In this month's letter, we suggest five investment books that we consider valuable, even though they're little known to the general public. All…

In this month's letter, we explain why we believe a concentrated portfolio of 5 to 15 companies offers greater potential…

In this month's letter, we present the case study of the investment in Grupo Biotoscana, which yielded 29% in just over a…

In this month's letter, we look at Warren Buffett's iconic investment in Coca-Cola, which began in 1988 when the stock seemed…

In this month's letter, we highlight the importance of investing in quality companies with a high return on equity (ROE)...

In this month's letter, we detail our investment case in Unipar Carbocloro, which generated a return of 20 times the…

In this month's letter, we delve deeper into equity investments in Brazil, showing that despite the political and…

In this month's letter, we present an international analysis that demonstrates the historical superiority of equity investments over income…

In this month's letter, we analyze market behavior during major historical crises, such as the Spanish flu, the two World Wars...

In this month's letter, we share a long-short investment case between Bradespar and Vale, exploring the holding company's discount…