During the last few days, I have started covering companies that I had not followed before. While I will continue to look at the companies that I have been following for a long time, it seemsI’m an economist and independent investor from Argentina. I focus on connecting macroeconomic dynamics with company-level valuation to identify long-term opportunities. Living in Argentina gives me a firsthand view of one of the most complex and dynamic markets, which allows me to cover local assets in depth while also ...