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

โพสต์ล่าสุด

Ian Bezek ✓@irbezek4 Sep

It's Tecnoglass time $tgls. 7.2K views · 51 likes · 2 reposts · 1 replies Open on X →

Ian Bezek ✓@irbezek4 Sep

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 →

Ian Bezek ✓@irbezek29 Aug

$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 →

Ian Bezek ✓@irbezek19 Aug

@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 →

Ian Bezek ✓@irbezek19 Aug

@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 →

Ian Bezek ✓@irbezek19 Aug

@irbezek How many % is their SBC up? Just asking.. 3.6K views · 3 likes · 0 reposts · 1 replies Open on X →

Ian Bezek ✓@irbezek19 Aug

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 →

Ian Bezek ✓@irbezek19 Aug

@irbezek good that shameless grifter can crawl back under his rock now 298 views · 2 likes · 0 reposts · 0 replies Open on X →

Ian Bezek ✓@irbezek19 Aug

@irbezek Hopefully he takes it very hard. Guy is a waste of oxygen. 391 views · 9 likes · 0 reposts · 0 replies Open on X →

Ian Bezek ✓@irbezek18 Aug

@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 →

Ian Bezek ✓@irbezek18 Aug

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 →

Ian Bezek ✓@irbezek18 Aug

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 →

เทียบกับบัญชีขนาดเดียวกัน

12 โพสต์จาก 90 วันที่ผ่านมา เทียบกับช่วง 10K–100K ผู้ติดตาม แสดงในวงกว้าง แต่มีผู้ชมตอบสนองน้อย.

ยอดดูมัธยฐาน4 324บัญชีนี้924ค่ามัธยฐานของ 10K–100K

การเข้าถึง, %19.06%บัญชีนี้3.62%ค่ามัธยฐานของ 10K–100K

การมีส่วนร่วม, %0.81%บัญชีนี้1.52%ค่ามัธยฐานของ 10K–100K

ตัวชี้วัด	บัญชีนี้	ค่ามัธยฐานของ 10K–100K	อัตราส่วน
ยอดดูมัธยฐานต่อโพสต์	4 324	924	4.68×
การเข้าถึง (ยอดดู ÷ ผู้ติดตาม)	19.06%	3.62%	5.26×
อัตราการมีส่วนร่วม	0.81%	1.52%	0.53×

บัญชีอื่นในช่วงนี้ → เปรียบเทียบกับบัญชีอื่น → ค่าอ้างอิงเหล่านี้คำนวณอย่างไร →

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.

โพสต์ล่าสุด

เทียบกับบัญชีขนาดเดียวกัน

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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