@irbezek Avatar @irbezek Ian Bezek

Ian Bezek posts on X about colombia, mexico, stocks, $caap the most. They currently have [-------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks countries cryptocurrencies currencies technology brands travel destinations social networks us election automotive brands

Social topic influence colombia #2818, mexico, stocks #1649, $caap, $pac, $cib #2, argentina, $asr, money, $omab

Top accounts mentioned or mentioned by @taobanker @waterworldcapi1 @valuedrift @ccmbrett @theyhatemetoo @stokedonwaves @compoundpapi @orrdavid @bowtiedcolombia @mikefritzell @zoomyzoomm @kust1983 @rhunterh @ohcapideas @pythiar @alexpitti @invertedfragil1 @lhamtil @petermantas @billbrewstertbb

Top assets mentioned Corporacion America Airports S.A. (CAAP) PAC Protocol (PAC) Bancolombia S.A. (CIB) AS Roma Fan Token (ASR) Hormel Foods Corp (HRL) Diageo plc (DEO) Ecopetrol S.A (EC) GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL) Bitforex Token (BF) McCormick & Company, Incorporated (MKC) NuCypher (NU) Hershey Co (HSY) FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX) Charles River Laboratories Intl. Inc (CRL) Endava plc American Depositary Shares (DAVA) EPAM Systems, Inc. (EPAM) GLOBANT S.A. (GLOB) Campbell Soup Company (CPB) MercadoLibre Inc (MELI) Costco Hot Dog (COST) Amazon.com, Inc. (AMZN) IBM (IBM) Walmart, Inc. (WMT) Anheuser-Busch INBEV SA/NV (BUD) Coca-Cola FEMSA, S.A.B DE C.V (KOF) Coca-Cola Co (KO) ARCOS DORADOS HOLDINGS INC. (ARCO) Starbucks Corporation (SBUX) UnitedHealth Group (UNH) Strategy (MSTR) Bitcoin Cash (BCH)

Top Social Posts

Top posts by engagements in the last [--] hours

"Investors haven't given SNDL stock its due following the company's impressive turnaround. A recent acquisition could change that. Investors haven't given SNDL stock its due following the company's impressive turnaround. A recent acquisition could change that"
X Link 2021-10-23T00:02Z 19.1K followers, [---] engagements

"Best Tech Stock to Buy Now: Apple vs. Nvidia vs. Alphabet Large tech stocks are rallying once again. But out of these three only one seems to be worth buying today"
X Link 2023-05-19T11:44Z 15.9K followers, [--] engagements

"What You Need To Know About Wells Fargo & Cos Regulatory Smack-Down Investors are dumping WFC stock after the Feds crackdown. Is this a bump in the road or a show-stopper for the once venerable Wells Fargo"
X Link 2018-02-07T10:01Z 15.9K followers, [--] engagements

"GGPI Stock: Despite Chaos Upcoming Polestar SPAC Still Holds Appeal Polestar is better than most other EV rivals. But is that good enough to keep GGPI stock afloat amid a brutal correction in this sector"
X Link 2022-02-02T18:06Z 15.9K followers, [--] engagements

"SENS stock has much stronger fundamentals than your average penny stock. This diabetes care firm could rally again in coming months. SENS stock has much stronger fundamentals than your average penny stock. This diabetes care firm could rally again in coming months"
X Link 2021-06-11T18:47Z 21.6K followers, [----] engagements

"AMZN Stock Will Underperform Over the Next Decade. Heres Why Amazon today looks a lot like Walmart back in [----]. Thats not a good thing for AMZN stock; shareholders should expect a bumpy ride ahead"
X Link 2021-09-21T10:54Z 15.9K followers, [--] engagements

"7 Stocks to Buy Now for an Oil Rally This Fall The oil and gas markets are hot again. After a long bust energy stocks are a solid investment. These stocks to buy should be on your radar"
X Link 2021-09-29T16:09Z 15.9K followers, [--] engagements

"While there's still much scientific research to be done Sorrento has built an intriguing case for both its Covid-19 antibody and SRNE stock. While there's still much scientific research to be done Sorrento has built an intriguing case for both its Covid-19 antibody and SRNE stock"
X Link 2020-07-08T02:51Z 19.4K followers, [--] engagements

"Barks Weakness Has Created a Good Opportunity Barkboxs core business is actually quite good and BARK stock is being penalized for external factors right now"
X Link 2021-08-30T19:20Z 15.9K followers, [--] engagements

"People own GME stock for memes not fundamentals. Unfortunately for GameStop the meme crowd is now turning to crypto instead. People own GME stock for memes not fundamentals. Unfortunately for GameStop the meme crowd is now turning to crypto instead"
X Link 2021-08-28T12:52Z 18.5K followers, [---] engagements

"3 Stocks to Skip Even if the Meme Stock Rally Continues Even if the summer rally gets going again these stocks are too far gone to mount a comeback add them to your list of meme stocks to sell"
X Link 2023-08-21T13:10Z 16.7K followers, [--] engagements

"WISH Stock Is Worth Sticking With Even After Its Dismal Earnings Report ContextLogics business plan is facing scrutiny after a dire earnings release. Heres how WISH stock can potentially make a comeback"
X Link 2021-08-27T10:00Z 21.7K followers, [--] engagements

"Ethereum: Its Not Much of an Inflation Hedge After All Ethereums recent sell-off has disproven the inflation thesis"
X Link 2022-01-13T16:13Z 16.7K followers, [--] engagements

"ContextLogic has fallen into a slump in recent months. However WISH stock has now fallen too far and offers investors some value here. ContextLogic has fallen into a slump in recent months. However WISH stock has now fallen too far and offers investors some value here"
X Link 2021-08-03T23:35Z 21.7K followers, [----] engagements

"ATER stock is hot as social media traders hope for a perpetual short squeeze. But there's little reason to expect this trade to pay off. ATER stock is hot as social media traders hope for a perpetual short squeeze. But there's little reason to expect this trade to pay off"
X Link 2022-04-13T16:00Z 21.7K followers, [---] engagements

"These three high yield bond ETFs have the potential to deliver steady income in various market conditions. These three high yield bond ETFs have the potential to deliver steady income in various market conditions"
X Link 2023-05-28T17:42Z 21.7K followers, [---] engagements

"3 Reasons Why Apple Inc. Stock Shouldnt Buy Netflix Apple has plenty of excess cash so why not buy Netflix If you own AAPL stock heres why you should oppose a deal"
X Link 2017-11-16T15:42Z 15.9K followers, [--] engagements

"Discover Hidden Growth Potential of These [--] Blue-Chip Stocks The best blue-chip stocks to buy are high-quality firms with attractive growth prospects that can lead to capital appreciation"
X Link 2023-06-16T10:00Z 15.9K followers, [---] engagements

