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Nu Holdings: Bullish With Several Catalysts For 2026
Seeking Alpha· 2026-02-06 01:58
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.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growt ...
3 Major Issues Wall Street Should Be Aware Of
Seeking Alpha· 2026-01-19 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 a free trial for potential investors [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 durable businesses [1] Group 2 - The article does not provide specific financial data or performance metrics related to any company or industry [2][3]
SDIV: This Dividend Fund's Strategy Isn't Super
Seeking Alpha· 2025-10-20 19:18
Core Insights - The article discusses the investment strategy of focusing on high-yielding securities with minimal restrictions on market capitalization, business quality, and sector [1]. Group 1 - The investment group aims to identify the top 100 highest-yielding dividend-paying stocks globally [1]. - Features of the investment group include a Weekend Digest that provides updates on new ideas, current holdings, macro analysis, trade alerts, and direct access to the leader [1]. - Ian Bezek, the leader of the group, has extensive experience as a hedge fund analyst and has conducted in-depth research in Latin American markets [2].