I’m an economist and independent investor based in Argentina, currently a Ph.D. candidate in Economics at UCEMA. My research and writing connect macroeconomic context with company-level valuation to identify long-term opportunities. Being based in Argentina gives me an inside perspective on one of the most complex yet dynamic markets in the world, allowing me to cover local assets in depth while also exploring Latin American and global trends. My investment philosophy blends a deep-value approach with a long-term vision: I focus on underfollowed or undervalued companies where fundamentals are often overlooked, as well as established leaders when there’s new ground to explore or structural value emerging. All views expressed are strictly personal and do not constitute financial advice.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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