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video series
25:06
Our Investment in BAT – Monthly Letters #36
03:30
Cases Ártica #3 – Wilson Sons (PORT3)
37:28
Pax Americana – Monthly Letters #35
47:14
Highlights #7 – DOGE: Donald Trump and Elon Musk against American bureaucracy
27:41
How to Separate the Wheat from the Chaff – Monthly Letters #34
54:41
Highlights #6 – Stoic Lessons for the Stock Market
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In the media
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articles in the press
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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