The Great Rotation: Long Live the Old Economy — Weekly Treasure Hunt #04
Vaca Muerta’s $36–45-per-barrel breakevens, Milei reforms and $17 billion infrastructure buildout underpin the bullish case for Vista…
Sector
Emerging Markets
Everything our editor has picked under this sector, best first.
133 stories
Tis The (Earnings) Season
Argentine banks, tariff-exposed stocks and Customer’s Bancorp anchor an earnings-season watchlist after Milei’s election victory,…
Kaspi ($KSPI)
Kaspi trades at 7 times earnings while growing 40%, with its $1 billion Hepsiburada acquisition adding Turkish expansion risk.
Bristlemoon Capital on Business Breakdowns – MercadoLibre (MELI)
MercadoLibre’s Daniel Wu discusses MELI’s Latin American e-commerce operations, fintech business model, growth opportunities and risks on…
4 High-Quality Global Compounders Hiding in Plain Sight
ASML, LVMH, Mercado Libre and CSL are presented as global compounders with durable barriers, strong brands or integrated platforms, and…
Fred Liu on X
We put out our Q1 2025 letter a few days ago. This quarter, we discuss: - Why "Only The End-State Matters" - An update on Shopee Brazil, and their overseas expansion $SE - Our internship program, and a $WISE memo Letter is on our site here: https://t.co/ZvQvketYjL
Tullow Oil: Fire Sale
Tullow Oil faces falling Ghana production, heavy debt and tax-arbitration risk as Kosmos weighs a possible acquisition structure.
An Announcement, A Visit, A Stock Pitch
Cementos Argos trades below the value of its 54.7 million Summit Materials shares, with asset sales and strategic holdings providing…
A Mexican Blue Chip Bargain
Grupo Herdez, a MXN 15.2 billion Mexican food company, pairs dominant grocery brands with McCormick, Barilla and Hormel joint ventures.
Idea Brunch on X
Thank you @irbezek for the phenomenal interview! Some tickers mentioned include $PAC, $OMAB, $ASR, $AGUA, $ALSEA, and $CIB https://t.co/uzLr6Yk1wh
Derek Pilecki on X
@JohnHuber72 If Dimon is so bullish on Mexico, he should have $JPM buy BanaMex from $C instead of buying a Mexican ETF for his PA.
Voss Capital on X
$WU calling out Latin America and Mexico as the brightest growth spots this Q. Great read through for $IMXI. "Latin America was probably the one brighter spot that continued to recover a little bit from last year because Latin America has less relative digital business growth"
Voss Capital on X
Jon's updated thoughts on $IMXI after the Q2 earnings report. https://t.co/uPSaHrI0Qi https://t.co/7sEXhAEMat
