# ![@irbezek Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::702654319691112448.png) @irbezek Ian Bezek

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

### Engagements: [-----] [#](/creator/twitter::702654319691112448/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::702654319691112448/c:line/m:interactions.svg)

- [--] Week [------] -81%
- [--] Month [-------] +165%
- [--] Months [---------] -20%
- [--] Year [---------] -13%

### Mentions: [--] [#](/creator/twitter::702654319691112448/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::702654319691112448/c:line/m:posts_active.svg)

- [--] Week [--] -26%
- [--] Month [---] +55%
- [--] Months [---] -7.80%
- [--] Year [---] +3.90%

### Followers: [------] [#](/creator/twitter::702654319691112448/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::702654319691112448/c:line/m:followers.svg)

- [--] Week [------] +0.41%
- [--] Month [------] +2%
- [--] Months [------] +8.80%
- [--] Year [------] +20%

### CreatorRank: [-------] [#](/creator/twitter::702654319691112448/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::702654319691112448/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  32.38% [finance](/list/finance)  22.86% [countries](/list/countries)  18.1% [cryptocurrencies](/list/cryptocurrencies)  8.57% [technology brands](/list/technology-brands)  3.81% [travel destinations](/list/travel-destinations)  1.9% [currencies](/list/currencies)  1.9% [social networks](/list/social-networks)  0.95% [celebrities](/list/celebrities)  0.95% [musicians](/list/musicians)  0.95%

**Social topic influence**
[$aval](/topic/$aval) #1, [colombia](/topic/colombia) 7.62%, [$caap](/topic/$caap) #1, [$ec](/topic/$ec) #12, [$cib](/topic/$cib) #3, [alltime](/topic/alltime) #584, [argentina](/topic/argentina) 4.76%, [stocks](/topic/stocks) #3026, [more than](/topic/more-than) 3.81%, [bank](/topic/bank) 3.81%

**Top accounts mentioned or mentioned by**
[@bowtiedcolombia](/creator/undefined) [@jeremie0117](/creator/undefined) [@acapitallp](/creator/undefined) [@mikefritzell](/creator/undefined) [@hitthebottom1](/creator/undefined) [@taobanker](/creator/undefined) [@orrdavid](/creator/undefined) [@saynototrading](/creator/undefined) [@localhero55](/creator/undefined) [@valuedrift](/creator/undefined) [@japandeepvalue1](/creator/undefined) [@rutherford13058](/creator/undefined) [@bizalmanac](/creator/undefined) [@grainjones](/creator/undefined) [@benfranksaltego](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@ohcapideas](/creator/undefined) [@finphysnerd](/creator/undefined) [@altaycapital](/creator/undefined) [@aggiecapitalist](/creator/undefined)

**Top assets mentioned**
[GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL)](/topic/$aval) [Corporacion America Airports S.A. (CAAP)](/topic/$caap) [Ecopetrol S.A (EC)](/topic/$ec) [Bancolombia S.A. (CIB)](/topic/$cib) [NuCypher (NU)](/topic/$nu) [Diageo plc (DEO)](/topic/$deo) [PAC Protocol (PAC)](/topic/$pac) [Suncor Energy, Inc. (SU)](/topic/$su) [Bitforex Token (BF)](/topic/$bf) [PolkaBridge (PBR)](/topic/$pbr) [VALE S.A. (VALE)](/topic/$vale) [Hormel Foods Corp (HRL)](/topic/$hrl) [Now Coin (NOW)](/topic/$now) [Auna S.A. (AUNA)](/topic/$auna) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Coca-Cola FEMSA, S.A.B DE C.V (KOF)](/topic/$kof) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Tyler Technologies, Inc. (TYL)](/topic/$tyl) [Gartner Inc (IT)](/topic/$it) [AS Roma Fan Token (ASR)](/topic/$asr) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Spacemesh (SMH)](/topic/$smh) [Costco Hot Dog (COST)](/topic/$cost) [Coca-Cola Co (KO)](/topic/$ko) [Simon Property Group Inc (SPG)](/topic/$spg) [UiPath, Inc. (PATH)](/topic/$path) [AppLovin Corporation (APP)](/topic/$app)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@CapitalValor You're competing with hard discounters on a fair bit of merchandise. And Dollarama (already has a huge dollar store chain in Colombia) is now playing in Mexico too"  
[X Link](https://x.com/irbezek/status/2011837039306510355)  2026-01-15T16:25Z 21K followers, [----] engagements