"$SOFI the bank with a -9% ROE that spent $400 million putting its name on a stadium is now diluting shareholders 20% big new shelf offering with the stock near all-time lows. Another Chamath classic"
X Link 2022-07-15T22:36Z 15.9K followers, [----] engagements

"@ValueStockGeek @phoenixvalue I keep posting threads about $OMAB $CCU and $HRL regularly to make sure no one else likes them yet"
X Link 2022-07-17T17:02Z 18.8K followers, [--] engagements

"@InaTailHedged @ExpectedValues @rsosa8 Small assets in countries with bad governments scare me since government can wreck you with little consequence. Look at Chile recently blowing up Rio2's $RIOFF proposed highly-economic mine there over nonsense rodent protectionism. Big companies have some political protection"
X Link 2022-07-22T02:22Z 19.4K followers, [--] engagements

"@ChdeSecondat @WealthOrDie Over [--] years $PAC and $OMAB have beat $ASR pretty badly"
X Link 2022-08-20T15:21Z 18.8K followers, [--] engagements

"Periodic reminder that if India were a LatAm country it'd be one of the poorest trailing the likes of Bolivia and Guatemala. Also weak governance and regional security. Something to think about when deciding between say Bangalore Airport vs. $PAC or $CAAP GDP/capita (PPP)"
X Link 2022-08-28T17:34Z 15.9K followers, [--] engagements

"@edsstokes Putting $SWK in the same list as $CVNA and $BZFD You've gone too far with this one"
X Link 2022-08-30T19:48Z 15.9K followers, [--] engagements

"Imagine a biz that did $927 mn of revenues in [----] with just $146 mn of direct costs to provide said services. Business historically grows double digits and is contractually allowed to hike prices at CPI. Currently going for less than 10x EV/EBITDA usually sells for [--]. $PAC"
X Link 2022-09-07T14:37Z 15.9K followers, [--] engagements

"@taobanker What's the deal with Yield seems overly generous compared to other preferreds of seemingly similar-quality REITs. http://KREF.PA http://KREF.PA"
X Link 2022-09-12T17:21Z 17.7K followers, [--] engagements

"Mexican Peso +20% against the Pound this year (more counting carry interest)"
X Link 2022-09-23T13:21Z 15.9K followers, [--] engagements

"We need more rate hikes. New Discord/TikTok "investment education" company going public. 🤮 TikTokers are taking their discord account public 😭 https://t.co/SH8yMplADw TikTokers are taking their discord account public 😭 https://t.co/SH8yMplADw"
X Link 2022-10-05T22:56Z 15.9K followers, [--] engagements

"Pacifico Airports $PAC International traffic up 41% September [----] versus [----] (not '21) levels. Overall +27%. Pretty good"
X Link 2022-10-06T02:10Z 15.9K followers, [--] engagements

"A note for the "But Mexican tourism bump is transitory" crowd. Tourist volumes have already plunged for many US spots after the initial [----] reopening pop. Mexico by contrast is running 30-40% above [----] levels and accelerating✈. Invest accordingly $PAC $ASR Joshua Tree National Park visits in September: Sept [----] - [------] Sept 2022- [-----] Visits dropped 41.2% this year apparently Joshua Tree National Park visits in September: Sept [----] - [------] Sept 2022- [-----] Visits dropped 41.2% this year apparently"
X Link 2022-10-10T22:54Z 15.9K followers, [--] engagements

"@soloprosperity @XDays I agree. I think it's more a timing issue; people need to see Mexico working to want to own financial assets. I've been in names like the airports Rotoplas (water infrastructure) and Alsea (Domino's/Starbucks Mexico) that can work on their own merits without a bull mkt tailwind"
X Link 2022-10-17T17:17Z 18.8K followers, [--] engagements

"Hershey $HSY new all-time highs. Must be wicked multiple expansion on a massively overvalued stock right Nah was 28x earnings in [----] and 28x earnings today"
X Link 2022-10-27T18:23Z 15.9K followers, [--] engagements

"Exxon $XOM new all-time highs today. Turns out oil is the new oil. Remember when prices were below $0 That was fun"
X Link 2022-10-27T18:38Z 15.9K followers, [--] engagements

"Mexican stocks -- New all-time highs this week: $ASR $OMAB $PAC $VIST New 52-week highs: $KOF $IBA New bull market starting up"
X Link 2022-11-15T16:02Z 15.9K followers, [--] engagements

"@CCM_Ryan @JRogrow 17x forward earnings. On EV/EBITDA which I view as the better metric for airports toward the low end of its post-GFC range"
X Link 2022-12-08T20:03Z 19.5K followers, [--] engagements

"This is wildly over the top. Mexico City is an (8/10) but it's no utopia. That said. this sort of sentiment is how we get a great big Mexican bull market of the 2020s. $EWW $PAC $OMAB 🚀 Quick unprovable impressions from a week in Mexico City: [--]. No homelessness [--]. No crime or even a hint of threat [--]. Prices 1/3 of the US [--]. Chill people [--]. Perfect weather [--]. Expats there are over-the-moon happy [--]. Food is healthy and fresh [--]. The whole city smells great Quick unprovable impressions from a week in Mexico City: [--]. No homelessness [--]. No crime or even a hint of threat [--]. Prices 1/3 of the US 4."
X Link 2022-12-27T14:06Z 15.9K followers, [----] engagements

"@zugmanfabio @futureformerJD One of my most unpopular opinions on here is that $ABEV is a better long-term investment than $PBR"
X Link 2023-01-07T22:48Z 16.6K followers, [---] engagements

"$PAC $ASR $OMAB new all-time highs. $CAAP new 52-week highs. Not a bad month to be an airport man"
X Link 2023-01-13T15:07Z 15.9K followers, [----] engagements

"@theyhatemetoo @ValueStockGeek That is the trade-off. $BF much better management but much higher multiple. I own both in roughly equal quantities"
X Link 2023-01-18T14:45Z 15.9K followers, [---] engagements

"Coca-Cola Femsa -- the Mexican soda bottler -- up 43% past year and still at just 15x forward earnings and a 3.6% dividend yield. You can buy really boring conservative businesses in emerging markets and still get paid when sentiment flips. $KOF"
X Link 2023-01-23T17:20Z 15.9K followers, 41.3K engagements

"@lhamtil The Corporate Leaders fund LEXCX is interesting. Buy and hold a bunch of companies since [----]. Over time ended up owning $BRK $CMCSA and other companies that didn't exist yet due to M&A and spins. Trounces actively-managed funds"
X Link 2023-01-29T15:46Z 18.8K followers, [---] engagements

