中文翻译
国家重建是投资者极少见且最佳的机会之一。随着政权更迭，它现在由美国政府掌控。委内瑞拉是一座资源金矿。像 $ASHM 持有的债券等大量不良资产，由于鲜有机构抢先布局（因为这是突袭式的军事行动），通过发现合适的公司存在巨大的潜在上行空间。这与像 $CVX 这样资产曾被锁定如今已解锁的公司，或在那里运营的银行（参考阿根廷银行/股票的情况）类似。
· 供应链分析
委内瑞拉政权更迭带来资源与不良资产投资机遇。
英文原文
Nation building one of the rarest and best opportunities as an investor. With the regime change, it's now run by the US gov. Venezuela is a resource gold mine. There's a lot of distressed assets like bonds that $ASHM have, and given little institutions frontran these events (since it was a surprise military action), tons of potential upside by discovering the right companies. Same with companies like $CVX that had assets trapped and are now unlocked or banks that operated there (look at what happened to Argentina banks/stocks)