The Cali Cartel Connected Colombian Company Contrarians Crave
Behind the drama and fear lies a company that actually has a great business. Insiders think so too.
Last week I mentioned that I had presented at the Weird Sh!t Investing conference in NYC. Below, you’ll read more about what I presented on…
Before I dive into the specific ‘weird company’ that I shared, I want discuss two obvious but under the radar themes that are unfolding in our world right now.
The first theme has to do with an article that I wrote back in April of this year.
The Donroe Doctrine - Like Germany, China Will Motivate the US to Intervene in Cuba, Nicaragua, and Beyond
As the plane creaked and moaned through the clouds, I spotted a cockroach scurrying across the back of the pilot’s seat. It was, and still is, the most terrifying flight I’ve ever been on.
Most people won’t take the time to fully digest everything that I laid out. I intertwined history with geopolitics and eluded to the fact that our current world is echoing a time period that has already been experienced.
It’s a long read, which is not the typical bite-sized information nugget that investors are looking for today.
I doubled down on the story, which is that Latin America is changing for reasons that are more obvious than the accepted obvious reason, in this article here:
Drugs, Gangs, Surf - Now Time for Investors
My El Salvadoran travel companion was an acid licking, weed smoking, direct decedent of the inventor of the atomic bomb.
In short, the media likes to report that Latin America is swinging to conservative elected leaders because of far-right narratives spewed out by Trump.
This is an easy propagandist message because anti-Trump messaging gets clicks and the media survives on the click-ity people.
The more obvious explanation of why Latin America is swinging to the right has less to do with Trump and more to do with the hatred of collectivism.
You can ask any American immigrant from Cuba, Venezuela, Myanmar, or other communist-ish dictatorship why they came to the US and their answers will generally be the same: That shit just doesn’t work.
So it shouldn’t be a surprise when the voting constituents of El Salvador, Argentina, Chile, Bolivia, and many more finally changed their minds and decided it was time to try something new… Try something that the world’s largest economy thrives on.
But not all of Latin America has made this shift yet. The transformation is still underway and with these current and upcoming changes new opportunities are revealing themselves in real time.
Finally, Colombia Says ENOUGH!
My presentation in NYC was about a Colombian company that is in one of the most boring industries you can imagine.
However, I didn’t pick the company just because it’s boring, has great financials, and is positioned for massive upside. Those are all great reasons, but they don’t tell the full story.
I picked this Colombian company because there was an impending catalyst that just occurred two days ago.
Abelardo de la Espriella, who is labeled as a far-right Trump-backed politician is now set to become Colombia’s next President.
The best way to describe the platform he ran on would be to look at Argentina’s Milei and El Salvador’s Bukele - both of which are tremendously controversial leaders on the world stage, but who have both made objectively large positive changes for their respective countries.
Will Espriella follow the same path as these two leaders?
I spoke with a couple friends who live in Colombia and have significant involvement in the local economy. Both stated that they were cautiously optimistic.
Investors seem to be optimistic too, as they’ve bid up Colombia’s major oil producer Ecopetrol EC 0.00%↑ , making it one of the best performing oil equities of 2026.
NOTE: I too have a lot of experience in Colombia, having traveled and spent time in nearly every corner of the South American country. I also own real estate there today and stay engaged with Colombia’s currency, politics, and general pulse. That’s my ‘I’m not a clueless gringo’ disclaimer for the company presentation I share below!
Boring Getting Blasted
The second theme I want to touch on is the aversion to boring companies that global investors currently have.
In a world of constant information flow and desires for instant gratification, it should come as no surprise that high growth companies are demanding enormous valuations in the first half of 2026.
Simultaneously, boring companies are getting absolutely obliterated.
Two weeks ago I mentioned several companies that highlight what I’m talking about:
California Craziness Reminded Me of Cheap Simple Companies
“Strong opinions and weak education,” is what my friend thinks of people in California.
At surface level, it all makes sense. Why would an investor want to park capital in archaic companies that lack the explosive growth of the new-kids-on-the-block?
This scenario of investors chasing ever growing companies - both in size and valuation - has an obvious end result which is rooted in capitalism and supply and demand economics: Eventually, the trend will change.
But the party goes on for now and only the boring nerds who are allergic to hangovers are heading for the exits.
Tucked in bed before 10pm, this group of dorks are sure to be missing the climax of the late night debauchery.
The next morning will be time for all previous-night partygoers to collect their thoughts and pursue their next actions. Some will be better prepared than others.
The Cali Cartel Connected Colombian Company
Overlooking Tribeca, I explained to the private audience that Mamdani is going to be responsible for part of this Colombian company’s success.
In addition to the many dozens of skyscrapers being erected across South Florida, there are now eight supertall buildings going up - that is, buildings over 1,000 feet.
The companies constructing these buildings, and the companies that will inhabit them, are all part of a migration across the US.
People, corporations, and emotions literally voting with their feet.
With this change in tide, investors can pick many winners that stand in this path of progress, no matter how boring the opportunities may seem.
My pick, which involves the previously mentioned change in Colombia, the Cali Cartel, Mamdani’s not-so-wise-words, and an allergy to boring products, is now being bought up by company insiders at a rapid pace.
These inside buyers have only bought one other time - right before this company’s share price went up by 400% within 2 years.
Even more interesting, the family that founded this company are masters at currency arbitrage.
And look at where the Colombian Peso is at:
The strongest its been in over 5 years.
It’s obvious why company insiders are buying. They know they have a great company and the macro environment is just making the situation better.
This company is primed to rip.
