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 lon ...