Newsletter
Meeting with Ecopetrol Tomorrow
I have a meeting scheduled tomorrow with Ecopetrol. If you'd like to get your questions in, please add them in this thread as a comment.
Calvin Froedge
Newsletter
The BAK Buyout Offer
An unexpected yet welcome buyout offer for BAK resulted in some unexpected short term upside
Newsletter
Petrobras Q1 Earnings Analysis
Solid numbers with improved operating performance year over year despite lower Brent price
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Q1 Results for EC, PBR, and the BAK buyout offer
It's been an interesting few weeks for my favorite LatAm stocks. Here's a roundup.
Newsletter
LatAm Oil Stock Update
YPF, Ecopetrol, Petrobras - How is it going, what's the outlook. Valuation, currency outlook, and political factors.
Newsletter
I'm hiring a full time Javascript developer
A bit more info on what I'm looking for
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Recap from Colombia trip
I attended the Ecopetrol shareholders meeting in person and got a better feel for Bogota
Newsletter
Ecopetrol and Petrobras - Conviction Test
EC and PBR have lost ~20% from the YTD highs and are both down ~7% YTD
Newsletter
Altisource - Comic Relief
A few funny tidbits from current stats on the housing market and comments on Altisource debt refinancing
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Braskem - Risks & Opportunities
Braskem is one of the largest plastic companies in the world. Industry cyclicality and an environmental disaster have created a buying opportunity.
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Altisource Portfolio Solutions - the blood in the streets update
Shares are down 23.5% today and down nearly 70% from a recent peak. Is the company going banrkupt?
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Product tanker market update
Tonne mile growth, the Russian diesel ban, and sector risks
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2022 - My investment performance review
Some ups and downs, but overall, a fantastic year financially
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How to transfer real estate in Panama without involving a lawyer
I saved myself and a friend who sold me property a few thousand dollars today, here's how you can do the same
Newsletter
How to send a Substack subscription as a gift
It's easy and takes just a few minutes! Share your favorite authors with others
Newsletter
Petrobras - Political Risk and Opportunity
While I can't tell you exactly what Lula will do, I can tell you Petrobras shares trade at massive discounts to global peers and have offered large historical yields