Trade Alert: New 3% Position Added (January Monthly Pick)
A Latin American company priced for the past, not the future
I just added a new position. I’m still working through the full write-up (deep dive coming in the next few weeks), but I wanted you to get the trade alert in real time. Jump to the trade alert.
I’ll share my full thesis, valuation work, and risk in the deep dive.
Since launching this newsletter, I have shared 15 stock picks, their track record is below:
