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[@irbezek](/creator/twitter/irbezek)
"@valuedrift Mexico is smart to have a fully free-floating 24-hour tradable no capital controls local currency. Has given them a big leg up vs. Brazil and the smaller countries that limit capital flows and thus scare off foreign financial firms"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946269107998859726) 2025-07-18 18:01:29 UTC 19.1K followers, XXX engagements


"@gvtcontractor One man's riff raff is another man's airport usage fees. Thank you for flying to an $ASR facility"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946323603496067531) 2025-07-18 21:38:02 UTC 19.1K followers, XXX engagements


"@BobertBedford Commissions seem way too high and likely to be disrupted. That said hard to argue with the premise that crypto has the green light to do anything it wants as long as Trump is in power"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1945161007162126706) 2025-07-15 16:38:18 UTC 19.1K followers, XXX engagements


"@ysl_mask Hard to say. I have more than XX% of my equity assets in Mexico for example but the airport stocks there are much more attractive than the country ETF $EWW. Would I buy the Mexico ETF in a world where I wasn't allowed to own stocks Not sure would have to think about it"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944145582479598070) 2025-07-12 21:23:21 UTC 19.1K followers, XXX engagements


"@CCM_Brett Yahoo peaked at $XXX billion in market cap for $X billion of revenues and an operating loss in 1999. $PLTR hasn't *quite* exceeded that on a P/S basis yet but it's getting close"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1945590131974447587) 2025-07-16 21:03:29 UTC 19.1K followers, 1092 engagements


"@taobanker @MetacriticCap So $caap at 6x EBITDA (runs the Brazilian airport) is a better biz cheaper and growing traffic at XX% annualized"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944828929040073071) 2025-07-14 18:38:44 UTC 19.1K followers, XXX engagements


"If you're still short consumer staples because MAHA is going to crack down on unhealthy food recheck your premise. Seems we're getting a bunch of performative stuff about dyes and corn syrup but the selling of diabetes chow will continue as always"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948042989005369453) 2025-07-23 15:30:16 UTC 19.1K followers, 4235 engagements


"@Jam_invest Totally fair. I'm just referring to the large-cap Chinese names with four of the top five holdings in $FXI being the big tech companies"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948032130908316021) 2025-07-23 14:47:07 UTC 19.1K followers, XXX engagements


"@geoflags8 Of course my revealed preference is that I live in Colombia and I'd also pick Mexico Chile or Peru before any of those four listed options"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946904842284290464) 2025-07-20 12:07:40 UTC 19.1K followers, XXX engagements


"Finishing up my family's 3-week road trip around Colombia on Monday. No bribes crime or anything unpleasant to report. You can just buy a car drive 2400 kms in a LatAm country and go about life as normal"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1941670724692783399) 2025-07-06 01:29:09 UTC 19.1K followers, 127.4K engagements


"Why is so much of FinTwit bullish China here thinking it's a contrarian trade You're already up XX% here. It's got momentum sure but nothing has been resolved on trade demographics are terrible and there are still serious questions as to shareholder governance as well"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948029232765902916) 2025-07-23 14:35:36 UTC 19.1K followers, 14.9K engagements


"Uranium refining is apparently a super sexy biz. People are willing to pay 55x earnings for X% EPS growth. Good Luck $LEU"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944912703367340368) 2025-07-15 00:11:37 UTC 19.1K followers, 5985 engagements


"One of the underappreciated perks of Latam living is the population density. Very little sprawl (excluding Mexico). Can drive anywhere in my city of 300k in XX minutes"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1945654025224941749) 2025-07-17 01:17:22 UTC 19.1K followers, 4005 engagements


"If you have kids the multiplayer mountain climbing game Peak is great. My son had a blast playing with me tonight. And as many good PC games are nowadays it was made in Unity. X million sold in a month. Another strike against the "Unity is only mobile slop" nonsense. $U"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1945305215286088161) 2025-07-16 02:11:20 UTC 19.1K followers, 8339 engagements


"@SandBrandyn I don't think winning Montenegro bid was priced in or material to $CAAP stock yet so losing it (be it fairly or unfairly) shouldn't matter too much"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944136984462508095) 2025-07-12 20:49:12 UTC 19.1K followers, XXX engagements


"Brown-Forman $BF up X% today back over $XX. Buying when Terry Smith capitulates has been a good strategy recently"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1947716312995700903) 2025-07-22 17:52:10 UTC 19.1K followers, 24.7K engagements


