written by reader Enrique Abeyta Presentation

by mhill74 | May 9, 2020 1:54 pm

I just watched the Enrique Abeyta[1] pitch from Whitney Tilson[2]’s site. Has anyone else watched or know his picks?

Endnotes:
  1. Enrique Abeyta: https://www.stockgumshoe.com/tag/enrique-abeyta/
  2. Whitney Tilson: https://www.stockgumshoe.com/tag/whitney-tilson/

Source URL: https://www.stockgumshoe.com/2020/05/microblog-enrique-abeyta-presentation/


8 responses to “written by reader Enrique Abeyta Presentation”

  1. heuristocrat says:

    I read the transcript. It’s hard to know how much value will be in these recommendations. I do like the fact that he is a bit of an unconventional character and could come up with some new ideas that would work in this volatile market. I just watched his short-BUD pitch from May of 2018 and he was certainly correct on that call. In retrospect, it looks pretty obvious but the declined quite a bit. One “systematic” thing he seems to focus on is revisions to estimates – that drives his attention. The claim is he will be recommending just about 10 positions of what sound like pretty large stocks. He touts his pick of SPCE which worked out well but I am not sure how repeatable that is.

  2. warrenator says:

    I watched it and of course, want to subscribe. Would be nice to get a group of 10 or so to to share.

  3. Ignacio says:

    Is there any more insight into the Enrique Abeyta approach and services? Does Travis have any thoughts on whether this guy may be solid and good to follow? Thanks.

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