Ecopetrol - Long thesis and summary of changes under Petro government
A small bet on one of Latin America's primary diesel exporters became my largest position due to a huge "political risk" sell off
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It's Q3...finally
Mea Culpa
Well, I was wrong about the Iran War and Strait of Hormuz closure. I wasn't wrong about the war happening, I wasn't wrong about the strait being closed. I was one of the very few who predicted that in advance against a chorus of "that
Position sizing
