letters
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How We Find Good Opportunities Dear Investors, There's a tendency to believe that extraordinary results come from extraordinarily complex methods. This is true in some cases,…
In our last letter, we talked about ten crises that Brazil has faced since the Plano Real and how the stock market…
In this month's letter, we recall the 10 biggest falls in the Ibovespa since the Plano Real and how the Brazilian market,…
In this month's letter, we discuss the importance of theoretical knowledge in investments, contrasting it with the empirical Brazilian culture. The experience...
The Brazilian investor faces a dilemma between stocks and fixed income, especially with the low allocation to equities. Despite the…
In this month's letter, we commented on the impacts of population aging on the global economy. The drop in fertility rates…
In this month's letter, we discuss the investment in British American Tobacco (BAT) as part of the internationalization strategy for the...
In this month's letter, we comment on the impact of Trump's second term on the global economy and geopolitics, and we analyze...
In this month's letter, we shared the general principles of the methods adopted at Ártica to select investment theses. The process...