Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the last decade dwelling in Latin America, doing the boots-on-the floor analysis for buyers excited by markets resembling Mexico, Colombia, and Chile. He additionally makes a speciality of high-quality compounders and progress shares at cheap costs within the US and different developed markets.
Ian leads the investing group Ian’s Insider Nook. Options of the group embrace: the Weekend Digest which covers every part from new concepts to updates on present holdings and macro evaluation, commerce alerts, an lively chat room, and direct entry to Ian. Be taught Extra.
Analyst’s Disclosure:I/we’ve got a useful lengthy place within the shares of BF.A,BF.B,DEO both by means 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 (apart from from Looking for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
I’m lengthy Remy Cointreau shares listed in France, ticker RCO.
Looking for Alpha’s Disclosure: Previous efficiency is not any assure of future outcomes. No advice or recommendation is being given as as to if any funding is appropriate for a selected investor. Any views or opinions expressed above could not replicate these of Looking for Alpha as a complete. Looking for Alpha just isn’t a licensed securities vendor, dealer or US funding adviser or funding financial institution. Our analysts are third social gathering authors that embrace each skilled buyers and particular person buyers who will not be licensed or licensed by any institute or regulatory physique.
