Ian Bezek

Sincelejo

Financial Writer at Seeking Alpha

Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.

Articles

Empire State Realty Trust: I'm Not A Buyer At Today's Prices (NYSE:ESRT)

1 week ago | seekingalpha.com | Ian Bezek

Jun. 15, 2025 10:37 AM ETResearch and trade alerts from a hedge fund pro with a global outlook. Research and trade alerts from a hedge fund pro with a global outlook. SummaryEmpire State Realty Trust is heavily exposed to older New York City office buildings, which I do not see as well-suited for current macroeconomic conditions. The REIT's tourism and retail-related revenues also at risk if NYC's business climate weakens.
UWM Holdings (UWMC): Collect 9.6% Dividend Yield While Waiting For Housing Market Recovery

1 week ago | seekingalpha.com | Ian Bezek

SummaryUWM Holdings is a large, profitable mortgage originator investing aggressively in technology and distribution, positioning itself for future housing market recovery. Despite industry headwinds and high interest rates, UWM remains profitable and offers an outsized 9.6% dividend yield. CEO Mat Ishbia's strategic decisions have kept UWM competitive, maintaining fast loan execution and building a stronger moat while peers retrench.
XLE: Everything You Need To Know About Leading Energy ETF (NYSEARCA:XLE)

2 weeks ago | seekingalpha.com | Ian Bezek

Jun. 13, 2025 9:30 AM ET, , , , Research and trade alerts from a hedge fund pro with a global outlook. Research and trade alerts from a hedge fund pro with a global outlook. SummaryThe Energy Select Sector SPDR offers low-cost exposure to U.S. oil and gas giants. It has a market-beating 3.3% dividend yield and an attractive valuation. The fund is highly concentrated in a few large-cap oil and gas names, with limited international or renewable energy exposure.
BBB Foods: Discount Grocer At A Premium Price (NYSE:TBBB)

2 weeks ago | seekingalpha.com | Ian Bezek

Jun. 11, 2025 6:07 AM ET, , , SummaryBBB Foods is a fast-growing Mexican retailer. The company benefits from first-mover advantage in a nascent category, but it will face meaningful competition. The Bulls are paying up for the growth story, with shares trading at a steep 76x forward P/E. I rate TBBB as a 'Hold'. The business model is solid, but the current valuation and competitive risks temper my enthusiasm. Looking for more investing ideas like this one? Get them exclusively at Ian's Insider Corner.
Calavo Growers: Why Shares Fell So Much After Q2 Earnings (NASDAQ:CVGW)

2 weeks ago | seekingalpha.com | Ian Bezek

This article was written byIan Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian's Insider Corner.
Artesian Resources: A Steady Water Utility Buy (NASDAQ:ARTNA)

2 weeks ago | seekingalpha.com | Ian Bezek

This article was written byIan Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian's Insider Corner.
Adobe: Not As Cheap As It Seems Amid Disruption Risk (NASDAQ:ADBE)

2 weeks ago | seekingalpha.com | Ian Bezek

Jun. 08, 2025 5:12 AM ET, , , SummaryAdobe has both significant AI-driven opportunity and existential risk, making it a battleground stock with high uncertainty around its long-term prospects. The core professional user base should be secure, but Adobe risks losing casual and budget users to competitors like Canva along with specific AI apps and tools. The valuation is reasonable, but not especially cheap.
Badger Meter: Not Worth 50x Earnings As Growth Starts To Slow (NYSE:BMI)

3 weeks ago | seekingalpha.com | Ian Bezek

This article was written byIan Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian's Insider Corner.
Amarin Is A Sell Despite The Large Cash Balance (NASDAQ:AMRN)

3 weeks ago | seekingalpha.com | Ian Bezek

This article was written byIan Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian's Insider Corner.
Compania Cervecerias Unidas: Improved Q1 Results And Upcoming Election Catalyst

3 weeks ago | seekingalpha.com | Ian Bezek

This article was written byIan Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian's Insider Corner.