04 / Insights
Research, commentary & media.
Selected investment perspectives and media appearances from Bustamante & Co.
Selected Press & Research
Business Insider · April 2025
The Biggest Hurdle Facing Markets
Daniel Bustamante discusses tariff uncertainty, equity exposure and the challenge policy volatility creates for capital allocation.
Read on Business Insider ↗Business Insider · October 2023
Warning of 15%–20% Home Price Declines
Coverage of the firm's bearish view on homebuilders and housing-market risks.
Read on Business Insider ↗Forbes · December 2022
Carvana Short Thesis
Forbes coverage of the firm's bearish Carvana thesis and concerns around the company.
Read on Forbes ↗Fox Business · August 2023
Warren Buffett & D.R. Horton
Daniel Bustamante comments on Berkshire Hathaway's homebuilder purchases and D.R. Horton.
Read on Fox Business ↗U.S. News · 2024
Energy Markets
Commentary on oil, renewable energy and selected energy equities.
Read on U.S. News ↗Bustamante & Co. · Investor Note
It Works Until It Doesn't
Thoughts on market concentration, passive investing and the potential return of active management.
Read Investor Commentary ↗