Special Situation - LatAm Edition
Adding a little "spice" to our LatAm exposure!
It has served us well being Brazil Bulls all year, with the Brazil ETF (ticker: EWZ) up +43% YTD and quietly outperforming the Nasdaq being “only” up +21%.
We don’t do much in “LatAm” Special Sits, since the Index was attractive enough, though we recently ventured into YPF before the Argentina elections, scored a nice +40% win in a few weeks and gave Gracias.
This next special situation, will likely be a slow-burner, but it does feel intriguing for many reasons…
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