Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the last decade residing in Latin America, doing the boots-on-the floor analysis for traders keen on markets comparable to Mexico, Colombia, and Chile. He additionally makes a speciality of high-quality compounders and development shares at affordable costs within the US and different developed markets.
Ian leads the investing group Ian’s Insider Nook. Options of the group embody: the Weekend Digest which covers all the pieces from new concepts to updates on present holdings and macro evaluation, commerce alerts, an energetic chat room, and direct entry to Ian. Study Extra.
Analyst’s Disclosure: I/we’ve got a helpful lengthy place within the shares of EPAM,GLOB,DAVA both by way of inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
In search of Alpha’s Disclosure: Previous efficiency isn’t any assure of future outcomes. No suggestion or recommendation is being given as as to whether any funding is appropriate for a selected investor. Any views or opinions expressed above could not mirror these of In search of Alpha as a complete. In search of Alpha will not be a licensed securities supplier, dealer or US funding adviser or funding financial institution. Our analysts are third social gathering authors that embody each skilled traders and particular person traders who might not be licensed or licensed by any institute or regulatory physique.