Ian Bezek

2 days ago | ianbezek.substack.com | Ian Bezek

Nu Holdings has gone from start-up to LatAm's most valuable financial institution in a decade. I was initially skeptical of Nu for a variety of reasons. I explain why I missed Nu in 2023 and how it won me over today. Nu is even more profitable than you think; its investment in new growth markets is diluting the insane 60% ROE it is generating off the core Brazilian business. I see upside to $30-$45/share by 2030 compared to my initial recommendation price of $11 earlier this quarter.

3 days ago | seekingalpha.com | Ian Bezek

SummaryThe VanEck Morningstar International Moat ETF has underperformed compared to other international value funds. MOTI's heavy allocation to consumer staples and Chinese equities has hindered its performance. The ETF's gradual shift towards growth-oriented equities has so far failed to pay off. I greatly respect Morningstar's research approach and the idea of competitive moats, but this ETF seems like an incomplete way of applying that vision. I'm a big fan of Morningstar's research team.

6 days ago | seekingalpha.com | Ian Bezek

May 09, 2025 10:35 AM ET, , SummaryRevvity faces multiple headwinds including declining biotech funding, regulatory uncertainty, and reduced academic research budgets. Despite challenges, Revvity's Q1 results beat expectations and the company maintained full-year guidance. While I rate Revvity a buy, it faces some structural challenges longer-term. I see most of the life sciences sector as being on deep discount right now. Revvity is attractive but not my top pick within the space.

1 week ago | seekingalpha.com | Ian Bezek

May 07, 2025 5:15 PM ET, , , SummaryOppFi Inc. has staged a remarkable recovery from its initial poorly received SPAC deal. This comeback has been driven by a major improvement in its loan performance metrics. Shares are up dramatically over the past year, but earnings have risen enough to support the valuation. I'm at a hold for now, as OPFI shares aren't especially cheap, and there is significant credit risk here, especially if a recession hits.

1 week ago | seekingalpha.com | Ian Bezek

SummaryThe ProShares S&P 500 Dividend Aristocrats ETF is poised to outperform in a market downturn due to its focus on stable high-quality companies. NOBL's strategy of including companies with 25+ years of consecutive dividend increases makes it resilient in volatile markets. NOBL has started to outperform the S&P 500 and NASDAQ year-to-date, signaling a potential trend shift. While I wish the management fee were a bit lower, this ETF is still a good choice for dividend growth investors today.