Recommended Letters
A series of letters to help you understand our investment philosophy in detail
Investment Process
How We Find Good Opportunities
Investment selection and types of investment theses in which we invest
How to Separate the Wheat from the Chaff
Description of our analysis process
How We Build Portfolios
Portfolio management
How do we analyze risk?
Risk management
Fundamentals of Investment Philosophy
Epistemology in Investments
How do we develop the knowledge to invest better
The Risk of Debt in Brazil
How do we view leverage in Brazil
The Price of Ambition
How we handle growth in investments
Attention Traps
How do we allocate study time efficiently
