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The Fund
Our team
Letters
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Press
Library
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invest with us
Videos
Monthly Letters
30 Videos
Bets and the stock market - Monthly Letters #30
30:05
Simplified monetary policy - Monthly Letters #29
27:43
The Price of Ambition - Monthly Letters #28
25:06
The market makes mistakes - Monthly Letters #27
30:21
Why invest outside Brazil? - Monthly Letters #26
24:18
The trap of the target of 1% per month - Monthly Letters #25
20:16
In Memoriam: Daniel Kahneman - Monthly Letters #24
32:19
Why do we invest in Porto? - Monthly Letters #23
34:20
Brief history of the monetary system - Monthly Letters #22
36:29
The limit of predictability - Monthly Letters #21
38:34
In Memoriam: Charlie Munger - Monthly Letters #20
32:50
Myopic Market: Why Investors Focus Too Much on the Short Term - Monthly Letters 1TP5Q19
51:58
Brazil One Year After the Elections - Monthly Letters 1TP5Q18
44:28
Why do we invest in Multi? - Monthly Letters #17
45:03
The Turn of the Tide on the Stock Exchange - Monthly Letters #16
33:49
A Decade of Investments - Monthly Letters 1TP5Q15
50:58
Chips: The Brain of the Digital Economy - Monthly Letters #14
42:30
The Brazilian Tax Chaos and the Reform Proposals - Monthly Letter #13
45:39
Artificial Intelligence: The Next Technological Revolution - Monthly Letters #12
39:32
The Market Pendulum - Monthly Letters #11
41:52
Americanas and SUR: Risk or Noise? - Monthly Letters #10
37:13
What Happened to Americanas? - Extraordinary Live #9
41:47
The Hard Side of Value Investing - Monthly Letters #8
43:05
Dark Clouds on the Horizon - Monthly Letters #7
36:10
What will Brazil be like with Lula? - Monthly Letters #6
35:13
Elections 2022 - Lula x Bolsonaro - Monthly Letters #5
32:58
The Age of Social Proof - Monthly Letters #4
36:07
David and Goliath in the Financial Market - Monthly Letters #3
42:41
The Ruin of Bitcoin - Monthly Letters #2
1:02:53
The Threat of Inflation - Monthly Letters #1
56:53
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