Test Drive

Beyond equity: The Barbell Portfolio

HTM bonds for predictability, LEAPS calls for optionality

Nov 25 •

Mihail Stoyanov

PGM market review 1Q24

The green energy transition has significantly affected the PGMs (platinum group metals).

Aug 28 •

Mihail Stoyanov

Portfolio showcase

TheOldEconomy in practice

May 30 •

Mihail Stoyanov

Scorpio Tankers: bet on product tankers cycle

Robust financials, excellent fleet, and macro tailwinds at an attractive price

May 28 •

Mihail Stoyanov

Freeport McMoRan: asymmetric bet on copper with LEAPS

Strong balance sheet, attractive valuation, and cheap calls

May 28 •

Mihail Stoyanov

Grupo Financiero Galicia: Synergy Between Traditional Banking And Digital Transformation

Bet on Argentinean revival and digital banking

May 28 •

Mihail Stoyanov

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