You’ve had an incredibly diverse research career—from Latin American telecom to household products and beverages. Looking back, what were some of the key moments or shifts that shaped your professional journey?
Equity research requires a deep understanding of trends before they become obvious to the market. What first drew you to this kind of work, and what keeps you passionate about it today?
You’ve covered everything from semiconductors to consumer staples—very different sectors. What’s been the common thread or insight you’ve carried across them all?
Having a front-row seat to the evolution of so many industries, what are some trends you're particularly excited about right now—whether in HPC, beverages, or beyond?
Looking ahead, what’s one area or emerging theme—perhaps underappreciated today—that you think will dramatically shape the way investors or businesses think in the next 5 years?
The CPG View