Weekend Digest #310: (Sell CACI, Mexican Stock Exchange, Colombia Stocks/Election, CAAP, NU)
Earnings, aggressive portfolio holding updates, and some early Colombian election discussion.
Summary
Mexico's stock exchange is starting to take flight. I highlight the longer-term bullish case for this aggressive portfolio holding.
Ringing the register on CACI International after its 40% pop.
Earnings reaction/thoughts for CAAP and NU.
Colombia: Some early election-watching and discussion of an intriguing new proposal to create children's savings …
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