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letters
A Era da Turbulência
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8 reading minutesRead moreIn the early morning of February 28, 2026, the United States and Israel launched surprise airstrikes against Iran and initiated a new…
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Read moreInvestment Case: Long-short in Bradespar-Vale
In this month's letter, we share a long-short investment case between Bradespar and Vale, exploring the holding company's discount…