency markets, and some LatAm election watching
Apr 22
•
Ian Bezek
2
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Weekend Digest #306: Tariff Impacts, Powell To Be Fired?, Why I Shorted Swiss Francs
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Weekend Digest #305 (Tariffs, U.S. And Mexican Air Traffic, Sell CRL Buy BRKR)
Tariffs, tourism, and a trade.
Apr 14
•
Ian Bezek
3
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Weekend Digest #305 (Tariffs, U.S. And Mexican Air Traffic, Sell CRL Buy BRKR)
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