Investing letter focused on high-quality businesses and LatAm stocks.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 204 | Founded | 4 years ago | Last Issue | 9 days ago |
| Active | |||||
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ianbezek.substack.comLatest Issues
Weekend Digest #350: SK Hynix Arb, Memory Stocks & The IPO Glut, Fundsmith Gives Up
Cross-border arbs, memory stocks and the ensuing CAPEX black hole, looking for bargains among Fundsmith's debris.
Summary
Weekend Digest #348: Aggressive Portfolio Q2 Review & Why I'm Still Bullish On America
Q2 Review & Why This American Expat Still Believes In U.S. Assets
Summary
Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names
Lots of quality companies in the bargain bin this month.
Summary
Weekend Digest #347: (Investors Need To Take Warsh Seriously, Oil Prices & Energy Sector)
The Fed's hawkish turn is a big deal
Summary
Weekend Digest #346 (AVAL, SpaceX QQQ & Passive Indexing, CBOE Vs. Kalshi)
SpaceX's impact on passive indexes, plus checking in on AVAL and stock exchanges
Summary
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Investor. I write for Seeking Alpha, Investorplace, and U.S. News.
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