Newsletter
LatAm Oil Stock Update
YPF, Ecopetrol, Petrobras - How is it going, what's the outlook. Valuation, currency outlook, and political factors.
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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
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Ecopetrol and Petrobras - Conviction Test
EC and PBR have lost ~20% from the YTD highs and are both down ~7% YTD
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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
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How to send a Substack subscription as a gift
It's easy and takes just a few minutes! Share your favorite authors with others
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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
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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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Espey Manufacturing - Why I'm Long
A sum of the parts analysis of a tiny defense company in Saratoga Springs, NY which trades at a historically cheap valuation
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Living in Panama, an example with two budgets
Comparing living on $1000/mo with living on $5000/mo in the Chiriqui highlands of Western Panama
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How will Europe fare this winter?
Some concrete data to help quantify just how much the European economy may get hit this winter, along with current projections