"@therealdrmax @BULLReturns Argentina still early. The ETF is deceptive since it is loaded with $MELI and other tech names that don't follow the Argentine economy. $GGAL leading bank was a 100x from [----] bottom. Lot of room left to get back to the highs under the last capitalist Argie president"
X Link 2023-01-29T17:59Z 19.5K followers, [----] engagements

"@theyhatemetoo @lhamtil @PrepRemarks $HSY isn't the one I'd be buying now. Lot of the high-quality ones have been flat and dealing with margin problems lately. $MKC $HRL $BF $DEO. People will complain they're expensive on trailing earnings but they're all underearning now. Time will fix"
X Link 2023-02-11T14:27Z 15.9K followers, [---] engagements

"@peter_mantas Nice timing with the $VNT discussion last night. Great chat looking forward to the next one"
X Link 2023-02-16T16:44Z 15.9K followers, [---] engagements

"@taobanker $JRONY is amazing. I can walk to three different Aras from my house. An absolute retail machine"
X Link 2023-02-20T14:48Z 19K followers, [---] engagements

"@dodgingalpha Colombian FinTwit meetup in Cartagena to site tour the $EC refinery swing by Barranquilla to check out $TGLS' factory and monument then head to the mall to shop at $EXITO eat at Domino's Colombia $ALSEA and buy some $PROC vitamins"
X Link 2023-03-01T00:28Z 19.4K followers, [----] engagements

"@taobanker What company is this I don't recognize the ticker symbol"
X Link 2023-03-03T01:51Z 17.7K followers, [--] engagements

"@DeepValue3 @InvestRoiss In the house of Bezek we are 100% with Colomiba. Good luck to the $PBR holders but I'm not involved"
X Link 2023-03-07T21:08Z 17.1K followers, [---] engagements

"@marc_slans @yesandnotyes I expect S&P to hit [----] later this year thanks to Fed/macro issues. Wouldn't shock me if there's another 5-10% downside on even defensive stocks. That said I really like $HRL here under $40"
X Link 2023-03-30T14:51Z 15.9K followers, [---] engagements

"@lhamtil To be fair the water ETF $PIO has $DHR and $ROP as its top two positions. DHR already sold its water biz and water is a tiny part of operations at Roper. So if the ETFs can't figure it out fair to say it's a puzzle"
X Link 2023-04-13T15:00Z 15.9K followers, [---] engagements

"@puppyeh1 Largest sources of readily obtainable copper and lithium are in Chile and Chilean stocks are trading like warmed over death. $ECH Narrative violation"
X Link 2023-04-14T00:05Z 15.9K followers, [----] engagements

"@chitchatmoney Rise of guacamole and upscale Mexican food. More wealthy Mexican-Americans buying stuff from home. More marketing push from multinationals like $BF that got into the tequila biz in the 2000s and gave it a megaphone"
X Link 2023-04-14T14:36Z 15.9K followers, [---] engagements

"@JoeDoeKnows1 $HRL $PAC $CRL $BF $EPAM all should do at least 10%/year from here no drama"
X Link 2023-04-23T01:31Z 15.9K followers, [----] engagements

"Crazy that there isn't more dispersion in the Mexican airports. $OMAB is firing on all cylinders sizzling numbers. $PAC pretty strong as well. $ASR a mess Cancun growing issues and wheels have totally come off in the Colombian market with multiple airline bankruptcies"
X Link 2023-05-17T02:20Z 15.6K followers, [----] engagements

"@ClarkSquareCap They killed everyone with a massively dilutive rights offering in [----] wiping out prior outperformance vs. the index etf $EWW. Needs an activist to fix now"
X Link 2023-05-17T03:30Z 19.3K followers, [----] engagements

"Congrats to $NYCB probably the only U.S. bank to make new 52-week highs since March. Classic example of my thesis being totally wrong but getting bailed out due to random good luck (Signature FDIC-assisted takeover)"
X Link 2023-05-17T16:51Z 15.5K followers, [----] engagements

"On second-thought $FCNCA also new highs as it got the SVB scraps on the cheap"
X Link 2023-05-17T16:53Z 14.6K followers, [----] engagements

"@deusexdividend @goodalexander I've had multiple disappointing experiences with $MELI living in both Mexico and Colombia. I assume the product works well in some country but not sure which one. ()/"
X Link 2023-05-19T03:35Z 12.1K followers, [--] engagements

"@deusexdividend @goodalexander Mostly just use Falabella or $AMZN now but that's not sexy for long substack writeups"
X Link 2023-05-19T03:37Z 11.5K followers, [--] engagements

"@SKmacro @goodalexander @stevehouf @Citrini7 @eulenspeigel Walmex would be the 110th largest company in the US by mkt cap if it were American not Mexican"
X Link 2023-05-19T04:04Z 15.6K followers, [---] engagements

"@WTCM3 Funny how much more popular $COST is than $BF on FinTwit when both strategies get to the same destination"
X Link 2023-05-19T15:53Z 15.5K followers, [----] engagements

"@InvestSpecial @CapitalVoss Cancun international traffic only up 4% y-o-y last month. Feels like the post-COVID boom has ended for the Maya Riviera and they are buying at the end of the cycle"
X Link 2023-05-22T13:19Z 14.2K followers, [----] engagements

"Another billion for Monterrey. They start adding up. Quanta is a supplier to the new $5 billion $TSLA plant in the same city. The Quanta plant creates [----] new jobs and surely a fair bit of traffic at the MTY airport $OMAB"
X Link 2023-05-23T13:42Z 11.4K followers, [--] engagements

"@SleepwellCap @heartof_thesea Should trade well given Mexican equities are the best performers in the world post-COVID. Was puzzling why $C was so intent to dump it at $7bn (was reportedly valued at $10bn last year) while Mexican stocks are screaming higher"
X Link 2023-05-25T16:13Z 11.4K followers, [--] engagements

"@DvdndDiplomats $HRL under $40 is a gift. Take gross margin back to pre-COVID levels and EPS is at record highs and stock at $60. Input costs are tanking now and Hormel already pushed price increases through in [----]. Only a matter of time"
X Link 2023-05-25T21:03Z 16.6K followers, [----] engagements

"Sun $38 takeover offer for $TARO too low in my opinion. They tried to take it private before in [----] and failed. Hopefully same happens again now or they have to raise bid. In any case this net-net (prior to after hours today) is now in play. 🍿(Disc: long)"
X Link 2023-06-20T12:05Z 14.2K followers, [----] engagements

"@Barchart @taylor_d_duran When one company in a sector gets caught up in a bubble and the rest don't legacy payments edition: $PYPL $FIS $FISV $GPN"
X Link 2023-05-30T02:15Z 18.1K followers, [----] engagements

