Substack · Building Arks
Update - IRSA bull case
Valuing IRSA if Milei’s reforms work
Since publication +2.4% α +5.3 pp vs MSCI EM Latin America (ILF) · USD
Latin America · 3 entries · 2 publications
IRS
Irsa
- Entries
- 3
- Bullish
- 2
- Bearish
- 0
- First
- Jun 15, 2025
- Latest
- Sep 30, 2026
More bullish than bearish among those that state a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on IRS at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- September 2026 2 entries
Substack · Building Arks
Results: IRSA 4q26
Solid end to a strong year
Since publication −7.8% α −0.4 pp vs MSCI EM Latin America (ILF) · USD
- June 2025 1 entry
YouTube · Gustavo Lucioni
Acciones Argentinas: Análisis de BMA, BYMA, HARG, ECOG e IRSA (2025) Gus Lucioni
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.