I’m a full-time investor with 10+ years of experience in public markets and an MBA background. In addition, I lead Meridian, a boutique research and corporate finance firm. We specialize in helping SMBs structure deals within the Argentine market while providing tailored equity research and valuation analysis for our clients.I follow a wide range of stocks across sectors and market caps. I’m usually drawn to overlooked stocks and situations where the narrative and fundamentals diverge, because those are often the best opportunities for long-term investors. I start with a simple question: what’s really driving a company’s economics? From there, I look at competitive positioning, unit economics, margins, reinvestment needs, balance sheet health, and whether management is actually delivering. Valuation is a big part of the process not as a single “fair value” number, but as a way to understand what the current price implies and what has to go right (or wrong) for the investment to make sense. I write on SA to put my theses out in the open and have them challenged. I genuinely enjoy thoughtful alternative views. If the comments help me spot blind spots or tighten the logic, that’s a win for me.Closely associated with Juan Ignacio Orlando. All research, analysis, and submissions are conducted independently and reflect my own professional opinions.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ZTS over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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