February roundup

What I bought, sold, and wrote this month

Once a month I’ll pull together my trades and articles into one email.

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Trades

• Sold some of my $AKO.A, Embotelladora Andina, on valuation grounds.

• Bought UBER 0.00%↑ and then after more work bought more. I think Uber is going to see a huge expansion in its TAM as AV technology advances.

• Bought more $HHH, Howard Hughes Corp. While I don’t like the fees, I do like the businesses, and I think this could compound strongly for many years.

• Sold some of my oil rig basket after a strong run.

• Sold some $BCH, Banco de Chile, on valuation grounds.

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Articles

• Brookfield - assorted thoughts on things I don’t think get covered enough, and a postscript.

• IRSA - value in Argentine property.

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Thanks for reading - and please get in touch if you have questions.

Pete