"Nice to see people are so focused on AI destroying other industries that liquor stocks are finally a defensive safe haven trade again. $BF $DEO"  
[X Link](https://x.com/irbezek/status/2019058942995755450)  2026-02-04T14:42Z 21K followers, 10.3K engagements


"Headsup for Brazil fans Lula back up to nearly 60% odds of winning election this fall. Bolsonaro's son being the candidate rather than a much more qualified conservative taking its toll. Don't think Lula winning again hits $NU too badly but not great for $PBR/ $VALE /etc"  
[X Link](https://x.com/irbezek/status/2019417749685170345)  2026-02-05T14:28Z 21K followers, [----] engagements


"@feliperojas1984 Actually underperforming $AVAL $CIB and Davivienda this year. Though obviously it ran up a bunch prior to 2025"  
[X Link](https://x.com/irbezek/status/1982532252753158187)  2025-10-26T19:38Z 20.9K followers, [---] engagements


"@OnodaCapital $HRL was the obvious one but it tanked along with all the other packaged foods companies. Stinks that my all protein everything thesis from five years ago was dead right and didn't matter whatsoever"  
[X Link](https://x.com/irbezek/status/2009626848133788060)  2026-01-09T14:02Z 20.9K followers, [----] engagements


"@bizalmanac Travelsky down by 50% and Sabre $SABR down by 95% same time period so not too bad"  
[X Link](https://x.com/irbezek/status/2010864946406703496)  2026-01-13T00:02Z 20.9K followers, [----] engagements


"@bizalmanac I bought $SABR during the pandemic and got out around breakeven before it totally imploded so could have been worse. But yeah the GDS firms seem like they should have better economics than they actually do"  
[X Link](https://x.com/irbezek/status/2010878095486828662)  2026-01-13T00:54Z 20.9K followers, [---] engagements


"People talking about Saaspocalypse and $NOW is still trading at 75x GAAP earnings and 50x EBITDA. Have these people ever traded any other sector Sometimes valuation multiples go down"  
[X Link](https://x.com/irbezek/status/2012179598327353806)  2026-01-16T15:06Z 20.9K followers, 36.2K engagements


"@Grainjones $aval will be a $10 stock again next Colombian growth spurt. Happy to keep collecting the monthly dividends until then"  
[X Link](https://x.com/irbezek/status/2013735448414162984)  2026-01-20T22:08Z 21K followers, 142.9K engagements


"@Grainjones Another nice day and week in the making. $AVAL"  
[X Link](https://x.com/irbezek/status/2014055275116769452)  2026-01-21T19:19Z 20.9K followers, [----] engagements


"Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up"  
[X Link](https://x.com/irbezek/status/2014372953656381637)  2026-01-22T16:21Z 21K followers, 12.9K engagements


"$AUNA up 13% today and nobody's tweeted about it yet. We are so early LatAm healthcare enjooooyers"  
[X Link](https://x.com/irbezek/status/2014400981333651702)  2026-01-22T18:13Z 21K followers, [----] engagements


"@BenFranksAltEgo I'm looking for it to rip to mid-$100s now that it finally broke out and has tailwinds in multiple of its markets. But $FMX/$KOF complex is good for disappointment historically can't go broke taking profits"  
[X Link](https://x.com/irbezek/status/2014848289766510825)  2026-01-23T23:50Z 20.9K followers, [----] engagements


"@khan_khubilai @BenFranksAltEgo I was aiming for $100 by year-end [----]. May have been too pessimistic on the timing Think peer $aval has a lot more upside left from here"  
[X Link](https://x.com/irbezek/status/2014860022740553953)  2026-01-24T00:37Z 20.9K followers, [---] engagements


"@MikeFritzell And yet a bunch of oil equities are at multi-year highs. Why is Suncor for example worth more at $60 oil now than it was at $120 oil four years ago"  
[X Link](https://x.com/irbezek/status/2015593151650545950)  2026-01-26T01:10Z 20.9K followers, [----] engagements


"@walnutavevalue @MikeFritzell I have owned $CNQ and $SU since [----] and have more than a double on them. Good businesses. Just that the sentiment/price action doesn't match the FinTwit view that oil is currently out of favor"  
[X Link](https://x.com/irbezek/status/2015603193179254851)  2026-01-26T01:50Z 21K followers, [---] engagements


"Colombia's leading bank Bancolombia $CIB already setting new all-time highs. Its chief rival. $AVAL. is not. however it is back over $5 today for the first time in four years. Lot more room to run if you're bullish on Latam/Colombia"  
[X Link](https://x.com/irbezek/status/2015947120340095196)  2026-01-27T00:37Z 20.9K followers, 12.2K engagements


