Monday, November 7, 2016

Tecnoglass: A Deep Value Colombian Company Offering 82% Upside


High dividend yield of 4.6%.
Just finished its investment for medium term growth, i.e. low capex intensity going forward.
High margin of safety, at zero growth, 16% upside with a potential to increase by 125%.
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Tuesday, February 16, 2016

YPF Sociedad Anonima - The Way To Play The Argentinian De-Risking


In the medium term, YPF will still enjoy oil prices higher than international prices.
Vaca Muerta holds a considerable upside for YPF.
Argentina should be de-risking under the new administration.
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Monday, January 4, 2016

LATAM Airlines Offers A 60% Upside To Its Intrinsic Value


LFL enjoys monopolistic routes in its main regions.
Margins should expand by 450bps, thanks to the cost efficiency initiatives.
Trying to optimize yield x load factor is the best method to ensure profitability in this industry.

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Overstock Wrongly Trading As A Cryptocurrency

Summary A new reference point values tZero at $32 per share, a 15% premium over OSTK shares. In addition, you would receive the reta...