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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Airgain: To Have A Connected World You Need Antennas

Great industry fundamentals. More things are connected to the internet using more antennas. Airgain (AIRG) has a moat thanks to the 13...