Investing letter focused on high-quality businesses and LatAm stocks.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 201 | Founded | 4 years ago | Last Issue | 7 days ago |
| Active | |||||
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ianbezek.substack.comLatest Issues
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
ASR: Sureste Airports Soaring To 50%+ Upside, Market Is Missing The New Assets
The market is sleeping on ASR's recent M&A success
Summary
Peru & Colombia Election Results & Investment Outlook
Takeaways from a (very) long night of election-watching.
Summary
Weekend Digest #345 (Colombia Election, AUNA, BRKR, China & EM Risk)
Final preview for Sunday's vote plus various odds & ends
Summary
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Investor. I write for Seeking Alpha, Investorplace, and U.S. News.
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