Bezek On Stocks: Recent Episodes
Ian Bezek
Fresh takes on finance and stocks with an ex-hedge fund analyst turned private investor currently based at a Colombian beach.
Is the recent rally a dead cat bounce or the bottom? Digging into interest rates, retail sales and other factors moving the market. Also, your questions and comments.
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Making sense of recent market declines and what looks good to buy now:
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Making sense of the current banking environment and why the sector isn’t rallying despite rising interest rates.
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A tech bull and bear discuss/debate the industry and specific names such as Unity, Avalara, C3.ai and Affirm.
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An overview of the industry and individual outlooks for players such as Brown-Forman, Diageo, Ab-Inbev and Molson Coors
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High-Quality stocks have slumped over the past six months. I discuss the selloff in general and then present the cases for buying Ecolab & American Tower. Also will take your questions and compounder stock pitches
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Making sense of the surge in oil, gas, grains etc. And the resulting investing opportunities
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An overview of the macro case for and analysis of individual stocks in Mexico and Chile.
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Making sense of rising interest rates qnd how it affects your portfolio.
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Biotech stocks look interesting after their steep decline. Here’s what you need to know.
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My review and takeaways from Christopher Mayer’s 100-baggers book.
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Fintwit’s biggest airport bull gives you the full story on why operators such as $ASR $CAAP $OMAB and $PAC will beat the markets going forward.
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How Reddit Robinhood and meme traders changed markets in 2021 and what it means going forward.
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Colombian glass maker Tecnoglass crashes 40% on a short seller report alleging fake revenues and cartel links. Get the real story with Ian, a Colombian resident and longtime TGLS analyst
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Picking through big 2021 losers for portfolio ideas heading into 2022.
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This week’s big happenings in the market. Call in with your questions and ideas.
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A deep dive on Paysafe (PSFE) following last week’s 45% decline. A mispricing in the options market creates opportunity in PSFE and other busted SPACs
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