04 / Insights
Research, commentary & media.
Selected investment perspectives and media appearances from Bustamante & Co.
Selected Work
Investor Note
It Works Until It Doesn't
Thoughts on market concentration, passive investing and the potential return of active management.
Business Insider · 2025
Tariffs, Markets & Investor Behavior
Comments on tariff policy, equity markets and investor liquidity.
U.S. News · 2024
Energy Markets
Commentary on oil, renewable energy and selected energy equities.
Forbes · 2022
Carvana Short Thesis
Media coverage of the firm's bearish thesis and concerns around the company.
Fox Business · 2023
Homebuilders & D.R. Horton
Comments regarding Berkshire Hathaway's investment in D.R. Horton.
Business Insider · 2023
Housing & Homebuilders
Discussion of the firm's homebuilder short thesis and housing-market risks.