"@docafterdark1 Congrats happy to hear it"  
[X Link](https://x.com/irbezek/status/2015948523896782871)  2026-01-27T00:42Z 20.9K followers, [---] engagements


"Greatly underappreciated how excluding authoritarian regimes from your emerging market investments improves returns. If you are using an ETF for access to this space $FRDM beats $EEM every day of the week"  
[X Link](https://x.com/irbezek/status/2016498937981526359)  2026-01-28T13:09Z 20.9K followers, 32K engagements


"@WaterworldCapi1 @VeeEyeEll Time to ladder $TYL into earnings"  
[X Link](https://x.com/irbezek/status/2016567079978123589)  2026-01-28T17:40Z 20.9K followers, [---] engagements


"Every time you read some scary headline about Colombia's president you inevitably get this a few months later. $COLO $CIB $AVAL Colombias top court suspended billions of dollars of tax increases that the government had attempted by enact by decree bypassing congress https://t.co/Qo7BvambxQ Colombias top court suspended billions of dollars of tax increases that the government had attempted by enact by decree bypassing congress https://t.co/Qo7BvambxQ"  
[X Link](https://x.com/irbezek/status/2017045543604621686)  2026-01-30T01:21Z 21K followers, [----] engagements


"What if the next big rotation is into bonds. $tlt"  
[X Link](https://x.com/irbezek/status/2017383556146700412)  2026-01-30T23:44Z 20.9K followers, 12.6K engagements


"@Lee_Lichterman Not sure why people were buying them when yields were super low. I started allocating to treasury bonds in August [----] after having zero exposure to them in my first [--] years of investing. I don't mind waiting a couple years for liftoff -- part of a balanced portfolio"  
[X Link](https://x.com/irbezek/status/2017397235525337589)  2026-01-31T00:39Z 20.9K followers, [---] engagements


"Busiest mall in Colombia Titan Plaza Bogota [--] million visitors in [----] +7% y-o-y. [------] people a day. Pretty wild compared to how malls in developed countries look nowadays"  
[X Link](https://x.com/irbezek/status/2017607004739567963)  2026-01-31T14:32Z 20.9K followers, 51.3K engagements


"@ohcapideas Correct. Kalshi's rate cut odds hardly moved once he was announced. Any pick was going to do Trump's bidding this year cost of admission"  
[X Link](https://x.com/irbezek/status/2018007112903696560)  2026-02-01T17:02Z 20.9K followers, [---] engagements


"@jeremie0117 @hit_the_bottom1 The debt is effectively Republica de Colombia debt. Why is Colombian CDS so cheap and the Colombian Peso up 40% against USD since the Petro lows if we were going to default anytime soon. $EC has bad governance recently sure. That's not a bankruptcy thesis"  
[X Link](https://x.com/irbezek/status/2018128790719725918)  2026-02-02T01:06Z 21K followers, [---] engagements


"@taobanker Whole category is trading as if it SaaS-adjacent stuff that is gonna get AI-nuked no"  
[X Link](https://x.com/irbezek/status/2018382034029228293)  2026-02-02T17:52Z 21K followers, [----] engagements


"@taobanker And there goes $IT down 25%. Beatings will continue until morale improves"  
[X Link](https://x.com/irbezek/status/2018705029817881062)  2026-02-03T15:15Z 21K followers, [---] engagements


"More than a thousand new 52-week lows on U.S. stock exchanges today (including ETFs). Been a while since we had a number that high"  
[X Link](https://x.com/irbezek/status/2018732019228844191)  2026-02-03T17:03Z 20.9K followers, 14.7K engagements


"Sureste Airports up 5% today to new all-time highs today. No bear market here. $ASR Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up. Happy new all-time highs day for Corporacion America Airports Pacifico Airports & Centro Norte Airports. $CAAP $PAC $OMAB. Sureste. try to keep up"  
[X Link](https://x.com/irbezek/status/2018738995430117711)  2026-02-03T17:30Z 21K followers, [----] engagements


"Any updates on $MSTR earnings coming into the Q4 print With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL BE Bewildered 🟩👆🏼 https://t.co/mzPwIPebrg With Bitcoin at $108000 $MSTR is sitting on a $14.2B gain from their Bitcoin in Q2 This equates to roughly $11.2B Net Income $40.10 Earnings Per Share $11.2B Net Income is $100 Million dollars [---] times That's a lot of fuckin money Wall street WILL"  
[X Link](https://x.com/irbezek/status/2018757553623015448)  2026-02-03T18:44Z 21K followers, [----] engagements


