Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 226 | Founded | 3 years ago | Last Issue | 6 days ago |
| Active | |||||
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brazilstocks.substack.comLatest Issues
Poor Charlie’s Almanack
Chapter 4: Practical Thought About Practical Thought?
Chapter 4
Financial laziness #IBOVESPA
Let’s talk about interest: the interest depositors receive and, above all, the interest they miss out on. Recently, reports have circulated highlighting a threat to the revenue and liquidity of major US banks. The most discussed is a note b...
Poor Charlie’s Almanack
Chapter 4: A Lesson on Elementary, Worldly Wisdom, Revisited Stanford Law School
Chapter 4
The dollar closed the day #IBOVESPA
It has been a few years since I embraced optimism regarding artificial intelligence, and so far, I have no regrets. As with any structural shift, there are bound to be stumbling blocks along the way. The main question is no longer whether A...
Brazil Value Talks: Jefferson Ancelmé
Multiplied Invested Capital by 3x in 8 Years
Today I have the pleasure of interviewing Brazilian investor Jefferson Ancelmé.
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Authors
The writers behind this newsletter.
Brazilian. Former Morgan Stanley Research. 20 years investing in Brazil Stock and Bond Markets.
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