Weekend Digest: #277 (Health Insurers, LW, Ecuador, LatAm Stocks, Selling Spotify)
Ecuador & LatAm trends, Health insurers, Spotify, and potatos.
Summary
Lamb Weston plunges on earnings -- it's not a buy, but it has ramifications for staples more generally.
Health insurers, potentially a trade to be long here but they are risky buy-and-hold names. I explain why.
Ecuador's young right-wing president is making bold moves. Between him, Milei, and Bukele, a major trend with serious investment implicatio…
Keep reading with a 7-day free trial
Subscribe to Ian’s Insider Corner to keep reading this post and get 7 days of free access to the full post archives.