What Ian Bezek is saying
Financial writer — Ian's Insider Corner
5 dated public stances tracked since 2026-01-18, most recently 2026-01-18. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Ian Bezek's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Ian Bezek is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Returns 90d +1.0% (n=7) · 180d +0.7% (n=7)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-01-18
KOF
bullish
Sunday's Idea Brunch · article
Venezuela's reopening adds 30M+ customers to Coca-Cola FEMSA's existing 276M base (a potential double-digit growth opportunity), with further tailwinds from improving economic conditions in Colombia and Mexico
“I'm bullish on KOF in general, even leaving Venezuela aside”
90d +3.3% · 180d +5.4%
Idea Brunch #2 with Ian Bezek (Venezuela Edition)
2026-01-18
CAAP
bullish
Sunday's Idea Brunch · article
Milei's airline deregulation and Argentina's tourism/FDI boom are driving high-single-digit traffic and double-digit EBITDA growth at CAAP while the stock remains sub-8x EBITDA
“The stock was dirt cheap and still is quite cheap (sub-8x EBITDA today)”
90d -0.9% · 180d -5.6%
Idea Brunch #2 with Ian Bezek (Venezuela Edition)
2026-01-18
CPA
bullish
Sunday's Idea Brunch · article
Copa Airlines' Panama hub is ideally positioned to absorb a surge in Venezuelan route capacity as Venezuela reopens, giving it the most upside in the airline sector from this catalyst
“Copa Airlines probably has the most upside out of the airline sector”
90d -3.8% · 180d +8.1%
Idea Brunch #2 with Ian Bezek (Venezuela Edition)
2026-01-18
ASR
bullish
Sunday's Idea Brunch · article
ASR's acquisition of 20 airports from a Brazilian operator at 10.5x EBITDA adds high-quality assets including Belo Horizonte, Quito, and a Curacao airport well-positioned for Venezuela trade reopening
“it picked up 20 airports from a Brazilian operator at just 10.5x EBITDA, was a master stroke”
90d +2.0% · 180d -12.6%
Idea Brunch #2 with Ian Bezek (Venezuela Edition)
2026-01-18
long PAC / long OMAB / long ASR
basket
Sunday's Idea Brunch · article
Deepening US-Mexico economic integration (Mexico now #1 US trade partner) and 40M Mexican-Americans with family travel demand drive secular traffic growth that benefits all three Mexican airport concessionaires
90d +0.2% · 180d -11.0%
Idea Brunch #2 with Ian Bezek (Venezuela Edition)
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