In this month's letter, we share a summary of our investment thesis for Multi (formerly Multilaser), which has an excellent track record…

In this month's letter, we tell you whether there are still good investment opportunities on the stock market or whether the market has already…

In this month's letter, we share some of the manager's experiences and lessons learned along the way, which helped…

In this month's letter, we briefly explain the history of the chip industry, how it is configured today, and its role…

In this month's letter, we explain in an educational way what you need to know about our current tax system compared…

In this month's letter, we share our current view on the potential impacts of AI, striving to be as pragmatic and realistic as possible…

In this month's letter, we discuss the dynamics of market fluctuations, using the movement of the pendulum, an analogy created by Howard...

In this month's letter, we comment on two cases that gained market attention in January: the Lojas Americanas deficit…

This month's letter focuses on the difficulties of investing following a truly long-term fundamentalist philosophy…

In this month's letter, we explain the issues surrounding the Transition PEC and why the market may have…