"Forget about all the drama. Ex out the pandemic stimmy cash $TGT earns about $5/share per year doesn't grow and trades at a teens multiple. Stock should be back under $100 in time"
X Link 2023-05-30T23:42Z 15.3K followers, 28.7K engagements

"@teto8k I own the Mexican Domino's aka $ALSEA and I do not own $HERDEZ at this time so my capital agrees with you"
X Link 2023-05-31T12:25Z 19.1K followers, [---] engagements

"@SleepwellCap I know people are jazzed about the storage part of the business but the whole nobody moving because of high interest rates/trapped in cheap mortgages thing is really a drag"
X Link 2023-05-31T15:33Z 10.9K followers, 12.2K engagements

"@DvdndDiplomats $HRL up 5% on mediocre earnings. Sentiment so bombed out in staples doesn't take much to improve the mood"
X Link 2023-06-01T13:31Z 15.4K followers, [---] engagements

"@BillBrewsterTBB Continuing Business Brew momentum as the Colombian Peso has another big rally today hits strongest level year-to-date"
X Link 2023-06-05T17:10Z 15.4K followers, [---] engagements

"Colombian Peso now the top EM currency of [----] as per Bloomberg up more than 10% year-to-date. Didn't have this one on my bingo card"
X Link 2023-06-05T21:04Z 15.6K followers, [----] engagements

"@Opu61659893 @LatamStocks @G_A_Wilson The companies that have their labor in Europe and South America have a big edge due to working in same time zones as their customers. Definitely plenty of demand for more legacy options like $IBM in terms of supporting existing systems but you use $EPAM et. al for new build"
X Link 2023-06-05T23:18Z 10.9K followers, [---] engagements

"Apparently Mexican Peso is also the #2 currency this year. LatAm bringing the heart. This makes [----] the one and only time the top two performing EMs are my top two allocations in the asset class. I should retire now go out on top"
X Link 2023-06-06T01:29Z 15.6K followers, [----] engagements

"@BarbarianCap What's the deal with Target Hospitality Did people short the wrong Target $TGT as part of the culture wars or something"
X Link 2023-06-06T01:40Z 14.2K followers, [--] engagements

"@yourgirlmich As Hormel $HRL is the largest seller of both bacon and ready-made guacamole in America maybe we can figure something out"
X Link 2023-06-06T03:35Z 14.2K followers, [--] engagements

"@theyhatemetoo @siyul New CEO just started in April. I don't own the stock bear case is pretty apparent. Just throwing it out there as something to think about that fits the original poster's question"
X Link 2023-06-06T22:06Z 12.1K followers, [--] engagements

"@ComebackCap 20% stock price drop for 4% revenue trim is pretty wild especially when $EPAM has a huge net cash balance and large buyback program in effect"
X Link 2023-06-07T00:47Z 11.3K followers, [----] engagements

"@WTCM3 Why high-quality staples deserve to trade at at least tech multiples. Our growth runways are measured in decades. $BF"
X Link 2023-06-07T22:12Z 15.4K followers, [---] engagements

"@futureformerJD The one Jack Daniels $BF ready-to-drink pairing we are definitely not asking for"
X Link 2023-06-10T01:33Z 10.9K followers, [---] engagements

"With Alsea (Domino's and Starbucks Mexico) hitting new highs today the Mexican Domino's vs. US Domino's gap has now hit 150% since I first pitched it. Still love Alsea here but have to think $DPZ gets a bid at some point too"
X Link 2023-06-10T02:41Z 15.2K followers, 17.4K engagements

"@peter_mantas @DailyLoud As a Gulfstream $GD shareholder if he wants to spend $5 billion on one of our jets let's make him a damn fine jet"
X Link 2023-06-10T03:01Z 14.2K followers, [---] engagements

"@willis_cap I remember us discussing $XOM in [----] when people were demanding that they slash the divi. Price has gone up a lot since then but hardly demanding now unless we go into a steep global recession"
X Link 2023-06-12T15:15Z 14.2K followers, [--] engagements

"@LatamStocks $CAAP the owner of the Buenos Aires airports is going to double over the next [--] months. Revenues are fixed and paid in dollars. Momentum traders will come piling in this winter once the conservatives win the presidential election"
X Link 2023-06-12T15:50Z 19.1K followers, [----] engagements

"@hjb_0 @taylor_d_duran Hey now as a long-time $TAP owner my CAGR has gone from below zero to low single digits thanks to the recent rally"
X Link 2023-06-14T13:24Z 14.2K followers, [--] engagements

"@theyhatemetoo My answers would be $WING and $ORCL personally which is interesting as WING is winning the first poll but nobody is voting for Oracle in the second one"
X Link 2023-06-17T14:53Z 14.2K followers, [--] engagements

"@LoveAndMoney15 @theyhatemetoo Certainly could be I was bullish on Oracle in the $60s. Feels a little like trying to put an AI coat of paint on $IBM at current prices though -- already doubled in a year"
X Link 2023-06-17T14:57Z 14.2K followers, [--] engagements

"@Matt_Cochrane7 @zugmanfabio Yes I separated the poll questions into the "boring" companies first and tech second to make it more interesting. In any case at least per Morningstar's view plenty of stuff even more overvalued than $NVDA (which they have as a 2-star stock now)"
X Link 2023-06-17T15:14Z 14.2K followers, [--] engagements

"When will the next major U.S. airline -- $UAL $AAL $DAL $LUV or $JBLU bankruptcy be By year-end [----]. 2025-2026 [----] or beyond. 2027-2029 By year-end [----]. 2025-2026 [----] or beyond. 2027-2029"
X Link 2023-06-22T23:15Z 15.3K followers, [----] engagements

"@CCM_Ryan $CRL $DAVA"
X Link 2023-06-28T00:59Z 15.6K followers, [----] engagements

"@inner_scorecard @deusexdividend World population grows at 1%/year and I'd assume access to items such as Hershey do at least double that as large segments of India Africa and LatAm start to get enough wealth to shop at supermarkets. If you lose 5% of $HSY sales to weight drugs just a couple years of TAM"
X Link 2023-06-28T02:34Z 14.2K followers, [---] engagements

"@sinstockpapi @YHamiltonBlog $DHR and $CRL come on in the water's warm"
X Link 2023-06-30T04:05Z 12.1K followers, [---] engagements

"@juanito_mexok I assumed the $EXITO spin was going to fail and lead to a big sell-off. Indeed owner Casino is collapsing and is heading to restructuring. And vultures came in bidding for $EXITO at fire sale prices. Regardless $CBD is up congrats to the longs. I don't get it but ya'll won"
X Link 2023-07-03T23:03Z 19.4K followers, [----] engagements

