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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 moreMyopic Market: Why Investors Focus Too Much on the Short Term
In this month's letter, we explain what really matters for stock market investment theses.
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Read moreBrazil one year after the elections
In this month's letter, we present our impressions of the first quarters of Lula's government and our perspectives for the coming years.
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Read moreWhy do we invest in Multi?
In this month's letter, we share a summary of our investment thesis for Multi (formerly Multilaser), which has an excellent track record…
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Read moreThe turn of the tide in the stock market
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…
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Read moreA decade of investments
In this month's letter, we share some of the manager's experiences and lessons learned along the way, which helped…
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Read moreChips: the brain of the digital economy
In this month's letter, we briefly explain the history of the chip industry, how it is configured today, and its role…
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Read moreBrazilian tax chaos and reform proposals
In this month's letter, we explain in an educational way what you need to know about our current tax system compared…
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Read moreArtificial Intelligence: The next technological revolution
In this month's letter, we share our current view on the potential impacts of AI, striving to be as pragmatic and realistic as possible…