High - quality compounders
Search documents
National Bank Holdings: Growth Bank At A Value Price (NYSE:NBHC)
Seeking Alpha· 2025-12-04 15:27
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.There aren't too many publicly-traded U.S. banks that are headquartered in the state of Colorado. And the ones that there are don't necessarily get all that much investor attention either.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living ...
National Bank Holdings: Growth Bank At A Value Price
Seeking Alpha· 2025-12-04 15:27
If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.There aren't too many publicly-traded U.S. banks that are headquartered in the state of Colorado. And the ones that there are don't necessarily get all that much investor attention either.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living ...
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]
Northwest Natural: Dividend King With A Strong 4.7% Yield
Seeking Alpha· 2025-09-04 15:51
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 a beneficial long position in specific stocks and expresses personal opinions [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]
EPU: Peru Isn't One Of My Top LatAm Picks Right Now
Seeking Alpha· 2025-07-27 05:03
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 holds long positions in specific stocks and expresses personal opinions without compensation [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]
Grupo Aeroportuario del Sureste: Remaining Bullish Despite Softer Traffic Growth
Seeking Alpha· 2025-07-21 07:58
Group 1 - The article promotes Ian's Insider Corner, which offers access to initiation reports on new stocks, an active chat room, and weekly updates for members [1] - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality compounders and growth stocks at reasonable prices [2] Group 2 - The article includes a disclosure stating that the analyst has a beneficial long position in specific stocks, indicating personal investment interests [3] - Seeking Alpha provides a disclaimer that past performance does not guarantee future results and that the views expressed may not reflect the overall opinions of the platform [4]
Calavo Growers: Why Shares Fell So Much After Q2 Earnings
Seeking Alpha· 2025-06-10 17:33
Group 1 - The article promotes Ian's Insider Corner, which offers access to initiation reports for new stocks, an active chat room, and weekly updates [1] - Ian Bezek, a former hedge fund analyst, specializes in high-quality compounders and growth stocks at reasonable prices, focusing on markets in Latin America and developed markets [2] Group 2 - The article does not provide any specific company or industry analysis, nor does it include financial data or performance metrics [3][4]
VanEck Morningstar International Moat ETF: Interesting Concept, Uneven Execution
Seeking Alpha· 2025-05-12 16:19
Group 1 - Ian Bezek has a decade of experience as a hedge fund analyst and has conducted extensive research in Latin American markets, particularly in Mexico, Colombia, and Chile [2] - The focus of Ian's research includes high-quality compounders and growth stocks available at reasonable prices in the US and other developed markets [2] - The investment group led by Ian, known as Ian's Insider Corner, offers features such as a Weekend Digest, trade alerts, and direct access to Ian for insights and updates [1] Group 2 - Morningstar's research team is highly regarded, and their reports are frequently utilized in the due diligence process by investors [1] - Pat Dorsey, a notable figure in the investment community, has been recognized for his contributions while leading Morningstar [1] - The article emphasizes the importance of thorough research and analysis in making informed investment decisions [1]