"@DmitryOpines @scocap7 Worlds strongest currencies this year Colombian and Mexican Pesos respectively. Both close allies with the US. Probably not a coincidence"
X Link 2023-07-05T04:41Z 14.2K followers, [----] engagements

"@blessboycap Thank you for shopping Hormel. $HRL"
X Link 2023-07-06T03:45Z 15.4K followers, [---] engagements

"TLDR long Valeant $vrx fam"
X Link 2023-07-06T06:14Z 11.4K followers, [----] engagements

"@heartof_thesea @TrentBlair19 This is mostly true but possibly also a recency bias thing. Remember 2001-8 where the dollar went down every year and having EM FX exposure was useful Feels like we're nearing that again. look at the Mexican Peso for example beast mode"
X Link 2023-07-11T01:29Z 14.2K followers, [----] engagements

"@LatamStocks @JakeNomada Feels like too many expats are just here for the cheap exchange rate rather than engaging much with the local economy. So many folks laugh at me for investing in Colombia. Peso will never go up bro devaluation forever. We'll see"
X Link 2023-07-11T16:14Z 14.2K followers, [---] engagements

"@taobanker @Kakashi_Capital I like LEAP calls as a strategy on stuff where stock price has been flat for a long time and IV is low. Seems like a decent tactic at a time like this where there is a lot of macro risk; if you're wrong lose a premium rather than eating a 25% market correction"
X Link 2023-07-11T16:45Z 11.9K followers, [--] engagements

"@RatTailCapital @Kakashi_Capital @taobanker I don't have access to the Brazilian exchange (and most foreigners don't either) so there's not that many investable options. Would be great if Brazil relaxes capital controls"
X Link 2023-07-11T16:43Z 14.2K followers, [--] engagements

"@RatTailCapital @Kakashi_Capital @taobanker I own too many LatAm banks already. You may be right though"
X Link 2023-07-11T16:50Z 11K followers, [--] engagements

"This is hyperbole (for now) but imagine the multiple expansion as Puerto Vallarta and other tourist airports become lifestyle destinations. $PAC"
X Link 2023-07-11T22:31Z 11K followers, [----] engagements

"@blondesnmoney @RodAlzmann On $erus thankfully IB marked it to [--] cents so borrow fees stopped being material"
X Link 2023-07-12T05:40Z 19.1K followers, [---] engagements

"New $500 million luxury hotel project in Puerto Vallarta let's go. $PAC"
X Link 2023-07-12T15:22Z 11.5K followers, [----] engagements

"@Inves2grow @maxwellhouse99 $CRL $DAVA $HRL"
X Link 2023-07-15T00:55Z 14.2K followers, [----] engagements

"@Tonyforever2003 @theyhatemetoo @dividendology @TrentBlair19 In theory there is a 20% withholding tax in practice it is often not applied I dont know why"
X Link 2023-07-15T01:47Z 16.7K followers, [---] engagements

"@Tonyforever2003 @theyhatemetoo @dividendology @TrentBlair19 For example Colombian $EC dividend this year: No idea what happened here but not complaining. $CIB dividends have not been taxed at all"
X Link 2023-07-15T01:52Z 16.7K followers, [---] engagements

"Colombian Peso now up 25% vs. Dollar since the lows last year. $CIB $EC $AVAL a lot more upside assuming this sticks most of the move in the ADRs has just been FX rather than people pricing in improving fundamentals"
X Link 2023-07-18T14:17Z 15.4K followers, [----] engagements

"@bizalmanac I like companies that have an investor ownership guide and the first principle is maximize free cash flow per share growth. $TXN"
X Link 2023-07-21T03:35Z 14.2K followers, [----] engagements

"@FLinvestor_ Good thread. All comes down to where gross margin settles. I believe they've been hit by a string of crappy exogenous events that slammed margins and this ends up north of 20% especially as they've improved the portfolio recently. Others don't. Place your bets. $HRL"
X Link 2023-07-18T20:55Z 16.6K followers, [----] engagements

"@FLinvestor_ They tried to buy the RB Foods portfolio (French's/Frank's) for $3bn which would have been a massive win if they got it and moved into those categories you mentioned. $MKC ultimately outbid them but I liked what they were aiming for"
X Link 2023-07-18T21:03Z 11.9K followers, [---] engagements

"@deusexdividend Have you considered that the Mexican Peso has risen 10% vs. the U.S. Dollar over the past five years and thus you might make a slightly higher IRR than expected when investing in that country Very risky"
X Link 2023-07-20T16:23Z 11K followers, [---] engagements

"@inner_scorecard Looks like the Mexican names have been caught up in the "sell momentum stocks" algo"
X Link 2023-07-20T19:09Z 19.1K followers, [---] engagements

"$10k investment in $DHR or $BRK.A since 1980"
X Link 2023-07-21T18:21Z 15.5K followers, 11K engagements

"The top three holdings in the AI powered Equity ETF $AIEQ are. drumroll please. Mosaic $MOS Wells Fargo $WFC State Street $STT ()/"
X Link 2023-07-21T21:54Z 11K followers, [----] engagements

"@BillBrewsterTBB @FocusedCompound $CRL for example was a 10-bagger [----] to [----]. P/E multiple had to go up from low 20s to [--] to hit that # though. Back to 20x earnings now. Has grown 17%/year compounded past decade. Is it cheap now Yes but not a fire sale. Could 10-bag from here if multiple goes nuts again"
X Link 2023-07-24T14:43Z 15.6K followers, [----] engagements

"@contralculator $AZO has usually been pretty cheap. Stock up 25x past twenty years"
X Link 2023-07-24T15:01Z 15.7K followers, [----] engagements

"@heartof_thesea Stonk was wildly overvalued for a couple of months in [----] which throws off your starting point. 2010s was lost decade as it labored under the $50 SIFI cap issue and failed Astoria merger. Still one of the all-time great bank compounders. $NYCB"
X Link 2023-07-28T17:49Z 15.3K followers, [----] engagements

"@marc_slans Visa is the correct and obvious winner $TXN has more of a moat than $GOOG though"
X Link 2023-07-31T08:48Z 14.2K followers, [---] engagements

"@taobanker I don't have a strong view on short-term $CPB price action but I'm highly confident Hormel will crush it long-term just as it has done for the past [--] years. One dominates niches that are popular with younger consumers and has growing EPS double-digits CAGR past [--] years"
X Link 2023-08-01T03:35Z 11.4K followers, [---] engagements

"@theyhatemetoo @BowTiedColombia Hello yes thank you for your interest in $AVAL (Corficolombiana merchant banking division). https://www.corficolombiana.com/infraestructura https://www.corficolombiana.com/infraestructura"
X Link 2023-08-02T19:03Z 17K followers, [---] engagements