"@valuedrift $NVDA is 20% of $SMH and the whole semiconductor space is trading like a meme stonk at the moment. Wouldn't read too much into it"  
[X Link](https://x.com/irbezek/status/2018782702506594695)  2026-02-03T20:24Z 20.9K followers, [----] engagements


"This is where we are at with a 2% drawdown in the S&P [---]. Lot of folks gonna have issues if the market draws down 10% let alone goes into an actual bear. Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm Just went from a 10x last year to dropping 70% in [--] month. AMA https://t.co/Vcd9VBXplm"  
[X Link](https://x.com/irbezek/status/2018829553410465852)  2026-02-03T23:30Z 20.9K followers, 53.9K engagements


"@finphysnerd I agree with you but also $COST has traded at a stupid multiple for years now so how knows"  
[X Link](https://x.com/irbezek/status/2018830954777960948)  2026-02-03T23:36Z 20.9K followers, [----] engagements


"@JapanDeepValue1 Thing that got me was everyone clamoring for the next rolling asset bubble once gold/silver tanked last week. As if we were guaranteed a run in crypto or energy or whatever. Warsh wants to shrink the balance sheet sometimes liquidity disappears and prices go down"  
[X Link](https://x.com/irbezek/status/2018831534225260978)  2026-02-03T23:38Z 20.9K followers, [----] engagements


"@AltayCapital @JapanDeepValue1 As long as they bid my liquor stocks back up to 20x+ I don't care how high $KO goes (it is already kinda stupid here but whatever)"  
[X Link](https://x.com/irbezek/status/2018832838595145925)  2026-02-03T23:43Z 20.9K followers, [---] engagements


"@AggieCapitalist Almost all the then-U.S. listed all mall REITs went bust and even the good one ( $SPG ) is trading lower than in [----]. Shopping centers admittedly weren't as bad"  
[X Link](https://x.com/irbezek/status/2018834699490111560)  2026-02-03T23:51Z 20.9K followers, [---] engagements


"@RealHerbHoover @SowingAlphaSeed @orrdavid Wait. Seriously $PATH was his pick I did like four hours of research and concluded it was an obvious clunker when it was 30% higher than here"  
[X Link](https://x.com/irbezek/status/2018841195351605730)  2026-02-04T00:17Z 20.9K followers, [---] engagements


"@BowTiedColombia They charge even higher rates in Brazil. Bad for borrowers but very good for $nu stock owners of which I am one"  
[X Link](https://x.com/irbezek/status/2018845876484214801)  2026-02-04T00:35Z 21K followers, [----] engagements


"@ACapitalLP Agree with you that few people want to listen to AI music. But would argue the real bear thesis is death of mass culture and lack of new hits that will have long catalog life. Nothing coming out in the 2020s is going to stick in the same way old bands/singers did"  
[X Link](https://x.com/irbezek/status/2019405416460173742)  2026-02-05T13:39Z 20.9K followers, [----] engagements


"@ACapitalLP Yep. Average age of fan is probably what [--] What were the cornerstone rock bands for millennials Hard to argue Linkin Park or Coldplay's catalog is worth nearly as much. And who knows for Zoomers. what rock band has mattered in popular culture recently"  
[X Link](https://x.com/irbezek/status/2019407897055363443)  2026-02-05T13:48Z 20.9K followers, [---] engagements


"@TheStalwart Series of rolling asset bubbles and golden age of grift realizing that Fed balance sheet is about to be drained and Dems are winning the midterms in November"  
[X Link](https://x.com/irbezek/status/2019436390115836055)  2026-02-05T15:42Z 21K followers, [----] engagements


"@SayNoToTrading @ACapitalLP I think you missed my point. Nothing is "popular" at the moment because Gen z doesn't engage with music like we did. It's background noise for TikTok not active engagement"  
[X Link](https://x.com/irbezek/status/2019470742941806976)  2026-02-05T17:58Z 20.9K followers, [---] engagements


"@SayNoToTrading @ACapitalLP Sure agreed there. But it's background noise. The hits are ephemeral-. Lil Nas X or Olivia Rodrigo can get [--] billion streams on a song or two but no one cares about the album or the career. In one ear out the other. Mass media doesn't have the hooks to get people to care anymore"  
[X Link](https://x.com/irbezek/status/2019473413354463623)  2026-02-05T18:09Z 20.9K followers, [---] engagements


"@SayNoToTrading @ACapitalLP Old days radio magazines TV all built up bands to be larger than life. Now people just hear something in Spotify's new pop hits or alternative rock playlist or whatever and don't even bother learning the artist name. No catalog value"  
[X Link](https://x.com/irbezek/status/2019473840464707886)  2026-02-05T18:10Z 20.9K followers, [---] engagements


