Deep dive

A Brazilian founder-led grocery chain

Nov 12 •

Investment AB Latour

A Swedish Industrial Group

Sep 30 •

Metlen Energy and Metals

A Greek Industrial Conglomerate

Sep 3 •

Taiwan Semiconductor Manufacturing Company (Part 2)

For the first half of this TSMC deep dive, I mainly focused on the broader semiconductor environment and how TSMC fits into the ecosystem.

Jul 24 •

Taiwan Semiconductor Manufacturing Company (Part 1)

Most investment write-ups begin with bullish arguments.

Jul 15 •

International Container Terminal

The investment case for the emerging market port operator

Jun 12 •

Airports: The Mexican investment case (Part 2)

“Airlines come and go, but airports are here to stay.”

May 14 •

Airports: Ready for take off? (Part 1)

A deep dive into listed airports

Apr 3 •

The case for the digital conglomerate experiencing a tectonic shift across its various industries.

Mar 13 •

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