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First American Financial: Good Q2 Results, But Not Yet A Buy
Seeking Alpha· 2025-07-25 16:07
Group 1 - The article discusses the features of Ian's Insider Corner, which provides access to initiation reports, trade alerts, and macro analysis for investors [1] - Ian Bezek, a former hedge fund analyst, specializes in high-quality compounders and growth stocks, particularly in Latin American markets like Mexico, Colombia, and Chile [2] Group 2 - The article includes a disclosure stating that the analyst has a beneficial long position in FAF shares, indicating a personal investment interest [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]
Compania Cervecerias Unidas: Improved Q1 Results And Upcoming Election Catalyst
Seeking Alpha· 2025-06-06 10:04
Core Insights - The article discusses the author's long-term investment in Compañía Cervecerías Unidas (CCU) and previous coverage of the company in 2022, indicating a positive outlook on the stock [1][3]. Group 1 - The author has been a shareholder of CCU for an extended period, suggesting confidence in the company's performance [1]. - The article highlights the author's experience as a former hedge fund analyst and extensive research in Latin American markets, particularly in Mexico, Colombia, and Chile, which adds credibility to the analysis of CCU [2]. - The author specializes in identifying high-quality compounders and growth stocks at reasonable prices, indicating a strategic investment approach that may apply to CCU [2].