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Ian Bezek ✓

@irbezek · Sincelejo, Colombia · joined 25 Feb 2016

Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.

22 689Followers
1 816Following
5 116Posts total
84.6KViews on collected posts

Ultimi post

It's Tecnoglass time $tgls. 7.2K views · 51 likes · 2 reposts · 1 replies Open on X →
COLOMBIA | US to drop 12.5% tariff on Colombian goods in coming days, benefiting 1.7K firms, after Bogotá issues forced-labor import ban. (El Economista) 16.7K views · 285 likes · 20 reposts · 2 replies Open on X →
$TEAM was at $56 just a few months ago, such efficient markets. Reminder, people only care about SBC when stonk prices are going down. Beware folks fitting a narrative onto price action. https://t.co/FaPZr8c7dn
5K views · 28 likes · 0 reposts · 2 replies Open on X →
@irbezek Folks will relearn DCF valuation analysis after the market crash Wonder what they even teach in business school these days 184 views · 1 likes · 0 reposts · 0 replies Open on X →
@irbezek All of these companies deserved a haircut based on their ridiculous SBC and eroding moats, but the correction was likely overdone based on "AI will obsolete everything" hysteria. I don't like the sector in general so no interest either way, but ofc the market is rarely e 633 views · 5 likes · 0 reposts · 1 replies Open on X →
@irbezek How many % is their SBC up? Just asking.. 3.6K views · 3 likes · 0 reposts · 1 replies Open on X →
Atlassian $TEAM now up 214% since April, and +5% YTD. Market very efficiently determining future discounted cash flows from software companies, I see. 19.3K views · 160 likes · 3 reposts · 5 replies Open on X →
@irbezek good that shameless grifter can crawl back under his rock now 298 views · 2 likes · 0 reposts · 0 replies Open on X →
@irbezek Hopefully he takes it very hard. Guy is a waste of oxygen. 391 views · 9 likes · 0 reposts · 0 replies Open on X →
@irbezek I haven't met anyone voting for Collins seems like wild numbers for him 463 views · 6 likes · 0 reposts · 0 replies Open on X →
Rough night for former "head of macro" James Fishback. https://t.co/npaP33zh85
18.9K views · 113 likes · 2 reposts · 9 replies Open on X →
Corporacion America Airports $CAAP announces a 91 cent dividend, nearly a 4% yield on today's stock price, and 40% yield-on-cost for people that bought in 2020. The top complaint about CAAP had been it didn't pay a dividend, so that it is now resolved. ✈️ 11.9K views · 116 likes · 5 reposts · 5 replies Open on X →

Rispetto ad account della stessa dimensione

12 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane4 324questo account924mediana per 10K–100K
Copertura, %19.06%questo account3.62%mediana per 10K–100K
Interazione, %0.81%questo account1.52%mediana per 10K–100K
MetricaQuesto accountMediana per 10K–100KRapporto
Visualizzazioni mediane per post4 3249244.68×
Copertura (visualizzazioni ÷ follower)19.06%3.62%5.26×
Tasso di interazione0.81%1.52%0.53×

Altri account di questa fascia →   Confronta con un altro account →   Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

11.9K18 Aug
18.9K
463
39119 Aug
298
19.3K
3.6K
633
184
5K29 Aug
16.7K4 Sep
7.2K

Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

1.06%18 Aug
0.66%
1.30%
2.30%19 Aug
0.67%
0.87%
0.11%
0.95%
0.54%
0.60%29 Aug
1.85%4 Sep
0.75%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes85.5%779 in total
Reposts3.5%32 in total
Replies2.9%26 in total
Quotes0.3%3 in total
Bookmarks7.8%71 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Account simili