The MercadoLibre Paradox
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Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity?
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Insights Blog
News, insights and thought leadership from the City Different team.
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
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We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
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Are Treasuries Still Safe?
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Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a...
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Ladder Strategy Supremacy (by the numbers)
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Most fixed income conversations spend a lot of time on what to own (e.g. credit quality, duration, sector exposure) and not nearly enough time on how the portfolio is put together. But structure...
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IHS Towers: A Comeback Story for 2026
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Shares of London-based IHS Towers crashed during the post-COVID turmoil of 2022-2024. But could they rise again? Cell towers are a critical element of communications infrastructure, enabling the flow...