"@lhamtil Will be a fun market reaction once Hormel $HRL is trending back up to 20% again"
X Link 2023-08-02T20:52Z 11K followers, [---] engagements

"@LOWO64 @theyhatemetoo @taobanker I'm a huge Mexico bull not sure if you're counting that or not since it's not in South America. Down here having some exposure to Chile seems obvious if you're bullish copper/lithium long-term"
X Link 2023-08-03T20:06Z 17.7K followers, [---] engagements

"@theyhatemetoo @LOWO64 @taobanker $PAC and $OMAB pay approximately 100% of FCF as divvies and FCF grows double-digit compounded over time. Starting 5% yield that goes up say 12%/year is pretty succulent"
X Link 2023-08-03T20:21Z 14.2K followers, [--] engagements

"This account hit [-----] followers today. Thanks for reading And as always if you're going on vacation please make use of some fine Mexican airports in your travels. $PAC $ASR $OMAB"
X Link 2023-08-04T15:45Z 15.4K followers, 15.5K engagements

"$EC's CEO may be removed from the role. He has gotten caught up in President Petro's widening scandals. 👀"
X Link 2023-08-05T08:43Z 14.2K followers, [----] engagements

"@lhamtil I remember people repeatedly tell me I should buy $IFF instead of $MKC back in [----] because McCormick was "too expensive" at 22x earnings. You know what I will pay a 4x earnings premium for a great business as compared to a crappy one"
X Link 2023-08-08T14:38Z 19.1K followers, [----] engagements

"@QuietProsperity @lhamtil I'd argue you own companies like $MKC to do well during recessions/bear markets. I don't expect my staples to beat the S&P [---] during raging bull markets. Got different members of my team for that role"
X Link 2023-08-08T15:12Z 10.9K followers, [---] engagements

"$TLRY up 30% on abandoning cannabis to become a second-tier craft brewing company. All other marijuana firms please call $DEO and $BF. we have some old castoff spirits brands we'd be happy to sell you"
X Link 2023-08-08T15:17Z 15.4K followers, [----] engagements

"Alsea (Dominos/Starbucks Mexico) breaks out to new 5-year highs this week. However much Mexican consumer exposure you own it's not enough"
X Link 2023-08-11T20:26Z 14.2K followers, 18.2K engagements

"@exileofthemain The correct guess is that they'll beat because companies usually beat earnings (approx. 75% of the time historically). Analysts set slightly low expectations so management can top it (good quarter guys). Question is whether they beat by enough to satisfy the market. We'll see"
X Link 2023-08-12T18:28Z 14.2K followers, [---] engagements

"@PythiaR @JerryCap $AZO book value of -$233 per share. Someone alert the CPAs so they can short it to zero. 🤣"
X Link 2023-08-15T03:06Z 14.2K followers, [---] engagements

"@LeveragedLayman $CRL -- its services are involved in 85% of FDA-approved drugs"
X Link 2023-08-15T16:50Z 14.3K followers, [---] engagements

"Mexico's e-comm stock vs. China's past three years"
X Link 2023-08-21T21:53Z 14.2K followers, 22.6K engagements

"@juanito_mexok Yes today most of that type of commerce in Mexico is still brick and mortar. Walmex has posted tremendous e-comm #s since [----] and will own a fat chunk of the market as it evolves. Walmex has a great position with its logistics in-app purchases in-store pickup etc. options"
X Link 2023-08-21T22:21Z 14.2K followers, [---] engagements

"@marc_slans Hey now Hormel is holding up reasonably well. It's the low-quality value trap staples that are getting pounded with every tick higher in yields"
X Link 2023-08-21T23:44Z 11K followers, [---] engagements

"Say you want to book a flight next week Mexico City - Guadalajara on Volaris $VLRS. Here's how that breaks down cost wise. Revenue split is almost 50/50 between the airline and the airports ( $PAC in this case). Airports Airlines"
X Link 2023-08-22T19:49Z 15.4K followers, [----] engagements

"@zugmanfabio Milei the anarcho-capitalist libertarian hero presidential candidate making the adoption of the U.S. Dollar his central campaign plank has been funny to watch"
X Link 2023-08-23T19:53Z 14.2K followers, [---] engagements

"@NiceQuarterGuys @Thepadre13 Wind is not a commercially-viable business model it exists to harvest taxpayer bucks. Note how the company's chart perfectly mirrors the [----] election cycle with Orsted peaking the week Biden was inaugurated"
X Link 2023-09-02T17:42Z 18.4K followers, [---] engagements

"@mikebloomquist_ @Convertbond $10k invested in $IBM [--] years ago. Not nearly as bad as Twitter folks would have you think. (My family has owned shares since [----] I am holding some that were inherited)"
X Link 2023-09-02T18:16Z 14.2K followers, [--] engagements

"@WaterworldCapi1 @jay_21_ BAAS (Bacon-as-a-Service) think about it. $HRL"
X Link 2023-09-03T16:15Z 10.9K followers, [---] engagements

"@robenfarzad EM hasn't been too bad recently once you exclude the autocratic and anti-democratic states from the mix. $FRDM $EEM"
X Link 2023-09-05T01:33Z 19.5K followers, [----] engagements

"All four of these S&P [---] components are at 17x fwd earnings. What's your pick for a long-term buy"
X Link 2023-09-05T02:17Z 14.2K followers, [----] engagements

"@sinstockpapi @DarkfireCapital $FMX operates about [--] OXXO convenience stores and hundreds of Cruz Verde pharmacies in Colombia"
X Link 2023-09-05T20:23Z 11K followers, [---] engagements

"@theyhatemetoo I believe he offered almost $1.1 billion when he bumped it up. Casino & friends probably should have taken it but they are run by incompetent folk so ()/"
X Link 2023-09-05T20:29Z 19.3K followers, [---] engagements

"@dodgingalpha Colombia's best bank is under 4x earnings and offering a 12% dividend yield with improving earnings results improving political situation and rocketing price of oil. If $CIB can't catch a bid hard to get excited about lowering-yielding and less-seasoned firms"
X Link 2023-09-05T20:31Z 14.2K followers, [----] engagements

"@theyhatemetoo I'd imagine there are synergies with owning the country's largest packaged foods maker Nutresa as well"
X Link 2023-09-05T20:33Z 14.2K followers, [---] engagements

"Pacifico Airports $PAC a little correction here despite accelerating passenger and top-line revenue growth and rising margins. Ya'll know what to do"
X Link 2023-09-07T20:31Z 15.6K followers, [----] engagements

"@TeaBagCapital Still 45x earnings even after the decline. Would rather own $ECL better biz and [--] turns cheaper on earnings if you want to be in that sector"
X Link 2023-09-08T00:59Z 14.4K followers, [----] engagements