"This is going to bounce hard at some point. This also isn't the sort of chart you should go all-in on with leverage. All the bottom calls from yesterday already underwater. $IGV"  
[X Link](https://x.com/irbezek/status/2019484289360867481)  2026-02-05T18:52Z 20.9K followers, [----] engagements


"@LocalHero55 I don't think the $NU biz is worth anything in U.S. yet they just got the bank charter last month. If that got paused/delayed wouldn't change my outlook much. That said I think we're at "peak Trump" already and after midterms much less Trump headline risk for S. America"  
[X Link](https://x.com/irbezek/status/2019835870665404604)  2026-02-06T18:09Z 20.9K followers, [---] engagements


"@valuedrift @orrdavid David is one of the very few people that got a lower cost basis on $OMAB than me (my lowest lots are from the high $20s)"  
[X Link](https://x.com/irbezek/status/2019963945373642855)  2026-02-07T02:38Z 20.9K followers, [---] engagements


"@tangentstyle @pmje73 Clearly Paul has never been to a Mexican bar on a Sunday before"  
[X Link](https://x.com/irbezek/status/2020215812842217910)  2026-02-07T19:19Z 20.9K followers, [---] engagements


"@WaterworldCapi1 Yeah $APP getting slammed on the Google Genie thing didn't make any sense"  
[X Link](https://x.com/irbezek/status/2020669224222429455)  2026-02-09T01:20Z 20.9K followers, [---] engagements


"I haven't heard much from the Colombia is uninvestable because it has a socialist president folks lately. Curious. $AVAL"  
[X Link](https://x.com/irbezek/status/1982450641030025366)  2025-10-26T14:13Z 21K followers, 14.2K engagements


"@BowTiedColombia Price of oil is down 40% since Petro came to power as well. $EC will be just fine if oil goes back up. If not profits will remain lower regardless of the next president"  
[X Link](https://x.com/irbezek/status/2013361323866738721)  2026-01-19T21:22Z 21K followers, [----] engagements


"Periodic reminder that Brown Forman class A shares have voting rights the B class do not and are equal in all other ways. Yet the B shares often trade at a premium due to having much larger weight in ETFs + liquid options. I've added approx. 15% to my position costfree over the years rotating between share classes when the premium goes wide. https://twitter.com/i/web/status/2022062468990673117 https://twitter.com/i/web/status/2022062468990673117"  
[X Link](https://x.com/irbezek/status/2022062468990673117)  2026-02-12T21:37Z 21K followers, [----] engagements


"Happy new all-time highs month for Bancolombia aka Grupo Cibest $CIB to all who celebrate. After the run over the past year now up to 8x earnings. ;) Colombia was an absolute fire sale in 2022-3 nice to be back in business here"  
[X Link](https://x.com/irbezek/status/2012158518195798253)  2026-01-16T13:42Z 21K followers, [----] engagements


"@BowTiedColombia You should include the dividend in results since $EC pays almost all its profits out to shareholders and Chevron pays far less of its profits to owners. On this basis Ecopetrol has performed in line with peers since the election"  
[X Link](https://x.com/irbezek/status/2013364147967217696)  2026-01-19T21:33Z 21K followers, [---] engagements


"@Jk91185408 @BowTiedColombia Petro was bad for $EC (it would have earned more money and had a higher stock price had Rodolfo won in 2022). But also it's an oil company and the price of oil tanked. Ecopetrol lost money outright at some points in late 2010s under right-wing govs when oil was at $40"  
[X Link](https://x.com/irbezek/status/2013376272160674233)  2026-01-19T22:21Z 21K followers, [---] engagements


"@stoked_on_waves $aval is up 120% over the past year. $cib at new all-time highs. $ec badly lagging a lot of other Colombian names"  
[X Link](https://x.com/irbezek/status/2013750669392359540)  2026-01-20T23:09Z 21K followers, [---] engagements


"@ClarkSquareCap @atelicinvest There is a Polish saas company trading at 6x earnings with a 10+ divi yield. Makes me chuckle when people say the us saas names are bombed out. Nah just down from formerly silly prices (so far)"  
[X Link](https://x.com/irbezek/status/2019539715968627196)  2026-02-05T22:32Z 21K followers, [----] engagements


"Gold drops $100/oz falling to prices not seen in almost half an hour"  
[X Link](https://x.com/irbezek/status/2016661676838338927)  2026-01-28T23:56Z 21K followers, 13.2K engagements


