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Ian’s Insider Corner

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Former Finance Career

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Summary

Sector Generalists
Content Type Analysis
Website Substack
Paywall Semi

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Content

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Weekend Digest #296: (Canada, Mexico, Ecopetrol, CRL, Self-Storage)

Jan. 20, 2025, 6:15 p.m.

Some Paywall
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Weekend Digest #295 (Quantum, Unity/Applovin, 52-Week Low Watch)

Jan. 14, 2025, 2:27 a.m.

Some Paywall
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LatAm 2025 Investment Outlook: My Predictions For The Region's Six Big Countries

Jan. 7, 2025, 2:50 a.m.

Some Paywall
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Weekend Digest #294: Mexican Tariffs, Bank Stocks, Sell DESP/EXTO, H-1B Debate: Bad For DOGE, Good For Endava

Dec. 30, 2024, 1:23 a.m.

Some Paywall
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Weekend Digest #292 (Brazil, Profit-Taking Time On Banks, Buy & Hold Moves)

Dec. 23, 2024, 1:33 a.m.

Some Paywall
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Unity Software: The Worst Is (Finally) Over, Multibagger Upside From Here

Dec. 21, 2024, 10:24 p.m.

Some Paywall
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Weekend Digest #291 (Walmex/Mexican Antitrust, Tariffs, Hershey M&A - Hormel, Brown-Forman)

Dec. 16, 2024, 4:40 a.m.

Some Paywall
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11 Things To Know About Trump's Mexican Tariff Threats

Dec. 2, 2024, 2:40 a.m.

Some Paywall
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Election Takeaways: Mexico, Tariffs, Overall Market Outlook & More

Nov. 13, 2024, 2:44 a.m.

Some Paywall
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U.S. Presidential Election Preview/Prediction & Initial Investment Implications

Nov. 5, 2024, 6:52 p.m.

Some Paywall
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Weekend Digest #290: (Oil, TRP/SOBO & Selling Franco-Nevada)

Nov. 4, 2024, 1:16 p.m.

Some Paywall
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Weekend Digest #289: CAAP, Mexico's Foxconn Plant, Femsa

Oct. 15, 2024, 3:01 a.m.

Some Paywall
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Aggressive Portfolio Sales: NAPA, APD, JD.Com Call Options: Various aggressive portfolio positives have ripened and it's time to harvest our gains.

Oct. 7, 2024, 7:45 p.m.

Some Paywall
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Weekend Digest #288: (Airports, Endava, Buy & Hold Purchases): Airports taking off, Endava earnings, and a detailed look at this month's buy-and-hold purchases.

Sept. 23, 2024, 3:55 p.m.

Some Paywall
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Aggressive Portfolio: Three Purchases, One Sale: Making some moves in the portfolio this week.

Sept. 10, 2024, 9:57 p.m.

Some Paywall
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Mexican Airports: Industry Overview & Outlook (Sept. 2024): The only guide you'll need for the Mexican airport sector.

Sept. 8, 2024, 2:24 a.m.

Some Paywall
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Weekend Digest #287: (Bruker, Brazil Twitter Ban, August Buy & Hold Additions): Taking a fresh look at Bruker, and why I'm aggressively buying Mexico and staying away from Brazil.

Sept. 3, 2024, 4:31 a.m.

Some Paywall
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Weekend Digest #286: (Charles River, Alsea, Estee Lauder, Keysight, Selling DHR/VLTO): Earnings updates and forward outlooks for many aggressive portfolio holdings.

Aug. 26, 2024, 3:43 a.m.

Some Paywall
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Weekend Digest #285 (Selling Lockheed, Buying Estee Lauder/Diageo, Mexico Update): Making some moves in the aggressive portfolio.

Aug. 13, 2024, 2:32 a.m.

Some Paywall
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Why The Market Is Dropping & Why Diageo Is A Strong Buy: Making sense of the correction -- and the market is still missing the point on the alcohol stocks.

Aug. 5, 2024, 4:51 a.m.

Some Paywall
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Weekend Digest #284: News of the Week

July 29, 2024, 8:26 a.m.

Some Paywall
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Weekend Digest #283 (Argentina & Mexico Updates, CAAP, U.S. Election, Peru Travel & Investment Outlook): I am back home with a belated Digest covering many topics.

July 10, 2024, 3:08 a.m.

Some Paywall
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Tecnoglass: I'm Skeptical Of The "We're For Sale" Announcement, But I Wouldn't Short The Stock: The timing on this deal announcement seems off.

July 3, 2024, 1:10 p.m.

Some Paywall
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Reader Requests: My Views On Patria, Becle (Jose Cuervo), And Laureate Education: Three LatAm focused stocks that I'm not buying today -- here's why.

June 26, 2024, 9:59 p.m.

Some Paywall
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Weekend Digest #282 (Endava, Walmex, Diageo, Aval, Buy And Hold Portfolio): Despite a market at new all-time highs, there's a lot of great companies on sale right now.

June 24, 2024, 4:04 a.m.

Some Paywall