LatAm

Investing in Argentina is Back in Vogue: Chart Pack for Adventurous Investors

The Chart Porn Edition, Part 1

Aug 7 • Mihail Stoyanov

The LatAm Yield: How to Buy the LatAm HY Market

Four Doors Into a Market Built on Real Assets

Jul 16

How to Invest in Cuba: Uninvestable Ideas for (Stupidly) Brave Investors

The "Cuban Link" Edition

Jun 26 • Mihail Stoyanov

Ecopetrol’s Long Duration Notes: Buying Political Change at a Discount

The May 31 Colombian presidential election is eight days away. The bond market is pricing the Petro regime in perpetuity. It is wrong. Here is the…

May 25

The Next Event-Driven Macro Bet: Colombia; Stacking Edges and Grupo AVAL

May LatAm Report: The Colombian Edition

May 15 • Mihail Stoyanov

Colombian Oil and Gas Play: Pay $3.7/bbl EV/2P and Get >100% Upside Potential

Asymmetric Bet on "LatAm Oil" and "Long Colombia" Themes

Apr 29

Where to Find Cheap Probability and Excess Asymmetry? Ruminations on LatAm Energy Space

April LatAm Report: The Energy Edition

Apr 17 • Mihail Stoyanov

Latin America as the Last Asymmetric Bet: Stacking (Tactical) Edges and Brazilian Government Bonds as a Tactical Bet

Apr 15

Structural Advantages, Soft Commodities, and the Middle East: How to Build Exposure to LatAm Agriculture?

March LatAm Report: The Agriculture Edition

Mar 13 • Mihail Stoyanov

Latin America as the Last Asymmetric Bet: How to Buy Bonds with Option-Like Characteristics? Two Distressed Debt Ideas for LatAm-Inspired…

Feb 13

The LatAm Election Season Starts Soon; Thoughts on Gran Colombia, Populist Measures, and EM debt

January LatAm Report: The Agriculture Edition

Jan 16 • Mihail Stoyanov

Latin America as the Last Asymmetric Bet: Equity and Option Ideas or How to Buy Cheap Probability

Jan 8 • Mihail Stoyanov

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