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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
Issues197Founded3 years agoLast Issue5 days ago
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Latest Issues

Brazil Value Talks: Thiago Ribeiro — Repost

In 2 years, his portfolio yielded 78.3% while the Ibovespa yielded only 2.53%.

There is a lot of noise in the market and very little timeless wisdom.

5 days ago
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What Sort of Luck Does an Investor Need? #IBOVESPA

It is only after a long time in the market that one truly realizes that a large part of the strategies that worked had luck as their main reason. When you are starting out in this field, the tendency is to give yourself all the credit for b...

10 days ago
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Brazil Value Talks: Felipe N. (Galen Clube de Ações)

Multiplied Invested Capital by 2x in 3 Years

Today I have the pleasure of interviewing Brazilian investor Felipe N..

12 days ago
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Plan B is Plan A #IBOVESPA

The World Cup starts tomorrow and, as usual, Brazil comes to a standstill. Goldman Sachs has published its predictive model for the tournament—sophisticated, using 50,000 Monte Carlo simulations and an Elo system adapted for soccer—and the...

17 days ago
7

Poor Charlie’s Almanack

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Chapter 1

Praising Old Age

Charlie Munger uses this essay to turn aging into a subject of admiration rather than decline. He begins by noting that Benjamin Franklin once translated Cicero’s de Senectute into Eng...

19 days ago
7
1

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  • Brazil Investor

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

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