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AUTHOR
DATE
SUBJECT
14
member
8/27/20 4:45PM
Re: Re: is all hope really lost?
13
Are you still following and have any updated thoughts? Seems like they have really attractive assets at this price level and there's a lot of $US denominated income.
I've been watching this from afar as I know little about Argentina. Thought this was a very well done writeup which clearly flagged the political risk. Maybe this is just a case where the low-probability... login to read the rest
Wow, these results look great. I don't know where consensus is, but tremendous growth y/y and sequentially, especially considering the low valuation. Any thoughts appreciated.
Excellent write-up. We are looking at exactly those 2 names: CEPU and SUPV. If you have $1, how would you allocate it among those two stocks (or others if you have higher conviction)? We are... login to read the rest
Hi lpartners,
Many thanks for the write-up. We think Argentina looks very interesting here, but we lack experience in the region, so your pitches on CEPU & SUPV are very much appreciated. In that vein we... login to read the rest
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