"More jobs that will ultimately end up in Monterrey. $OMAB"
X Link 2023-09-08T14:54Z 14.2K followers, [----] engagements

"Don't buy legacy media companies at a time when streaming has destroyed the industry also applies to emerging markets. Televisa $TV vs. the index $EWW"
X Link 2023-09-08T19:41Z 14.2K followers, [----] engagements

"@thebankzhar @Govro12 @Alex__Pitti Structuring the balance sheet this way generated excess returns for more than a decade versus one down year now. Easily defensable. Management is thinking on a much longer timeframe than the current crop of short sellers are. $HIFS"
X Link 2023-09-11T18:21Z 11K followers, [---] engagements

"@CCM_Brett Affirm $AFRM is building a robust liquidity cremating platform through the courageous allocation of other people's money into strategically injudicious ventures while boldly overlooking cost controls and valiantly deploying the balance sheet with impetuous vigor"
X Link 2023-09-11T22:23Z 14.2K followers, [---] engagements

"The first place I ever saw automated ordering kiosks was at Argentina's McDonalds $ARCO back in [----]. Argentina is not the center of the tech universe but when labor costs too much robots replace people every time"
X Link 2023-09-11T22:41Z 14.2K followers, [----] engagements

"@philnothere @CCM_Brett They ran Upstonk from $13 to $70 for no apparent reason this summer before it collapsed. Meme tradooors gonna meme"
X Link 2023-09-11T22:43Z 14.2K followers, [--] engagements

"@PermianLandman Thank you for choosing $HRL"
X Link 2023-09-11T22:50Z 11.4K followers, [---] engagements

"I understand $DAKT is a real company that smart people own but I'd be terrified holding anything that has promo messages like this:"
X Link 2023-09-12T04:03Z 14.2K followers, [---] engagements

"@thebankzhar @Govro12 @JustBankStocks @Alex__Pitti Terrible lending indeed. Look at their loan losses. What an awful job. $HIFS"
X Link 2023-09-12T18:36Z 15.9K followers, [---] engagements

"New all-time highs for $OMAB today. Next stop $100. Particularly impressive as the Mexican ETF has pulled back 10% off the recent highs. Airports aggregate alpha as always"
X Link 2023-09-12T20:38Z 14.2K followers, [----] engagements

"@thebankzhar @Alex__Pitti @JustBankStocks @Govro12 Earn excess profits for [--] years thanks to how they structure the balance sheet. Have one down year of earnings thanks to that decision and folks call for their heads. Funny how many people on Wall Street claim to be long-term but can't look past the next quarter"
X Link 2023-09-12T22:08Z 14.2K followers, [--] engagements

"Shockingly milk was not defeated by a faux white liquid made out of: low erucic acid rapeseed oil dipotassium phosphate calcium carbonate tricalcium phosphate sea salt dicalcium phosphate riboflavin vitamin A vitamin D2 and vitamin B12. $OTLY"
X Link 2023-09-13T16:11Z 14.2K followers, 43.4K engagements

"$DG having a buy one get one free sale on its stock"
X Link 2023-09-13T19:21Z 15.6K followers, 35.4K engagements

"@kab604 @Govro12 @JustBankStocks @thebankzhar @Alex__Pitti People were expecting a large rate hike cycle for most of the 2010s. $HIFS bet against the tide and made a ton of excess ROE for it. Rates would go up eventually and $HIFS would have a down year for it. Doesn't invalidate the model"
X Link 2023-09-13T20:19Z 14.2K followers, [---] engagements

"Reminder for FinTwit/TravelTwit Colombia barely exists as a tourist destination yet. Colombia ranks behind tourist meccas such as Cuba Chile and Peru and has less than 10% of Mexico's traffic"
X Link 2023-09-13T21:01Z 15.1K followers, [----] engagements

"@vanckzhu Certainly that plays a major role. $400 short flights from U.S. to Mexico or Dominican Republic more appealing than a $1000 all-day journey to Bolivia or Uruguay"
X Link 2023-09-13T21:16Z 14.2K followers, [---] engagements

"@DividendGrowth @lhamtil Yes I find it so puzzling when people say I own way too many stocks (140) and then they have their portfolios mainly in $QQQ (100) and $SPY (500)"
X Link 2023-09-16T18:21Z 11.5K followers, [---] engagements

"58% of Colombians think the left-wing president's job performance is "terrible" with another 22% saying "poor". Only 20% say good or great. Colombian stocks are ridiculously cheap here as political risk had been the main headwind before. Big rate cut cycle starting too $CIB $EC"
X Link 2023-09-17T00:04Z 11.3K followers, 15.8K engagements

"@Windtrain1 This pollster had accurate [----] election results and showed Petro with a positive approval rating until the beginning of this year. Don't shoot the messenger"
X Link 2023-09-17T00:51Z 14.2K followers, [---] engagements

"@Alphaholic1 Improving usership of a dying industry by 25% very plausible business strategy. It worked so well in newspapers fax machines analog photography and many other such cases"
X Link 2023-09-17T23:55Z 14.2K followers, [---] engagements

"In this house son we buy airports and we short airlines. Never get it confused"
X Link 2023-09-20T16:47Z 14.2K followers, 20.1K engagements

"@ShelbyInvestCo $PAC is my favorite set-and-forget long-term perfect mix of Mexican tourism and industry/reshoring. $OMAB most leverage to Mexican reshoring theme. $CAAP Very strong outlook next [--] months with Milei effect in Argentina"
X Link 2023-09-20T17:18Z 15.7K followers, [----] engagements

"@inner_scorecard @praxisprocess I think with something like Mexico there's no need to buy deep value (especially when Ara's BV is highly questionable). The growth winners like the airports have been selling under 10x EBITDA and 15x earnings for most of the past five years with 15%+ annualized growth"
X Link 2023-09-20T18:22Z 19.6K followers, [---] engagements

"@StockTalk416 It's funny. Everyone loves $CSU no one discusses $ROP even with the catalyst this summer (added to $QQQ) and ensuing technical breakout"
X Link 2023-09-20T18:30Z 14.6K followers, [---] engagements

"@CCM_Brett Too many people tweeting about it. Stocks like this go up once the tweets stop. Joking but also half-serious"
X Link 2023-09-21T22:42Z 11.3K followers, [---] engagements

"@theyhatemetoo @GrandTokamak $ASR $PAC still super cheap. $OMAB is around its historical median valuation except now it is growing much faster than pre-COVID. People underestimate how much growing EBITDA at high teens annualized gives you in terms of moving up fair value price targets"
X Link 2023-09-23T17:01Z 11.4K followers, [---] engagements

