The MercadoLibre Paradox
![]()
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?
.png)
Insights Blog
News, insights and thought leadership from the City Different team.
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
![]()
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...
.png)
Are Treasuries Still Safe?
![]()
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...
.png)
Lessons From A Helicopter Parent
![]()
Shrewd investors often start out with long-term financial plans designed to meet their future needs — things like saving for college, retirement, etc. But sticking with the long-term plan becomes...
.png)
Tax Loss Harvesting- A Year Long Process
![]()
As the end of the year approaches, investors are trying to make lemonade (tax loss harvesting) out of lemons (capital losses on investments). Investors ought to keep in mind: when managing a...
Not All Carbon Offsets Are Created Equal
![]()
Are offsets — a way of balancing out the carbon one emits — our best chance at addressing climate change? Or are they nothing more than indulgences that assuage guilt? The controversy surrounding...
.png)
Investment Holding Profile: FLEX Ltd.
![]()
Investment Holding Profile: FLEX Ltd. With the Fed making headlines again, it's easy to get caught up in the extreme short-term market volatility. But it’s important to remember that when you buy a...
Machine Learning
![]()
The financial industry is inherently a data-driven industry. Data streams in via indicators and indices, and traditional financial data flows out as income statements and balance sheets. However,...
.png)
Investment Holding Profile: FTI Consulting
![]()
Investment Holding Profile: FTI Consulting (FCN) It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you...
.png)
Investment Holding Profile: Carlisle Companies
![]()
It’s easy to get caught up in the extreme headlines of short-term market volatility. But it’s important to remember that when you buy a stock, you don’t own a ticker, you own a piece of a business....
.png)
Investment Holding Profile: Assured Guaranty
![]()
In volatile times like these, it’s easy to get caught up in extreme headlines. You may feel yourself obsessing over the big day-to-day jumps in the market or your own investment portfolio. But trust...
The Central European Investment Landscape
![]()
We’re all aware of the challenges investors face here in the States, but what about the rest of the world? City Different Investments portfolio manager Vin Walden recently traveled to Slovakia to...
.png)
An ESG Debate
![]()
Interest in ESG investing surged following the pandemic. While the term ESG (environmental, social, and governance) has been around since the early 2000s, something about the “Great Resignation” and...
Maintaining Balance In Your Equity Portfolio
![]()
One of the things that makes City Different Investments, well, different is our principled investment approach. We are doing a series of articles looking at the three tenets of our equity investment...
.png)
Market Timing: A Loser's Game
![]()
How has the equity team at City Different reacted to the market downturn and all this talk of recession? The short answer - we haven't. We believe market timing is a loser's game. If you have a...
.png)
.png)
Women in Finance
![]()
Finance is a results-driven field. Leaving women out is leaving money on the table. You all know the stereotypes about the finance industry: It’s a bunch of high-achieving types, pinstripe suits,...
3 Reasons Not to Go It Alone: Benefits of Partnering with a Financial Advisor
![]()
Financial markets continue to oscillate, testing investors’ nerves and patience. As professional investors with decades of experience — including investing through bear markets and full interest rate...
Is it time to get into the fixed income market?
![]()
Since opening our doors at City Different Investments, it is finally time to say— segments of the fixed income market are starting to get interesting! The fixed income markets have endured a...