"Fintwit meetup in Cognac France when this is back at [---] Euros. $RCO"  
[X Link](https://x.com/irbezek/status/2021259204195913864)  2026-02-10T16:25Z 21K followers, [----] engagements


"@KairosPraxis @diyas_1989 You post some nonsense on Reddit ChatGPT parrots it out to everyone you dump your stonks on the bagholders"  
[X Link](https://x.com/irbezek/status/2021374171305885782)  2026-02-11T00:02Z 21K followers, [---] engagements


"@TheNarrenschiff Regardless of which of the two scenarios is right buying $WMT at 45x earnings is the wrong answer. But Walmart was the only Dow [--] stock to go up in [----] crisis so people going to replay the old book until proven wrong. I like bonds here but could be wrong. $TLT"  
[X Link](https://x.com/irbezek/status/2022066172544614780)  2026-02-12T21:51Z 21K followers, [----] engagements


"@valuations_ Correct. People keep saying debasement this or deficit that but $SLV appears to just be the latest of the unending series of Gamestop gamma squeezes our capital markets have turned into"  
[X Link](https://x.com/irbezek/status/2016932964144173069)  2026-01-29T17:54Z 20.9K followers, 12.6K engagements


"Warsh as Fed Chair good for U.S. Dollar/bonds bad for run it hot/metals/debasement trade correct"  
[X Link](https://x.com/irbezek/status/2017042270810169475)  2026-01-30T01:08Z 20.9K followers, 34.9K engagements


"@BowTiedColombia Colombian Caribbean should be difficult. especially near the border with Panama good luck. All of Central America except Panama should be easy. Bolivia's not bad not sure why it's counted like Southern Cone"  
[X Link](https://x.com/irbezek/status/2017975156186984484)  2026-02-01T14:55Z 20.9K followers, [----] engagements


"I'd take the other side of that bet. Here was Warsh in 2018: Warsh this Warsh that we are going to run it fucking hot. Dont get it twisted. Warsh this Warsh that we are going to run it fucking hot. Dont get it twisted"  
[X Link](https://x.com/irbezek/status/2017999623638454523)  2026-02-01T16:32Z 20.9K followers, 15K engagements


"@jeremie0117 @hit_the_bottom1 Why would it go bankrupt It's profitable at current oil prices and has ready access to capital markets"  
[X Link](https://x.com/irbezek/status/2018004676654895298)  2026-02-01T16:53Z 20.9K followers, [---] engagements


"@resourcebull Fair point. That said Dems control Congress again after November. Last two years of his term will just be more impeachment drama. Trump lame duck bully pulpit stops working right"  
[X Link](https://x.com/irbezek/status/2018025841775562850)  2026-02-01T18:17Z 20.9K followers, [---] engagements


"@Merridew__ Margin loan in CHF against a mix of mostly US and Latam stocks. Didn't want to sell investments to pay for my house"  
[X Link](https://x.com/irbezek/status/2018101528469405800)  2026-02-01T23:17Z 20.9K followers, [---] engagements


"@jeremie0117 @hit_the_bottom1 I bought LEAP call options when it was at $12 targeting $25. $36 might be a stretch but still like my odds of getting to $25 by expiry next year"  
[X Link](https://x.com/irbezek/status/2018129430720188782)  2026-02-02T01:08Z 20.9K followers, [---] engagements


"@hit_the_bottom1 @jeremie0117 That's news to me about no exploration. But also you're valuing the refining power distribution generation etc. assets to zero as well I guess"  
[X Link](https://x.com/irbezek/status/2018132981148250494)  2026-02-02T01:22Z 20.9K followers, [---] engagements


"@LocalHero55 @resourcebull 5%. Probably too high with that but as a veteran Kalshi/PredictIt trader I'm always wary of paying more than 95c for NOs against any unlikely outcome"  
[X Link](https://x.com/irbezek/status/2018321600668422286)  2026-02-02T13:52Z 20.9K followers, [--] engagements


"@winsteadscap I was looking forward to the Avalara IPO but guess Vista is stuck with that bag too"  
[X Link](https://x.com/irbezek/status/2018801087168548906)  2026-02-03T21:37Z 20.9K followers, [---] engagements


"You: The bank is facing layoffs I: My stonks are paying fat divis"  
[X Link](https://x.com/anyuser/status/1548763306332233734)  2022-07-17T20:15Z 21K followers, [--] engagements


"@SIGFxpro @Bellehos $495 in dollars. I've never had problems paying for Argentine food with cash but I've never had occasion to drop $500 on a meal there either. Hopefully one day"  
[X Link](https://x.com/anyuser/status/1583662390821892096)  2022-10-22T03:31Z 21K followers, [---] engagements


