YPF Sociedad Anonima: Asymmetric Energy Play Tied To Argentina’s Normalization (NYSE:YPF)

The Argentina-based state-owned oil company YPF Sociedad Anónima ( YPF ) has as its investment thesis not a simple proxy for Brent, but rather as an asymmetric asset anchored in three key vectors: (1) Argentina's macro normalization; (2) operational execution in shale; and (3) a long-term optionEquity Research Analyst at DM Martins Research.I cover stocks that are often undercovered, focusing primarily on Brazil and Latin America — but I also occasionally write about global large caps. My work can also be f ...