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letters
Como construímos portfólios
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8 reading minutesRead moreComo construímos portfólios Caros investidores, Nas duas últimas cartas, escrevemos sobre como buscamos oportunidades de investimento e como analisamos o risco existente em cada uma.…
Latest letters
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Read moreThe market makes mistakes
In this month's letter, we explain why we believe that the prices of some shares on the Brazilian stock exchange today do not reflect…
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Read moreWhy invest in stocks outside Brazil?
In this month's letter, we explain why here at Ártica we still like the Brazilian stock market and why, even so, it did…
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Read moreThe 1% per month target trap
In this month's letter, we analyze whether the strategy of using a fixed rate of return as a benchmark for increasing or…
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Read moreIn Memoriam: Daniel Kahneman
In this month's letter, we seek to bring some of the knowledge developed by Kahneman that contributed enormously to the analysis processes...
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Read moreWhy do we invest in Porto?
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…
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Read moreBrief history of the monetary system
In this month's letter, we gave a brief summary of how the world arrived at its current monetary system, with banks…
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Read moreThe limit of predictability
In this month's letter, we talk about how to take a more realistic and philosophical approach to the future of the economy and…
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Read moreIn Memoriam: Charlie Munger
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…