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Brazil Stocks

Brazil Investor

Former Morgan Stanley Equity Research. 20 years of Brazil Stock Market Investing. Based in Brazil.

Platform
Substack
PricingFreemiumPublishesTwice weekly
Issues162SubscribersRead brazilstocks.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Brazil Value Talks: Lauro Bevitóri Azerêdo

Multiplied Invested Capital by 2x in 2 Years

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Japan has returned to the center of the global debate not because of technological innovation or a positive growth surprise, but because the model that has sustained its economy for decades has begun to take its toll. This is nothing new fo...

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Brazil Value Talks: Daniel Araújo

Multiplied Invested Capital by 2.5x in 4 Years

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Never doubt China #IBOVESPA

China ended 2025 with a figure that almost embarrassingly dismantles much of the pre-established narratives that circulated throughout the year: a record trade surplus of approximately US$1.2 trillion, achieved precisely in an environment w...

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Authors

The writers behind this newsletter.

  • Brazil Investor

    Brazilian. Former Morgan Stanley Research. 20 years investing in Brazil Stock and Bond Markets.

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