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…