Hi Ian , thanks for the update. I didn't see a weekend digest last weekend and this update seemed really brief and left wanting more. I would have expected you to provide a more detailed overview of which Argentinian securities you are watching closely. I listened to your twitter space last weekend after Milei won and honestly felt like I got more information listening to that, than this write up. I am new sub ,trying to understand what to expect . Thanks
Hey AG, Thanks for the feedback and glad you enjoyed the Twitter space. I think this is my 6th or 7th update on Argentina and CAAP this year, I try to be somewhat concise and update on prior info but I can understand how that might be unsatisfying to someone that just started reading. Happy to discuss the situation more in general or any specific Argentine names here in the comments or on a future Twitter space.
Thank you ,will read your previous writeups. Would love to hear your thoughts on railroads - CP or CNI. Suspect they may see some softening in their business and share price in the coming months.
I own some of IRS and GGAL as part of my basket of Argentine stocks I picked up back in 2019/20 when they were depressed due to the socialists winning the last election. Not high conviction names for me but I was (and remain) confident that as a group, a basket of, say, GGAL, IRS, TEO, CEPU, LOMA, etc. trades higher going forward.
So other than CAAp what do you like in Argentina.
Hi Ian , thanks for the update. I didn't see a weekend digest last weekend and this update seemed really brief and left wanting more. I would have expected you to provide a more detailed overview of which Argentinian securities you are watching closely. I listened to your twitter space last weekend after Milei won and honestly felt like I got more information listening to that, than this write up. I am new sub ,trying to understand what to expect . Thanks
Hey AG, Thanks for the feedback and glad you enjoyed the Twitter space. I think this is my 6th or 7th update on Argentina and CAAP this year, I try to be somewhat concise and update on prior info but I can understand how that might be unsatisfying to someone that just started reading. Happy to discuss the situation more in general or any specific Argentine names here in the comments or on a future Twitter space.
Thank you ,will read your previous writeups. Would love to hear your thoughts on railroads - CP or CNI. Suspect they may see some softening in their business and share price in the coming months.
We have owned IRS for a while
I own some of IRS and GGAL as part of my basket of Argentine stocks I picked up back in 2019/20 when they were depressed due to the socialists winning the last election. Not high conviction names for me but I was (and remain) confident that as a group, a basket of, say, GGAL, IRS, TEO, CEPU, LOMA, etc. trades higher going forward.
Thx
Gggal can go up a lot