Test Drive

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

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts