I’m an economist and unbiased investor primarily based in Argentina, at present a Ph.D. candidate in Economics at UCEMA. My analysis and writing join macroeconomic context with company-level valuation to establish long-term alternatives. Being primarily based in Argentina offers me an inside perspective on one of the vital complicated but dynamic markets on the earth, permitting me to cowl native property in depth whereas additionally exploring Latin American and world developments. My funding philosophy blends a deep-value method with a long-term imaginative and prescient: I deal with underfollowed or undervalued corporations the place fundamentals are sometimes ignored, in addition to established leaders when there’s new floor to discover or structural worth rising. All views expressed are strictly private and don’t represent monetary recommendation.
Analyst’s Disclosure:I/we have now no inventory, possibility or comparable by-product place in any of the businesses talked about, and no plans to provoke any such positions throughout the subsequent 72 hours. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (aside from from Searching for Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.
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