Ian Bezek on X
Embarrassing press release. $OPEN Revenues fell 44% year-over-year. And they are still budgeting $110 million for SBC in Q3 alone. Absolutely shameful behavior. https://t.co/7vZtlVVy2j
X
Ian Bezek
Everything we have picked from this writer, newest first.
Ian Bezek on X
@MoodyWriter13 Agreed, good quarter, excellent longer-term trajectory. Very happy to have a chunky position here. $INTR
Ian Bezek on X
@Tintincapital @29374736ahshsv @flippyfloppy52 @smurfkonto1 Ha, no worries. There were some real concerns around resource nationalism in Chile recently, especially with $SQM so that's understandable.
Ian Bezek on X
Brazilian election. Who wins, and what's your view on $EWZ?
Ian Bezek on X
@taobanker I half heartedly pitched $jd the week it bottomed with an apology attached to it for buying such a hated stock. Sure enough straight up
Ian Bezek on X
Well would you look at that. $COLO $EWY https://t.co/fIuPhTl9TI
Ian Bezek on X
@AurelionRsch There's 2x $MEXX and 2x $BRZU, but there hasn't been enough underlying volatility to cause them to blow up like semis or Korea.
Ian Bezek on X
@SowingAlphaSeed Of the US indexes, my personal holdings are now most correlated to $dia. Weird world.
Ian Bezek on X
@TidefallCapital I think macro beer is still deeply challenged, though I own a little bit of $TAP and $ABEV. I'm much more confident spirits will recover.
Ian Bezek on X
@InvestsCletus That's probably part of it. Day like today $CIB up $AVAL down would play toward that idea.
Ian Bezek on X
Nice and steady bull advance in Colombia $COLO ahead of the new government taking office next month. https://t.co/U3KyV8SBrD
Ian Bezek on X
@valuedrift American $AAL whiffed earnings too.
Ian Bezek on X
Zero-duration bonds are positioned for a return to ZIRP, while EDV or TLT could provide more liquid recession upside than long-term TIPS.
Ian Bezek on X
@EdwardR02184224 Posted on the newsletter about $ASR recently. Similar thoughts for $OMAB except Sureste has the catalysts with the new airport packages and improvements in Colombia... https://t.co/ZO0t5ghX40
Ian Bezek on X
@zeroxkyle This (Indonesia $EIDO) is what an actual crisis looks like... not speculative froth getting washed out of a boom. https://t.co/ncNciDY8LS
Ian Bezek on X
@Merridew__ $SOXL down 52% $KORU down 69% Nature is healing.
Ian Bezek on X
@VolteFaceInvest $CBL is even more egregious than $SPG. At least SPG has the best tier of malls.
Ian Bezek on X
@b20220803 @OddStats $soxl dropped 90% during the 2024-25 dip. This one will be worse.
Ian Bezek on X
Recent Fundsmith sale $INTU +7% today. Recent Fundsmith buy $APP -11% today. Did Terry Smith just mark the bottom for quality and top for momentum?
Ian Bezek on X
Citigroup $C ... is it a credit card issuer or an investment bank/broker? I think the market's making the wrong call here, but I could be mistaken. https://t.co/SlQxPnmuGc
Ian Bezek on X
Smith bought Amazon near its 2021 peak after years of criticizing its low margins, then sold in 2023 for a 40% loss.
Ian Bezek on X
@sequentanalyst @moneyandmore72 Fundsmith bought $app? Terry Smith must be rolling over in his grave.
