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video series
24:18
Why invest outside Brazil? – Monthly Letters #26
20:16
The 1% per month target trap – #25 Monthly Letters
32:19
In Memoriam: Daniel Kahneman – Monthly Letters #24
34:20
Why do we invest in Porto? – Monthly Letters #23
36:29
A Brief History of the Monetary System – Monthly Letters #22
04:02
Gestor Comenta #2: Ter uma carteira muito diversificada é bom?
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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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