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32:58
2022 Elections – Lula vs. Bolsonaro – Monthly Letters #5
34:55
The Age of Social Proof – Monthly Letters #4
44:56
Book Club – The rule is no rules
49:01
Book Club – Superforecasting
42:41
David and Goliath in the Financial Market – Monthly Letters #3
03:59
1. 2 – Risk and Return
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Wealth managers double in size in 3 years, study says
Source: Valor Econômico
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Mercantil shares rise 150% despite “unsustainable” ROE; understand
Source: Brazil Journal
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The four stocks that drove the gains of February's best equity fund
Source: InfoMoney
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Stock price growth depends on investor conviction and less on the Selic rate.
Source: Broadcast
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3Q23 Financial Statements: Which B3 sectors could be highlighted positively and negatively?
Source: Investing.com
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1 year after Lula's election: did the market get more things right than wrong?
Source: E-investor
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New funding framework begins, but industry renewal is postponed until 2024
Source: Valor Econômico
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Porcelain tile manufacturer Portobello opens R$1 billion factory in the US and plans to triple its sales
Source: Estadão
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