HeyJaredIan’s Insider Corner
Investing letter focused on high-quality businesses and LatAm stocks.
- Indexed issues, last 90 days
- 13
- Latest publication
- Sep 28, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 13, 2026
Latest issues
Book Reviews: Q1/Q2 2026 (Part 1) (opens the original)
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Summary2026 book reviews -- as always, this series is only stuff I’ve read recently, so that’s why older famous books don’t appear here.Generation Desperation -- a flawed but engaging Gen Z trading memoir. Get inside the mind of a full-on WallStreetBets/Robinhood trader, if you dare.1929 -- Sorkin’s deeply underwhelming account of the 1929 crash and Great Depression.A variety of other odds and ends.This continues a series of book reviews. See the most recent entry <a href="https://ianbezek.subst
Aggressive Portfolio Trades: Buy Vail Resorts, Buy ORR, Short GEO (opens the original)
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SummaryBuying Vail Resorts: Valuation has come way in with the 60% decline in MTN stock since 2022.Winter weather should be much better for Vail with this year’s super El Niño as compared to last year’s dismal winter season.Short Geo Group: The ramp-up in ICE funding will end following midterm elections and GEO stock is extremely expensive compared to past times.Buying ORR: Unique combination of quality off-the-radar international stocks with strategic shorts in structurally flawed ETFs and trou
WD #358: Rate Hike, 52-Week Low Watch, Nu's U.S. Launch (opens the original)
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Summary52-week low watch: A bunch of overvalued consumer stocks. Equity markets still aren’t acknowledging the interest rate environment.Speaking of, thoughts on the upcoming Fed rate hike(s).On Nu’s U.S. bank launch and its move for the remittance market.Arguably the bigger play long-term is to unleash Nu’s hyper-low cost business model against a bunch… Read more
WD #357: Tecnoglass/Tariffs, Colombia Mining Boom?, Airports & Airlines (opens the original)
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SummaryThe U.S. is lifting its blanket tariff against Colombian goods. This will be a boon to Tecnoglass (TGLS).TGLS margins, slammed by tariffs and FX, have room to recover; shares trade at Colombia’s mining sector reforms are promising but face structural, legal, and societal hurdles; I am mo… Read more
WD #356: Software/AI, Estee Lauder, Various Brazilian Stocks (opens the original)
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SummaryAI bears are getting a bit cocky here; just as rising stock prices didn’t mean LLMs were all-powerful, falling share prices don’t mean they’re useless, either.LLMs will continue to see rapidly increasing adoption, but probably not at a rate sufficient to profitably pay off current investors.Exiting Estee Lauder in the aggressive portfolio. Thesis… Read more
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