Core Insights - The article discusses a recent meeting with the management of Inversiones y Representaciones Sociedad Anónima (IRSA), highlighting a renewed focus on the company after a period of limited attention due to the pandemic [1] Company Overview - IRSA is being analyzed for its operating and financial forecasts, which are crucial for valuation and rating [1] - The analysis aims to provide a fundamental view of the company, reflecting long-term potential in investment choices [1] Analyst Background - The analyst has over 35 years of experience in the investment field, including roles as a sell-side and buy-side analyst, as well as a portfolio manager for debt and equity funds [1] - The current focus is on managing a high-yield Latam bond fund, indicating a specialization in Latin American markets [1]
IRSA: Monetizing Ramblas