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32:58
2022 Elections – Lula vs. Bolsonaro – Monthly Letters #5
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The Age of Social Proof – Monthly Letters #4
44:56
Book Club – The rule is no rules
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Book Club – Superforecasting
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David and Goliath in the Financial Market – Monthly Letters #3
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1. 2 – Risk and Return
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In the media
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articles in the press
What causes construction companies, like Eztec (EZTC3), to have a bitter Friday?
Source: MoneyTimes
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Construction companies are rising on the stock market. Good news for those looking to invest?
Source: E-investor
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From the boom to withdrawals, assets face the challenge of waiting for the next wave
Source: Valor Econômico
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Sinqia slows down and profits R$681,000 in the first quarter
Source: Estadão
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Big tech stocks rally again after a year of losses. Is it time to get in?
Source: Valor Econômico
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Marcopolo (POMO4): Is a profit level with a rise of 140% in 1Q23 a trend for the year?
Source: Money Times
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Bank, construction company and more: the stocks with the highest appreciation in April
Source: E-investor
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Only 10 of the 65 companies that went public in 2020 and 2021 have seen growth since their debut on the stock exchange.
Source: Folha de S. Paulo
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