Workflow
High - quality compounders
icon
Search documents
Energy, Infrastructure, And Industrials - My Favorite Places To Invest For The Next Decade
Seeking Alpha· 2026-02-04 12:30
Join iREIT on Alpha today to get the most in-depth research that includes REITs, mREITs, preferreds, BDCs, MLPs, ETFs, and other income alternatives. 438 testimonials, and most are 5 stars. Nothing to lose with our FREE 2-week trial .When I started my career in finance, I asked myself one big question: "How can I deliver value in a business that is about predicting the future when no human on earth can predict theLeo Nelissen is a long-term investor and macro-focused strategist with a passion for dividend g ...
2 Big Fat Yields I Think You'll Like
Seeking Alpha· 2026-01-31 12:30
Group 1 - The article discusses the value in Business Development Companies (BDCs) despite a general skepticism towards the credit industry [1] - Leo Nelissen is highlighted as a long-term investor and macro-focused strategist, emphasizing dividend growth and high-quality compounders [1] - The research includes a focus on identifying durable businesses with strong cash-flow potential through a combination of macro analysis and bottom-up stock research [1]
6% Income - If I Could Buy Just 3 Retirement Stocks, It Would Be These
Seeking Alpha· 2026-01-21 12:30
Core Viewpoint - The article emphasizes the importance of finding common ground among readers regarding investment strategies, particularly in the context of lower-yielding growth stocks [1]. Group 1: Analyst Background - Leo Nelissen is identified as a long-term investor and macro-focused strategist, specializing in dividend growth and high-quality compounders [1]. - The analyst combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [1]. - Leo also contributes to Main Street Alpha, providing in-depth research and actionable investment ideas for long-term investors [1].
I Couldn't Imagine Retiring Without These 3 Dividend Stocks
Seeking Alpha· 2026-01-16 12:30
Group 1 - The article emphasizes the importance of in-depth research on various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting the value of joining iREIT on Alpha for comprehensive insights [1] - Leo Nelissen is identified as a long-term investor and macro-focused strategist, known for his focus on dividend growth and high-quality compounders, combining macro analysis with stock research to find businesses with strong cash-flow potential [1] Group 2 - The article does not provide specific financial data or performance metrics related to any company or industry [2][3]
If I Were To Retire Today, This Is The 6-ETF Portfolio I'd Own
Seeking Alpha· 2026-01-09 12:30
Core Insights - The article emphasizes the importance of in-depth research in various investment vehicles such as REITs, mREITs, Preferreds, BDCs, MLPs, and ETFs, highlighting a free trial offer for potential investors [1] Group 1 - Leo Nelissen is identified as a long-term investor and macro-focused strategist, known for his focus on dividend growth and high-quality compounders [2] - The approach combines macro analysis with bottom-up stock research to identify businesses with strong cash-flow potential [2] Group 2 - The article includes disclosures indicating that the author has no current stock or derivative positions in the mentioned companies and no plans to initiate any within the next 72 hours [3] - It also notes that past performance is not indicative of future results, and no specific investment recommendations are provided [4]
BBB Foods: Sensational Q3 Results, But Shares Remain Expensive
Seeking Alpha· 2025-12-19 22:12
Core Insights - The article discusses the investment insights and services provided by Ian Bezek, a former hedge fund analyst with extensive experience in Latin American markets and a focus on high-quality growth stocks [2]. Group 1 - Ian Bezek has spent a decade conducting on-the-ground research in Latin America, particularly in Mexico, Colombia, and Chile, which enhances his investment analysis [2]. - The investing group led by Ian, known as Ian's Insider Corner, offers features such as a Weekend Digest that includes new investment ideas, updates on current holdings, macro analysis, trade alerts, and direct access to Ian [2]. - The group also includes an active chat room for members to engage and discuss investment strategies [2].
National Bank Holdings: Growth Bank At A Value Price (NYSE:NBHC)
Seeking Alpha· 2025-12-04 15:27
Group 1 - There are few publicly-traded U.S. banks headquartered in Colorado, and they do not attract significant investor attention [1] - Ian Bezek, a former hedge fund analyst, specializes in high-quality compounders and growth stocks at reasonable prices in the U.S. and developed markets [2] - Ian leads an investing group called Ian's Insider Corner, which offers features like a Weekend Digest, trade alerts, and direct access to him [2]
National Bank Holdings: Growth Bank At A Value Price
Seeking Alpha· 2025-12-04 15:27
Core Insights - There are limited publicly-traded U.S. banks headquartered in Colorado, and they do not attract significant investor attention [1] Group 1: Company Overview - The article highlights the scarcity of publicly-traded banks in Colorado, indicating a niche market that may present unique investment opportunities [1] Group 2: Analyst Background - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality compounders and growth stocks [2]
Grupo Aval: The Rally Is Just Getting Started
Seeking Alpha· 2025-11-24 22:09
Core Viewpoint - The article expresses a bullish outlook on Colombia as a whole but indicates skepticism towards the oil industry and specifically the stock of EC [1]. Group 1: Analyst Background - Ian Bezek, a former hedge fund analyst, has spent a decade conducting on-the-ground research in Latin America, focusing on markets such as Mexico, Colombia, and Chile [1]. - The analyst specializes in identifying high-quality compounders and growth stocks at reasonable prices in both the US and other developed markets [1]. Group 2: Investment Group Features - The investing group, Ian's Insider Corner, offers features such as a Weekend Digest that includes new investment ideas, updates on current holdings, and macroeconomic analysis [1]. - Members have access to trade alerts, an active chat room, and direct communication with the analyst [1].
NAIL: Too Early For A Levered Homebuilders Trade
Seeking Alpha· 2025-09-23 12:58
Group 1 - The article promotes Ian's Insider Corner, which offers access to investment reports, trade alerts, and a chat room for members [1] - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality growth stocks [2] Group 2 - The article includes a disclosure stating that the author has no current positions in the mentioned companies and is not receiving compensation for the article [3] - Seeking Alpha emphasizes that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]