Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America
Chit Chat StocksShow Notes
On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:
(00:00) Introduction (03:51) The Brazilian Lending Market (07:06) Inter's Growth & NuBank Comparison (10:08) The Brazilian Credit Market (14:42) Impact of the Brazilian Election (17:56) Inter's Credit Portfolio (20:40) Inter's Valuation & Earnings Multiple
(28:10) Local Currency Government Bonds in Brazil and Mexico (31:40) Pair Trade: Long Airports vs. Short Airlines (36:00) Mercado Libre (MELI) & the Lending Environment (40:50) Argentina's Upcoming Election & Economic Outlook (44:29) Colombia's Election Shift & Investment Opportunities (49:59) Colombian Airport Operator Exposure
Ian's newsletter: https://ianbezek.substack.com/
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