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Abercrombie & Fitch (ANF): more than meets the eye
A GARP company or a falling consumer-discretionary knife?
Mar 9
4
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Abercrombie & Fitch (ANF): more than meets the eye
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February 2025
Lithium primer
Economics, cycle dynamics, players and plays of the white oil.
Feb 23
7
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Lithium primer
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IMPORTANT COMMENT ON HINDENBURG REPORT RUMORS REGARDING XP.
Last Sunday, I published an analysis of XP, the Brazilian brokerage firm.
Feb 5
5
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IMPORTANT COMMENT ON HINDENBURG REPORT RUMORS REGARDING XP.
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XP: the leading Brazilian retail broker
A 20-page primer on one of the companies best positioned to capture a Brazilian equities recovery.
Feb 2
9
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XP: the leading Brazilian retail broker
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January 2025
Chile 2025 Primer: will Chile return to the fold?
Economics, politics, and ADRs.
Jan 19
6
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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
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
9
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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
11
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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
9
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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
6
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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
7
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Show me the money!
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