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Chile 2025 Primer: will Chile return to the fold?
Economics, politics, and ADRs.
Jan 19
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Chile 2025 Primer: will Chile return to the fold?
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4Q24 Portfolio and Idea Review
Looking back at 2024, looking forward at 2025.
Jan 5
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4Q24 Portfolio and Idea Review
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December 2024
IT Sector Overview
A basic presentation of the fastest growing sector in the economy.
Dec 29, 2024
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IT Sector Overview
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A Basic Framework for Growth Stocks and Industries.
Tools for dealing with high multiples, uncertainty, and qualitative data.
Dec 7, 2024
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A Basic Framework for Growth Stocks and Industries.
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November 2024
Brazil Capital Markets Primer
Stock exchanges, investment banks, insurers and payment processors.
Nov 16, 2024
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Brazil Capital Markets Primer
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A Framework For The Cyclical Industries
How to understand, model and find opportunities among the cyclicals.
Nov 2, 2024
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A Framework For The Cyclical Industries
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October 2024
Mexico Industrials: Bird's-Eye View
Oligopolies, compounders, and Burry plays among 20+ industrials.
Oct 20, 2024
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Mexico Industrials: Bird's-Eye View
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Show me the money!
Exhibiting my past performance and current portfolio holdings, expect one quarterly update!
Oct 6, 2024
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Show me the money!
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September 2024
China’s Model: Doomsday or Escape Velocity?
Rethinking the Chinese investment-led model from the basics of business cycle theory.
Sep 15, 2024
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China’s Model: Doomsday or Escape Velocity?
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Footwear primer (and US companies)
Fallen angels, compounders, nosebleed growth, and deep value in the realm of shoes.
Sep 8, 2024
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Footwear primer (and US companies)
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August 2024
Stock markets are the enemy of investors
Liquidity, diversification, and financial theory are not good friends of investors.
Aug 18, 2024
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Stock markets are the enemy of investors
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July 2024
Brazil Education Primer
Great economics, overinvestment, and leverage
Jul 27, 2024
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Brazil Education Primer
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