Newsletter
Marhelm graphical updates and next steps
I now have two designers and three shipping guys working full time. Here's what's coming next for Marhelm.
Newsletter
I now have two designers and three shipping guys working full time. Here's what's coming next for Marhelm.
Newsletter
Today I met with several people from Ecopetrol. Here are my notes from the meeting.
Newsletter
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.
Newsletter
An unexpected yet welcome buyout offer for BAK resulted in some unexpected short term upside
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Solid numbers with improved operating performance year over year despite lower Brent price
Newsletter
It's been an interesting few weeks for my favorite LatAm stocks. Here's a roundup.
Newsletter
YPF, Ecopetrol, Petrobras - How is it going, what's the outlook. Valuation, currency outlook, and political factors.
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A bit more info on what I'm looking for
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I attended the Ecopetrol shareholders meeting in person and got a better feel for Bogota
Newsletter
EC and PBR have lost ~20% from the YTD highs and are both down ~7% YTD
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A few funny tidbits from current stats on the housing market and comments on Altisource debt refinancing
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Braskem is one of the largest plastic companies in the world. Industry cyclicality and an environmental disaster have created a buying opportunity.
Newsletter
Shares are down 23.5% today and down nearly 70% from a recent peak. Is the company going banrkupt?
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Tonne mile growth, the Russian diesel ban, and sector risks
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Some ups and downs, but overall, a fantastic year financially
Newsletter
I saved myself and a friend who sold me property a few thousand dollars today, here's how you can do the same