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I Was Wrong On Bladex, And The Name Still Has Value
Seeking Alphaยท 2025-08-14 20:13
The name continues to grow both its regular loan book and its off-balance sheet business (letters of credit and acceptances), in some wayLong-only investment, evaluating companies from an operational, buy-and-hold perspective.Quipus Capital does not focus on market-driven dynamics and future price action. Instead, our articles focus on operational aspects, understanding the long-term earnings power of companies, the competitive dynamics of the industries where they participate, and buying companies that we ...