"$OMAB and $PAC 📉 [--] theories. 1: EOQ rebalancing. Occam's razor explanation. [--]. The engine problems which will ground some $VLRS and Viva Aerobus planes. Hits maybe 5% of capacity for two quarters. [--]. The WSJ anti-trade story. Doesn't explain drop given the railroad is up"
X Link 2023-10-02T21:51Z 15.5K followers, 25.7K engagements

"Almost [----] new 52-week lows today across the U.S. exchanges. Opportunities in most sectors and styles. Fun market"
X Link 2023-10-03T19:20Z 11K followers, 10.8K engagements

"@Alphaholic1 I've bought some $DFS under $100 recently. I like Diageo $DEO at current prices"
X Link 2023-10-03T19:59Z 11.9K followers, [---] engagements

"@jkLosingMoney @Lizquidity Still no details of what the proposed tariff changes are. If they are trying to claw back some extra profits related to COVID period fine so be it. If it's a major structural change to the business need details to analyze"
X Link 2023-10-05T15:31Z 11.4K followers, [---] engagements

"$OMAB panic today a great reminder of why EM investors love dividends. I bought more OMAB during the pandemic at $30 have gotten back $12.50/share in dividends to-date. Rather have the cash than a smaller share count when crisis strikes"
X Link 2023-10-05T15:42Z 14.2K followers, 23.6K engagements

"@SleepwellCap @fundiescapital @PythiaR @sinstockpapi Argentine airports traded at 2x EBITDA during the pandemic and are under 6x now. Argentina is a clown show of a jurisdiction. If Mexico was like Argentina Mexican airports should trade a lot lower"
X Link 2023-10-05T17:12Z 10.9K followers, [---] engagements

"@GrandTokamak @theyhatemetoo The best compounder stocks are the ones where other people say you earn too much money. Like TransDigm. Right"
X Link 2023-10-05T18:51Z 14.2K followers, [---] engagements

"@SleepwellCap @fundiescapital @PythiaR @sinstockpapi Mexico's economic freedom has dropped slightly under AMLO but not much. Well above regional and international averages and 61st overall. Light years ahead of China Brazil India Russia which all rank outside top 100"
X Link 2023-10-05T19:24Z 11.6K followers, [---] engagements

"@SleepwellCap @fundiescapital @PythiaR @sinstockpapi AMLO already cancelled the new international airport in Mexico City when he took over in [----]. Foreign investors were made 100% good. Similar for the eminent domain on the railroad. Not sure why today's action would mark a turning point"
X Link 2023-10-05T19:25Z 14.2K followers, [---] engagements

"@SleepwellCap @fundiescapital @PythiaR @sinstockpapi The contracts are adjusted every [--] years with the airport operators laying out a CAPEX plan and getting a rate increase tied to that. There is nothing I'm aware of that would allow the government to interfere outside of the usual window of making a new CAPEX plan"
X Link 2023-10-05T19:34Z 14.2K followers, [---] engagements

"@SleepwellCap @fundiescapital @PythiaR @sinstockpapi If it's a big deal then it goes to court and I don't think AMLO is guaranteed to win there"
X Link 2023-10-05T19:40Z 11K followers, [---] engagements

"@taobanker Campbell's topline badly failed to keep up with inflation over the past [--] years. Why would it get better now given the more difficult landscape for packaged foods"
X Link 2023-10-05T22:30Z 14.2K followers, [---] engagements

"@taobanker I agree and like staples as a category. Just think it is easier to win in areas like $MKC where you have no competition or $HSY with a few brands that dominate and have cozy pricing. Mass market foods have been getting hit hard with store brands and competition"
X Link 2023-10-05T22:50Z 13.3K followers, [---] engagements

"@taobanker I've owned $HSY since [----] when it started inflecting. That said margins haven't really changed that much over the past [--] years. Flat since pandemic. Management had been very lackluster up until about ten years ago and started allocating capital a lot better recently"
X Link 2023-10-05T22:57Z 14.2K followers, [---] engagements

"@taobanker Bigger picture most people are not going to buy Amazon Basics chocolate whereas the tradedown effect is very real is stuff like cereals and sauces"
X Link 2023-10-05T22:59Z 11.4K followers, [---] engagements

"@scow_invest @MyLatinLife Colombian Peso down 10% this week. The party isnt over just yet"
X Link 2023-10-05T23:15Z 16.6K followers, [---] engagements

"Looks like the hit will be high single digits for the airport stocks. h/t @BrooksideSamson Market may have miscalculated slightly sending these down 40% yesterday. $PAC $OMAB $ASR"
X Link 2023-10-06T15:05Z 15.6K followers, 39.3K engagements

"@Only_Borrowed @BrooksideSamson $OMAB most exposure to Mexican reshoring $PAC mix of industry and tourism $ASR mostly tourists. $ASR has most non-Mexico holdings (Medellin San Juan PR among others) which has suddenly become a relevant factor given the Mexico political risk"
X Link 2023-10-06T15:22Z 14.2K followers, [----] engagements

"@Mr_Neutral_Man @PrefShares When Arizona's rate regulators forced their utility company to accept a lower ROE on their investments did we decide Arizona or the US was uninvestable Seems like a double standard to decry as evil socialists in other countries what often happens in North America"
X Link 2023-10-07T02:08Z 11K followers, [---] engagements

"@kiwicarrotcake When you see people throwing the words "communist" around on the timeline usually a buying opportunity"
X Link 2023-10-10T18:16Z 11.3K followers, [----] engagements

"No bear market in Mexican Domino's pizza and Starbucks sales. $ALSEA Would love to know what part of the sell-off in American food names is Ozempic fears and what part is just factor and interest rate bets"
X Link 2023-10-11T15:04Z [--] followers, 14.3K engagements

"@AHangryMan The Mexico ETF $EWW recently pulled back more than 15% from the highs (in dollar terms). Some valid concerns around government action such as with the airports along with a slowing economy more generally. I believe Mexico is still well-positioned and will outperform"
X Link 2023-10-11T17:05Z 19.1K followers, [---] engagements

"@Alex__Pitti @retaox If you grant that the drugs reduce consumption at $HSY and $BF.B 5% in developed markets forever (obviously little to no impact at $EL or $MKC) still not sure that justifies the level of panic we're seeing now. Much more GLP risk on med device side imo"
X Link 2023-10-12T04:01Z 14.2K followers, [---] engagements

"An investment in [--] leading staples companies have returned between 17x and 25x your money since [----]. The multiple and interest rate matters very little. EPS growth only thing that counts long-term. If it is impaired thesis has changed. If not you should be buying today"
X Link 2023-10-13T15:42Z 12.1K followers, 36.8K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing