Researcher

How to Bet on LatAm and Offshore Revival at Once and Get Paid Handsomely (dividend yield>20%)?

Divide et Impera: PLSVs in Brazil and Jack-Ups in Mexico

Jun 17 •

Mihail Stoyanov

Kazakh Oil and Gas Distressed Debt Play

The "Stans" as One of The Most Arcane Corners of Oil and Gas Game

Jun 9 •

Mihail Stoyanov

Single Asset Play or How to Buy a Drillship?

TheOldEconomy value investing at its best

May 27 •

Mihail Stoyanov

Is offshore HY debt dead? Part 2

Lending money to a Titan

May 21 •

Mihail Stoyanov

How to Earn 50 % on NFE, Without the Stock Volatility

Mr. Market Goes Crazy, And NFE Bonds Are the Bargain

May 18 •

Mihail Stoyanov

and

Fixed income ideas for mariachi and luchadores

Another Mexican report: HY opportunities

Apr 30 •

Mihail Stoyanov

Another LatAm report: Mexico

Mexican airports as genuine momentum ideas

Apr 26 •

Mihail Stoyanov

Fixed income idea with a HY-bond yield and savings deposit risk

How to Lend Money to Swiss Bankers?

Mar 31 •

Mihail Stoyanov

Adventures in Tungsten Universe

Four ideas for tungsten investors

Mar 19 •

Mihail Stoyanov

Adventures in Antimony Universe, Part 2

Two ideas to bet on US antinomy industry revival

Mar 14 •

Mihail Stoyanov

Brazil as yield seekers paradise

Brazilian bonds for real yields

Mar 5 •

Mihail Stoyanov

Adventures in Antimony Universe, Part 1

Demand and supply story

Feb 21 •

Mihail Stoyanov

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