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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.…
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Read moreInvestment Case: Unipar Carbocloro
In this month's letter, we detail our investment case in Unipar Carbocloro, which generated a return of 20 times the…
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Read moreLong-Term Stock Investing (Part 2)
In this month's letter, we delve deeper into equity investments in Brazil, showing that despite the political and…
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Read moreLong-Term Stock Investing (Part 1)
In this month's letter, we present an international analysis that demonstrates the historical superiority of equity investments over income…
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Read moreInvestments in times of crisis
In this month's letter, we analyze market behavior during major historical crises, such as the Spanish flu, the two World Wars...
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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…