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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Vinson Walden and Jong Lim
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...
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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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...
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Staying Invested
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Why Time in the Market Beats Timing the Market You might think investors unequivocally love periods of sustained market strength. But, that’s obviously not the case. Money managers fret about market...
Turning Macro Anxiety into Portfolio Opportunity
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Everywhere you look right now, headlines seem dour: the dollar is weakening, inflation is simmering, geopolitics are rocky (at best)... it’s enough to worry even seasoned investors. But there’s...
A Looming Uranium Shortage?
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"Nuclear is wonderful as one of the sources of energy, one of the sources of sustainable energy.” —Nvidia CEO Jensen Huang The global nuclear renaissance is gaining steam. Our readers have seen our...
Postcard From Brazil
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City Different Investments is known for finding compelling opportunities that may lie off the beaten path of Wall Street. Last week we caught up with our intrepid portfolio manager Vin Walden, on the...
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Investing in a Changing Climate
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U.S. homeowners are facing the dual challenges of more frequent weather events as well as disappearing property insurance. One company has been steadfast in insuring coastal properties in Florida for...
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Golar LNG Limited: Ready to Set Sail
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“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
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Investing in the Nuclear Renaissance
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Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the...
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The Prospects for Uranium
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Imagine the pollution caused by 100 million additional cars on US roads every year—that's what we avoid by using nuclear power. Nuclear power plant in Germany Photographer: Julian...