"@MyLatinLife It's good in Colombia now (a recent development). $MELI absolutely squandered a huge first mover advantage in yet another market"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946599480452653406) 2025-07-19 15:54:16 UTC 19.1K followers, XXX 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"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1941670727955923131) 2025-07-06 01:29:10 UTC 19.1K followers, 5499 engagements


"Guess the upcoming forward max drawdowns on these CRAP companies (thanks Jim for the acronym) I'll go first: Coinbase: -XX% Robinhood: -XX% Applovin: -XX% Palantir: -50%"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944882470660210720) 2025-07-14 22:11:29 UTC 19.1K followers, 38K engagements


"Any bets on when Poland will overtake Canada in GDP/Capita"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944931066495582344) 2025-07-15 01:24:35 UTC 19.1K followers, 20.1K engagements


"@taobanker @Investor_NICK_ Everyone has a duty to be an airport maxi; the mission here is to make generational wealth in $PAC $OMAB $ASR and $CAAP never take your eyes off the ball"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946672163110494232) 2025-07-19 20:43:05 UTC 19.1K followers, XXX engagements


""Stealth transactions" is one of my favorite new euphemisms for the f word. $UNH"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1945167485839319388) 2025-07-15 17:04:02 UTC 19.1K followers, 16.9K engagements


"@BowTiedGlobe Medelln rapidly entering the fat part of the growth curve where backpackers and degens complain endlessly yet tourism triples because rich and old people show up. Gotta own the airport here. $asr"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1947710421722341478) 2025-07-22 17:28:45 UTC 19.1K followers, XXX engagements


"Happy Colombian Independence Day to everyone. When we do this again next year Colombian stock prices will be a lot higher god willing. $COLO $CIB $AVAL $EC"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1947110853255233783) 2025-07-21 01:46:17 UTC 19.1K followers, 7721 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"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1676003861599854593) 2023-07-03 23:03:53 UTC 19.1K followers, 1187 engagements


"Colombian Peso still way undervalued vs. region (Peru would likely be same price if listed here as well)"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1933947612819828937) 2025-06-14 18:00:16 UTC 19.1K followers, 8564 engagements


"@zoomyzoomm Yeah I don't get what $JD is doing at all now -- and I say that as a former fan and shareholder. $BABA will be interesting to see if their bets pay off. $BIDU like you've mentioned seems more compelling here"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948121641843892368) 2025-07-23 20:42:48 UTC 19.1K followers, XXX engagements


"Remy Cointreau $RCO now up XX% off the lows but still down XX% past XX months. Spirits sector got so ridiculously bombed out"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1933190523910508733) 2025-06-12 15:51:52 UTC 19.1K followers, 11.4K engagements


"@CDInewsletter Hopefully him selling $BF last month will mark a similarly favorable entry point"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1943309218880135426) 2025-07-10 13:59:57 UTC 19.1K followers, XXX engagements


"@dontflytoohigh Trust me felt scared to hit publish on this one"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1947380362004279511) 2025-07-21 19:37:13 UTC 19.1K followers, XXX engagements


"@buccocapital $META and $GOOGL are up XXX% and XXX% over the past five years. Not great at first look. Once you consider that he's not a pleb and has access to ISDA however"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1947783854728556948) 2025-07-22 22:20:33 UTC 19.1K followers, 2269 engagements


"@geoflags8 I voted Uruguay. I don't want to live in Panama City and it doesn't have other decent-sized cities. Brazil's politics and economics are super unstable longer-term. Paraguay I don't get the Asuncion hype at all. Uruguay is stable good governance chill close to ARG/Brazil"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946904678899261483) 2025-07-20 12:07:01 UTC 19.1K followers, XXX engagements


"@taobanker I get more bullish on mobile gaming and by extension $u every time I watch random people just killing time. Incredibly addictive slop"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944557634461323729) 2025-07-14 00:40:42 UTC 19.1K followers, XXX engagements


"@zoomyzoomm How are multiples at all-time lows $BABA for example is up XX% this year and analysts are modeling a decline in EPS this fiscal year. I was buying $JD sub-$25 in XX months ago. Now it's $XX even facing tougher competition Trump XXX and a trade war"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948118915852440044) 2025-07-23 20:31:58 UTC 19.1K followers, XXX engagements


"@BornDwnUndr @Seawolfcap True in the very long-term but a baby born today won't be in the labor force until the 2040s"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948039850017394761) 2025-07-23 15:17:47 UTC 19.1K followers, XXX engagements