"@WealthOrDie I know you're not supposed to say this on Fintwit but Montreal is my favorite Canadian city for tourism"  
[X Link](https://x.com/anyuser/status/1619833141535059968)  2023-01-29T23:01Z 21K followers, 15.4K engagements


"@DavidSacks I don't keep more than $250k of cash at a poorly capitalized casino bank. Highly doubt 99% of voters do either"  
[X Link](https://x.com/anyuser/status/1634974352402944000)  2023-03-12T17:47Z 21K followers, [----] engagements


"@LatamStocks @G_A_Wilson Time to look at $DAVA $EPAM and Argentina's $GLOB. the IT outsourcers that are profiting off this IT arbitrage at scale. Big dips thanks to slowdown in tech industry and some disruption in Eastern Europe labor but long-term secular trend is undeniable"  
[X Link](https://x.com/anyuser/status/1665820344295256065)  2023-06-05T20:38Z 21K followers, [----] engagements


"For those that prefer charts here's what "acceleration" looks like when you're a poorly-run lending company. $AFRM"  
[X Link](https://x.com/anyuser/status/1695205100262752684)  2023-08-25T22:42Z 21K followers, [----] engagements


"@RobinBrooksIIF You forgot to mention that Panama also dollarized and grew its GDP per capita from $4000 to $15000 over the same period trouncing all competition. Dollarization is a tool that can be used for good or bad. Any economic regime would fail in Ecuador given its government"  
[X Link](https://x.com/anyuser/status/1698760305805795616)  2023-09-04T18:09Z 21K followers, [----] engagements


"@patientinvestor Wow a beverage company down 10%. That's hard to believe"  
[X Link](https://x.com/anyuser/status/1857553119653011600)  2024-11-15T22:35Z 21K followers, 11.1K engagements


"@tompaja Global alcohol volumes dropped 1% last year revenues up 3%. The market has returned to growth in [----]. Stock market: Let's mark down the whole sector 60% just in case"  
[X Link](https://x.com/anyuser/status/1859723457828880384)  2024-11-21T22:19Z 21K followers, [----] engagements


"@Adam91Mac $CIB is a well-run highly profitable double-digit yielding bank. $EC has more torque due to being in energy and having excess political risk from current government which goes away after next election. $AVAL and $EXTO smaller and spicier"  
[X Link](https://x.com/anyuser/status/1860418442697887984)  2024-11-23T20:21Z 21K followers, [----] engagements


"@BowTiedColombia $EC ironically still the long-term leader as Colombia was pro-biz a lot longer than Argentina has been pro-biz. Will be fun to update post-2026 once Colombian stocks triple with the new conservative government"  
[X Link](https://x.com/anyuser/status/1861796331863343352)  2024-11-27T15:36Z 21K followers, 20K engagements


"@TidefallCapital $CAAP. 6.5x EV/EBITDA is probably too cheap for a biz that will grow topline 13-15% annually next [--] years and prints 40%+ EBITDA margins. No longer justifiable to have such a fat discount to other global airports now that Argentina is in favor"  
[X Link](https://x.com/anyuser/status/1878614835682013251)  2025-01-13T01:27Z 21K followers, [----] engagements


"Unexpected favorite location the Nemocn salt mine. Very cool visuals and history. Runner-up Tequendama Falls . not quite Niagara but still really unexpectedly large. Check it out if you're ever near Bogota"  
[X Link](https://x.com/anyuser/status/1941670744645083472)  2025-07-06T01:29Z 21K followers, [----] engagements


"And check out Laguna de Tota (the country's largest lake) if you want a fishing trip or just a cabin in the mountains to relax write a book or otherwise disconnect for a while. https://x.com/irbezek/status/1936045644096971140/photo/1 https://x.com/irbezek/status/1936045644096971140/photo/1"  
[X Link](https://x.com/anyuser/status/1941670749002965430)  2025-07-06T01:29Z 21K followers, [----] engagements


"Overall the fact that a guy like me can plan a [----] mile road trip for his family around Colombia and have zero issues whatsoever speaks to Colombia's incredible progress in just [--] years compared to the Pablo days. We visited his former ranch and now it's a theme park"  
[X Link](https://x.com/anyuser/status/1941670751209140543)  2025-07-06T01:29Z 21K followers, [----] engagements


"Argentine Peso up 7% betting markets now 85% Milei party favored. Could be a *very* nice day for $CAAP and $GGAL tomorrow"  
[X Link](https://x.com/anyuser/status/1982567506700316803)  2025-10-26T21:58Z 21K followers, 23.9K engagements


