In this month's letter, we seek to bring some of the knowledge developed by Kahneman that contributed enormously to the analysis processes...

In this month's letter, we tell the story of the investment in Porto (PSSA3), which is one of the largest positions in the portfolio…

In this month's letter, we gave a brief summary of how the world arrived at its current monetary system, with banks…

In this month's letter, we talk about how to take a more realistic and philosophical approach to the future of the economy and…

In this month's letter, we revisit some of Munger's lessons that, over time, have had the greatest impact on the education of both…

In this month's letter, we explain what really matters for stock market investment theses.

In this month's letter, we present our impressions of the first quarters of Lula's government and our perspectives for the coming years.

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…