"Friends don't let friends own the $MCD of LatAm (stale outdated) when you can own the $SBUX/ $DPZ of LatAm. $ARCO $ALSEA"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948145115433693577) 2025-07-23 22:16:04 UTC 19.1K followers, 3106 engagements


"Of course companies shrinking their top-lines dramatically usually see their stock prices collapse. If Open keeps trying to flip houses they will burn all your invested capital and if they stop flipping houses why exactly does the company exist"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946918224290808149) 2025-07-20 13:00:51 UTC 19.1K followers, 4634 engagements


"$OPEN is an absolutely stupid meme stonk pump. Terrible biz and terrible balance sheet. Some fun facts: Biz model never worked. Open has lost $XXX billion () since inception. Rivals like Redfin and Zillow gave up because iBuying doesn't work. $OPAD also self-immolated"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946918217865187453) 2025-07-20 13:00:49 UTC 19.1K followers, 65.5K engagements


"S&P XXX dividend yield approaching taking out the dot-com lows. $SPY"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944136475781537950) 2025-07-12 20:47:10 UTC 19.1K followers, 12.4K engagements


"Fun fact: Chile Colombia Mexico Brazil all up at least XX% YTD. Argentina up 1%. -- Probably time for $ARGT to start performing again especially the higher-quality Argie names like $CAAP"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1942630111792050311) 2025-07-08 17:01:25 UTC 19.1K followers, 15.7K engagements


"Looking forward to Carlson unraveling how Wall Street short sellers destroyed Elizabeth Holmes' plucky health startup"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948193829992968485) 2025-07-24 01:29:39 UTC 19.1K followers, 2699 engagements


"@SdenverATL @jimcramer Fundsmith selling out of Brown Forman good as well. $bf straight up off the lows"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1940477609764442577) 2025-07-02 18:28:09 UTC 19.1K followers, XXX engagements


"Dino Polska $DNP up XX% since FinTwit was absolutely clowning on folks for owning a Polish grocery store last fall. Sadly I was hoping for another XX% dip before buying and missed it"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1932203083062297011) 2025-06-09 22:28:08 UTC 19.1K followers, 22.5K engagements


"Prices remain super cheap by LatAm standards around the country even though Colombian Peso has now appreciated more than XX% from the "Petro Panic" lows. Yes my newsletter was calling a "strong buy" on the country back in '22 and you're welcome"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1941670730271228329) 2025-07-06 01:29:11 UTC 19.1K followers, 5336 engagements


"@SandBrandyn @BowTiedGlobe $ASR is my smallest position of the four -- I had sworn it off back when it was an all-in Cancun bet. But man if Colombia hits and they get EBITDA margins up (the prior owners on the concessions were incompetent) will be juicy"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1947806108719923559) 2025-07-22 23:48:59 UTC 19.1K followers, XXX engagements


"$57 per passenger fee for every tourist landing at a Buenos Aires airport. $caap 🛫"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1947452799287234829) 2025-07-22 00:25:03 UTC 19.1K followers, 6592 engagements


"@valuedrift The analysis is kind of nonsense though. Commodity markets go to the highest buyer China wasn't saving anyone in particular they were just buying food. And lol at this -- you don't get a market economy without ending a few subsidies:"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1948126593454415998) 2025-07-23 21:02:28 UTC 19.1K followers, XXX engagements


"@akramsrazor Think it's hard to maintain value in ad tech if you're not $META/ $GOOGL. $110bn is a huge valuation for $6bn of revenues even discounting all the concerns around quality of said revenues"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944893673889558733) 2025-07-14 22:56:00 UTC 19.1K followers, XXX engagements


"Fun fact $CAAP reported XX% y-o-y traffic growth in May. The entirety of it lagging the Mexican ones is due to investors fretting about Argentina not the actual biz. Seems pretty obvious where things go from here. (Side note shoutout to $OMAB hitting +69% ytd this week)"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944000303168180492) 2025-07-12 11:46:04 UTC 19.1K followers, 9752 engagements


"@WaterworldCapi1 @alc2022 It seems Sirius XM $SIRI is highly popular with Boomers. I don't think a big opportunity is brewing here"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1944537964404519099) 2025-07-13 23:22:33 UTC 19.1K followers, XXX engagements


"@Russell_A1221 My post is more of a public service announcement. I'm not looking to short it"  
![@irbezek Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::702654319691112448.png) [@irbezek](/creator/x/irbezek) on [X](/post/tweet/1946918923489722412) 2025-07-20 13:03:38 UTC 19.1K followers, 1917 engagements