Investing letter focused on high-quality businesses and LatAm stocks.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 218 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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ianbezek.substack.comLatest Issues
WD #359: Brazil Election, Sept. Buy & Hold Purchases
Flavio v. Lula forecast, final word on bonds, stuff I bought in Sept.
Summary
Book Reviews: Q1/Q2 2026 (Part 2)
In case you missed it, part 1 of this series.
Summary
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Alex Gurevich’s ‘The Next Perfect Trade’ - a fascinating book on managing a portfolio and applying risk parity strategies.
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Gurevich’s core thesis -- owning U.S. government...
Book Reviews: Q1/Q2 2026 (Part 1)
Summary
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2026 book reviews -- as always, this series is only stuff I’ve read recently, so that’s why older famous books don’t appear here.
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Generation Desperation -- a flawed but engaging Gen Z trading memoir. Get inside the mind...
Aggressive Portfolio Trades: Buy Vail Resorts, Buy ORR, Short GEO
Super El Niño creates a super opportunity for this ski resort operator.
Summary
WD #358: Rate Hike, 52-Week Low Watch, Nu's U.S. Launch
U.S. equity markets are sleepwalking into the upcoming Fed rate hike.
Summary
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Investor. I write for Seeking Alpha, Investorplace, and U.S. News.
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