"And that's a wrap"  
[X Link](https://x.com/anyuser/status/1982578191006077059)  2025-10-26T22:40Z 21K followers, [----] engagements


"First overnight quotes: $YPF +12% $BMA +9% $GGAL +13% $BBAR +16% $CAAP +7% Would guess these are up more tomorrow we'll see"  
[X Link](https://x.com/anyuser/status/1982601987872170094)  2025-10-27T00:15Z 21K followers, 10.9K engagements


"@Geiger_Capital Polls had this close to a coin flip. Absolutely nobody was expecting a result like this. The Argy banks could be up 50% by year-end"  
[X Link](https://x.com/anyuser/status/1982609259214098915)  2025-10-27T00:44Z 21K followers, 21.6K engagements


"Good morning. $GGAL $CAAP $ARGT"  
[X Link](https://x.com/anyuser/status/1982804658763509916)  2025-10-27T13:40Z 21K followers, 13.9K engagements


"With today's run that's a hundo in a month. $GGAL"  
[X Link](https://x.com/anyuser/status/1984278341533487401)  2025-10-31T15:16Z 21K followers, [----] engagements


"@marc_slans AI bots don't need to eat food"  
[X Link](https://x.com/anyuser/status/1984280752695955728)  2025-10-31T15:26Z 21K followers, 11.3K engagements


"You: We'll have to move out of the city if the birth control fails I: Third heir is on the way"  
[X Link](https://x.com/irbezek/status/1548763308139896832)  2022-07-17T20:15Z 20.9K followers, [--] engagements


"@lhamtil Buying airports at 10x EBITDA 70% EBITDA margins and 15% topline growth somehow beat out buying unprofitable tech companies at 50x revenues. I'm shocked"  
[X Link](https://x.com/irbezek/status/1618262225537617922)  2023-01-25T14:59Z 20.9K followers, [----] engagements


"Seriously go beat Workers & Resources Soviet Republic Anno [----] Factorio Gear City Transport Fever [--] Railway Empire and [--] point Museum and then get back to me on the lack of tradeoffs in modern simulation games"  
[X Link](https://x.com/irbezek/status/1939295237282906472)  2025-06-29T12:09Z 21K followers, [----] engagements


"Overall Colombian economy seems to be mixed. Medellin seemed a bit dingier than when I used to live there but other places like Bucaramanga seem to be on an upswing. Hotel owners seemed fairly ambivalent on current tourism conditions"  
[X Link](https://x.com/irbezek/status/1941670727955923131)  2025-07-06T01:29Z 21K followers, [----] engagements


"Taco trade was premised on the idea that Trump would be punished for bad economic policy. Instead he's getting encouraged to take ever more radical positions"  
[X Link](https://x.com/irbezek/status/1943479133553528947)  2025-07-11T01:15Z 21K followers, [----] engagements


"$BUR the only Argentine-related stock down this week. Don't overcomplicate things if you want Argentina exposure buy a bank not a lawsuit. @CapitalismWorld @INArteCarloDoss If you're going to trade Argentina at least get paid when it goes up. $BUR lots of complexity without the multibagger EM upside you get if Milei succeeds. https://t.co/k0oecObSdC @CapitalismWorld @INArteCarloDoss If you're going to trade Argentina at least get paid when it goes up. $BUR lots of complexity without the multibagger EM upside you get if Milei succeeds. https://t.co/k0oecObSdC"  
[X Link](https://x.com/irbezek/status/1983583906386386976)  2025-10-29T17:17Z 21K followers, 17K engagements


"After Argentina Chile is next up with election in November. Banco de Chile $BCH going straight up as investors put two and two together"  
[X Link](https://x.com/irbezek/status/1983964569908220352)  2025-10-30T18:29Z 21K followers, 11.5K engagements


"Three biggest ETF winners this past month. Argentina Colombia and Chile. Hope everyone is making good money off this favorable LatAm election cycle"  
[X Link](https://x.com/irbezek/status/1986969452999811488)  2025-11-08T01:30Z 21K followers, 12.3K engagements


"Happy new all-time highs for the airports day to those who celebrate. $CAAP"  
[X Link](https://x.com/irbezek/status/1988384232046305650)  2025-11-11T23:11Z 21K followers, 15.9K engagements


"@compoundpapi Be the change you wish to see in the world. Together we can get $DEO stock back over $100"  
[X Link](https://x.com/irbezek/status/2009367197466997015)  2026-01-08T20:50Z 21K followers, [---] engagements

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