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Latin America as the Last Asymmetric Bet: How to Buy Bonds with Option-Like Characteristics? Two Distressed Debt Ideas for LatAm-Inspired…
Part 4 of Five
Feb 13
8
3
The LatAm Election Season Starts Soon; Thoughts on Gran Colombia, Populist Measures, and EM debt
January LatAm Report: The Colombian Edition
Jan 16
•
Mihail Stoyanov
7
1
Latin America as the Last Asymmetric Bet: Equity and Option Ideas or How to Buy Cheap Probability
Part 3 of Five
Jan 8
•
Mihail Stoyanov
7
3
How Get >100% Upside and Double Digit Yield Betting on Strong Oil Market?
A Boring Way to Get Long Energy
Dec 17, 2025
•
Mihail Stoyanov
13
5
What is the Most Asymmetric Bet in LatAm: Brazil, Chile, or Colombia?
November LatAm Report: The EV Edition
Dec 5, 2025
•
Mihail Stoyanov
17
1
4
Latin America as the Last Asymmetric Bet: Peak Event-Driven Macro
Part 2 of Five
Dec 3, 2025
•
Mihail Stoyanov
5
2
LatAm Steel Producer with a 40% Upside Potential; 8.1% Yield as a Bonus for Risk Taken
How to Get Alpha Gains with Beta Exposure?
Nov 25, 2025
•
Mihail Stoyanov
6
1
Latin America as the Last Asymmetric Bet: The Structural Advantages
Part 1 of Five
Nov 19, 2025
•
Mihail Stoyanov
14
1
Long Chile and Short Maduro
November LatAm Report: TheVenezuelan Edition
Nov 7, 2025
•
Mihail Stoyanov
19
4
5
Are We $BAK? Event-Driven Bet with 300-500% Upside Potential
Chemical Industry M&A is Revving Up
Oct 28, 2025
•
Mihail Stoyanov
16
8
1
Sovereign Bonds as Event-Driven Bets
October LatAm Report: The Government Bonds Edition
Oct 10, 2025
•
Mihail Stoyanov
6
2
2
How to Own Real Estate in Buenos Aires and Get >60% Upside Plus 6% Yield?
Bet on Argie Bull Market Continuation
Sep 17, 2025
•
Mihail Stoyanov
15
3
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